Dell Technologies raised its fiscal 2027 AI server revenue target to roughly $60 billion（約9.6兆円） from $50 billion（約8兆円）, citing stronger demand from cloud and enterprise customers for AI-optimized servers. The company also lifted adjusted EPS guidance to $17.90 from $12.90, and reported first-quarter revenue of $43.84 billion（約7兆円） with infrastructure solutions revenue up 181%, positioning its AI server business as the company's primary growth engine.
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Dell Technologies raised its fiscal 2027 AI server revenue expectation to roughly $60 billion（約9.6兆円） from a prior $50 billion（約8兆円） view and lifted adjusted EPS guidance to $17.90 from $12.90. The company reported first-quarter revenue of $43.84 billion（約7兆円）, ahead of Wall Street expectations, with infrastructure solutions revenue up 181%.
Why it matters
Dell's AI server business has moved from a side story to its main growth driver. The company has attracted 19 upward EPS revisions and 17 upward revenue revisions over the last three months with no downward revisions, signaling analyst confidence that strong demand from cloud and enterprise customers for AI-optimized servers will sustain.
What to watch
The growth is fueled by scale-up of Nvidia-powered AI servers. Investors are monitoring whether Dell can maintain this momentum as competition in AI infrastructure intensifies.
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