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Surging AI Growth Catapults Dell’s Datacenter Business Ahead of PC Division

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Unlocking AI Potential: Dell’s Strategy for Growth

As the AI landscape evolves, OEMs face a pivotal choice. Dell leads the charge by opting for the Nvidia AI hardware stack, enhancing revenue streams while navigating operational challenges.

Key Highlights:

  • Q2 Fiscal 2026 Performance:
    • Revenues reached $29.78 billion, a 19% YoY increase.
    • AI systems sales skyrocketed to $8.1 billion, driven by enterprise demand.
  • Strategic Advantages:
    • Dell’s Infrastructure Solutions Group now surpasses its PC business for the first time in history.
    • A robust backlog of $11.7 billion in AI systems, with significant opportunities in enterprise networking and services.
  • Future Projections:
    • Forecasting at least $20 billion in AI system sales for FY 2026.

Dell is not just keeping pace; it’s leading in AI innovation.

Let’s engage! Share your thoughts on the evolving AI market and how businesses can adapt. Together, we can shape the future of AI!

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