Dell Technologies' Q2 2025 infrastructure solutions segment grew 38%, driven by AI market expansion.

Dell Technologies is positioning itself as a key player in the growing AI infrastructure market, supplying major companies like Amazon and Microsoft. In Q2 of fiscal 2025, its infrastructure solutions segment grew 38% year-over-year, contributing $11.6 billion to revenue. Dell anticipates its AI market to expand from $79 billion in 2023 to $174 billion by 2027. The company is also increasing dividends and stock buybacks, aiming to return 80% of free cash flow to investors.

September 09, 2024
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