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Open original source ↗Dell $DELL also raised its FY27 revenue guide by $25 billion, now forecasting $192 billion for 69% YoY growth, coming in well ahead of the $173.3 billion consensus estimate.
AI server revenue guidance was also raised by $14 billion to $74 billion for FY27, up 200% from $24.7B in FY26.
$NVDA $SMCI
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Dell $DELL reported record Q2 revenue of $47 billion, up 58% YoY and beating estimates for $44.5 billion. AI server revenue was $16.4 billion in Q2, up 100% YoY and 2% QoQ. $NVDA $SMCI https://t.co/nmDlG3uusv
Beth_Kindig ↗