CorporateTuesday, November 25, 2025

Dell lifts targets on surging AI server demand

Source: Reuters
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TL;DR

AI-Summarized

Dell projected stronger revenue and profit as orders for AI-optimized servers accelerate, raising its fiscal 2026 AI server revenue goal to $25B. The company cited customers including the U.S. Department of Energy, G42, xAI and CoreWeave, signaling sustained infrastructure investment for AI workloads.

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This article aggregates reporting from 1 news source. The TL;DR is AI-generated from original reporting. Race to AGI's analysis provides editorial context on implications for AGI development.

3 companies mentioned

Companies Mentioned

Tome
AI Company|United States
Valuation: $300.0M
xAI
xAI
AI Lab|United States
Valuation: $80.0B
Accel
Accel
VC Firm|United States
Valuation: $30.0B