Dell Hits Record Revenue on AI Server Surge in Fiscal Q2

Key Facts

1Dell Technologies achieved record revenue of $47.0 billion in fiscal Q2 2027.

2Infrastructure Solutions Group (ISG) revenue surged 89% year-over-year to $31.8 billion.

3Management raised full-year guidance to $192 billion in revenue and $25.50 adjusted EPS.

Amid the global technology sector's pivot toward advanced computing, Dell Technologies reported record-breaking fiscal Q2 2027 results. According to reports, the company achieved revenue of $47.0 billion, primarily fueled by the Infrastructure Solutions Group (ISG), which saw revenue surge 89% year-over-year to $31.8 billion. These figures underscore Dell's successful transition from a legacy hardware vendor to a critical supplier in the global AI rollout.

Driven by this momentum, Dell management has raised its full-year guidance, now projecting total revenue of $192 billion. The company also increased its adjusted EPS forecast to $25.50, reflecting confidence in sustained demand for AI servers and robust growth in the commercial PC segment. This upward revision positions the company as a primary beneficiary of the ongoing capital expenditure cycle in high-performance data centers.

In the equity markets, DELL shares stood at $567.29 at the close of September 11, 2026, having traded within a daily range of $517.52 to $567.75. Investors are closely monitoring current price levels near the daily high as a gauge of market sentiment regarding the company's long-term growth trajectory in the artificial intelligence space.