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AI News from ET - Dell raises annual profit forecast on strong AI server demand

Vishwadeep Khatri
in AI News & Two Lenses

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Dell and Super Micro Computer have benefited from growing demand for such servers, but the high cost of producing them and tough competition have pressured margins. "We generated $12.1 billion in AI orders this quarter alone, surpassing the entirety of shipments in all of fiscal 2025 and leaving us with $14.4 billion in backlog," Dell's chief operating officer Jeff Clarke said.

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