The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Dell: Our Foundation Will Make Significant Invest America Contributions
“Susan and I will definitely be a part of that, that will say, hey, you know, this is a really good way to get money directly to the next generation... Our foundation has studied this very carefully, and we believe it's worthy of a significant contribution”
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…”
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.”
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.”