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Via News Knowledge File

Dell Technologies

organization80% conf.·synced Aug 13, 2026

OEM partner launching Turin platforms

38
sourced metrics
458
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Pipeline Value
85USD
source
Margin
-18.3percent
source
Stock Price Target
215USD
source
Market Share
4000enterprise_customers
source
Ai Server Revenue
9USD
source
Backlog
34.1USD
source
Cash
8.1USD
source
Earnings Growth Rate
18percent
source
Ai Orders
34USD
source
Eps Guidance
11.52USD
source
Fair Value Estimate
168.61USD
source
Pe Ratio
31.8ratio
Jul 4, 2026source
Stock Price
230percent_ytd_return
Jun 4, 2026source
Eps
2.90USD
May 28, 2026source
Quant Rating
3.49score_1_to_5
May 25, 2026source
Options Volume
1800contracts
May 14, 2026source
Options Open Interest
1900contracts
May 14, 2026source
Net Income
5.9USD
May 1, 2026source

Stated objectives

Deliver measurable business results through end-to-end AI approach

source
stated

Compress time to value by simplifying AI deployments and accelerating ROI

source
stated

Dell traditional server and storage growth at mid-single-digit percent in core ISG segment

source
target: mid single digit percent stated

Dell targets AI server revenue growth at a 20-25% CAGR from FY2026 to FY2030 at mid single digit percent EBIT margins

source
target: 20-25% CAGR stated

Dell targets mid single digit percent growth in core ISG (traditional servers and storage)

source
target: mid single digit percent stated

Strong sales forecast for AI servers

source
stated

Help enterprises move AI from pilot to production at scale with Dell AI Factory with NVIDIA

source
stated

Remove biggest blockers to enterprise AI: data that's too slow, too siloed, or too messy to use

source
stated

Automate complete AI data lifecycle and dramatically reduce data preparation time while maintaining enterprise governance

source
stated

Launch Dell Data Orchestration Engine and Marketplace

source
by 2026-01-01 00:00:00stated

Relationship graph · 458 connections

Developed by
147
Supplies to
78
Competes with
49
Covered by
33
Partners with
20
Customer of
19
Employs
16
supports
12

Via News coverage

Dell Books $34.1B in AI Orders as Global Enterprise Infrastructure Race Accelerates
May 31, 2026
Data Infrastructure Bottlenecks Stall 80% of Enterprise AI Projects Globally Despite Near-Universal Adoption
April 16, 2026
Tech Giants Form Sovereign AI Alliance to Build National Infrastructure Amid Global Digital Security Push
March 8, 2026
Microsoft Azure OpenAI captures 37% of global enterprise AI deployments as cloud giants compete across three continents
March 8, 2026
Microsoft, AWS, Google Battle for $300B Global Enterprise AI Market as Spending Surges
March 5, 2026
Kimberly And 5 Other Stocks Have Very High Payout Ratio
August 24, 2024
Stewart Information Services Corporation And 5 Other Stocks Have Very High Payout Ratio
May 6, 2024
Provident Financial Services And 6 Other Stocks Have High Sales Growth And An Above 3% Return on Equity
May 4, 2024
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,983
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,983 facts checked against source5,304 source documents archived
Query this data → isubstrate.com