TMT Specialist Sales: Dell AI Server Growth and Market Update

Dell dominates TMT headlines with a major earnings beat and a $10 billion increase in AI server revenue projections. The broader sector sees a split between established AI beneficiaries and incumbents like Dassault Systèmes facing new competitive threats from AI startups.

Key Takeaways

• 1.Dell reported massive AI server demand, raising its F2027 revenue guidance by $27 billion to a range of $165-$169 billion.
• 2.Dassault Systèmes (DSY) faces growing competition from AI startups like Mistral AI, which are expanding into advanced manufacturing and industrial design workflows.
• 3.Adyen is navigating questions regarding the departure of its CFO, while simultaneously seeing positive signals from Shopify processing in Europe and potential share buybacks.

Table of Contents

• TODAY'S WRAP
• TECH
• TELCOS
• MEDIA & INTERNET
• MACRO AND TRADING
• 2026 EMEA Conferences
• 2026 Conferences
• TMT RESEARCH TEAMS

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