Dell Books Ends 2Q with Record Backlog, Boosted by AI Server Business

Dow Jones

8 hours ago

Dell Technologies booked a record $60.9 billion in AI server orders during 2Q, the company said. AI-optimized server revenue hit $16.4 billion for the quarter, doubling year over year. The company exited the quarter with a $95 billion backlog, reflecting sustained enterprise demand for AI infrastructure. Chief Operating Officer Jeff Clarke said customers are treating IT environments as value drivers that fuel growth.

This article was automatically created using artificial-intelligence technology and reviewed by Dow Jones Newswires editors.

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AI-optimized server revenue hit $16.4 billion for the quarter, doubling year over year. The company exited the quarter with a $95 billion backlog, reflecting sustained enterprise demand for AI infrastructure. Chief Operating Officer Jeff Clarke said customers are treating IT environments as value drivers that fuel growth. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n<p>\n     This article was automatically created using artificial-intelligence technology and reviewed by Dow Jones Newswires editors. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dell Books Ends 2Q with Record Backlog, Boosted by AI Server Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDell Books Ends 2Q with Record Backlog, Boosted by AI Server Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-09-02 04:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Dell Technologies booked a record $60.9 billion in AI server orders during 2Q, the company said. AI-optimized server revenue hit $16.4 billion for the quarter, doubling year over year. The company exited the quarter with a $95 billion backlog, reflecting sustained enterprise demand for AI infrastructure. Chief Operating Officer Jeff Clarke said customers are treating IT environments as value drivers that fuel growth. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n<p>\n     This article was automatically created using artificial-intelligence technology and reviewed by Dow Jones Newswires editors. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0211326755.USD","symbol_name":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2664866210","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2664866210","pubTimestamp":1788293160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Dell Technologies booked a record $60.9 billion in AI server orders during 2Q, the company said. 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AI-optimized server revenue hit $16.4 billion for the quarter, doubling year over year. The company exited the quarter with a $95 billion backlog, reflecting sustained enterprise demand for AI infrastructure. Chief Operating Officer Jeff Clarke said customers are treating IT environments as value drivers that fuel growth. \n\n \n\n\n     This article was automatically created using artificial-intelligence technology and reviewed by Dow Jones Newswires editors.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}