Dell Soars to S&P 100 on AI Boom | Durham News

Dell is poised to join the S&P 100 on September 21, 2026, a major milestone reflecting a seven-hundred-percent stock surge over three years. Powered by explosive demand for AI infrastructure, Dell smashed records in Q2 with $47 billion in revenue—a 58% year-over-year leap—and tripled earnings per share. Their AI-focused Infrastructure Solutions Group saw an 89% revenue jump, booking nearly $61 billion in AI orders and holding a $95 billion backlog. CEO warns of worsening chip shortages as AI servers become critical. The S&P 100 inclusion means automatic buying by index funds, cementing Dell’s status as a stable heavyweight. They’ve raised full-year revenue forecasts by $25 billion and expect AI server revenue to triple. Looking ahead, Dell forecasts the AI infrastructure market to hit over $1 trillion by 2030, capturing 75% of data center demand—driven by massive upgrade cycles from legacy hardware. Wall Street overwhelmingly recommends buying.

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