Dell's AI Surge Boosts Q3, Despite Mixed Results
Update: 2025-11-25
Description
Dell Technologies reports mixed Q3 earnings, with revenue slightly below expectations but surpassing profit estimates. The company looks forward to a stronger Q4, driven by anticipated AI sales surge, with AI server shipment projections jumping to $25 billion. Dells AI infrastructure role, as a key provider of Nvidias powerful graphics processors, serves as an important indicator for the industrys health. The Infrastructure Solutions Group reported $14.11 billion in sales, with AI server shipments contributing $5.6 billion. Despite AI and data center growth, the Client Solutions Group saw a slight sales decline, and Dell spent $1.6 billion on share repurchases and dividends.
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