Dell Technologies Surges to 76th in Market Rankings with $9.84 Billion Turnover Despite Stock Price Dip

On June 10, 2025, Dell Technologies (DELL) saw a significant increase in trading volume, with a turnover of $9.84 billion, marking a 66.73% rise from the previous day. This surge placed Dell at the 76th position in the day's stock market rankings. However, despite the high trading volume, Dell's stock price experienced a slight decline of 0.85%.

Dell Technologies is currently experiencing a boom in its AI infrastructure business, which is often overlooked by investors. While the company has faced challenges due to weak PC sales, its AI infrastructure segment is thriving. Dell's AI infrastructure backlog has surged to $14.4 billion, a 284% increase from $3.8 billion just one quarter ago. This backlog is a strong indicator of future revenue growth, as orders for AI-optimized servers in the first quarter alone reached $12.1 billion, surpassing the entire fiscal year 2025's shipments. The Infrastructure Solutions Group (ISG) revenue increased by 22% year-over-year to $9.2 billion, with servers and networking hitting a record $5.5 billion, up 42%, driven by AI demand.

Dell's AI pipeline is now a five-quarter juggernaut, with shipments of AI servers increasing by over 100% in the latest quarter. The company's new PowerEdge XE9680L server, designed for 72 NVIDIA Blackwell GPUs and direct liquid cooling, is a key technology for enterprises to run AI at scale. This hardware is the backbone of the next-generation AI economy. Despite a flat revenue in the Client Solutions Group (CSG) and a 15% decline in the consumer PC segment, Dell's commercial client revenue rose by 3%. The company's strategic focus is clearly on AI and enterprise technology, not consumer PCs. Dell's recent raise in full-year earnings guidance, citing “accelerating AI pipeline momentum,” reflects the company's confidence in its AI play. Dell's strong cash flow allows it to invest in R&D and partnerships, further solidifying its position in the AI market.