Dell's AI Order Backlog Nears $100 Billion as Full-Year Revenue Target Jumps by $25 Billion
· Source: finance.biggo.com
In short
Dell Technologies reported fiscal 2027 second-quarter results with record revenue of $47 billion, up 58% year-over-year, driven by explosive AI server demand. AI server orders reached $60.9 billion in the quarter with backlog approaching $95 billion, prompting the company to raise its full-year revenue guidance by $25 billion to a midpoint of $192 billion. The company also highlighted severe supply chain constraints on DRAM, NAND, and mature-node components, while forecasting AI will account for 75% of data center demand by 2030.
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In the issue of week 36, 2026: AI-Driven Automation and Integration Reshape Supply Chain Efficiency and Security
Tags: AI servers, supply chain, data center, demand forecasting, backlog, infrastructure