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Dell Technologies reported $16.4 billion in AI server revenue for the second quarter of fiscal 2027, a figure that represents a substantial portion of the company's total reported revenue of $47 billion.
The company ended the quarter with $95 billion in undelivered AI server orders, highlighting a heavy dependence on this specific product line for its financial results.
Management stated during a call on September 1, 2026, that DRAM and NAND memory chips remain the primary supply constraints for fulfilling these orders.
The concentration in AI hardware has driven significant volatility in Dell stock (DELL) over the past year. The stock returned approximately 288% during this period, with an annualized volatility of 75.1%.
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