Amid a surge in demand for servers for artificial intelligence (AI) data centers around the world, U..

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Amid a surge in demand for servers for artificial intelligence (AI) data centers around the world, U.S. AI server and computer manufacturer Dell Technologies has reached an all-time high with an all-time “earnings surprise.”

Dell announced on the 28th (local time) that its sales in the first quarter of this year rose 88% from the same period last year to $43.8 billion (about 66 trillion won). The quarterly sales growth rate is the highest since the relisting in 2018. Adjusted EPS rose 214% to $4.86, beating market expectations by $2.94.

It is the AI server sector that has driven Dell’s record sales growth. Demand for AI servers and data center equipment is expected to increase significantly as big tech companies such as Google and Amazon are expected to spend more than $700 billion on AI infrastructure this year.

Dell manufactures and sells AI servers equipped with graphics processing units (GPUs) such as Nvidia, and it is known that there are more than 5,000 customers. Sales of AI servers in the first quarter soared 757% year-on-year to $16.1 billion (about 24 trillion won). In the first quarter, AI server orders alone reached $24.4 billion (about 37 trillion won), and as of the end of the quarter, the order balance reached $51.3 billion (about 77 trillion won).

Reflecting these orders, Dell raised its forecast for total AI server sales this fiscal year to $60 billion (about 90 trillion won) from $50 billion. In addition, the company raised its overall sales forecast to $165 billion to $169 billion (about 248 trillion won to 254 trillion won).

Dell shares closed at $317.05, up 3.84% from the previous day. However, after the announcement of earnings that exceeded market expectations, it rose by more than 40% to $451.5 in after-hours trading. Dell shares closed at $420.91 on the 29th and have risen more than 230% this year alone.

[Reporter Ahn Byung-joon / Reporter Choo Kyung-ah]

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