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AI server orders surge
The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts. Consequently, TrendForce predicts that total global server shipments, including AI servers, will accelerate from 2025, with a 12. 8% YoY. President Trump's endorsement of Dell boosted its stock, but fundamentals drive long-term growth. AI-optimized servers are growing rapidly, with improving operating leverage. The numbers don't lie—enterprise customers are driving unprecedented demand for AI infrastructure, and Dell is making the most of this incredible opportunity. We delivered record-breaking results in our second quarter—record revenue of $29. AI server orders broke records, and profitability in this part of the business returned to expected levels. The company recorded unprecedented AI server orders totaling $12.
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