When did Dell raise its AI server revenue target?

At the end of May, according to a Reuters report, Dell raised its annual revenue and profit forecasts.

What was Dell's prior AI server revenue target before the increase?

Dell's prior fiscal 2027 AI server revenue expectation was $50 billion（約8兆円）, which it raised to roughly $60 billion（約9.6兆円）.

How did Dell's first-quarter revenue compare to expectations?

Dell reported first-quarter revenue of $43.84 billion（約7兆円）, which was ahead of Wall Street expectations.

Yahoo Finance AIJul 4, 2026Jul 4, 2026, 10:00 JST

Dell raises AI server revenue target to $60 billion（約9.6兆円） on stronger demand

Send on LINE

3 Key Points

What happened
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.

Not sure about something? Ask the AI

Questions and answers are published on this page.

Summaries like this, in your inbox every morning.

Get news like this every morning, free

FAQ

When did Dell raise its AI server revenue target?: At the end of May, according to a Reuters report, Dell raised its annual revenue and profit forecasts.
What was Dell's prior AI server revenue target before the increase?: Dell's prior fiscal 2027 AI server revenue expectation was $50 billion（約8兆円）, which it raised to roughly $60 billion（約9.6兆円）.
How did Dell's first-quarter revenue compare to expectations?: Dell reported first-quarter revenue of $43.84 billion（約7兆円）, which was ahead of Wall Street expectations.

Yahoo Finance AIRead Original Article

Send on LINE

AI news that matters for your work, delivered every morning.

Pick your industry and the AI tools you use, and get news related to your work every day.

Get it free

Free · 30 seconds with Google · unsubscribe anytimeWhat is AIToday? →

Ask AI

Ask AI anything about this article. The AI reads this article, earlier AIToday articles, and Wikipedia, and cites its sources. Q&As are published on this page for other readers too.

Next articleAI agents need four layers of engineering beyond the model itself