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- Sep 8, 2026Sep 8, 2026Dell's Real Story Isn't the Backlog, It's On-Prem Pulse story
- Sep 2, 2026Sep 2, 2026Dell's AI Order Backlog Hits a Record $95B Pulse story
Latest Pulse
- Sep 8, 2026Dell's Real Story Isn't the Backlog, It's On-PremA week after Dell's record AI-server quarter, Fortune's read is that the number everyone quoted -- the $95 billion backlog -- obscures the bigger shift: enterprises moving AI workloads off the cloud and onto hardware they own.→
- Sep 2, 2026Dell's AI Order Backlog Hits a Record $95BDell posted a record $60.9 billion in AI server orders and raised full-year guidance well above Wall Street's prior estimate, extending a rally that has lifted the stock about 20% in a month.→
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BIG TECH$95B AI backlog
Dell's Real Story Isn't the Backlog, It's On-Prem
A week after Dell's record AI-server quarter, Fortune's read is that the number everyone quoted -- the $95 billion backlog -- obscures the bigger shift: enterprises moving AI workloads off the cloud and onto hardware they own.
FOLLOW-UP
Dell's AI Order Backlog Hits a Record $95B
BIG TECH$60.9B AI order backlog
Dell's AI Order Backlog Hits a Record $95B
Dell posted a record $60.9 billion in AI server orders and raised full-year guidance well above Wall Street's prior estimate, extending a rally that has lifted the stock about 20% in a month.
DEEP DIVE
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