Dell Technologies has extended its partnership with McLaren Racing, the Formula 1 team that captured the Constructors’ Championships in 2024 and 2025. The extension keeps McLaren using Dell’s AI‑optimized servers, storage, and networking solutions to support car design, manufacturing, and race‑day operations, enabling the team to process 1.5 terabytes of data per race weekend and run real‑time simulations and digital twins.
The deal underscores Dell’s growing influence in high‑performance computing for automotive and motorsport, where rapid data analysis and AI‑driven insights are critical for competitive advantage. By securing a continued relationship with a top‑tier F1 team, Dell reinforces its position as a preferred provider of AI‑factory technology for demanding, data‑intensive workloads.
Dell’s Infrastructure Solutions Group (ISG) benefits from the partnership as a notable customer win that adds credibility to its AI‑factory model. In Q4 FY25, Dell reported revenue of $23.9 billion, up 7% year‑over‑year, with ISG revenue of $11.4 billion, up 22%. AI orders reached $1.7 billion, shipments were $2.1 billion, and the AI server backlog stood at approximately $9 billion.
Management highlighted the momentum behind the AI segment. CFO Yvonne McGill described FY25 as a transformative year, noting a 18% increase in the dividend and strong demand across core business lines. COO Jeff Clarke emphasized the robust AI server backlog, underscoring Dell’s capacity to meet growing enterprise needs.
For FY26, Dell is guiding for full‑year revenue between $101.0 billion and $105.0 billion, an 8% year‑over‑year increase at the midpoint, and a non‑GAAP diluted EPS of $9.30, up 14% from FY25. The partnership with McLaren aligns with Dell’s strategy to capture a larger share of the AI infrastructure market and demonstrates the real‑world application of its technology in a high‑stakes, data‑intensive environment.
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