Dell AI server orders hit record $60.9B in Q2, backlog jumps 85%
Beth_Kindig · x · 2026-09-02
Dell reported record AI server orders of $60.9 billion in Q2, more than doubling from $24.4 billion in the previous quarter. The AI server backlog also surged 85% quarter-over-quarter, rising from $51.3 billion to $95 billion, indicating sustained strong demand for enterprise AI infrastructure.
Related event: Dell Posts Record $47B Quarter as AI Server Orders Double to $60.9B(8 posts)→
More from Infra
- SGLang Summit sponsors grow from 11 to 36 in one week; Lip-Bu Tan, Lilian Weng to speak — BanghuaZ · 2026-10-18
- Yacine jokes his datacenter KPI is gigawatt-hours: get paged if not burning enough power — yacineMTB · 2026-10-18
- OpenAI reportedly handled ~15T tokens daily in April, likely higher now — JoshPurtell · 2026-10-18
- 1.68x inference speedup drops, directly accelerating GRPO post-training — yacineMTB · 2026-10-18
- OpenRouter is only a fraction of the total addressable market, poster argues — sloppenheimer · 2026-10-18
- Developer builds change alerts for LLM prices and retirements across Bedrock, Azure and Vertex — jsandhu0780 · 2026-10-18