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Dell.

American multinational computer technology corporation

Seen in 614 reportsLast reported Friday

Reports this week
4
Active events
7
Connections
258

What's happening

Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday

Earlier this month

One to three months ago

What's reaching Dell

Events traced to Dell, step by step, newest first
See all 13 explainers

Explainers that pass through Dell

Dell is a step on the way to someone else

Around Dell this week

News at the entities that move Dell most

Connections

The 40 strongest of 258, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.
Show all 40 connections
  • Jeff Clarke Structural

    Jeff Clarke holds multiple senior executive roles including CEO, COO, and Vice Chairman at Dell.

    Well supportedSep 8
  • IREN Transactional

    IREN entered a purchase agreement with Dell for $1.6 billion worth of Blackwell GPU systems for AI infrastructure.

    Well supportedAug 14
  • Manish Gupta Structural

    Manish Gupta holds the role of Managing Director for Dell Technologies India.

    Some supportSep 10
  • CoreWeave Structural

    CoreWeave relies on Dell as a critical supplier of servers and computing systems, formalized through a partnership to co-develop AI infrastructure solutions.

    Well supportedOct 15
  • Alienware Structural

    Dell owns Alienware, which is described as an iconic computer brand.

    Some supportAug 1
  • The companies are direct competitors in the AI server market, where Dell's performance significantly influences market expectations for HPE.

    Well supportedSep 6
  • Microsoft Operational

    Microsoft and Dell engage in active market competition while maintaining a deep partnership involving software licensing and enterprise infrastructure integration.

    Well supportedTue 05:39
  • Intel Structural

    Dell relies on Intel processors as a core component, establishing a critical supply chain dependency in the PC and server markets.

    Well supportedOct 31
  • AMD Structural

    AMD and Dell maintain a deep structural partnership where AMD processors are integrated into Dell servers for enterprise AI infrastructure.

    Well supportedTue 05:30
  • Texas Structural

    Dell has formally redomiciled its operations to Texas, establishing a sustained operational presence.

    Well supportedSep 3
  • Broadcom Operational

    Dell and Broadcom are major market competitors in the AI chip/server market, with Broadcom supplying chips used in Dell firmware.

    Some supportSep 14
  • Nscale Structural

    Nscale relies on Dell for specialized PowerEdge servers and Dell is considering a prospective investment in Nscale's financing.

    Well supportedSep 13
  • RAM Structural

    Dell incorporates RAM components into its models and its operations are dependent on the availability of RAM supply.

    Some supportOct 31
  • Google Operational

    Dell and Google maintain a dual operational relationship involving competition in the cloud market and strategic partnerships for AI infrastructure and software.

    Well supportedSep 28
  • Apple Inc. Operational

    Dell and Apple are direct competitors in the technology market, engaging in rivalry and market share battles, particularly in the PC segment.

    Well supportedSep 21
  • SEC Structural

    Dell is currently subject to an investigation by the SEC regarding its accounting practices.

    Some supportAug 1
  • windows 11 Structural

    Dell incorporates Windows 11 as the required operating system into its hardware product lines.

    Some supportOct 6
  • CPU Structural

    A supplies critical components (CPUs) that are integrated into Dell's final products (servers).

    Some supportSep 8
  • Micron Technology Structural

    Dell relies on Micron's memory chips for its devices, representing a key supply chain dependency for Micron's revenue.

    Well supportedOct 10
  • FED Operational

    FED policy decisions and expectations influence Dell's market sentiment and stock performance, while Dell's corporate earnings inform central bank policy outlook.

    Well supportedOct 14
  • A was awarded a $1.4 billion contract by B for license renewal.

    Some supportJun 16
  • DXC Technology Structural

    DXC Technology's Private Cloud offerings are structurally dependent on Dell's underlying infrastructure.

    Some supportJul 2
  • Elasticsearch Structural

    Dell integrates Elasticsearch into its platforms and search engines to provide core search capabilities.

    Some supportOct 16
  • Asim Munir Operational

    The evidence describes a high-stakes functional role where the entities acted as a primary intermediary between opposing groups.

    Some supportJun 3
  • David Kennedy Structural

    David Kennedy serves as the Chief Financial Officer of Dell.

    Some supportWed 23:12
  • Jim Cramer Operational

    Jim Cramer provides financial commentary, analysis, and stock recommendations regarding Dell's market performance.

    Well supportedOct 10
  • NetApp Operational

    Dell and NetApp are direct competitors in the AI-driven storage device market, facing shared market pressures.

    Some supportOct 14
  • Joe Ayers Structural

    Ayers began his career as an employee at Dell.

    Some supportJun 11
  • RBC Capital Markets Operational

    RBC Capital Markets publishes investment ratings and price targets that directly influence investor confidence and Dell's stock price.

    Well supportedSep 15
  • CSG Operational

    CSG and Dell exhibit mutual operational coupling, with CSG's financial concerns impacting Dell and Dell's strategy influencing CSG's guidance.

    Well supportedNov 2
  • DRAM Structural

    Dell's PC manufacturing relies on the supply and cost stability of DRAM components.

    Well supportedSep 9
  • Cisco Operational

    Cisco and Dell are active rivals competing for market share and spending in the AI infrastructure sector.

    Well supportedSep 21

History

Events by the month they began

October 2026

17 events

September 2026

27 events
Show 3 earlier months