Dell Posts Record Quarter as AI Server Backlog Hits $95B

Dell reported record Q2 revenue of $47B, up 58%, with AI server revenue doubling to $16.4B. AI server orders hit a record $60.9B and backlog surged to $95B while margins stayed strong, easing zero-profit fears.

2026-09-02 ~ 2026-09-02 · 4 related posts

• Dell posts record $47B quarter as AI server revenue doubles to $16.4B — Beth_Kindig · 2026-09-02
• Dell AI server orders hit record $60.9B in Q2, backlog jumps 85% — Beth_Kindig · 2026-09-02
• Dell's $95B AI server backlog is profitable, defying zero-margin fears — TiernanRayTech · 2026-09-02

1 near-duplicate retellings: BenBajarin