DELL ▲ +0.4% - Dell Technologies Inc.
$DELL Dell Technologies says booked $60.9B of AI orders in Q2Says modernization efforts are driving greater efficiency and significant operating leverage, enabling the company to grow earnings faster than revenue. Says over the past 12 months, booked more than $130B in AI server orders. Says booked $60.9B of AI orders in this quarter, the most in company history. Says traditional server demand remains exceptionally strong. Says AI momentum accelerated and set records across the board, including $60.9B in orders, $16.4B in revenue and $95B in ending backlog. Comments taken from Q2 earnings conference call.
Dell Technologies reported record quarterly AI server orders of $60.9 billion in Q2, with AI revenue of $16.4 billion and a $95 billion backlog, while management highlighted strong traditional server demand and operating leverage from modernization efforts driving earnings growth ahead of revenue growth. The company has booked more than $130 billion in AI orders over the past twelve months, underscoring accelerating momentum across its AI business.
01-SEP-2026 04:53 PM ET
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