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Dell's quarter ended 1 May 2026 was the one where AI servers took over the business: total revenue hit a record $43.8 billion, up 88% year on year, and of that, $16.1 billion came from AI servers alone
Dell Technologies reported results for the first quarter of fiscal year 2027 on May 28, 2026, covering the three months ended May 1, 2026. Total revenue was a record $43.8 billion, up 88% year over year. Of that, $16.1 billion came from AI-optimized servers.
Verified 2026-10-24
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AI servers have become a large slice of a mainstream hardware maker's sales, not a side business.
The screener · 78 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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