Dell COO Jeff Clarke confirmed the company’s AI infrastructure customer count has surpassed 6,500, up from 5,000 in May 2026 and 4,000 in February, representing over 50% growth in just six months. In Q1 FY2027, Dell booked $24.4 billion in AI orders and recognized $16.1 billion in AI server revenue. The company ended the quarter with a record $51.3 billion in unfilled AI orders, as memory supply constraints continue to limit production capacity. Major customers include Eli Lilly, Honeywell, and Samsung, with strategic partnerships with Google Cloud and Mistral AI for on-premises deployment scenarios.
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