Browsing Tag
Jeff Clarke
5 posts
Dell Technologies (NYSE: DELL) raises FY2027 outlook to $169bn as AI infrastructure demand accelerates
Dell posted record $43.8B revenue, AI server sales up 757% and raised FY27 guidance to $169B. The stock surged 33% to an all-time high as the AI build-out accelerates.
How Dell’s AI-optimized servers are powering the enterprise transformation
Dell’s $14.4B AI server backlog shows how its infrastructure is reshaping enterprise IT in 2025. Explore the systems behind this AI-driven growth.
Why Dell’s AI server backlog is at the center of its growth story
Dell’s $14.4B AI server backlog is more than numbers—it’s a sign of where enterprise IT is headed. Explore how it anchors Dell’s growth strategy.
Dell Technologies Q1 FY26 earnings: AI surge sparks record cash flow, but Wall Street stays cautious
Dell’s Q1 FY26 revenue hits $23.4B on AI server boom, yet stock dips amid cautious guidance. Find out what this means for investors and analysts.
Dell Technologies to sell cybersecurity business RSA for $2bn
Dell Technologies has signed an all-cash deal worth $2.075 billion to sell its cybersecurity business RSA to a…