Dell Raises Earnings Forecast – AI Servers Drive Business Into new Dimensions

Strong quarter, optimistic outlook Dell Technologies has exceeded expectations with its first-quarter numbers for fiscal year 2026 and simultaneously raised its profit forecast for the entire year. Revenue increased by 5% to $23.4 billion, while earnings per share rose disproportionately by 17% to $1.55. COO Jeff Clarke emphasized the "unprecedented demand” for AI-optimized servers, which alone led to orders worth $12.1 billion in the first quarter. For the entire year, Dell aims for over $15 billion in shipments in this segment – a milestone...