ENTITY
Dell Technologies

Dell Technologies (DELL US)

133
Analysis
Information Technology • United States
Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.
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bullish•Lenovo
•20 Apr 2024 05:04•Broker

Technology - Lenovo Tech World 2024: AI PC Product Launches Set to Accelerate

Lenovo hosted the “AI Tech World” event with the theme “AI for All” in Shanghai yesterday. During the event, CEO Mr. Yang highlighted 1) Lenovo’s...

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bullish•Asustek Computer
•31 Mar 2024 21:07

Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?

​Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...

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bullish•Dell Technologies
•08 Mar 2024 15:00

Dell Technologies: How Is The Rising Artificial Intelligence (AI) Demand Impacting Its Performance? - Major Drivers

As per the recent earnings, Dell Technologies Inc. marked a revenue of $88.4 billion for the Fiscal Year 2024. The result reflects a decrease from...

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•05 Mar 2024 21:55•Broker

Technology - AI Server and AI PC...

In particular, we see AI server order /backlog/pipeline from major server ODM/brands (DELL/SMCI/Lenovo/HPE) are gaining strong momentum in CY4Q23

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•29 Feb 2024 22:28

Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

​Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

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