Dell

The Texas-based computer and server maker now expects full-year revenue of US$165 billion to US$169 billion and adjusted EPS of US$17.90.

IREN said the systems are expected to lift annualised revenue run rate to US$4.4 billion from US$3.7 billion once commissioned.

Dell’s AI Factory server business now serves 5,000 customers, including Eli Lilly and Samsung.

“Nvidia is not engaged in discussions to acquire any PC maker,” a company spokesperson told Bloomberg.

Dell’s annual report showed it spent US$569 million in severance payments in fiscal 2026.

Dell’s Q4 server and networking unit posted a 14.8% operating margin, beating analyst estimates.

The supply crunch has caused concerns over delays and rising costs across the tech industry.

Dell will also introduce an even lighter XPS 13 later in 2026.

SK Hynix, Samsung Electronics, and Micron have reported surging demand and tight inventories, with SK Hynix selling out its 2026 supply.

Dell raised its FY revenue guidance to US$111.7 billion from US$107 billion, with AI server shipments now expected to reach US$25 billion this year.