Dell reports record Q2 revenue of $47B, with AI server backlog reaching $95B
· Source: kucoin.com
In short
Dell Technologies reported record Q2 revenue of $47 billion for fiscal year 2027, a 58% year-over-year increase, with AI server backlog reaching $95 billion and full-year revenue guidance raised to $192 billion. The company faces significant supply chain constraints, particularly DRAM and NAND shortages, while AI server orders exceed $130 billion serving over 6,500 customers. Dell projects AI will account for 75% of data center demand by 2030, representing a market opportunity exceeding $1 trillion.
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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, revenue, demand forecasting