Is DELL's AI Server Strategy the Key to ISG Revenue Acceleration?

Key Takeaways DELL's ISG revenue rose 12% YoY to $10.31B in Q1 FY26, led by strong AI and traditional server demand. AI-optimized server orders hit $12.1B, with $1.8B shipped and a backlog of $14.4B in the fiscal first quarter. The PowerEdge XE9680 and XE8712 servers, built for NVIDIA AI platforms, drive DELL's AI infrastructure gains.Dell Technologies (DELL) is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI app ...