Dell Infrastructure Revenue Set to Top $23.5 Billion

Dell Technologies is poised to report that revenue from its Infrastructure Solutions Group exceeded $23.5 billion in the first quarter of fiscal 2027, a result that would highlight the company’s continued momentum in servers, storage and data-center systems.

The performance is expected to be driven by sustained enterprise and cloud demand for AI-optimized servers, as companies continue investing heavily in infrastructure capable of supporting generative AI workloads. Dell’s ISG segment has become a central focus for investors as hardware spending shifts toward high-performance computing and accelerated server deployments.

The company’s official earnings materials, including its press release and investor presentation, are expected to provide the final figure. A result above the $23.5 billion mark would reinforce Dell’s position as one of the major beneficiaries of the ongoing AI infrastructure buildout.