Dell Technologies gained 1,000 new customers for its AI Factory server product line in the latest quarter, bringing the total customer base to 5,000, the company announced on May 18, 2026, at its Dell Technologies World conference [1, 2, 3].
The AI Factory servers use Nvidia chips and support workloads like drug discovery and AI-optimized semiconductor manufacturing. Clients include Eli Lilly, Honeywell, and Samsung, among others [1, 3]. At the conference, Dell also launched new AI-related products such as the “Dell Deskside Agentic AI” designed to help enterprises build AI applications [2, 3].
Dell CEO Michael Dell said the growth shows traditional large enterprises are increasingly adopting self-built AI infrastructure at scale. “We have clearly outpaced the market average growth with our share in this area,” he said [1, 3].
Dell announced partnerships with Google and SpaceX to bring AI models and tools into enterprises’ internal networks, expanding its AI ecosystem beyond hardware alone [2, 3].
Despite the customer gains and product launches, Dell’s stock price fell 1.64% on May 18, closing at $238.03 amid investor concerns that AI server demand is already priced into the shares [3].
The company is expected to report detailed quarterly financial results in the coming weeks, which will provide further insight into the impact of AI growth on its overall business.
