Dell Jumps Most in Two Years on AI Server Sales Outlook

The company will generate about $50 billion in AI server revenue in the current fiscal year, which ends in January 2027, Dell said Thursday in a statement. “The AI opportunity is transforming our company,
The Next Platform

AI Servers Finally Dominate Dell’s Systems Business

Fast forward, and Dell ended Q4 F2026 with a $43 billion AI server backlog and said further that it would make at least $50 billion in AI server sales in fiscal 2027, which started in February. That is double the $24.56 billion in AI server sales Dell did in fiscal 2026, which was 2.5X the $9.73 billion it did in fiscal 2025.

Dell Stock Pops as AI Server Demand Exceeds Expectations, Boosting Outlook

Dell stock jumped after the company crushed earnings and revenue estimates and issued a strong fiscal 2027 outlook driven by explosive growth in AI-optimized server orders.
The Motley Fool

3 Reasons Dell's Good News Is Even Better News for Super Micro Computer

The artificial-intelligence revolution is in full swing, not only lighting a fire under the stocks of leading chipmakers like Nvidia, but also less well-regarded "commoditized" server-makers such as Super Micro Computer (SMCI +0.79%) and its "boring," "old ...
sharewise

DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?

Dell Technologies DELL and Super Micro Computer SMCI are leading players in the fast-growing AI server market. Dell stands out as a diversified infrastructure giant with strengths across PCs
NDTV Profit

Dell Jumps Most In Two Years On Strong AI Server Sales Outlook

The shares surged as much as 18% on Friday after trading got underway in New York, their biggest intraday gain since March 1, 2024. The stock was already up 13% over the past year heading into Thursday's report.