Dell says enterprise AI customers accelerated even faster than its record orders suggest

DIGITIMESSeptember 2, 2026en

Dell Technologies' quarterly results showed record AI server orders and backlog, but executives used the earnings call's question-and-answer session on September 1 to disclose a more detailed point not in the headline numbers: the pace at which enterprise customers, rather than just large cloud and sovereign buyers, are adopting its AI infrastructure.

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