CorporateTuesday, November 25, 2025

Dell lifts targets on surging AI server demand

Source: ReutersRead original
3D printed clouds and figurines are seen in front of the Dell logo in this illustration taken February 8, 2022. REUTERS/Dado Ruvic/Illustration/File Photo

Summary

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.

Companies Mentioned

Tome
AI Company|United States
Valuation: $300.0M
Private company - No stock data
xAI
xAI
AI Lab|United States
Valuation: $24.0B
Private company - No stock data
Accel
Accel
VC Firm|United States
Valuation: $15.0B
Private company - No stock data

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