Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
Customers are ordering AI servers far faster than the company can build them -- and the cash is arriving slower still.
Overview
Shares of Dell Technologies (NYSE:DELL) surged as much as 12% on Friday, touching a fresh 52-week high. The hardware giant's stock has more than quintupled from its 52-week low as of this writing.
Much of the latest leg has come since the company posted fiscal 2027 second-quarter results (the quarter ended July 31, 2026) on Sept. 1.
Details
One comparison in that report stands out to me above everything else: Customers ordered $60.9 billion of artificial intelligence (AI) servers during the fiscal second quarter. Dell's total revenue (across servers, storage, and PCs) came in at $47 billion.
Source
Originally published at www.fool.com.
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