Dell, ce serveur AI se vend comme des petits pains, augmentation de 38% après la clôture, les investisseurs expérimentés ont enfin compris la narration autour de la puissance de calcul

Dell revenue for fiscal year 2027 Q1 was $4.384 billion, an increase of 88% year-over-year, driven by AI demand. The full-year revenue outlook was raised to $165 billion–$169 billion, with the median adjusted EPS rising to $17.90. Q1 net profit was $3.44 billion, EPS $5.24, and excluding one-time items, EPS $4.86, beating market expectations. Infrastructure solutions revenue increased to $29 billion, nearly doubling, driven by AI optimization and traditional server demand. The next quarter's revenue is expected to be $4.40 billion–$4.50 billion, with a median adjusted EPS of $4.80. After-hours stock price rose about 38%.