$DELL 🖥️ Dell Raises AI Server Outlook as Data Center Demand Accelerates
Dell Technologies raised its full-year AI server revenue forecast to more than $20 billion, up from its previous outlook of about $18 billion, as demand for infrastructure used to build and deploy artificial intelligence systems continues to expand. The company said AI-optimized server orders reached $11.7 billion during its latest quarter, with a record $5.8 billion in shipments. 🚀
The stronger outlook reflects growing demand from large cloud and AI customers for high-performance computing infrastructure. Dell also said its backlog for AI-optimized servers remained substantial, supporting expectations for continued shipments as customers expand their AI data center capacity. The company is increasing its focus on liquid-cooled systems and other infrastructure designed for increasingly dense AI deployments. $DELLB
Dell Technologies raised its full-year AI server revenue forecast to more than $20 billion, up from its previous outlook of about $18 billion, as demand for infrastructure used to build and deploy artificial intelligence systems continues to expand. The company said AI-optimized server orders reached $11.7 billion during its latest quarter, with a record $5.8 billion in shipments. 🚀
The stronger outlook reflects growing demand from large cloud and AI customers for high-performance computing infrastructure. Dell also said its backlog for AI-optimized servers remained substantial, supporting expectations for continued shipments as customers expand their AI data center capacity. The company is increasing its focus on liquid-cooled systems and other infrastructure designed for increasingly dense AI deployments. $DELLB