{"id":163611,"date":"2026-05-29T15:22:19","date_gmt":"2026-05-29T15:22:19","guid":{"rendered":"https:\/\/christiancorner.us\/index.php\/2026\/05\/29\/ai-stocks-dominate-dell-technologies-nyse-dell-raises-ai-server-revenue-expectations-to-60-billion-for-fiscal-2027\/"},"modified":"2026-05-29T15:27:45","modified_gmt":"2026-05-29T15:27:45","slug":"ai-stocks-dominate-dell-technologies-nyse-dell-raises-ai-server-revenue-expectations-to-60-billion-for-fiscal-2027","status":"publish","type":"post","link":"https:\/\/christiancorner.us\/index.php\/2026\/05\/29\/ai-stocks-dominate-dell-technologies-nyse-dell-raises-ai-server-revenue-expectations-to-60-billion-for-fiscal-2027\/","title":{"rendered":"AI stocks dominate \u2013 Dell Technologies (NYSE: DELL) raises AI server revenue expectations to $60 billion for fiscal 2027"},"content":{"rendered":"<p>\n<\/p>\n<div id=\"\">&#13;<br \/>\n        &#13;<\/p>\n<div class=\"article-meta-wrap\">\n<p class=\"article-meta\">Published May 29, 2026<\/p>\n<section class=\"news-share-wrap\" role=\"region\" aria-label=\"Share and tools\">&#13;<br \/>\n  <a rel=\"nofollow noopener\" target=\"_blank\" class=\"a2a_dd px-3 py-1.5 rounded bg-blue-600 text-white text-sm\" href=\"https:\/\/www.addtoany.com\/share\">share<br \/>\n  <\/a>&#13;<br \/>\n<\/section>\n<\/p><\/div>\n<p>&#13;<br \/>\n&#13;<br \/>\n        <!-- TOP TELEGRAM BANNER -->&#13;<br \/>\n        <!-- Telegram Promotion Banner (Apollo Style) -->&#13;<\/p>\n<div class=\"telegram-banner-ad\">\n<div class=\"telegram-banner-content\">\n<div class=\"telegram-banner-icon\"><\/div>\n<div class=\"telegram-banner-text\">\n<h3 class=\"telegram-banner-title\">join our free <span class=\"telegram-banner-highlight\">telegram server<\/span> Today<\/h3>\n<p class=\"telegram-banner-subtitle\">Real-time stock alerts on Mining, Crypto, AI\/Tech, Defense and Biotech channels<\/p>\n<\/p><\/div>\n<p>        <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/t.me\/+o8DxSAgeNCk2ZGVh\" class=\"telegram-banner-btn\">join Free<br \/>\n        <\/a>\n    <\/div>\n<\/div>\n<p>&#13;<br \/>\n&#13;<\/p>\n<figure class=\"figure\">&#13;<br \/>\n          <img decoding=\"async\" src=\"https:\/\/www.investorideas.com\/news\/2026\/technology\/images\/052926-1.jpg\" alt=\"Dell Technologies (NYSE: DELL) Raises AI Server Revenue Outlook to $60 Billion for Fiscal 2027 Based on Record Q1 Earnings\" class=\"figure-img\"\/>&#13;<br \/>\n        <\/figure>\n<p>&#13;<br \/>\n&#13;<\/p>\n<p class=\"para\">Investorideas.com (www.investorideas.com newswire) is a popular platform for great investment ideas including AI and tech stocks, issuing market commentary on the trending stock Dell Technologies (<a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/finance.yahoo.com\/quote\/DELL\/\" class=\"link\">NYSE: Dell<\/a>).\n        <\/p>\n<p>&#13;<br \/>\n&#13;<\/p>\n<p class=\"para\">Dell is trending up and once again showing the strength of tech stocks and the revenue growth they are experiencing quarter over quarter.\n        <\/p>\n<p>&#13;<\/p>\n<p class=\"para\">As of this report the stock is trading at $416.18 +99.13 (+31.27%) on volume of over 15 million shares. The trading range for this morning is $407.67 &#8211; $429.15.\n        <\/p>\n<p>&#13;<\/p>\n<p class=\"para\">Dell just announced financial results for its first quarter fiscal 2027 and provided guidance for its second quarter and full year fiscal 2027.\n        <\/p>\n<p>&#13;<\/p>\n<h2 class=\"section-title\">news summary<\/h2>\n<p>&#13;<\/p>\n<ul class=\"list\">&#13;<\/p>\n<li>record revenue of <strong>$43.8 billion<\/strong>88% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Record diluted earnings per share (EPS) of <strong>$5.24<\/strong>Growth of 282% year over year, and record non-GAAP diluted EPS <strong>$4.86<\/strong>up 214%<\/li>\n<p>&#13;<\/p>\n<li>Record the first quarter cash flow from operations of <strong>$4.1 billion<\/strong><\/li>\n<p>&#13;\n        <\/ul>\n<p>&#13;<\/p>\n<blockquote class=\"blockquote\"><p>&#13;<\/p>\n<p class=\"para\">&#8220;Our record Q1 performance reflects strong demand in the quarter as well as our pace of innovation across the entire stack of PCs, compute and storage,&#8221; said Jeff Clark, vice president and chief operating officer of Dell Technologies. \u201cWe booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue. We are raising our AI server revenue expectations for fiscal 2017 to $60 billion, which only shows that the AI \u200b\u200bopportunity shows no signs of slowing down.\u201d\n          <\/p>\n<p>&#13;\n        <\/p><\/blockquote>\n<p>&#13;<\/p>\n<blockquote class=\"blockquote\"><p>&#13;<\/p>\n<p class=\"para\">&#8220;Execution was exceptionally strong across the entire business \u2013 from supply chain to sales to pricing \u2013 driving record revenue of $43.8 billion, record EPS, record Q1 cash flow of $4.1 billion and strong shareholder returns of $2.1 billion,&#8221; said David Kennedy, chief financial officer of Dell Technologies. \u201cWe entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.\u201d\n          <\/p>\n<p>&#13;\n        <\/p><\/blockquote>\n<p>&#13;<\/p>\n<h3 class=\"subsection-title\">Infrastructure Solutions Group (ISG)<\/h3>\n<p>&#13;<\/p>\n<ul class=\"list\">&#13;<\/p>\n<li>Record Revenue: <strong>$29.0 billion<\/strong>181% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Record AI-Optimized Server Revenue: <strong>$16.1 billion<\/strong>757% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Record traditional server and networking revenues: <strong>$8.5 billion<\/strong>92% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Record storage revenue for the first quarter: <strong>$4.3 billion<\/strong>8% growth year on year<\/li>\n<p>&#13;<\/p>\n<li>Record Operating Income: <strong>$3.1 billion<\/strong>206% increase year on year<\/li>\n<p>&#13;\n        <\/ul>\n<p>&#13;<\/p>\n<h3 class=\"subsection-title\">Customer Solutions Group (CSG)<\/h3>\n<p>&#13;<\/p>\n<ul class=\"list\">&#13;<\/p>\n<li>Income: <strong>$14.6 billion<\/strong>17% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Record Commercial Customer Revenue: <strong>$13.0 billion<\/strong>18% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Consumer Revenue: <strong>$1.6 billion<\/strong>9% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Record Operating Income: <strong>$1.2 billion<\/strong>79% increase year on year<\/li>\n<p>&#13;\n        <\/ul>\n<p>&#13;<\/p>\n<h3 class=\"subsection-title\">capital return<\/h3>\n<p>&#13;<\/p>\n<p class=\"para\">Dell Technologies is back <strong>$2.1 billion<\/strong> to shareholders in the first quarter through share repurchases and dividends.\n        <\/p>\n<p>&#13;<\/p>\n<h2 class=\"section-title\">guidance summary<\/h2>\n<p>&#13;<\/p>\n<ul class=\"list\">&#13;<\/p>\n<li>Revenue is expected between second quarter FY27 <strong>$44.0 billion and $45.0 billion<\/strong>49% increase year over year at midpoint of $44.5 billion<\/li>\n<p>&#13;<\/p>\n<li>Second quarter FY27 GAAP diluted EPS expected <strong>$4.48<\/strong> At the midpoint, growth of 164% year over year, and non-GAAP diluted EPS. <strong>$4.80<\/strong> At the midpoint, up 107%<\/li>\n<p>&#13;<\/p>\n<li>Revenue is expected between full year FY27 <strong>$165.0 billion and $169.0 billion<\/strong>47% increase year over year at the midpoint of $167.0 billion<\/li>\n<p>&#13;<\/p>\n<li>Full-year AI-optimized server revenue is expected to be roughly <strong>$60 billion<\/strong>144% increase year on year<\/li>\n<p>&#13;<\/p>\n<li>Full year FY27 GAAP diluted EPS expected <strong>$17.31<\/strong> At the midpoint, having 99% year-over-year growth, and non-GAAP diluted EPS <strong>$17.90<\/strong> At the midpoint, up to 74%<\/li>\n<p>&#13;\n        <\/ul>\n<p>&#13;<\/p>\n<p class=\"para\">&#13;<br \/>\n          <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/delltechnologies.gcs-web.com\/news-releases\/news-release-details\/dell-technologies-delivers-first-quarter-fiscal-2027-financial\" class=\"link\"><strong>full news<\/strong><\/a>&#13;\n        <\/p>\n<p>&#13;<\/p>\n<p class=\"para\">&#13;<br \/>\n          <strong>Research tech stocks on Investorideas.com&#8217;s free stock directory<\/strong>&#13;\n        <\/p>\n<p>&#13;<\/p>\n<p class=\"para\">&#13;<br \/>\n          <strong>https:\/\/www.investorideas.com\/TSS\/stock_list.asp<\/strong><\/p>\n<p>&#13;<br \/>\n&#13;<br \/>\n        <br \/>&#13;<\/p>\n<hr\/>\n<p>&#13;<br \/>\n        <br \/>&#13;<\/p>\n<p class=\"para\">&#13;<br \/>\n          <strong>About Investorideas.com\u2014Where You Find the Best Investing Ideas <\/strong>&#13;\n        <\/p>\n<p>&#13;<\/p>\n<p class=\"para\">https:\/\/www.investorideas.com\/About\/\n        <\/p>\n<p>&#13;<\/p>\n<p class=\"para\">Investorideas.com is a trusted platform for retail investors, serving as a hub for innovative investment ideas for over 25 years. 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