Global AI Server Shipments Forecast to Grow Over 28% YoY in 2026,
Global server shipments are projected to grow 12.8% YoY in 2026, while AI server shipments are expected to surge by more than 28% YoY Google and Microsoft are set to ramp up
Dell Riding Nvidia''s Tailwinds To Record $12.1B In AI Server Orders
Dell reported surging demand in AI optimized servers in Q1 with orders of $12.1 billion. This outpaces the entirety of last year while representing a 612% sequential increase from $1.7B last quarter. To
Dell''s AI server orders surge 612%, driving market demand amid
Dell, the top artificial intelligence (AI) server provider, saw its orders for AI-specialized servers in the first quarter of this year surge more than sevenfold compared to the previous quarter.
Dell''s AI Server Orders Surge 121% Year-Over-Year to $12.1 Billion
The value of AI server orders for the quarter ending May 2 exceeded the total outbound value for the entire 2025 fiscal year, reaching 12.1 billion dollars. This surge in demand highlights the
AI server boom sparks urgent infrastructure race
A global surge in demand for AI-optimized servers is fueling rapid deployment of modular data centers by companies like LG CNS and Duos Edge AI, while Dell posts record AI server sales.
Dell''s AI Server Orders Hit Record $12.1 Billion In Q1
What Happened: The company reported $12.1 billion in AI server orders in the first quarter of the fiscal year 2026, surpassing the entirety of shipments for all of fiscal year 2025, and...
Dell Stock Surges on $12.3B AI Server Orders: Retail Impact
Dell''s Vice Chair and Chief Operating Officer, Jeff Clark, stated, “AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an
Dell''s AI server orders surge; Barclays upgrades its rating to
The report showed that Dell''s AI servers, thanks to their excellent computing power adaptability, comprehensive ecosystem compatibility, and stable supply chain guarantees, have seen
Dell''s AI Orders Are Surging
Takeaway Dell''s surging orders for AI server shipments is a strong sign that its server business is due to see an inflection over the next few quarters.
Enterprise Demand is Fueling Dell''s AI Infrastructure Leadership
The numbers don''t lie—enterprise customers are driving unprecedented demand for AI infrastructure, and Dell is making the most of this incredible opportunity. We delivered record
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