In 2026, we’re investing in technologies that move our customers forward, starting with expanding AI capabilities at every layer—including next-generation PCs, scalable, secure compute, and storage,” said Dell Technologies CEO Michael Dell.
Dell’s longtime leader Michael Dell will invest heavily in storage, the Dell AI Factory and AI-enabled PCs this year as the $108 billion tech giant continues to break revenue records.
“In 2026, we’re investing in technologies that move our customers forward, starting with expanding AI capabilities at every layer—including next-generation PCs, scalable, secure compute and storage,” said Dell Technologies CEO Michael Dell, as part of CRN’s 2026 CEO Outlook project.
“We’re expanding our Dell AI Factory to support real-time data processing and more automated operations,” Dell said.
“We are also heavily investing in our storage portfolio to ensure it delivers the high-performance scalability and security required for modern AI workloads,” he added.
[Related: The 10 AI Startup Companies To Watch In 2026]
Dell’s $27 Billion Revenue; Top Priority In 2026
Round Rock, Texas-based Dell Technologies, which recently made CRN’s 20 Coolest Cloud Infrastructure Companies Of 2026 list, generated record revenue of $27 billion during its fiscal 2026 third quarter.
Dell’s $27 billion in sales represented an increase of 11 percent year over year. Dell’s Infrastructure Solutions Group captured $14.1 billion, up 24 percent year over year, while Dell’s Client Solutions Group generated $12.5 billion, up 3 percent year over year.
Dell expects AI server shipments of roughly $25 billion for its entire fiscal year 2026, which would represent an increase of more than 150 percent year over year.
As part of CRN’s CEO Outlook project, Michael Dell explains his company’s biggest investments areas, the impact of AI on Dell this year, and what channel partners should be focused on in 2026.
“My top priority [in 2026] is enabling our partners and customers to win in the AI era,” Dell said.
Here’s what every Dell partner, customer and investor needs to know about Dell Technologies strategy for 2026.
https://www.crn.com/news/computing/2026/michael-dell-on-biggest-2026-investments-in-storage-ai-and-partners

