Dell's Record Q2 FY27: Sovereign AI and Storage Drive Growth

Dell’s Record Q2 FY27: Sovereign AI and Storage Drive Growth

Dell Technologies reported record Q2 FY27 revenue of $47.0 billion, up 58% year over year, with full-year guidance raised to $192.0 billion. A $500 million sovereign AI cluster in Armenia and a landmark object storage density milestone reveal where the real strategic momentum lies. ECI Research examines what this means for public sector infrastructure buyers and enterprise developers.

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