Dell posted record Q2 revenue of $29.78 bn, up 19% YoY, with AI-driven Infrastructure sales surging 44%. COO Jeff Clarke said Dell shipped $10 bn in AI solutions in H1 2025, already topping 2024's full-year total. CEO Michael Dell marked $1.77 tn lifetime revenue since founding in 1984. Despite "exceptional" AI demand, EPS outlook and margin concerns dragged shares 5% lower after hours.