Dell Says AI-Related Tech Upgrades Are Driving New Demand -- Market Talk

Dow Jones

05/29

1831 ET - Dell Technologies says customers are looking to upgrade their technology to keep up with artificial intelligence, which is yielding more business for the company. Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

May 28, 2026 18:31 ET (22:31 GMT)

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Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. 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Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. 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