Dell Technologies-DELL's ISG Growth Accelerates: Is AI Infrastructure the Catalyst?

Key Takeaways Dell's ISG hit $16.8B in Q2 revenue, up 44% year over year with sustained double-digit growth. Dell raised full-year AI server shipment guidance to$ 20B after $8.2B in Q2 sales. Dell AI Factory with Nvidia boosts infrastructure, data tools, and adoption. Dell Technologies (DELL) is benefiting from the surging demand for AI infrastructure, which has become a key catalyst for the accelerated growth of its Infrastructure Solutions Group (ISG). In the second quarter of fiscal 2026, ISG achieved re ...