Dell Sees Over 100% AI Server Revenue Growth to $13B in Q1
DELL•Dell Technologies expects Infrastructure Solutions Group revenue to top $13 billion in fiscal Q1, surging over 100% year-over-year on strong AI-optimized server demand. Meanwhile, the Client Solutions Group is set for single-digit revenue growth as fierce PC market competition caps unit shipments and pressure on selling prices.
1. Strong AI Server Demand Fuels ISG Growth
Dell’s Infrastructure Solutions Group (ISG) is forecast to generate over $13 billion in revenue for fiscal Q1, reflecting more than 100% year-over-year growth driven by enterprise investments in AI-optimized servers and data-center upgrades.
2. Client Solutions Group Faces PC Market Challenges
The Client Solutions Group (CSG) is expected to record only single-digit revenue gains as intense competition in the personal computing market limits unit sales and compresses average selling prices, weighing on overall segment profitability.
3. Outlook and Market Implications
Fiscal Q1 results will reveal whether robust AI infrastructure momentum can offset headwinds in the PC business, with investors and analysts closely monitoring margin trends, free cash flow generation, and any updates to full-year guidance.
