DELL Expands AI Security Capabilities: Can It Challenge CSCO & HPE?

Dell Technologies has expanded its cybersecurity and resilience portfolio with new AI security, identity resilience, and data protection solutions. The company's strong AI infrastructure business, with Q2 FY2027 AI server revenues of $16.4 billion and a $95 billion backlog, positions it well against competitors Cisco Systems and Hewlett Packard. Dell expects Q3 FY2027 revenues of approximately $49 billion, including $19 billion in AI server revenues.