Data Center Infrastructure
Dell Technologies
Dell Technologies manufactures servers, storage systems and PCs, and has become a major seller of NVIDIA-powered AI infrastructure to enterprise data center customers. Dell closed FY2026 with record $113 billion total revenue and an AI-optimized server backlog that grew to $51.3 billion; its first quarter of fiscal 2027 (reported May 2026) showed AI server revenue of $16.1 billion, up 757% year-over-year, on $24.4 billion in new AI orders, prompting Dell to raise its FY2027 AI server revenue outlook to $60 billion.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by Penguin Solutions
“Recognized as Dell Technologies Global Alliances Americas AI Partner of the Year, highlighting Penguin s role in delivering full-stack AI Factory Platforms that combine infrastructure software, advanced memory technologies, compute systems, and services.”
SEC 8-K exhibit (0001616533-26-000041) · Jul 7, 2026
Federal contract disclosures
Department of Defense — $121,003: ENTERPRISE ADVANCED BUNDLES FROM THE ICMSD III CONTRACT
USAspending.gov · Apr 17, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 86% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Dell Technologies FY2026 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Futurum Group / Dell investor materials — Dell's AI server backlog reaches $51.3B as quarterly AI revenue surges 342%85% source confidence
- TIKR / Dell Q1 FY2027 earnings coverage — Dell's AI server revenue jumps 757% in a single quarter, raises FY27 AI server outlook to $60B78% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Dell Technologies depends on below, and who depends on Dell Technologies above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Dell Technologies's Timeline
A sourced, dated history of Dell Technologies's key moments — founding to present.
Jan 1984 · Founded
Dell Technologies was founded, later becoming a major seller of NVIDIA-powered AI server infrastructure to enterprise customers.
Jan 2026 · AI server revenue jumps 757%
Dell closed FY2026 with record $113 billion total revenue and a $51.3 billion AI-optimized server backlog, with quarterly AI server revenue up 757% year-over-year.
Jul 2026 · Launches PowerEdge XE8812 with Vera Rubin GPUs; analysts raise targets
Dell launched its new PowerEdge XE8812 AI server built with NVIDIA's Vera Rubin GPUs and liquid cooling, securing early wins at leading research institutions and national labs; Evercore ISI raised its price target to $500, JPMorgan to $550, and Morgan Stanley to $477, citing continued AI server revenue acceleration (Q1 FY2027 AI server revenue of $16.1 billion, up 757% YoY, on a $51.3 billion AI backlog across 5,000+ active AI customers).