Futures
Access hundreds of perpetual contracts
TradFi
Gold
One platform for global traditional assets
Options
Hot
Trade European-style vanilla options
Unified Account
Maximize your capital efficiency
Demo Trading
Introduction to Futures Trading
Learn the basics of futures trading
Futures Events
Join events to earn rewards
Demo Trading
Use virtual funds to practice risk-free trading
Launch
CandyDrop
Collect candies to earn airdrops
Launchpool
Quick staking, earn potential new tokens
HODLer Airdrop
Hold GT and get massive airdrops for free
Pre-IPOs
Unlock full access to global stock IPOs
Alpha Points
Trade on-chain assets and earn airdrops
Futures Points
Earn futures points and claim airdrop rewards
More
Dell forecasts fiscal 2027 revenue above estimates on rising AI server demand
Dell forecasts fiscal 2027 revenue above estimates on rising AI server demand
FILE PHOTO: Illustration shows Dell logo · Reuters
Jaspreet Singh
Fri, February 27, 2026 at 6:09 AM GMT+9 2 min read
In this article:
MSFT
+0.27%
META
+0.51%
SMCI
-3.87%
By Jaspreet Singh
Feb 26 (Reuters) - Dell forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers, sending its shares up around 6% in extended trading.
Big Tech firms, such as Alphabet, Microsoft, Amazon and Meta, are expected to spend at least $630 billion to build AI infrastructure this year, which would boost demand for vendors like Dell and rival Super Micro Computer.
U.S. trade regulations and surging memory chip costs due to the AI infrastructure build out has forced companies like Dell and HP Inc to implement price increases, which are helping them offset cost pressures.
Almost all servers have memory chips, as they hold data and instructions to keep running the processors at high speed, which is of paramount importance for AI applications.
Dell expects AI servers revenue to grow 103% to about $50 billion in fiscal 2027.
The company said it has more than 4,000 AI server customers, including Elon Musk’s AI startup xAI and CoreWeave.
Dell forecast annual revenue of $138 billion to $142 billion, above analysts’ average estimate of $125.54 billion, according to data compiled by LSEG.
The memory chip squeeze is expected to dampen global demand for consumer electronics, including PCs, smartphones and gaming consoles. HP Inc said it expected fiscal 2026 results to be at the low end of its prior forecasts, while China’s Lenovo warned about mounting pressures on PC shipments.
Dell expects annual adjusted earnings per share of $12.90 per share, above estimates of $11.59.
It reported record revenue of $33.4 billion in the fourth quarter, beating estimates of $31.73 billion. Its adjusted EPS of $3.89 also exceeded estimates of $3.53.
Dell’s revenue from its infrastructure solutions group, which includes its storage, software and server offerings, jumped 73% to $19.60 billion, while sales from the client solutions group - home to PCs - rose 14% to $13.49 billion.
(Reporting by Jaspreet Singh in Bengaluru; Editing by Shinjini Ganguli)
Terms and Privacy Policy
Privacy Dashboard
More Info