Dell expects a higher annual profit on the demand for the artificial intelligence server
Texas -based technology company increases annual revenue by 53 % of artificial intelligence server sales, in the hope of obtaining more than $ 15 billion this year of artificial intelligence servant shipments alone.
However, the company expects a decrease in the average annual average margin due to the high production costs of artificial intelligence servers. So far in 2025, Del The shares have decreased by about 5 %, although the company’s shares have multiplied more than twice in the past two years due to the increasing demand for artificial intelligence servers.
“Our possibilities in artificial intelligence are strong, as we are expanding Amnesty International from the largest cloud service providers to the institution on a large scale and went out to the edge with the computer.”
Dell is expected to deliver multiple AI servers to start the Musk Xai
Dell has shipped about $ 10 billion of improved servers in AI in 2025 financial and expects other $ 15 billion sales in 2026.
Moreover, the technology company already sees it rises after signing a new deal with Elon Musk’s Ai Startup, Xai. As of January 31, the computer company had about $ 4.1 billion in artificial intelligence servers.
Now, this number has risen to more than 9 billion dollars in less than a month, as the company is expected to deliver artificial intelligence servers with NVIDIA Corp. GB200 semiconductor to Xai this year.
The company’s competitors in the Ai Server market are Super Micro Computer Inc. (SMCI) and Hewlett Packard Enterprise Co. (HP); However, the last profit report shows that it may benefit much more than its competitors.
However, Dell displays the average total margin of the average decrease 100 basis points in the fiscal year 2026 due to the costs of high server production.
Dell estimates its profits for one share for this year to settle at $ 9.30
In the fourth financial quarter, the Dell’s Infrastructure Solutions Group announced a 18.1 % operating margin, slightly higher than 15.3 % registered in the same quarter of the previous fiscal year.
In addition, Dell estimates that the current quarter revenues will range between $ 22.5 and 23.5 billion dollars, and fails to estimate the LSEG of 23.59 billion dollars. The company also expects its modified profits to one share during the quarter at $ 1.65.
Moreover, the company has great hopes in the total accumulation of its revenues in 2026. The company offers its cumulative revenues for this year to swing between 101 billion dollars and 105 billion dollars, as it is in line with LSEG expectations of $ 103.17 billion.
The Texas -based company expects its total profits per share to $ 9.30.
Not to mention that the technology company has increased profit distributions by approximately 20 %, and even announced up to $ 10 billion in the license to purchase shares.
The supply chain of artificial intelligence adapts to commercial transformations and security concerns
The regional level of the supply chain of artificial intelligence manufacturing for the artificial intelligence server will lead to reducing commercial friction and eliminating concerns about China in President Donald Trump’s second state. Most of the most important components are designed, GPU, CPU portfolio, high-range domain display memory outside China, and therefore not related to this.
Some industries, such as high -speed optics, have already transported production outside China during the first period of Trump.
Service complexes and manufacturers at the regional level were already aligned as of 2018, when the collapse of the supply chain has resulted in the actual time resetting resources. However, to address the sovereign concerns of security and data in cloud computing, regional manufacturing is rooted, and this has now extended to artificial intelligence servers as well.
Dell is competing in a wider and more competitive scene
The competitive scene of AI-Server will intensify this year as the most traditional electronic service providers (EMS) are widely built. PEGATRON, Foxconn, Sanmina and Wywinn are among the appointments that have been set to expand their roles in the GPU Blackweell product course, competing with Dell and Super Micro for Cloud Tier-2 Tier-2. The AI-Server market should be able to support a large number of sellers, given its size.
The market share can be determined by allocating and providing GPU, manufacturing regional and global manufacturing and exposure to customers. The possibilities of liquid cooling can prove that it is a distinction of HPE and others in larger and group deals.
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