expanding
AI-server demand is the live growth driver — FY2026 revenue reached $113.5B, and Dell struck a May-2026 partnership with OpenAI (Codex deployment via the Dell AI Data Platform) riding the same compute-buildout wave as the kestrel board's hyperscalers, even though Dell itself sits off-board.
Sourced figures 2
- Wikipedia — Dell Technologies Dell Technologies FY2026 revenue $113.5B (10-K filing)
- Wikipedia — Dell Technologies May-2026: OpenAI partnered with Dell Technologies to deploy Codex on-premises/hybrid via the Dell AI Data Platform
the working
Basis
AI-server demand is the live growth driver — FY2026 revenue reached $113.5B, and Dell struck a May-2026 partnership with OpenAI (Codex deployment via the Dell AI Data Platform) riding the same compute-buildout wave as the kestrel board's hyperscalers, even though Dell itself sits off-board.
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