DELL Gains Traction in Cloud Infrastructure: Can it Drive ISG Revenue?

Key Takeaways Dell's ISG revenue jumped 44% year over year to $16.80B in fiscal Q2 2026, led by AI and server demand. AI server shipments hit $8.2B, with orders up $5.6B, boosting Dell's cloud infrastructure traction. New private cloud, PowerStore, and PowerMax QLC launches expand Dell's cloud and AI portfolio. Dell Technologies (DELL) is expanding its cloud services through its infrastructure solutions and rich partner base that provides essential hardware and services that support cloud environments. Buil ...