Dell posts record $47B quarter as AI server revenue doubles to $16.4B, backlog hits $95B
IanAndrewsDC · x · 2026-09-02
Michael Dell announced a record quarter: $47B revenue (+58% Y/Y), ISG revenue of $31.8B (+89%), and AI server revenue of $16.4B (+100% Y/Y). AI orders reached $60.9B with a $95B backlog. Dell says demand exceeds supply and the company remains supply-constrained. It returned a record $4.3B to shareholders, with non-GAAP diluted EPS of $7.04 (+203%).
Related event: Dell Posts Record $47B Quarter as AI Server Orders Double to $60.9B(8 posts)→
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