We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Dell Technologies Inc.
Information Technology · Technology Hardware, Storage & Peripherals
Only large-cap US-listed server OEM with disclosed hyperscaler-scale AI server order book - ISG segment is the structural AI capex beneficiary, CSG is the secular drag. 1B (+757% YoY). 90 EPS (+36% above). xAI Colossus + Microsoft + Meta the disclosed anchor customers; concentration risk real but counterparties have multi-year capex commitments.
Bull case: AI server segment compounding above industry capex rate, FY27 guide validates the structural read. Bear case: ISG margin compression as competition (HPE, Supermicro) scales, CSG drag persists, post-print expectations now meaningfully above prior consensus.
No major news in the last 7 days for DELL - only listicles and opinion pieces, which we filter out by default. See everything anyway.