Dell Technologies raises its full-year revenue forecast by $25 billion, citing stronger-than-expected demand for AI servers, and shares jump in extended trading. The company’s outlook also includes a higher expected contribution from AI server sales.
Quartz reports Dell now expects $192 billion in annual revenue and $74 billion from AI server sales, compared with prior guidance of $167 billion in revenue. MarketWatch highlights a backlog of $95 billion as demand accelerates. CNBC adds that Dell expects AI server revenue to triple in fiscal 2027, after it had earlier forecast doubling.
Across the outlets, the core emphasis is consistent: Dell links the forecast increase to rapid growth in AI server orders and capacity needs. While the coverage differs in focus—stock reaction and supply-chain commentary in one case, backlog figures in another, and forward AI server growth rates in others—the updates collectively point to accelerating AI-driven server demand underpinning Dell’s revised targets.
