Dell Technologies stock jumps about 19% after reporting fourth-quarter earnings that beat expectations and issuing robust guidance tied to artificial intelligence demand. Revenue outperforms forecasts as enterprise customers increase spending on servers and infrastructure supporting AI workloads.
Management highlights accelerating demand for AI-optimized servers and related storage solutions, projecting fiscal 2027 revenue could reach up to $142 billion. The company cites diversification of compute offerings and expanded services as key contributors to growth momentum.
Investors react positively to the combination of earnings strength and forward-looking AI positioning, signaling confidence in Dell’s ability to capture share in high-growth segments. The results underscore the role of AI demand in boosting enterprise IT spending and reshaping infrastructure investment patterns.
