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Dell Technologies

also referred to as: dell

3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement May 15, 2026 by Brit Morin · across every show →

Everything said about Dell Technologies, oldest first

May 15, 2026 positive
Assertion Open · timeframe May 2029
Brit Morin: Dell and Android OEMs are launching Google Book AI laptops
“Dell is one of the OEMs that is coming to market with the Google book, as well as all the other sort of Android OEMs.”
Brit Morin May 15, 2026 ▶ 10:54 Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · More or Less Podcast
May 22, 2026 positive
Assertion Partly supported
Morin: Dell was primary builder of xAI's Colossus superclusters
“Dell actually was the primary builder of the Colossus super clusters for XAI.”
Dave Morin May 22, 2026 ▶ 5:36 Google I/O Just Killed SEO? Agentic Search, Universal Cart, and the New Web · More or Less Podcast
May 22, 2026 positive
Assertion Supported
Dave Morin: Dell created desktop capable of running 1T parameter models
“They've also got a Desktop that can do a one trillion parameter model, which is pretty amazing. We had it on stage with us.”
Dave Morin May 22, 2026 ▶ 6:01 Google I/O Just Killed SEO? Agentic Search, Universal Cart, and the New Web · More or Less Podcast
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