Dell forecasts $15 billion of AI server sales this year
1. Dell's Q4 revenue missed estimates but EPS exceeded expectations. 2. The company has $4.1 billion in backlogged AI server orders. 3. Expected fiscal 2026 revenue aligns closely with analyst forecasts. 4. Dell raised its dividend by 18% and plans $10 billion in share repurchases. 5. Issues with supplier credits were discovered but deemed not material.