DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?

Key Takeaways Dell's ISG revenue rose 24% in fiscal Q3 2026, marking seven straight quarters of double-digit growth. DELL booked $12.3B in Q3 AI server orders and ended the quarter with a record $18.4B backlog. Dell expects Q4 AI server shipments of $9.4B and projects $25B in fiscal 2026 shipments. Dell Technologies (DELL) is benefiting from strong demand for AI servers, which has contributed to the rise in its Infrastructure Solutions Group (ISG) revenue. In the third quarter of fiscal 2026, ISG revenues g ...