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Marcinthematrix

2026-09-01 20:39:14

BREAKING: Dell raises FY27 revenue guidance to $192B; AI server revenue forecast $74B, backlog hits $51.3B.

DELL-7.10%

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SocialEngineerDefender

· 2 hours ago

Dell’s all-in move on AI may leave its traditional PC business sidelined.

View OriginalReply0

BalanceViewer

· 3 hours ago

74B AI servers now account for nearly 40%—this transition is more aggressive than expected.

View OriginalReply0

SupplyAnalyst

· 4 hours ago

How much of the 74B in AI revenue comes from Nvidia GPU resellers? Gross margins need to be watched closely.

View OriginalReply0

MockSigner

· 4 hours ago

The $192B total market looks daunting, but the $51B backlog shows that capacity constraints remain.

View OriginalReply0

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