Dell raised its annual revenue guidance by $25 billion to about $192 billion for the fiscal year ending January 2027, citing strong demand for servers used in AI workloads. The company expects AI server sales of roughly $74 billion — about three times last fiscal year — topping its May guidance of about $167 billion and analysts' average of $173.8 billion. This is Dell's fifth consecutive quarter raising full-year revenue guidance and beating market expectations. The company said it is winning i

Dell raised its annual revenue guidance by $25 billion to about $192 billion for the fiscal year ending January 2027, citing strong demand for servers used in AI workloads. The company expects AI server sales of roughly $74 billion — about three times last fiscal year — topping its May guidance of about $167 billion and analysts' average of $173.8 billion. This is Dell's fifth consecutive quarter raising full-year revenue guidance and beating market expectations. The company said it is winning increased orders for servers equipped with NVIDIA AI chips while traditional server demand is also rising. Dell shares were up nearly 10% in US after-hours trading.