launchedproduct line

Storage

Growing again in fiscal 2027 after a flat fiscal 2026.

DELL market data

The numbers

Storage revenue$4.9 billionQ2 FY2027 (quarter ended July 31, 2026) · +26% year over year · source ↗
Storage revenue$16.6 billionFY2026 · +1% year over year · source ↗

What it is

Enterprise storage arrays and software sold to data centers, including block, file and object storage products used alongside AI systems to hold training data.

Why it matters to the stock. Storage is a steadier business than AI servers and helps show whether Dell can sell the full data-center stack, not just compute hardware.

News

Dell expands AI Data Platform with agent knowledge layer and storage tools

Dell added data orchestration, storage and services to its Dell AI Data Platform so AI agents can work from governed enterprise data.

Product