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Dell Heads Into Q2 With $51.3B AI Server Backlog and Margin Test

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Dell Technologies plans to release fiscal second-quarter 2027 results on September 1, citing a $51.3 billion AI server backlog and demand continuing to outpace supply. In the fiscal first quarter ended May 1, revenue rose 88% to $43.8 billion, with AI-optimized server revenue at $16.1 billion (+757% year over year) and adjusted EPS of $4.86. Q2 guidance calls for $4.80±$0.10 EPS and $44B–$45B revenue, plus about $15.5 billion of AI-optimized server revenue.

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