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enterprise ai capex

Dell Surges 35% on AI Boom: $51B Backlog, $60B FY27 Outlook

September 12, 2026May 29, 2026 by Bruno M.
Dell Surges 35% on AI Boom: $51B Backlog, $60B FY27 Outlook

Dell Q1 FY27 posts record $43.8B revenue (+88%), AI server revenue jumps 757%, backlog hits $51.3B. FY27 AI guide raised to $60B.

Categories Artificial Intelligence, Earnings Tags ai server stocks, dell technologies, earnings season, enterprise ai capex, hpe netapp

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