Dell is raising its AI server shipment forecast to $25 billion for the year, up from $20 billion. The final tally would be 150% higher than shipments a year ago.
In its Q3 earnings report for fiscal 2026, the computer maker also projected that revenue is expected to grow by 17% to $111.7 billion for the full year.
“AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an unprecedented $30 billion in orders year to date,” said Jeff Clarke, Dell’s vice chairman and chief operating officer, in a statement.
“Our five-quarter pipeline is multiples of our $18.4 billion backlog with a mix of neocloud, sovereign and enterprise customers. Dell is winning in AI because of our unique ability to engineer bespoke high-performance solutions, rapidly deploy large, complex clusters, and provide global support,” he added.
Read the Dell earnings release.