Economic Times3 September 2026

Dell’s AI Boom: $95 billion backlog reshapes growth outlook

Dell’s AI Boom: $95 billion backlog reshapes growth outlook

Dell Technologies reported record AI-server demand, with a $95 billion backlog and surging revenue. The company raised full-year revenue and earnings forecasts, highlighting strong AI infrastructure spending and expanding data-centre opportunities.

Dell Technologies reported record AI-server demand, with a $95 billion backlog and surging revenue. The company raised full-year revenue and earnings forecasts, highlighting strong AI infrastructure spending and expanding data-centre opportunities.

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