Dell Technologies reported that its global partner network contributed to a record quarter for Infrastructure Solutions Group (ISG) revenue, with sales up 12% year-over-year. The company credited over 8,000 certified partners for securing deals across cloud service providers, telecommunications carriers and Fortune 500 enterprises. Partner-driven opportunities accounted for nearly half of new ISG bookings, underscoring Dell’s strategy to deepen channel engagement and expand solution-selling capabilities in key verticals such as finance, healthcare and manufacturing.

Demand for Dell’s full-stack AI servers has surged, pushing its backlog to $18.4 billion, equivalent to 68% of fiscal 2024 annual revenue. This backlog provides multi-quarter visibility and supports a projected 150% year-over-year growth in AI-related revenue. Hyperscalers and cloud-native providers account for roughly 55% of the orders, while government and enterprise customers represent the balance. Dell’s AI product roadmap, which includes next-generation GPU architectures and optimized data-processing software, is expected to further accelerate order intake in the second half of the fiscal year.

For the fourth quarter, Dell projects consolidated revenue growth of 8% to 10% compared to the same period last year. Management highlighted robust demand for mid-range storage arrays and composable infrastructure, while commercial PC shipments are on track to grow by mid-single digits. Operating margin is forecast to improve by up to 50 basis points thanks to ongoing cost-efficiency initiatives and higher-margin software-defined offerings. Dell’s leadership team emphasized that disciplined working-capital management will support free cash flow generation in excess of $5 billion for the full fiscal year.

Dell unveiled a new line of ruggedized, AI-accelerated laptops designed for K-12 and higher-education environments. The devices feature spill-resistant keyboards, reinforced ports and extended-life batteries capable of up to 14 hours of continuous use. Preloaded AI tutoring software and real-time collaboration tools aim to enhance remote learning outcomes for more than 10 million students currently using Dell platforms worldwide. Educational institutions participating in pilot programs have reported a 20% improvement in assignment completion rates and a 15% reduction in help-desk tickets.