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:
- Revenue Growth: ISG's revenue increased by 34% year-over-year, reaching $11.4 billion in 202512. This substantial growth was fueled by the expansion of Dell's AI server offerings.
- 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 alone2. This underscores the strong demand for AI-driven infrastructure.
- 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% rise2. This indicates the strength of Dell's infrastructure offerings and its ability to capitalize on market demand.
- Backlog and Future Outlook: Dell reported an AI backlog of approximately $9 billion, highlighting strong demand for its AI server solutions3. Looking ahead, the company is optimistic about continued growth in AI server shipments for 20263.
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.
3/30/2025 11:12am
