Dell Technologies projects $50 billion in AI revenue after Q4 sales quadruple
Updated
Updated · The Motley Fool · May 7
Dell Technologies projects $50 billion in AI revenue after Q4 sales quadruple
12 articles · Updated · The Motley Fool · May 7
The company said AI revenue would rise 103% this fiscal year after booking $34.1 billion in new AI orders in the fourth quarter and ending the year with a $43 billion backlog.
Dell's AI-optimised servers, which combine accelerators, storage, networking and cooling for data centres, are seeing strong demand, helping it outpace the wider AI server market.
ABI Research estimates Dell held about 20% of the AI server market in 2024, while Goldman Sachs sees AI infrastructure spending growing from $765 billion in 2026 to $1.6 trillion by 2031.
As tech giants build their own AI chips, is Dell’s server dominance built on borrowed time?
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