Dell raises growth outlook as demand for AI-optimized servers surges

Round Rock, Nov. 25, 2025 — Dell has raised its full-year revenue and profit forecasts after a strong showing in demand for AI-optimized servers, signaling growing confidence in its positioning at the heart of the global AI infrastructure boom.

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The company now expects fiscal 2026 revenue to reach between US$111.2 billion and US$112.2 billion, up from its previous range of US$105 billion to US$109 billion. It also lifted its projected adjusted earnings per share. Dell said it anticipates about US$25 billion in revenue from AI server shipments this year — a substantial increase over earlier forecasts.

For the fourth quarter, Dell projected revenue of US$31.0–32.0 billion and adjusted profit of US$3.50 per share, both well above Wall Street estimates. The company highlighted a sharp increase in orders for servers equipped to power artificial-intelligence workloads, citing demand from a broad base including national research agencies, major cloud providers and emerging AI firms.

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Despite some softness earlier in the quarter, Dell’s infrastructure division — which includes servers and data-center equipment — saw double-digit growth, underscoring strength in enterprise demand even as consumer PC sales remain modest.

Company executives said the surge reflects rising enterprise investment in AI infrastructure, driven by demand for cloud computing, generative AI, large language models and data analytics. They described the current period as a turning point, with organizations across industries scaling up their compute capacity for next-generation workloads.

Still, analysts caution that maintaining profitability may become more challenging over time as competition intensifies, component costs rise, and enterprises negotiate harder on pricing. For now, however, Dell is riding high on robust demand and a bullish outlook.