How Dell reinvented itself as an AI-server powerhouse — and what its CFO is building next [Fortune]
Bloom Energy Corporation Class A (BE)
Last bloom energy corporation class a earnings: 11/7 04:26 pm
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Source: Fortune
Then the AI surge hit—and Dell found itself holding exactly the infrastructure enterprises suddenly couldn't get enough of. Recommended Video The numbers tell the story. In fiscal 2026, Dell recorded more than $64 billion in AI-optimized server orders, shipped $25.2 billion worth, and exited the year with a $43 billion backlog as demand accelerated faster than many expected. The company is now guiding for roughly $50 billion in AI server sales in fiscal 2027. I recently sat down with David Kennedy, CFO of Dell ( No. 44 on the Fortune 500), in New York to talk about what's driving that momentum —and what comes next. Beyond the surge, Kennedy is using this moment to rethink how finance operates. He's deploying AI agents across core workflows, where they're beginning to take on tasks that once required significant human oversight—hinting at a broader shift in how finance teams are structured. His message to peers: this transformation is already underway. Companies that moderniz
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- 2/5/26 - Beat
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Sec Filings
- 3/27/26 - Form PRE
- 3/26/26 - Form SCHEDULE
- 3/26/26 - Form 8-K
- BE's page on the SEC website