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DELL Benefits From Cloud Infrastructure Expansion: More Upside Ahead? [Yahoo! Finance]
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The company's comprehensive portfolio of servers, storage and networking solutions is well-positioned to capitalize on this trend. Building on the strength of its comprehensive portfolio, Dell is witnessing strong growth in its Infrastructure Solutions Group (“ISG”). In the fourth quarter of fiscal 2026, Dell reported record ISG revenues of $19.6 billion, which increased 73% year over year, marking eight consecutive quarters of double-digit revenue growth. This growth is largely fueled by the increasing demand for AI servers, which are integral to cloud infrastructure. Dell's AI server revenue alone reached $9 billion in the fourth quarter, with $34.1 billion in orders and a record $43 billion backlog. The company's partnership with LSEG has been noteworthy. In March 2026, DELL began a multi-year partnership with London Stock Exchange Group (“LSEG”) to improve its on-premises infrastructure and build a secure, high-performance private cloud platform. The company will provide integ
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