Dell Reports $60.9B in AI Server Orders, Predicts 87x Inference Growth by 2030
firstadopter · x · 2026-09-02
Key takeaways from Dell's earnings call:
- Performance: Revenue up 58% to $47B. Booked $60.9B in AI orders this quarter (total >$130B past 12 months).
- Forecast: Predicts 87x growth in inference tokens by 2030; AI to be 75% of data center demand, presenting a $1T+ opportunity.
- Trends: Enterprise agentic workloads are reshaping infra, expanding into physical AI/IoT.
- Constraints: Severe shortages across DRAM, NAND, CPUs, and supply chain components (ABF, T-glass).
Related event: Dell Posts Record $47B Quarter as AI Server Orders Double to $60.9B(8 posts)→
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