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Dell Technologies has delivered another strong signal that the artificial intelligence infrastructure boom is still running hot.

The company raised its annual revenue forecast to $192 billion from $167 billion and lifted adjusted earnings-per-share guidance to $25.50 from $17.90. Second-quarter revenue jumped 58% to a record $47 billion. Dell also increased its fiscal 2027 AI-optimized server revenue forecast to $74 billion from $60 billion.

The results have implications across servers, chips, networking, power, cooling, storage and AI cloud infrastructure.

Winners

AI Server Manufacturers

Names: $DELL (Dell Technologies), $HPE (Hewlett Packard Enterprise), $SMCI (Super Micro Comput ...