Dell reports record $47B quarterly revenue, raises outlook on AI infrastructure demand
Polymarket · x · 2026-09-02
Dell reported record quarterly revenue of $47 billion and raised its full-year outlook. The growth is driven by accelerating demand for AI infrastructure, highlighting the strength of the enterprise AI hardware market.
More from Infra
- Is it worth switching to AMD for AI Video Generation? ROCm Inquiry — iridescentblob · 2026-09-02
- HybridInfer: Router auto-falls back to cloud when local model wedges — simrankoulsm · 2026-09-02
- Looped transformer rumors may be true, bearish for HBM demand — zephyr_z9 · 2026-09-02
- Buying GPUs to run local models is pointless, argue devs: cloud APIs win on cost — brandon_galang · 2026-09-02
- HybridInfer: open-source router runs local models first, auto-falls-back to cloud on stalls — simrankoulsm · 2026-09-02
- 4,000 GB200s arrive in Texas for Horizon TACC, billed as largest academic supercomputer — AlexGDimakis · 2026-09-02