{
  "id": 7080339,
  "title": "Dell Technologies (DELL) Raises its AI Server Forecast for the Second Time This Year",
  "url": "https://urgent.news/2026/09/11/dell-technologies-dell-raises-its-ai-server-forecast-for-the-second",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-11T23:39:09.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/dell-technologies-dell-raises-ai-233909317.html"
  },
  "original_language": "en",
  "account": "Dell Technologies reported strong financial results on September 1, with its stock surging 9% following the announcement of a revised forecast for fiscal 2027. The company expects adjusted earnings per share of $25.50 and revenue of $192 billion, surpassing analyst estimates. This marks the second time this year that Dell has raised its AI server revenue forecast, now projecting $74 billion, up from $60 billion. Second-quarter revenue hit a record $47 billion, driven by a 58% year-over-year increase and beating estimates by $2.08 billion. AI server orders reached a record $60.9 billion, and Dell's backlog of AI server orders surpassed $95 billion, a more than doubling of its $43 billion backlog from fiscal 2026. The company's AI customer base has grown to more than 6,500 accounts, bolstering its resilience against large customer dependencies. Dell's Infrastructure Solutions Group generated $31.8 billion in revenue, reflecting an 89% year-over-year growth. The results underscore the company's potential for sustained growth, despite challenges such as supply-chain constraints and intense competition in the AI server market.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}