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Dell raises annual forecasts as AI data center buildout fuels demand - The Economic Times

US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment from suppliers such ​as Dell and Super Micro Computer.

Raccontata dabenzinga.comcnbc.comchannelnewsasia.cominvestors.comsiliconangle.comcryptobriefing.comeconomictimes.indiatimes.comilsole24ore.comthenextweb.comzerohedge.comqz.com

Confronto fonti

6 prospettive sulla stessa storia
AI · summaries
economictimes.indiatimes.comStai leggendo1 g fa

Dell raises annual forecasts as AI data center buildout fuels demand - The Economic Times

US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment from suppliers such ​as Dell and Super…

originale
channelnewsasia.com1 g fa

Dell raises annual forecasts as AI data center buildout fuels demand

May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips.Shares of…

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siliconangle.com1 g fa

AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

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thenextweb.com21 h fa

Dell rallies on Nvidia-powered AI server demand as it lifts its forecast

Dell shares jumped after record Q1 results and a raised full-year forecast, as a $51.3bn AI server backlog signals Nvidia-kit demand is still climbing.

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qz.com17 h fa

Dell Q1 FY2027 earnings beat on AI server revenue surge

The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

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zerohedge.com17 h fa

"Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike

"There's absolutely nothing to complain about w/huge upside and a big guidance hike..."

Leggi questa versione → originale

Timeline cronologica

  1. martedì 26 maggio 2026·benzinga.com

    Dell Shares Hit New 52-Week High As AI Push And Analyst Upgrades Fuel Rally - Dell Technologies (NYSE:DEL

    Dell stock rises ahead of earnings as AI demand, analyst upgrades, and new product launches boost optimism.

  2. giovedì 28 maggio 2026·cnbc.com

    Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018

    Dell has gone from being a sleepy legacy tech company to a high-growth AI story, assembling servers packed with graphics processing units.

  3. giovedì 28 maggio 2026·channelnewsasia.com

    Dell lifts forecasts as AI data center buildout fuels demand, shares soar

    May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

  4. giovedì 28 maggio 2026·channelnewsasia.com

    Dell raises annual forecasts as AI data center buildout fuels demand

    May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

  5. giovedì 28 maggio 2026·investors.com

    Dell Technologies Smashes Q1 Estimates, Hikes Outlook On AI Boom

    Dell Technologies crushed Wall Street's targets for its fiscal first quarter and with its bullish outlook. Dell stock jumped.

  6. venerdì 29 maggio 2026·siliconangle.com

    AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

    AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

  7. venerdì 29 maggio 2026·cryptobriefing.com

    Dell stock surges to record high amid AI-driven earnings beat

    Dell shares surged 16.8% to a record $298 after fiscal Q1 2027 earnings crushed estimates with $4.86 EPS and a record $51.3B AI backlog.

  8. venerdì 29 maggio 2026·economictimes.indiatimes.com

    Dell raises annual forecasts as AI data center buildout fuels demand - The Economic Times

    US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment…

  9. venerdì 29 maggio 2026·benzinga.com

    Dell Executive Confident Amid Memory Crunch As AI Boom Strains Supply: 'This Is What We Do. Never Run Out

    Dell said AI demand remains strong, but shortages in chips and other components are limiting growth despite strong earnings and guidance.

  10. venerdì 29 maggio 2026·ilsole24ore.com

    Dell, ricavi attesi a 60 miliardi grazie ai server AI. E il titolo vola

    Il fatturato della società, ne primo trimestre, è aumentato dell’88% su base annua, raggiungendo i 43,84 miliardi di dollari, e l’azienda ha rivisto al rialzo le previsioni di per…

  11. venerdì 29 maggio 2026·thenextweb.com

    Dell rallies on Nvidia-powered AI server demand as it lifts its forecast

    Dell shares jumped after record Q1 results and a raised full-year forecast, as a $51.3bn AI server backlog signals Nvidia-kit demand is still climbing.

  12. venerdì 29 maggio 2026·channelnewsasia.com

    Dell rallies about 40% on strong Nvidia‑powered AI server demand

    May 29 : Shares of Dell Technologies soared nearly 40 per cent in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise…

  13. venerdì 29 maggio 2026·channelnewsasia.com

    Dell shares soar 30% as AI server demand, price hikes power stellar quarter

    May 29 : Dell's shares surged 30 per cent on Friday, as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center…

  14. venerdì 29 maggio 2026·channelnewsasia.com

    Dell shares soar 33% as AI server demand, price hikes power stellar quarter

    May 29 : Dell's shares surged 33 per cent on Friday as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center…

  15. venerdì 29 maggio 2026·benzinga.com

    Companies Buying AI Servers Like It's 2020 Toilet Paper? Dell Exec Just Revealed How Wild The Rush Has Be

    If Dell's latest earnings call is any indication, companies are treating AI servers like toilet paper in 2020 — securing supply before it runs out.

  16. venerdì 29 maggio 2026·economictimes.indiatimes.com

    Dell rallies about 40% on strong Nvidia‑powered AI server demand - The Economic Times

    The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value ‌at the ⁠current share ⁠price of $442.70, if gains hold.

  17. venerdì 29 maggio 2026·benzinga.com

    Dell Stock Hits 52-Week High - Here's Why - Dell Technologies (NYSE:DELL)

    Dell stock surges 38% after crushing Q1 estimates and raising full-year outlook on massive AI infrastructure demand.

  18. venerdì 29 maggio 2026·zerohedge.com

    "Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike

    "There's absolutely nothing to complain about w/huge upside and a big guidance hike..."

  19. venerdì 29 maggio 2026·qz.com

    Dell Q1 FY2027 earnings beat on AI server revenue surge

    The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

  20. venerdì 29 maggio 2026·benzinga.com

    Dell Tells Some Of Its Biggest Customers It Can't Guarantee AI Server Prices For Years — Yet They're Sign

    AI customers prioritize computing power over cost, signing multi-year deals with Dell without knowing the final price.