#ai-servers

#ai-servers

When we put it in perspective, think of everything currently running on servers in the world, the traditional ones: every bank, every transaction through Visa or ATMs, everything that the government does for you, every retail purchase, the entire coordination of the supply chains around the world, every piece of payroll, unified communication, social streaming services and gaming. They all run on servers.

Dell ( NYSE: DELL) reports fiscal Q2 2026 earnings after the close. The PC and server giant has become a key player in the AI infrastructure buildout, booking more than $12 billion in AI server orders in Q1 alone. However, profitability pressures in PCs and traditional servers weighed on results, with EPS missing by 8% despite record revenue. The key question tonight is whether Dell can turn that $14B+ backlog into profitable growth. Here are the figures Wall Street is expecting.