IDC says worldwide server revenue reached $122. 6 billion in the first quarter of 2026, rising 30. 4% year over year, as AI infrastructure spending recast the market around accelerators, non-x86 systems, and constrained memory supply, while traditional server demand remained. Customer demand for AI servers drove Dell revenues to a scorching $43. This was 88 percent higher than a year ago and GAAP net income rocketed up as well, by 256 percent from $965 million to, wait for it, $3. Its ISG (Infrastructure Solutions. As AI adoption accelerates across every industry, from finance and healthcare to manufacturing and defense, the underlying infrastructure supporting these intelligent systems has become a strategic asset. In 2025, data centers are evolving rapidly—not just as storage or processing hubs, but as AI. Taiwanese contract manufacturer Quanta Computer Inc. The hardware maker reported its fiscal fourth-quarter results for fy2026 this morning, saying revenues ramped up 39 percent year-on-year to a. IDC reported $122. Mario Tama/Getty Images While the debate rages over whether AI companies will ever justify their valuations, one group is already booking.
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