Dell's AI infrastructure customer count exceeds 6,500 as enterprise demand broadens, with $51.3B backlog and $74B FY2027 revenue guidance.

Dell Technologies' record $51.3B AI backlog and rising server demand fuel ISG growth, but supply constraints and pricing pressure remain key risks.

Dell Technologies reports Q2 FY27 earnings on September 1 with analysts expecting $45B in revenue as AI server demand drives record growth and a