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Dell boosts growth targets as AI server demand soars

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Dell Technologies has nearly doubled its profit growth forecast for the next four years, confident that booming demand for artificial intelligence servers will sustain its momentum. The company now expects adjusted earnings per share to grow at least 15% annually, compared to its earlier projection of about 8%, according to a statement on Tuesday.

The tech giant, which counts Elon Musk’s xAI and cloud computing firm CoreWeave among its major clients, also raised its revenue growth expectations to between 7% and 9% per year, up from a prior range of 3% to 4%.

The surging need for high-performance servers powering AI platforms like ChatGPT has transformed Dell into one of the leading beneficiaries of the generative AI revolution. Analysts say Dell’s large-scale operations, global supply chain, and deep ties with major buyers give it a cost and volume edge over competitors such as Super Micro.

CEO Michael Dell emphasized that customers are “hungry for AI” and the computing infrastructure needed to deploy it at scale. He added that the company is still in the early stages of AI adoption despite two years of strong growth.

Dell reiterated its fiscal targets for the year and maintained its projection for AI server shipments to reach $20 billion in fiscal 2026. The company now forecasts 11% to 14% long-term annual revenue growth for its Infrastructure Solutions Group — which includes storage, software, and servers — up from 6% to 8% previously. Meanwhile, the client solutions segment, including personal computers, is expected to grow at a modest 2% to 3%.

Nebius Hits Record High After $17.4B Microsoft AI Deal

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Nebius Group’s (NBIS.O) shares surged 43% to a record $91.75 on Tuesday after striking a $17.4 billion, five-year deal with Microsoft to supply AI infrastructure. The contract could rise to $19.4 billion if Microsoft scales up demand, making it one of the largest partnerships in the rapidly growing AI data center sector.

Deal Impact

  • Nebius will supply dedicated GPU infrastructure from its new Vineland, New Jersey data center, starting later this year.

  • Microsoft has been facing AI cloud shortages and is relying on external providers like Nebius and CoreWeave to meet client demand.

  • Rival CoreWeave’s shares rose 4.4% in parallel, reflecting investor optimism for the broader AI cloud sector.

Market Significance

  • Nebius stock has more than doubled in 2025, driven by global AI demand and investor enthusiasm.

  • Analysts said the deal de-risks Nebius’ capacity expansion and cements its position as a key supplier to hyperscalers and AI labs.

  • BWS Financial analyst Hamed Khorsand called it “unprecedented clarity on long-term revenue potential.”

Strategic Outlook

  • The agreement builds on Nebius’ full-stack AI cloud model, which provides Nvidia-powered computing, storage, and developer tools.

  • CEO Arkady Volozh said the deal will accelerate AI cloud growth from 2026 onward, reinforcing Nebius’ expansion strategy.

  • Founded from the spinoff of Yandex assets, Amsterdam-based Nebius is now seen as a leading independent AI infrastructure provider.

EcoDataCenter Secures €600 Million to Expand AI Data Centres

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Swedish digital infrastructure firm EcoDataCenter announced on Tuesday that it has secured €600 million ($703.5 million) in debt financing from Deutsche Bank’s Private Credit and Infrastructure unit to accelerate its AI-focused data centre expansion.

The funding will be used to build large-scale facilities in Falun and Borlänge, north of Stockholm, aimed at handling compute-intensive AI workloads and next-generation high-performance computing.

CEO Peter Michelson, a former Ericsson executive, said the new financing provides a two-year runway, but suggested additional capital may be needed as demand for AI infrastructure accelerates.

“If we were to stop building tomorrow, we would be a highly profitable company… but we obviously have ambitions for much more than that,” Michelson told Reuters.

The deal follows €450 million raised earlier this year by EcoDataCenter’s owner Areim, bringing total financing since 2023 to €1.8 billion.

Sweden is becoming a European hub for AI data centres, with major expansions from Microsoft, Meta, and Alphabet driven by the country’s stable power grid and connectivity advantages.

EcoDataCenter, which opened its first site in 2019, counts clients such as DeepL and BMW. Last year, it partnered with CoreWeave to build one of Europe’s largest AI training clusters and now hosts a Nvidia Blackwell SuperPod for DeepL, underscoring its growing role in Europe’s AI infrastructure race.