Dell Forecasts Sales Above Consensus on AI Server Surge and PC ASP Gains
DELL•Dell forecast fiscal-year revenue exceeding analysts’ consensus, buoyed by surging orders for servers that support generative AI workloads. The company also posted PC revenue gains as average selling prices climbed on tight memory supply and introduced on-prem solutions capable of running major language models like Google’s Gemini.
1. Quarterly Performance and Outlook
Dell raised its fiscal-year revenue outlook well above analysts’ estimates as customers accelerated purchases of servers optimized for generative AI applications. This guidance reflects strong enterprise demand for high-performance computing infrastructure tailored to AI workloads.
2. PC Revenue Growth on Elevated ASPs
Dell’s personal computer division delivered stronger-than-expected revenue despite lower shipment volumes, as average selling prices rose on constrained memory supply. These higher ASPs offset unit declines and contributed to overall revenue growth in both consumer and commercial PC segments.
3. On-Prem AI and Hybrid Architecture
The company introduced on-premise AI solutions enabling enterprises to run major language models, including the largest Gemini models, within corporate data centers or colocation facilities. This hybrid architecture allows workloads to be balanced between cloud and on-site environments, improving performance and cost management for AI deployments.
