How did Dell's Infrastructure Solutions Group grow in 2025?

Dell's Infrastructure Solutions Group (ISG) experienced significant growth in 2025, driven by strong demand in the AI server market. Here are the key points highlighting ISG's performance and growth: 1. **Revenue Growth**: ISG's revenue increased by 34% year-over-year, reaching $11.4 billion in 2025. This substantial growth was fueled by the expansion of Dell's AI server offerings. 2. **AI Server Market Performance**: The AI server segment saw robust performance, with Dell shipping $2.5 billion worth of AI server orders and collecting $3.6 billion in AI server revenue in Q4 2025 alone. This underscores the strong demand for AI-driven infrastructure. 3. **Server and Networking Segment Strength**: Within ISG, the servers and networking segment set a Q4 record with $6.6 billion in revenue, marking a 37% rise. This indicates the strength of Dell's infrastructure offerings and its ability to capitalize on market demand. 4. **Backlog and Future Outlook**: Dell reported an AI backlog of approximately $9 billion, highlighting strong demand for its AI server solutions. Looking ahead, the company is optimistic about continued growth in AI server shipments for 2026. In summary, Dell's Infrastructure Solutions Group had a remarkable year in 2025, driven by the rapid growth of the AI server market. The company's strategic focus on high-density, liquid-cooled solutions has positioned it well to compete in this space, and the strong financial performance reflects its success in capturing the opportunities in AI-driven infrastructure.