60.9 Billion Dollars in AI Orders, 95 Billion in Backlog, Dell and HPE Relaunch IT, Which is Surprising

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  "signal_type": "news",
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  "detected_at": "2026-09-04T15:50:28+00:00",
  "company": {
    "name": "Dell",
    "domain": "dell.com"
  },
  "data": {
    "url": "https://infos-it.fr/nouvelles/11483/609-milliards-de-dollars-de-commandes-ia-95-milliards-en-carnet-dell-et-hpe-relancent-lit-ce-qui-surprend/",
    "title": "60.9 Billion Dollars in AI Orders, 95 Billion in Backlog, Dell and HPE Relaunch IT, Which is Surprising - infos-it.fr",
    "excerpt": "The publication of quarterly results from Dell Technologies and Hewlett Packard Enterprise confirms a shift in the IT market. Artificial intelligence is accelerating orders for servers, storage, and networks, to the point of reshaping companies' investment priorities in 2026. Table of Contents Dell Technologies appears as one of the main beneficiaries of global demand for AI servers. In its second fiscal quarter of 2027, the group recorded 60.9 billion dollars in new orders related to these infrastructures, a level rarely observed in the computer hardware industry. The order backlog now reaches 95 billion dollars, a sign of demand exceeding immediate delivery capabilities.This dynamic extends an already very favorable sequence. Dell had ended its fiscal year 2026 with record annual revenue of 113.5 billion dollars, up 19%. The following quarter had already marked an acceleration, with 43.8 billion dollars in revenue and 16.1 billion from AI servers. The trend therefore no longer concerns only a few isolated large contracts, but a structured investment cycle.The group has revised upwards its objectives for the full fiscal year, with AI server sales now expected at 74 billion dollars, compared to 60 billion previously announced. Among the emblematic contracts is a five-year agreement worth 9.7 billion dollars with the Pentagon. This type of order illustrates the rise in public...",
    "summary": "Dell Technologies reported a record annual revenue of $113.5 billion for its fiscal year 2026, an increase of 19%.",
    "planning": false,
    "image_url": "https://infos-it.fr/wp-content/uploads/2026/09/0ba4e1f8bde4a847.jpg",
    "confidence": 0.9,
    "published_at": "2026-09-04T15:50:28Z",
    "article_sentence": "Dell had ended its fiscal year 2026 with record annual revenue of 113.5 billion dollars, up 19%.",
    "amount_normalized": 113500000000
  }
}

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