Sept 1 (Reuters) - Dell Technologies ⁠on Tuesday boosted its annual revenue and profit forecasts for ⁠the second time this year, driven by soaring demand ‌for its AI servers from technology companies pouring billions into data centers.

Shares of the Round Rock, Texas-based company rose 10% in extended trading.

Dell, along with smaller rival ​Super Micro Computer, is a key supplier ⁠of AI-optimized servers that are ⁠used by AI cloud providers such as Nscale and CoreWeave for building ⁠computing ‌clusters.

Those servers are equipped with Nvidia's cutting-edge chips that provide the computing power essential for training and running AI ⁠models like OpenAI's ChatGPT.

Nvidia's and Super Micro's strong ​forecasts last month ‌had bolstered investor confidence in the resilience of the AI ⁠boom. S&P ​Global Ratings projected that AI infrastructure spending would surpass $1.3 trillion by 2027, signaling further demand for AI equipment makers.

Dell, whose shares have more than ⁠tripled this year, now expects fiscal 2027 ​revenue for AI-optimized servers of $74 billion, up from its prior expectations of $60 billion.

The company also raised its annual revenue outlook by $25 billion to $192 billion ⁠and adjusted earnings-per-share forecast to $25.50 from its earlier expectations of $17.90.

Revenue for the second quarter was a record $47 billion, exceeding LSEG-compiled analysts' average estimate of $44.92 billion. Adjusted EPS of $7.04 also topped estimates of $4.91.

"Our advantages ​reinforce one another, and throughout the quarter ⁠we used these strengths to drive growth, share gains, profitability and cash ​generation," said CFO David Kennedy.

The company ‌projected third-quarter revenue of $49 billion and adjusted ​EPS of $6.50, both above analysts' estimates of $41.42 billion and $4.48, respectively.

(Reporting by Jaspreet Singh in Bengaluru; Editing by Sahal Muhammed)