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Michael Dell

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Predictions

Travis Kalanick & Michael Dell Live from Austin, Texas Right Tue, 17 Mar 2026 04:11:00 +0000 · 00:46:47

Dell's infrastructure business will grow approximately 100% this quarter, up from 73% growth the prior quarter.

“You look at our at our infrastructure business last quarter grew 73%. Well, that's kind of unusual for a business of this size. And you know, this quarter we guided that it would grow even faster like 100% so.” View on YouTube
Explanation

Dell's Infrastructure Solutions Group (ISG) revenue reached a record $29 billion in the following quarter (Q1 FY2027, reported May 2026), up 181% year-over-year - well beyond the roughly 100% growth Dell guided to on the show, driven by explosive AI server demand.