Dell rallies about 40% on strong Nvidia‑powered AI server demand
Dell Technologies experienced a nearly 40% surge in premarket trading due to strong demand for its Nvidia-powered AI servers. The company raised its annual revenue forecast significantly, anticipating AI server revenue to reach about $60 billion by fiscal 2027. Analysts noted this quarter as one of the most impressive in the hardware sector, reflecting a broader shift in AI spending towards hardware.
- ▪Dell's shares rose nearly 40% in premarket trading after strong demand for AI servers.
- ▪The company raised its annual revenue forecast to between $165 billion and $169 billion.
- ▪Dell expects AI server revenue to reach about $60 billion in fiscal 2027, up from $50 billion.
2 outlets in our directory ran this story, first to last over 2 hours. All of the coverage we found sits in one bucket: centre. That one-sidedness is itself worth noticing.
- ▪ HPE stock surges 18% on Dell’s strong AI server demand — Investing.com — News
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| Original publisher | The Globe and Mail |
| Canonical URL | https://www.theglobeandmail.com/investing/article-dell-rallies-about-40-on-strong-nvidiapowered-ai-server-demand/ |
| Publication time | Fri, 29 May 2026 09:27:51 +0000 |
| Retrieval time | 2026-05-29T09:34:59.779Z |
| Last seen | 2026-05-29T09:34:59.779Z |
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| Summary source text | contentText |
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| Cluster | doD7snkeiMLu · 3 stories |
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| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
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| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountShares of Dell Technologies (DELL-N) soared nearly 40 per cent in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts.The AI server and enterprise infrastructure supplier is set to add more than US$81-billion in market value at the current share price of US$442.70, if gains hold. (function(t) { t.Hotline = t.Hotline || []; t.Hotline.push({ "id": "73p74b5q", "version": "1.3.3", "period": "YTD", "series": [ { "ticker": "DELL", "title": "Dell Technologies Inc", "exchange": "Stocks - NYSE" } ] }); var b = document.getElementsByTagName("body")[0]; if (!b.classList.contains("gc-hotline-init")) {…
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