Dell Projects AI to Drive Most Datacenter Demand by 2030
During a conference call on Dell’s Q2 fiscal 2027 results, COO Jeff Clarke said AI “factory” customers took eight quarters to reach 3,200, and newer 17G/18G servers can consolidate workloads from several older machines. Combined product and services revenue rose to $46.97 billion, with net income $4.13 billion and operating income up 3.1x, as debt trends down after the VMware spinout.