Infrastructure Solutions

Dell Technologies reported fiscal Q3 earnings with revenue slightly below expectations at $27.01B, but EPS beat estimates at $2.59. The company’s stock surged due to a strong Q4 forecast driven by high AI server demand. Dell anticipates Q4 revenue of $31.5B and EPS of $3.50, with AI server shipments projected to reach $25B for the year. Infrastructure Solutions Group revenue was $14.11B, while Client Solutions Group revenue was $12.48B. Dell is strategically focusing on enterprise and neocloud AI customers.