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Dell's AI orders and growth

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Ticker	Sector	Change
DELL	Technology	+22.1%

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Sep 13, 2026 Dell Booked More AI Server Orders in 3 Months Than It Recorded … Bullish

Sep 10, 2026 Dell's AI Server Orders Reached $61 Billion in the Second Quarter, and … Bullish

Sep 06, 2026 Dell COO Jeff Clarke Reveals AI Boom Runs on Endless Scrambling for … Bullish

Sep 05, 2026 Bank of America sees 41% upside in surging AI stock Bullish

Sep 04, 2026 Why “Phenomenal” Results Still Only Get Dell a Hold Rating Bullish

Aug 19, 2026 The Best AI Trade of 2026 Isn’t a Chip Stock Neutral

Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue Nasdaq · Sep 13, 2026 Mixed

Top Movers

Ticker	Sector	Change
DELL	Technology	+22.1%

🤖 AI Overview

What happened: Dell Technologies (DELL) reported a surge in artificial intelligence (AI) server orders and revenue during its fiscal second quarter. The company booked $60.9 billion in AI server orders, recognized $16.4 billion in revenue, and ended the quarter with a $95 billion backlog. This represents a significant increase from the $24 billion in AI orders booked in the first quarter. Dell's COO, Jeff Clarke, stated that the AI pipeline remains multiples of the backlog.

Market impact: The AI boom is driving demand for Dell's servers, with AI server orders tripling and traditional server sales also booming. This has led to a 70% revenue growth outlook for Dell's infrastructure solutions group. The strong results have caught the attention of analysts, with Bank of America seeing 41% upside potential in Dell's stock. However, not all analysts are bullish, with some maintaining a hold rating despite the impressive results.

What to watch next: Dell's fiscal third quarter earnings, scheduled for late August, will provide further insight into the sustainability of this AI-driven growth. Additionally, investors should monitor the broader semiconductor industry, as any supply chain disruptions or pricing changes could impact Dell's AI server sales. Lastly, regulatory developments around AI and data privacy could also influence Dell's AI business in the long term.

AI Overview as of Sep 10, 2026

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First SeenAug 19, 2026

Last UpdatedSep 15, 2026

Dell's AI orders and growth

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