Dell Sets Up For A Killer Spike In AI Server Sales

Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. Sales were a little more tepid than we and many on Wall Street had expected in the first quarter, which ended in May. Which is not good. But Dell booked $12.1 billion in new AI system orders during the May quarter and is sitting on a backlog of $14.4 billion in AI systems orders in total…