Dell Guides AI Server Sales to $50B with 103% Growth and Intel Chip Integration
Dell held $43 billion in backlog and guided FY2027 AI server revenue to about $50 billion, a 103% annual gain, while BofA forecasts upside to $60 billion and a 12% market share. The firm will use Intel’s new Core Series 3 processors in mainstream laptops to deliver 40 TOPS AI performance at lower price points.
1. Q2 Backlog and FY2027 AI Server Outlook
Dell closed the quarter with a backlog of $43 billion and has guided AI server revenues of approximately $50 billion for fiscal 2027, implying a 103% increase year-over-year. This backlog underscores strong demand for its server infrastructure business.
2. Bank of America Projects Upside
Bank of America projects Dell’s AI server revenues could reach $60 billion in fiscal 2027, forecasted on 28% unit growth, a 50% rise in average selling prices and an expected 12% share of the global AI server market. This suggests significant upside beyond current guidance.
3. Intel Core Series 3 Chip Integration
Dell will integrate Intel’s new Core Series 3 processors into its mainstream laptop lineup, enabling up to 40 TOPS of AI performance at consumer price points. This move aims to expand AI capabilities across education, small business and family segments.