DELL

AI Research

$64.1B AI Orders Booked FY26 → $50B AI Revenue Targeted for FY27 with ~100% Growth

Dell Technologies booked $64.1 billion in AI orders during FY2026 and management expects AI revenue to approach $50 billion in FY27, implying roughly 100% year-over-year growth driven by accelerating enterprise AI adoption. The company's Infrastructure Solutions Group remains the key growth engine, fueled by strong AI server demand in partnership with NVIDIA, with early adopters reporting up to 2.6x ROI in the first year. Dell's stock trades at $151.62 with 19 analysts rating it Buy and one suggesting selling, but CEO commentary on DRAM cycles signals awareness of cyclical supply risks.

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