Dell Technologies reported first-quarter fiscal 2027 results ended May 1, with revenue up 88% year over year to $43.8 billion and adjusted earnings per share of $4.86, up 214%. Infrastructure Solutions Group revenue rose 181% year over year to $29.0 billion, led by AI-Optimized Servers revenue of $16.1 billion, up 757% year over year. Client Solutions Group revenue totaled $14.6 billion, up 17% year over year. The results indicate AI-optimized server demand is a primary driver of Dell’s growth, with expectations that AI will continue supporting sales into the next quarter and fiscal year.
"Compare the growth of the company's enterprise and AI division with the Client Solutions Group (CSG) division inside Dell that deals with its legacy PC and computer sales, and it's easy to see just how much Dell's enterprise and AI products are the driving growth factor for the company. The CSG took in $14.6 billion in revenue for the quarter, representing just 17% year-over-year growth."
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