Driven by a surge in demand for artificial intelligence computing power servers, Dell Technologies significantly raised its full-year revenue forecast for the fiscal year ending January 2027, projecting it to reach approximately $192 billion, an increase of $25 billion from the May forecast and well above analysts' average expectation of $173.8 billion. Among them, revenue from the AI server business is expected to reach $74 billion, triple that of the previous year. Meanwhile, Dell also raised its adjusted earnings-per-share forecast to $25.5, far exceeding analysts' average expectation of $19.1. Dell's closing price was $425, with after-hours gains exceeding 10%.
