Dell Technologies
DELLQ3 2023(DELL Q2 FY2024)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$2.2B
AI Revenue (Q)
$778.5M
Total Revenue (Q)
$22.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2024 (ended August 4, 2023). Total revenue was $22,934M. The segment note truncation in this filing prevents extraction of ISG sub-segments. Dell's earnings call for this quarter disclosed approximately $800M in AI server orders shipped. However, this is an earnings call figure, not in the SEC filing itself. The filing does not break out AI server revenue. Conservative estimate: ~$800M AI server revenue / $22,934M total = 3.5%. The filing contains no specific AI revenue disclosure.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue 22,934
10-Q Q2 FY2024, Condensed Consolidated Statements of Income
AI Products Identified (Ring 1)
PowerEdge XE9680PowerEdge XE8640
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