Dell Technologies Inc. gave a profit outlook for the year that exceeded estimates and said it had seen a significant increase in orders for servers to run AI networks.

The maker of computers and software on Thursday said it now expects adjusted earnings per share of $9.40, up from its previous outlook for $9.30.

Dell raised its profit forecast thanks to strong AI server demand. The company made $12.1 billion in AI server orders last quarter. Dell partnered with Nvidia to build a supercomputer for the U.S. government. Dell Technologies has raised its profit forecast for the year thanks to a massive jump in AI server demand.