Dell Technologies: Strong Q2 - Doubling AI Servers Planned for 2026!

Dell Technologies clearly exceeded expectations in the second quarter of the fiscal year 2026, with revenue of $29.78 billion and adjusted earnings of $2.32 per share. The infrastructure business saw a robust increase of 44% due to the AI boom. Dell plans to double the number of AI servers in 2026 In the first two quarters, Dell sold AI servers worth approximately $10 billion. Dell expects to increase AI server shipments by 100% to $20 billion in fiscal year 2026. Partners include NVIDIA as a chip supplier and CoreWeave, which imports Dell...