Dell's $43B AI Backlog: $64.1B Orders & New AI Launch

Dell is seeing a significant boost, with a reported $43 billion backlog in AI servers. The company has also secured $64.1 billion in AI orders and shipped $25.2 billion worth of AI products. Dell's guidance aims for approximately $50 billion in AI revenue by fiscal year 2027. This growth comes as firms raise price targets, citing strong enterprise AI server demand and manageable memory cost inflation. Dell also recently launched its Deskside Agentic AI, which supports large open models and integrates with NVIDIA OpenShell and AI-Q 2.0. This new offering is available now. This news highlights the growing impact of artificial intelligence on major tech companies.