Dell Technologies is benefiting from rising enterprise demand for AI infrastructure and cybersecurity after expanding its security and resilience portfolio across AI environments, identity systems and data recovery. AI server revenue reached $16.4 billion in second-quarter fiscal 2027, the AI backlog surged to $95 billion, and the company expects third-quarter fiscal 2027 revenue of about $49 billion, including $19 billion from AI servers. The article says these moves strengthen Dell's competitive position against Cisco Systems and Hewlett Packard, which are also expanding their security offerings.
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