DELL Rides on Accelerating AI Infrastructure Demand: What's Ahead? [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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Source: Yahoo! Finance
In the third quarter of fiscal 2026, ISG revenues grew 24% year over year to $14.10 billion, marking seven consecutive quarters of double-digit growth. A significant contributor to this success was the surge in orders for AI servers. In the third quarter of fiscal 2026, Dell Technologies booked $12.3 billion in AI server orders, bringing year-to-date orders to $30 billion. The company shipped $5.6 billion worth of AI servers in the fiscal third quarter. The company ended its fiscal third quarter with a record backlog of $18.4 billion in AI server orders, highlighting the sustained demand for its AI solutions. The demand for AI servers is driven by a diverse and expanding customer base, including Neoclouds, Tier 2 cloud service providers, Sovereigns, and Enterprises. Further expanding its portfolio in the AI infrastructure space, in November 2025, Dell Technologies announced a collaboration with IREN to deploy NVIDIA-powered, liquid-cooled AI infrastructure across North America a
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News
- Dell's Expanding AI Server Backlog and Upgraded Outlook Could Be A Game Changer For Dell Technologies (DELL) [Yahoo! Finance]Yahoo! Finance
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- Black Masterbatches Market Valuation to Surpass US$ 4,865.2 Million By 2035 | Astute Analytica [Yahoo! Finance]Yahoo! Finance
- Jim Cramer Says “Dell Can Fall” and Sees a Buying Opportunity [Yahoo! Finance]Yahoo! Finance
DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- 12/9/25 - Form 10-Q
- DELL's page on the SEC website