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AI & Enterprise
Dell revenue surges on AI server demand, shares jump 38 percent
Dell Technologies posted its fastest revenue growth in more than seven years since returning as a listed company, driven by rising AI server sales. In after-hours trading following its earnings release, Dell shares rose 38 percent. First-quarter revenue jumped 88 percent to $43.84 billion and adjusted earnings were $4.86 per share, both beating expectations. AI server revenue surged 757 percent to $16.1 billion, and Dell raised its annual outlook to above $60 billion.
AI & Enterprise
Dell aims at tokenomics era, says AI factory will support corporate AI
Dell Technologies set out its corporate AI infrastructure strategy at Dell Technologies World 2026 in Las Vegas, targeting what it called the tokenomics era. It said surging token use and data processing driven by agentic AI require full-stack infrastructure spanning computing, networking, storage and security. Executives highlighted workload placement across PCs, data centres and cloud, and an Nvidia-linked “AI Factory” portfolio. Dell also introduced new storage and cyber resilience products and stressed distributed private infrastructure.
AI & Enterprise
Dell says tokenomics is key in AI era, urges infrastructure redesign amid token surge
Dell Technologies presented tokenomics as a key variable in corporate infrastructure strategy for the AI era, citing a surge in token use as agentic AI spreads. It urged companies to design in detail which tasks run on which models and where they are executed. Jeff Clarke said the issue is not whether token use rises but whether workloads run on the right infrastructure. Dell also highlighted data infrastructure and introduced its Dell AI Data Platform.