Dell Technologies Q3 FY 2026: AI Orders, Backlog, and Outlook Rise
· Source: futurumgroup.com
In short
Dell Technologies reported strong Q3 FY 2026 results with $27.0 billion revenue, up 11% year-over-year, driven by accelerating AI server momentum. The company recorded $12.3 billion in AI server orders and a record $18.4 billion backlog, while raising full-year AI shipment guidance to roughly $25 billion. Dell highlighted its supply-chain agility and cost management strategies amid rising memory component pricing to sustain margin stability.
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Tags: servers, infrastructure, supply-chain, forecasting, automation, logistics