Dell's AI Factory Is Booming With a Backlog of $51 Billion, But Will It Lift Margins?
Key takeaways
- Bryan White, The Motley Fool Sun, June 7, 2026 at 4:31 AM GMT+7 4 min read DELL NVDA INTC Dell (NYSE: DELL) is no longer just a server and personal computer (PC) company.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
- In the first quarter, Dell reported AI-optimized server revenue of $16 billion, up from less than $2 billion last year.
Bryan White, The Motley Fool Sun, June 7, 2026 at 4:31 AM GMT+7 4 min read DELL NVDA INTC Dell (NYSE: DELL) is no longer just a server and personal computer (PC) company. A historic surge in demand for hardware to power artificial intelligence (AI) has sent the stock soaring. It has nearly tripled over the past 12 months.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The demand driving the rally has been impressive. In the first quarter, Dell reported AI-optimized server revenue of $16 billion, up from less than $2 billion last year. The company now sits on an AI server backlog of $51.3 billion and has raised its full-year revenue guidance for the category to approximately $60 billion.