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Dell's AI infrastructure demand is accelerating: The company booked $6.1 billion in AI server GPU orders in fiscal Q2, matching the prior three quarters combined, while enterprise and neocloud pipelines continue to expand.
Growth is broadening beyond GPUs: Traditional server revenue rose 122% and storage grew 26% in Q2, with Dell expecting double-digit storage growth for the full year and a potentially record storage quarter ahead.
Supply constraints may worsen next year: DRAM, NAND and other AI-related components remain constrained, prompting customers to seek multiyear supply-access commitments; Dell expects margins to benefit from scale, storage mix and operating efficiency.
