Dell Technologies
DELLQ1 2023(DELL Q4 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$256.5M
AI Revenue (Q)
$0
Total Revenue (Q)
$22.5B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year FY2023 (ended February 3, 2023). The 10-K describes ISG as enabling 'machine learning, artificial intelligence, and data analytics' but this is boilerplate language without specific AI server revenue. ISG full-year revenue was $38,356M. ChatGPT launched in late November 2022, but enterprise AI server orders had not yet ramped. No AI-specific revenue is disclosed. Total FY2023 revenue was $102,301M.
Analyzed by claude-opus-4-6
Quoted Figures
ISG enables the Company s customers digital transformation with solutions that address the fundamental shift to multicloud environments, machine learning, artificial intelligence, and data analytics.
10-K FY2023, Note 19 Segment Information
Infrastructure Solutions Group $ 38,356
10-K FY2023, Segment Revenue Reconciliation
AI Products Identified (Ring 1)
PowerEdge servers (general purpose)
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