Dell AI Backlog Hits $95 Billion as Company Raises FY2027 Profit Guidance

Key Facts

1Dell's AI backlog nearly doubled sequentially to reach $95 billion.

2The company increased its FY2027 EPS guidance by 42% to $25.50.

3Trailing twelve-month AI orders surpassed $131.7 billion.

Dell Technologies' AI backlog nearly doubled sequentially to reach $95 billion. Seeking Alpha reported that the company increased its fiscal year 2027 earnings per share guidance by 42% to $25.50, driven by explosive growth in AI infrastructure orders.

Trailing twelve-month AI orders surpassed $131.7 billion, while the company's operating expenses fell to 8% of total revenue. This performance highlights improved operational efficiency as the company capitalizes on the sustained surge in demand for AI-related hardware.