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Dell Technologies

also referred to as: dell

10 statements across 2 episodes · 10 bullish · 0 bearish · 3 people on the record · first statement Nov 27, 2024 by Brad Gerstner · said 32 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (27), Bill Gurley (4), Jensen Huang (1)

tap a year for its mentions
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00428420242025episodesmentions per episode
2025 28 mentions in 4 episodes 7 per episode
2024 4 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Dell Technologies, oldest first

Nov 27, 2024 positive
Assertion Supported
Gerstner: Uber, Dell, Oracle, and Nvidia pledge Invest America contributions
“Companies have already raised their hands from Uber to Dell, Oracle to Nvidia, and said they would contribute to the accounts of the kids of their employees, parents,”
Brad Gerstner Nov 27, 2024 ▶ 39:34 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
Jul 10, 2025 bullish
Disclosure
Dell: Dell delivered over 3,000 enterprise AI factories last year
“Yeah, so we, in the last year you know, delivered a little over 3000 of these Dell AI factories, and, you know, those are increasingly to enterprise and commercial customers that want to bring the AI to their data, not the data to the AI.”
Michael Dell Jul 10, 2025 ▶ 1:00:35 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 bullish
Disclosure
Dell: We Received $12.1B in Q1 AI Orders, Have $14B Backlog
“So last year, our server networking business grew 58% year over year. In the first quarter, we had we received 12.1 billion dollars in AI orders. And by the way, our shipments for all of last year in AI servers were about ten billion dollars... So we took orde…”
Michael Dell Jul 10, 2025 ▶ 54:07 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 bullish
Assertion Partly supported
Dell: Dell stock rose 130,000% with seven stock splits in the 1990s
“Stock went up a 130,000 percent. We had seven stock splits.”
Michael Dell Jul 10, 2025 ▶ 6:03 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 positive
Assertion Supported
Michael Dell: We Maintained Six Days of Inventory for Seven Consecutive Years
“You have six days of inventory, which we actually had for about seven years in a row, six days of inventory, think about that. The, it's a structural competitive advantage because you're, you have fresher inventory, you have fresher costs, and of course you do…”
Michael Dell Jul 10, 2025 ▶ 7:26 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 bullish
Disclosure
Dell: Dell Technologies repurchased 22 million shares during recent market dip
“When the market dipped down, our share buyback program went into high gear, you know. And we bought back twenty-two million shares.”
Michael Dell Jul 10, 2025 ▶ 1:07:18 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 positive
Assertion Supported
Gerstner: Uber, Nvidia, Oracle, Salesforce Commit to Invest America Matches
“Dell Corporation, for example, has raised their hand and said, you know, we intend to give to the kids of our employees. So has Uber. So has Nvidia. So has Oracle. So has Salesforce. So has T-Mobile. So has iHeartMedia.”
Brad Gerstner Jul 10, 2025 ▶ 19:38 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 positive
Assertion Partly supported
Gurley: In the 1990s, Dell's ROIC was 10x the PC industry
“The company had insane you know, balance sheet turnover in a way that the cashflow relative to the earnings was really high and the ROIC was 10 X anyone else in the business.”
Bill Gurley Jul 10, 2025 ▶ 5:24 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 positive
Disclosure
Dell: Dell delivered its first GB300 system to CoreWeave
“Yeah, we delivered the first GB 300 a couple of days ago to CoreWeave. We announced that. We actually have delivered another GB 300 system to another customer.”
Michael Dell Jul 10, 2025 ▶ 56:56 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Jul 10, 2025 positive
Assertion Not publicly verifiable
Gurley: Shorter inventory queues gave Dell a 200 bps margin advantage
“Because component prices fell so much, we calculated they got a 200 basis point gross margin advantage. Just by having the FIFO queue a lot shorter.”
Bill Gurley Jul 10, 2025 ▶ 6:56 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
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