Dell raised its fiscal 2027 AI server revenue forecast from $50 billion to $60 billion, highlighting accelerating enterprise demand for Nvidia GPUs across corporate data centers. The company reported over 5,000 customers deploying its Nvidia-partnered AI factory platforms on-premise, signaling expanding direct purchase of Nvidia hardware beyond hyperscale providers.
Dell reported quarterly results that surpassed expectations, triggering a nearly 40% share price surge and adding approximately $81 billion to its market value after raising its full-year revenue outlook to $165 billion–$169 billion from a prior $138 billion–$142 billion range.
The company increased its fiscal 2027 AI server revenue target to about $60 billion, up from $50 billion, as robust demand for Nvidia GPUs accelerates among enterprise customers seeking advanced AI computing capabilities.
Dell highlighted that over 5,000 organizations have adopted its Nvidia-partnered enterprise AI factory platform, enabling them to build and operate on-premise AI infrastructure rather than relying solely on cloud-based hyperscale providers.
This strong enterprise uptake lifted shares of server hardware peers and prompted Nvidia to separate hyperscaler and enterprise GPU sales in its reporting, reflecting the chipmaker’s expanding footprint beyond large cloud operators.
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