"In fiscal 2026, Dell recorded more than $64 billion in AI-optimized server orders, shipped $25.2 billion worth, and exited the year with a $43 billion backlog as demand accelerated faster than many expected."
"Kennedy is using this moment to rethink how finance operates. He's deploying AI agents across core workflows, where they're beginning to take on tasks that once required significant human oversight."
"His message to peers: this transformation is already underway. Companies that modernize their data and governance now will move faster. Those that don't may be forced to catch up in real time."
Dell Technologies experienced a decline in its traditional PC business but found new growth through AI infrastructure, recording over $64 billion in AI-optimized server orders in fiscal 2026. The company anticipates around $50 billion in AI server sales for fiscal 2027. CFO David Kennedy is leveraging this momentum to transform finance operations by deploying AI agents to streamline workflows. He emphasizes the importance of modernizing data and governance for companies to stay competitive in the evolving landscape.
Read at Fortune
Unable to calculate read time
Collection
[
|
...
]