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DELL Gains From AI and Data Center Growth: A Sign for More Upside?
ZACKS· 2025-09-22 17:40
Key Takeaways Dell hit record Q2 revenues of $29.8B, up 19% year over year, led by AI and data center demand. ISG revenue surged 44% to $16.8B, with $8.2B in AI server shipments and $5.6B in new orders. Dell raised its fiscal 2026 AI server shipment forecast to $20B, signaling confidence in demand. Dell Technologies (DELL) is benefiting from the rapid growth in AI and data center demand, which has become a key growth driver of its financial performance. In the second quarter of fiscal 2026, Dell Technologi ...