Dell Technologies' AI Server Revenue Increases Significantly, Further Increasing PC Market Share

2026-07-10 21:23

Economic Observation Network Dell Technologies' Q1AI server revenue reached $16.1 billion, with sufficient orders and an increased market share in the PC business.

Performance and business situation:
This is the fundamental support. The company's Q1 (as of April 2026) AI server revenue reached $16.1 billion, with new orders of $24.4 billion and a backlog of orders of up to $51.3 billion, and the annual AI server revenue expectation has been raised to approximately $60 billion As a result, institutions such as Evercore ISI have raised their target prices, believing that it is one of the infrastructure vendors with the most prominent AI cycle advantages

Industry status:
According to an IDC report, despite a decline in global PC shipments, top brands such as Dell are using their economies of scale to squeeze out small factories and further concentrate their market share

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