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Story summary
- Dell raised FY2027 revenue guidance by $25 billion to $192 billion.
- AI-Optimized Servers revenue doubled YoY to $16.4 billion in Q2.
- Dell recorded a record $60.9 billion of AI server orders, raising backlog to $95 billion.
- Free cash flow fell 47% YoY to $986 million despite the revenue surge.
- Infrastructure operating margin rose 620 basis points to 15.0% in Q2.
