{"id":259054,"date":"2026-05-29T14:42:00","date_gmt":"2026-05-29T18:42:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/29\/dell-revenue-jumps-88-as-it-rides-enterprise-ai-wave\/"},"modified":"2026-05-29T16:15:25","modified_gmt":"2026-05-29T20:15:25","slug":"dell-revenue-jumps-88-as-it-rides-enterprise-ai-wave","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/29\/dell-revenue-jumps-88-as-it-rides-enterprise-ai-wave\/","title":{"rendered":"Dell revenue jumps 88% as it rides enterprise AI wave"},"content":{"rendered":"<p><a href=\"https:\/\/www.ciodive.com\/news\/dell-revenue-rides-enterprise-ai-wave\/821523\/\">Dell revenue jumps 88% as it rides enterprise AI wave<\/a><\/p>\n<p><a href=\"https:\/\/www.ciodive.com\/news\/dell-revenue-rides-enterprise-ai-wave\/821523\/\">https:\/\/www.ciodive.com\/news\/dell-revenue-rides-enterprise-ai-wave\/821523\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-29 14:42:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.ciodive.com\">www.ciodive.com<\/a><\/p>\n<p>        Listen to the article<\/p>\n<p>            <span class=\"text-to-speech__button__audio-length\">3 min<\/span><\/p>\n<p>            This audio is auto-generated. Please let us know if you have feedback.<\/p>\n<h3 class=\"standard-heading\"><span><span><span><strong><span><span>Dive Brief:\u00a0<\/span><\/span><\/strong><\/span><\/span><\/span><\/h3>\n<ul>\n<li><span><span><span><span><span><span><span>Dell Technologies\u2019 <\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>revenue soared in the <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>first quarter of its fiscal 2027<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>, driven by enterprise investments in AI infrastructure and compute power. The technology company\u2019s revenue reached <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>$43.8 billion for the quarter<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>, up <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>88% year over year<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>.\u00a0<\/span><\/span><\/span><\/span><\/span><\/span><\/li>\n<li><span><span><span><span><span><span>AI was a powerful driver behind Dell\u2019s <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span><span><span>record quarter<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>.<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span> The company booked <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>$24.4 billion in AI orders <\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>and saw <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>$16.1 billion of <\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span><span><span>AI-optimized server revenue<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>. Meanwhile, traditional server and networking revenue also surged to <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>$8.5 billion, a 92% increase year over year<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>.\u00a0<\/span><\/span><\/span><\/span><\/span><\/span><\/li>\n<li><span><span><span><span><span><span>\u201cThe majority of demand was driven by large enterprise customers refreshing their compute environments and expanding capacities to support growing workloads,\u201d <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>Dell COO Jeff Clarke <\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>said, referring to traditional servers during the <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span><span>company\u2019s earnings call<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span> on<\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span> Thursday<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>. \u201cFor many large customers, ensuring compute availability to modernize and grow remains their highest priority.\u201d\u00a0<\/span><\/span><\/span><\/span><\/span><\/span><\/li>\n<\/ul>\n<h3 class=\"standard-heading\"><span><span><span><strong><span><span>Dive Insight:\u00a0<\/span><\/span><\/strong><\/span><\/span><\/span><\/h3>\n<p><span><span><span><span><span><span>Dell is among a growing cohort of technology vendors reaping the rewards of AI infrastructure investments as enterprises secure supply in support of workloads.\u00a0<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span><span>Nvidia<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>, a key infrastructure player, reported earlier this month that its <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span><span><span>revenue jumped 85%<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span> in the <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>first quarter of its fiscal 2027<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span> due to infrastructure demand. Meanwhile, Microsoft, Google and AWS are funneling significant amounts of money into building out critical pieces of AI infrastructure, including data centers and <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span><span>chips<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>, alongside rising enterprise demand.\u00a0<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>Together, the three major hyperscalers have shared plans to invest m<\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>ore than half a trillion dollars <\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span>in capital expenditures <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span><span>for AI infrastructure<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span> t<\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span>his fiscal year<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span> while enterprises are expected to <\/span><\/span><\/span><\/span><\/span><\/span><span><span><span><span><span><span><span><span><span>more than double&#8230;<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><a href=\"https:\/\/www.ciodive.com\/news\/dell-revenue-rides-enterprise-ai-wave\/821523\/\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dell revenue jumps 88% as it rides enterprise AI wave https:\/\/www.ciodive.com\/news\/dell-revenue-rides-enterprise-ai-wave\/821523\/ Publish Date: 2026-05-29 14:42:00&#8230;<\/p>\n","protected":false},"author":1,"featured_media":259055,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/imgproxy.divecdn.com\/TZWNTVJHNA-nkxVJFBv4ZwBDn5elzUPT2QsOhrikD38\/g:ce\/rs:fit:770:435\/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9FZGl0ZWRfRGVsbC5qcGc=.webp","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-259054","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/259054"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=259054"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/259054\/revisions"}],"predecessor-version":[{"id":259056,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/259054\/revisions\/259056"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/259055"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=259054"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=259054"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=259054"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}