Enterprise Demand is Fueling Dell's AI Infrastructure Leadership
Dell, Friday, August 29th, 2025
The numbers don't lie-enterprise customers are driving unprecedented demand for AI infrastructure, and Dell is making the most of this incredible opportunity.
We delivered record-breaking results in our second quarter-record revenue of $29.8 billion, record ISG revenue and record AI shipments. In the first half of this year alone, we booked $17.7 billion in AI orders and shipped $10 billion to date. We've raised our full-year guidance based on the momentum we're seeing.
We see a massive opportunity as enterprise and sovereign customers increasingly invest in AI. This isn't just about selling hardware; it's about building comprehensive Dell AI Factories that include networking, storage and professional services. This holistic approach is resonating with a growing base of customers across diverse industries.