# Dell > Markdown twin of https://roboterminal.app/companies/dell · https://roboterminal.app/companies/dell.md ## On shared sources - [NVIDIA](https://roboterminal.app/companies/nvidia) (9) - [HPE](https://roboterminal.app/companies/hpe) (7) - [AMD](https://roboterminal.app/companies/amd) (6) - [Google](https://roboterminal.app/companies/google) (4) - [Micron](https://roboterminal.app/companies/micron) (4) - [Microsoft](https://roboterminal.app/companies/microsoft) (4) - [SanDisk](https://roboterminal.app/companies/sandisk) (3) - [CoreWeave](https://roboterminal.app/companies/coreweave) (2) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (2) - [HP](https://roboterminal.app/companies/hp) (2) - [Meta](https://roboterminal.app/companies/meta) (2) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (2) - [Nebius](https://roboterminal.app/companies/nebius) (2) - [Samsung](https://roboterminal.app/companies/samsung) (2) - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (2) - [Supermicro](https://roboterminal.app/companies/supermicro) (2) - [Amazon](https://roboterminal.app/companies/amazon) (1) - [Amkor Technology](https://roboterminal.app/companies/amkor-technology) (1) - [Anthropic](https://roboterminal.app/companies/anthropic) (1) - [Apple](https://roboterminal.app/companies/apple) (1) - [ASML](https://roboterminal.app/companies/asml) (1) - [Astera Labs](https://roboterminal.app/companies/astera-labs) (1) - [Asus](https://roboterminal.app/companies/asus) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Broadcom](https://roboterminal.app/companies/broadcom) (1) - [Cisco](https://roboterminal.app/companies/cisco) (1) - [Compal](https://roboterminal.app/companies/compal) (1) - [Crusoe](https://roboterminal.app/companies/crusoe) (1) - [Foxconn](https://roboterminal.app/companies/foxconn) (1) - [GitHub](https://roboterminal.app/companies/github) (1) - [Huaqin](https://roboterminal.app/companies/huaqin) (1) - [Intel](https://roboterminal.app/companies/intel) (1) - [Lenovo](https://roboterminal.app/companies/lenovo) (1) - [Lumentum](https://roboterminal.app/companies/lumentum) (1) - [Luxshare](https://roboterminal.app/companies/luxshare) (1) - [Marvell](https://roboterminal.app/companies/marvell) (1) - [NXP Semiconductor](https://roboterminal.app/companies/nxp-semiconductor) (1) - [Oracle](https://roboterminal.app/companies/oracle) (1) - [Quanta](https://roboterminal.app/companies/quanta) (1) - [SpaceX](https://roboterminal.app/companies/spacex) (1) - [Tesla](https://roboterminal.app/companies/tesla) (1) - [Vertiv](https://roboterminal.app/companies/vertiv) (1) ## Pulse - [@ricci_nov on X](https://x.com/ricci_nov/status/2113291876300472363) At GTC Berlin, Nvidia launched OpenShell: Vera Rubin NVL72 + BlueField-4 + Sentry to isolate and kill misbehaving AI agents in milliseconds. Dell, Cisco, HPE, Lenovo and Supermicro are building to it.… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112996348207440021) $SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after… - [@ren_stocks on X](https://x.com/ren_stocks/status/2112941717989003275) $NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containe… - [@ren_stocks on X](https://x.com/ren_stocks/status/2112558591676747843) This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into … - [@pequityresearch on X](https://x.com/pequityresearch/status/2111928304672391575) Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111138882104475959) Michael Dell just told the Wall Street Journal that the memory crunch is going to get WORSE. On CNBC this week he said supply and demand get worse next year, and when asked about memory he called it "… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2111130931482222679) Michael Dell on the memory bottleneck: “It’s gonna get worse.” $DELL https://t.co/T0jazFwNIT - [@pequityresearch on X](https://x.com/pequityresearch/status/2110812200453726531) Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The per… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110784936571543618) Keybanc: HP, Dell, and Google looking to extend LTAs for memory beyond 2030. Google is under discussions with memory providers to extended its 2030 LTAs for another five years to 2035. $GOOGL - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110463910784696653) $SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110146816008491494) CEO of Dell, Michael Dell, on impact of data center delays on AI demand: "We have a large backlog of these projects and we haven't really seen that much in a way of delays, and I think it is good that… - [@tphuang on X](https://x.com/tphuang/status/2108267629014106132) Digitime reports on TW suppliers feeling pressure from mainland ODMs Huaqin & Luxshare winning HP & Dell orders. Quanta, Compal, Wistron & Inventec are the big TW ODMs. Aside from lower cost, this all… - [@stretchcloud on X](https://x.com/stretchcloud/status/2107998158508917177) $2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed… - [@Newsforce on X](https://x.com/Newsforce/status/2101668953688768764) 🇺🇸🇨🇳 @ElonMusk is among 8 major tech CEOs invited to a White House state dinner honoring Xi Jinping, alongside Jensen Huang, Michael Dell, Jeff Bezos, Sam Altman, Sundar Pichai, Jamie Dimon, and T… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101012376929902807) Morgan Stanley: By 2027, AI server MLCC demand will likely reach ~$1 billion, meaningfully above our previous forecast of ~$550 million by 2030. $NVDA $DELL $AMD $GOOGL $HPE - [@pequityresearch on X](https://x.com/pequityresearch/status/2100378198261268643) TrendForce: Global Power Demand Capacity > Global data center power demand capacity is expected to expand from 122.9 GW in 2025 to 161 GW in 2026. > The share of AI servers is likely to exceed 40% by … - [@joinautopilot on X](https://x.com/joinautopilot/status/2098425479220871559) Breaking: Dell is spiking today after RBC Capital initiated coverage with a $640 price target, citing surging AI server demand Trump told Americans to "go out and buy a Dell" in May, and since $DELL i… - [@SupplyChainDive on X](https://x.com/SupplyChainDive/status/2098190534057627866) Dell Technologies has seen supply shortages spread from artificial intelligence computing components to the racks housing AI systems, executives said in a Sept. 1 earnings call. https://t.co/w8J6Q3rWJ… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097863174368223636) Day 2 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Amkor Technology $AMKR Microsoft $MSFT Sandisk $SNDK NXP Se… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097439377144393865) Dell posted $47B Q2 revenue and a $95B AI server backlog, with AI server revenue seen up ~200% in FY2027. Its ops head named the constraint: DRAM, then NAND. Samsung and SK hynix hold under 10 days of… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097042216405631260) Goldman Sachs is estimating global server revenue to reach ~$1.1 trillion in 2028, with majority of the revenue coming from NVL72 racks. $NVDA $DELL $HPE $SMCI https://t.co/pGooFvAVd4 --- Source: Roboterminal · https://roboterminal.app/companies/dell.md