# Dell Technologies AI infrastructure growth > Live situation record from CLSTR: https://clstr.news/situations/dell-technologies-ai-infrastructure-growth > Updated: 2026-09-03T11:58:46.000Z. Sources: 30. Developments: 2. Dell Technologies reported record quarterly revenue of approximately $46.97 billion, marking a nearly 58% increase year-over-year. This growth was primarily driven by intense demand for artificial intelligence infrastructure, with AI-optimized server revenue doubling to $16.4 billion. The company reported a record $60.9 billion in AI server orders and a $95 billion backlog. Following these results, Dell raised its full-year fiscal 2027 revenue guidance to $192 billion and increased its adjusted earnings forecast to $25.50 per share. The company also raised its fiscal 2027 AI-optimized server revenue target to $74 billion. Recent SEC filings indicate varying levels of institutional activity regarding Dell stock, with some entities reducing positions while others have established or increased them. Hedge funds and other institutional investors currently hold approximately 76.37% of the stock. Specifically, Integrity Financial Corp WA reduced its position by 91.1% during the second quarter, while entities such as Commonwealth Retirement Investments LLC, Rossby Financial LCC, Navalign LLC, and Kemnay Advisory Services Inc. have established or increased their holdings. ## Timeline ### 2026-09-03: Dell Technologies reports record revenue amid AI server demand Dell Technologies reported record quarterly revenue of $46.97 billion, driven by AI server demand, amid shifting institutional stock holdings. 2 sources. https://clstr.news/cluster/dell-technologies-reports-record-revenue-amid-ai-server-demand ### 2026-08-31: Dell Technologies raises 2027 outlook on record AI server demand Dell Technologies raised its fiscal 2027 revenue guidance to $192 billion after record Q2 results driven by a massive surge in AI server orders and a $95 billion backlog. 30 sources. https://clstr.news/cluster/dell-technologies-faces-high-volatility-ahead-of-quarterly-earnings --- Cite as: Dell Technologies AI infrastructure growth. CLSTR, https://clstr.news/situations/dell-technologies-ai-infrastructure-growth