Dell Lifts 2027 Outlook to $167B on $60B AI Server Demand, Boosting CoreWeave
CRWV•Dell raised its fiscal 2027 revenue forecast to $167 billion, driven by $60 billion in AI server sales, and reported $16.1 billion in AI server revenues and $24.4 billion in AI orders last quarter. CoreWeave, a customer cited by Dell, announced technology to close the autonomous agent training-to-inference gap.
1. Dell Outlook Spurs AI Server Demand
Dell raised its fiscal 2027 revenue forecast to about $167 billion, including $60 billion in AI server sales, after booking $24.4 billion in AI orders and generating $16.1 billion in AI server revenues in the quarter ending May 1. CoreWeave was highlighted among customers driving this surge in demand for high-performance compute.
2. CoreWeave Closes Training-to-Inference Gap
CoreWeave announced a solution designed to bridge the training-to-inference gap for autonomous agents, streamlining the transition from model development to deployment. The technology aims to reduce latency and accelerate real-time performance for clients deploying AI agents at scale.
