Dell, AI

Dell sees its backlog swell as big AI deals come through
AI Daily: Dell said to be near $5B server deal with xAI
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
 · 9hBusiness Times
Dell gives strong outlook with AI server backlog rising
Round Rock-based Dell reportedly close to $5 billion deal with Elon Musk's AI startup xAI
Dell Technologies is reportedly nearing a $5 billion deal to provide xAI with servers optimized for artificial intelligence work.
Dell forecasts $15 billion of AI server sales this year
Dell said that it sold about $10 billion of AI-optimized servers in its fiscal 2025, and expects to sell about $15 billion in AI system sales this year.
Dell forecasts full-year profit above estimates
Dell Technologies forecast annual profit above Wall Street estimates on Thursday, while projecting full-year revenue that was in line with market expectations, in a sign of intense jostling in the AI server market.
Dell Earnings Top Expectations as AI-Driven Demand Grows
Dell (DELL) reported fiscal fourth-quarter earnings that exceeded analysts’ expectations, as the PC and server maker benefitted from growing demand for artificial intelligence infrastructure. Dell posted adjusted earnings of $1.
Dell Nears $5 Billion AI Server Deal for Elon Musk’s xAI
Dell Technologies Inc. is in advanced stages of securing a deal worth more than $5 billion to provide Elon Musk’s xAI with servers optimized for artificial intelligence work.
NBC Los Angeles13d
Dell shares pop on report of $5 billion deal for AI servers for Elon Musk's xAI
Elon Musk’s artificial intelligence startup already depends on Nvidia’s chips. Now the reliance stands to become more extreme.
Dell targets $15B in AI server sales this year, but it’s not enough for investors
Shares of Dell Technologies Inc. were heading lower in extended trading today after the company reported fourth-quarter sales that came in below estimates and offered a mixed revenue outlook for the current quarter.
Dell Q4 preview: Focus on AI server demand, PC segment recovery
Discover Dell's Q3 outlook with focus on AI servers & PC recovery. Expectations include $2.52 EPS & $24.57B revenue.
Report: Dell close to inking $5B+ AI server deal with xAI
Dell Technologies Inc. could sell more than $5 billion worth of artificial intelligence servers to xAI Corp., Bloomberg reported today. The paper’s sources said that discussions about the potential deal are in an advanced stage.
Dell forecasts decline in annual margin on higher AI server costs
Dell on Thursday forecast a decline in its adjusted gross margin rate for fiscal year 2026, hit by higher costs to build artificial intelligence servers in a fiercely competitive market, while its PC business also lagged amid soft demand.
Dell’s AI Server Sales Outlook Fails to Ease Profit Worries
Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these products.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyThe Trump Administration Takes Aim at Transportation ResearchShelters Await Billions in Federal Money for Homelessness ProvidersNYC’s Congestion Pricing Pulls In $48.