# Dell's AI Server Revenue Hits Record $16.4B as Orders Surge

> Dell's latest earnings offer another hard number for anyone wondering whether the AI infrastructure boom is cooling: it is not, at least not yet. The company reported a record $16.4 billion in AI server revenue for its fiscal second quarter, beating expectations, alongside $60.9 billion in AI orders and a $95 billion backlog that stretches well into the future. The demand is spilling beyond GPUs. Traditional server sales jumped 122 percent to $10.53 billion, a sign that all those AI clusters still need conventional CPU capacity around them. Dell now expects $74 billion in AI server sales for the full fiscal year, more than 200 percent year-over-year growth, and raised its total revenue guidance to $192 billion. For a company often cast as a legacy hardware vendor, the figures show how central it has become to the buildout, and how much of enterprise AI is still being poured into physical racks rather than rented from clouds. The backlog in particular suggests buyers are committing capital years ahead, not testing the waters.

_Section: [Daily AI Updates](https://www.wortins.com/daily-ai) · Source: SiliconANGLE · Published Thursday, September 3, 2026_

## Wortins' read

Dell's latest earnings offer another hard number for anyone wondering whether the AI infrastructure boom is cooling: it is not, at least not yet. The company reported a record $16.4 billion in AI server revenue for its fiscal second quarter, beating expectations, alongside $60.9 billion in AI orders and a $95 billion backlog that stretches well into the future. The demand is spilling beyond GPUs. Traditional server sales jumped 122 percent to $10.53 billion, a sign that all those AI clusters still need conventional CPU capacity around them. Dell now expects $74 billion in AI server sales for the full fiscal year, more than 200 percent year-over-year growth, and raised its total revenue guidance to $192 billion. For a company often cast as a legacy hardware vendor, the figures show how central it has become to the buildout, and how much of enterprise AI is still being poured into physical racks rather than rented from clouds. The backlog in particular suggests buyers are committing capital years ahead, not testing the waters.

## Source

[Read the full story at SiliconANGLE](https://siliconangle.com/2026/09/01/dells-ai-servers-sell-like-hot-cakes-again-driving-a-stunning-earnings-beat/)

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