Key Takeaways Dell's ISG hit $16.8B in Q2 revenue, up 44% year over year with sustained double-digit growth. Dell raised full-year AI server shipment guidance to $20B after $8.2B in Q2 sales. Dell AI Factory with Nvidia boosts infrastructure, data tools, and adoption. Dell Technologies (DELL) is benefiting from the surging demand for AI infrastructure, which has become a key catalyst for the accelerated growth of its Infrastructure Solutions Group (ISG). In the second quarter of fiscal 2026, ISG achieved re ...

Key Takeaways Dell Technologies shipped $8.2B in AI servers in Q2 and raised full-year guidance to $20B. APLD signed a $7B lease deal with CoreWeave for its new Polaris Forge 1 campus. DELL trades at 0.76X forward sales, far below APLD's 14.46X, highlighting a valuation gap. Dell Technologies (DELL) and Applied Digital (APLD) are major players in the AI Infrastructure space. While Dell Technologies focuses on AI-optimized servers and enterprise IT solutions, APLD specializes in high-performance computing an ...