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Source document· June 6, 2026

Dell's AI Factory Is Booming With a Backlog of $51 Billion, But Will It Lift Margins?

View original at finance.yahoo.com

Dell's AI Factory Is Booming With a Backlog of $51 Billion, But Will It Lift Margins? Dell(NYSE: DELL) is no longer just a server and personal computer (PC) company…

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Dell's AI server backlog stands at $51.3 billion
60% confidence
AI-optimized server revenue reached $16 billion in Q1, up from less than $2 billion the prior year
60% confidence
Dell's supply chain combines its own manufacturing with a network of contract partners to respond to demand shifts and secure GPUs in a supply-constrained market
60% confidence
Dell's stock has nearly tripled over the past 12 months
60% confidence
AI-optimized servers carry significantly lower margins than Dell's traditional enterprise hardware
60% confidence
ISG now generates over 80% of Dell's total operating income with margins of 11.7%
60% confidence
Dell raised its full-year AI server revenue guidance to approximately $60 billion
60% confidence
Dell booked $24 billion in AI server orders this quarter with over 5,000 customers
60% confidence