Dell Technologies saw record AI server orders in the third quarter and raised its fiscal 2026 AI shipment guidance to $25 billion, up 150% from a year ago.
Dell Technologies said it adding more automation to Nvidia AI Factory deployments using blueprints that automate more than 30 manual steps and can get customers into deployment in as few as 10 clicks.
Dell Technologies raised its annual revenue growth target to 7% to 9% as it ramps its AI infrastructure business.
Jeff Clarke, chief operating officer of Dell, said the company shipped $10 billion in AI systems in the first half of fiscal 2026 and topped all shipments in fiscal 2025.
Chief Operating Officer Jeff Clarke said the company saw strong AI demand. "We're experiencing unprecedented demand for our AI-optimized servers. We generated $12.1 billion in AI orders this quarter alone, surpassing the entirety of shipments in all of FY25 and leaving us with $14.4 billion in backlog," he said.
Since the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit.
According to Dell Technologies the modern data center will be disaggregated and more turnkey courtesy of software automation. Private clouds will also take architecture cues from AI factories and Nvidia's designs
Dell Technologies expanded its AI factory portfolio and expanded its ecosystem with tighter partnerships with Nvidia, AMD and large language model companies with a host of new servers, networking gear and integrated systems.
Dell Technologies delivered better-than-expected fourth quarter earnings as it continues to see strong demand for AI servers. Shipments for AI servers will hit $15 billion in fiscal 2026, according to the company.
Dell Technologies reported better-than-expected third quarter results and strong demand for its AI servers, but weak consumer PC sales.
Dell Technologies launched new systems powered by AMD's next-generation EPYC server processors and PowerEdge XC9680 system powered by AMD Instinct MI300 and 300x AI accelerators. Dell is also surrounding those AMD powered AI systems with services and the chipmaker's software stack.
Personal computers powered by artificial intelligence haven't surged ahead just yet, but demand appears to be strong enough to spur an upgrade cycle. That's a key takeaway from earnings results from Best Buy, Dell and Hewlett-Packard.
