Dell AI Server Revenue Soars 757% YoY, Now One-Third of Sales
DELL•Dell’s AI server revenue surged 757% year-over-year, now accounting for one-third of total sales. Trading at a P/E of 31.8 after tripling its share price year-to-date, Dell stands out as a faster-growing AI infrastructure stock compared to rivals.
1. Valuation Metrics
Dell’s stock has tripled year-to-date, pushing its price-to-earnings ratio to 31.8, significantly above peers like HP, which trades at 8.5. This elevated valuation reflects market expectations for rapid growth but also increases exposure to any slowdown in earnings momentum.
2. AI Server Business Growth
AI server sales generated a 757% year-over-year revenue increase and now represent one-third of Dell’s total revenue. Strong demand from hyperscale and enterprise customers has driven this surge, positioning Dell as a key AI infrastructure provider.
