Dell Technologies Group has released its financial results for the third quarter of fiscal year 2026, revealing a record-breaking revenue of US$27 billion, marking an 11% increase compared to the same period last year. Notably, the artificial intelligence (AI) segment stood out as a key driver of growth. Within this, the Infrastructure Solutions Group posted revenue of US$14.1 billion, a 24% surge year-on-year, while the Client Solutions Group reported US$12.5 billion in revenue, up 3% from the previous year.

AI server orders for the quarter soared to US$12.3 billion, with a cumulative total of US$30 billion so far this fiscal year. Dell also witnessed enhanced profitability and maintained a robust cash flow. The company has revised its full-year guidance for AI server shipments upwards, now projecting approximately US$25 billion, which implies a year-on-year growth exceeding 150%. Furthermore, Dell has raised the midpoint of its full-year revenue forecast for fiscal year 2026 to US$111.7 billion, anticipating a 17% increase. It expects fourth-quarter revenue to range between US$31 billion and US$32 billion, representing an approximate 32% rise year-on-year. In addition to these financial milestones, Dell has announced an upward revision of its full-year financial outlook and appointed David Kennedy as its new Chief Financial Officer.