The Motley Fool
13 Sept 2026, 00:33 UTC · 2h ago
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Dell reported AI server orders of $60.9 billion in the fiscal second quarter, contributing to a record total backlog of $95 billion. — Massive order bookings provide high revenue visibility and prove that AI hardware demand is accelerating far beyond current delivery capacity.
+0.90Dell raised its full-year revenue guidance to $192 billion (a $25 billion increase) and increased AI server revenue guidance to $74 billion. — Upward revisions to top-line guidance typically trigger positive price action as they reset analyst expectations higher.
+0.80Dell's infrastructure segment operating margin expanded to 15% from 8.8% year-over-year, despite inflationary pressure on memory components. — Margin expansion in a high-growth segment suggests pricing power and offsets fears that AI hardware is a low-margin 'commodity' business.
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Operating cash flow declined to $2.2 billion from $2.5 billion year-over-year as inventories doubled to $21.3 billion. — The shift of cash into inventory and receivables indicates high capital intensity to support growth, which can pressure liquidity.
-0.30Which stocks this story touches
The company reported record AI server orders, a massive backlog, and significantly raised its full-year revenue and earnings guidance.
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