Dell Technologies

Dell, together with Nvidia, sells prebuilt AI data centers (“AI Factory”) that deliver compute, storage, networking and Nvidia accelerators as ready-to-deploy racks. In Q1 Dell generated about USD 16.1 billion in revenue from AI-optimized servers and reports an AI order backlog of USD 51.3 billion; the full-year forecast for AI server revenue was raised to about USD 60 billion. At the same time, the high share of pass-through Nvidia accelerators is weighing on the infrastructure division’s margin (operating margin Q1: 10.5% vs. 14.8% previously), which is why growth in the high-margin storage business, supply bottlenecks and the quality of the order backlog will be decisive in the Q2 report on Sept. 1. » More on deraktionaer.de

Someone who invested $1,000 in Dell Technologies a year ago would, at the closing price on 25.08.2026 ($451.50), now own 7.634 shares worth $3,446.83. That corresponds to a return of 244.68 percent. Dell Technologies' market value most recently stood at $280.64 billion; stock splits and dividends were not taken into account in the calculation. » More on finanzen.net

At the Six Five Summit, Dell said agent-based AI is shifting focus from data collection to the digitization and autonomous execution of work processes. The company consolidated about 900 potential AI projects into 13 focused initiatives, reports initial productivity gains of 20–40%, and sees agent-based systems now on the path to large-scale production. Infrastructure requirements are changing: memory is becoming a bottleneck, CPUs are gaining importance for orchestration, and security/governance models require digital identities for agents and preparation for post‑quantum cryptography. Dell stock reacted positively and rose significantly that day, while investors weigh benefits against implementation costs. » More on de.investing.com