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Dell Technologies AI infrastructure growth

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2026-09-04 08:43 UTC → 2026-09-10 14:50 UTC · added ~~removed~~

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.

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