Dell Technologies
DELLQ2 2022(DELL Q1 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$290.6M
AI Revenue (Q)
$0
Total Revenue (Q)
$22.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (ended July 29, 2022) predates the generative AI boom. Dell's ISG segment included servers, storage, and networking, but AI-optimized server demand had not yet materialized at scale. The filing makes no mention of AI-specific products or revenue. Total revenue was $26,425M. AI server revenue was negligible at this point.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue 26,425
10-Q Q1 FY2023, Condensed Consolidated Statements of Income
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
ISG servers and networkingISG storage
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix