Dell Technologies（12DAD）株式概要デル・テクノロジーズ・インクは、アメリカ、ヨーロッパ、中東、アジア、および世界各国において、さまざまな包括的・統合的ソリューション、製品、サービスの設計、開発、製造、マーケティング、販売、サポートを行っています。 詳細12DAD ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績5/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より26.3%で取引されている 収益は年間16.07%増加すると予測されています 過去1年間で収益は84.4%増加しました リスク分析株式の流動性は非常に低い 多額の負債を抱えている 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る12DAD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW497,905 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG497,905 investors already sharing narrativesYour Fair Value€Current Price€346.5536.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b246b2016201920222025202620282031Revenue US$245.6bEarnings US$15.4bAdvancedSet Fair ValueView all narrativesDell Technologies Inc. 競合他社Raspberry Pi HoldingsSymbol: LSE:RPIMarket cap: UK£1.6bSandiskSymbol: NasdaqGS:SNDKMarket cap: US$247.9bSeagate Technology HoldingsSymbol: NasdaqGS:STXMarket cap: US$194.7bWestern DigitalSymbol: NasdaqGS:WDCMarket cap: US$191.5b価格と性能株価の高値、安値、推移の概要Dell Technologies過去の株価現在の株価US$346.5552週高値US$392.9552週安値US$183.48ベータ1.381ヶ月の変化-0.23%3ヶ月変化114.98%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化129.61%最新ニュースお知らせ • Jul 01Eyesafe Inc. Presents Results Of 9-Week Study On Dell XPS With Eyesafe Display And Eyesafe IQEyesafe Inc. announced results from a 9-week in-home study conducted with SleepScore Labs evaluating Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ among evening laptop users. The findings were presented at SLEEP 2026, the 40th annual meeting of the Associated Professional Sleep Societies, and published in the journal SLEEP. The study evaluated participants who regularly used laptops after sunset and compared their baseline experience using standard laptops with two Dell XPS configurations: Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ. Across more than 700 sleep nights, participants reported meaningful improvements in perceived sleep quality, eye comfort, morning well-restedness and productivity after switching to Dell XPS with Eyesafe technology. The strongest outcomes were reported with Dell XPS with Eyesafe IQ, which combines Eyesafe Display technology with a proprietary software intelligence layer for personal display light management. When participants switched from their standard laptops to Dell XPS with Eyesafe Display, they reported: 42% improvement in perceived sleep quality, 27% reduction in eye strain /tiredness, 55% increase in mornings per week feeling well-rested, 37% improvement in productivity, 81% said the screen was more comfortable in low-light conditions, 90% rated visual comfort better or much better than their previous laptop, 95% said they would recommend the laptop. The strongest outcomes in the study were reported when participants used Dell XPS with Eyesafe IQ, including: 54% improvement in perceived sleep quality, 66% reduction in eye strain /tiredness, 96% increase in mornings per week feeling well-rested, 61% improvement in productivity, 95% said the screen was more comfortable in low-light conditions, 100% rated visual comfort better or much better than their previous laptop, 95% said they would recommend Eyesafe IQ. Eyesafe IQ is intelligent screen-light software that helps reduce disruptive blue light in real time while preserving the color, clarity and premium viewing experience users expect from Dell XPS. Designed for evening laptop use, Eyesafe IQ makes imperceptible light adjustments that support visual comfort and healthier screen habits without the visible color shift of traditional blue light filters. Unlike traditional blue light filters that can visibly change screen appearance, Eyesafe IQ is designed to dynamically manage display light while maintaining the user experience. The technology supports health-centric display innovation for OEMs seeking to differentiate premium devices through research-backed visual comfort and wellness features. The study adds to Eyesafe's growing body of research and technology development around healthier digital experiences. Eyesafe technologies are integrated across leading consumer electronics categories and are designed to help brands deliver differentiated, health-centric screen experiences without compromising visual quality. The abstract, titled "Effects of a Blue Light-Reducing Laptop Display and Software on Objective and Perceived Sleep, Eye Strain, and Productivity," is available through SLEEP, the official publication of the Sleep Research Society.Recent Insider Transactions • Jul 01Director recently sold €2.0m worth of stockOn the 26th of June, Egon Durban sold around 6k shares on-market at roughly €347 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €928m more than they bought in the last 12 months.お知らせ • Jun 23Dell Technologies Introduces Dell PowerEdge XE8812 Server Featuring NVIDIA Vera Rubin NVL4 ArchitectureDell Technologies introduced the Dell PowerEdge XE8812 server, a new addition to the Dell AI Factory with NVIDIA, purpose-built for the world's most demanding HPC and AI workloads, featuring NVIDIA Vera Rubin NVL4 architecture and delivering up to 144 GPUs per rack. The new fanless, direct liquid cooled Dell PowerEdge XE8812 server is purpose-built for the world’s most sophisticated institutions running demanding HPC and AI workloads like molecular and multi-physics simulations. Featuring NVIDIA Vera Rubin NVL4 architecture, the XE8812 delivers a generational leap in compute density and memory capacity. With the shift from NVIDIA GB200 NVL4 to NVIDIA Vera Rubin NVL4, the platform gains expanded host memory, more cores (expanding from 144 to 176), more GPU memory, and more compute. Paired with NVIDIA CUDA-X libraries this gives HPC organizations the ability to run their largest models and simulations entirely in-memory, with unparalleled processing power. Dell will deliver one of the industry’s densest platforms in an ORv3-style rack with up to 144 GPUs, 300kW+ power support and 100% direct liquid cooled CPUs and GPUs for maximum energy efficiency. 50% more memory per socket and GPU memory compared to the prior generation enables organizations to run larger models and simulations entirely in-memory without the need for staging (streaming data from host memory or storage) or swapping (evicting and reloading data), both of which introduce microsecond–millisecond latency and dramatically lower effective bandwidth particularly impactful for modern AI and HPC workloads. Based on the open ORv3 standard, this server and rack design offer better efficiency and modular deployment. Once deployed, systems management tools reduce risk and simplify operations. The Integrated Dell Remote Access Controller (iDRAC) allows IT teams to deploy, update and monitor PowerEdge servers anywhere, anytime. IT teams also gain rack-level visibility through the Dell Integrated Rack Controller and OpenManage Enterprise, which use real-time telemetry and automated leak detection to identify issues early, reducing risk and delivering unified support across the broader system. Dell PowerRack gives organizations deploying large-scale HPC and AI systems a faster, lower-risk path to production with turnkey, factory-integrated, pre-validated rack-scale systems that reduce deployment complexity and help customers realize operational value and ROI faster. With Dell PowerRack integration and Dell ProDeploy white-glove services, PowerRack replaces manual integration with production-ready racks that can be deployed and running live workloads in just over six hours. The Dell PowerEdge XE8812 will be globally available early next year.Declared Dividend • Jun 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 21st July 2026 Payment date: 31st July 2026 Dividend yield will be 0.6%, which is lower than the industry average of 0.9%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 17%.お知らせ • Jun 18Dell Technologies Inc. announces Quarterly dividend, payable on July 31, 2026Dell Technologies Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 31, 2026, ex-date on July 21, 2026 and record date on July 21, 2026.Reported Earnings • May 30First quarter 2027 earnings released: EPS: US$5.30 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$5.30 (up from US$1.40 in 1Q 2026). Revenue: US$43.8b (up 88% from 1Q 2026). Net income: US$3.44b (up 256% from 1Q 2026). Profit margin: 7.8% (up from 4.1% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Tech industry in Europe.最新情報をもっと見るRecent updatesお知らせ • Jul 01Eyesafe Inc. Presents Results Of 9-Week Study On Dell XPS With Eyesafe Display And Eyesafe IQEyesafe Inc. announced results from a 9-week in-home study conducted with SleepScore Labs evaluating Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ among evening laptop users. The findings were presented at SLEEP 2026, the 40th annual meeting of the Associated Professional Sleep Societies, and published in the journal SLEEP. The study evaluated participants who regularly used laptops after sunset and compared their baseline experience using standard laptops with two Dell XPS configurations: Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ. Across more than 700 sleep nights, participants reported meaningful improvements in perceived sleep quality, eye comfort, morning well-restedness and productivity after switching to Dell XPS with Eyesafe technology. The strongest outcomes were reported with Dell XPS with Eyesafe IQ, which combines Eyesafe Display technology with a proprietary software intelligence layer for personal display light management. When participants switched from their standard laptops to Dell XPS with Eyesafe Display, they reported: 42% improvement in perceived sleep quality, 27% reduction in eye strain /tiredness, 55% increase in mornings per week feeling well-rested, 37% improvement in productivity, 81% said the screen was more comfortable in low-light conditions, 90% rated visual comfort better or much better than their previous laptop, 95% said they would recommend the laptop. The strongest outcomes in the study were reported when participants used Dell XPS with Eyesafe IQ, including: 54% improvement in perceived sleep quality, 66% reduction in eye strain /tiredness, 96% increase in mornings per week feeling well-rested, 61% improvement in productivity, 95% said the screen was more comfortable in low-light conditions, 100% rated visual comfort better or much better than their previous laptop, 95% said they would recommend Eyesafe IQ. Eyesafe IQ is intelligent screen-light software that helps reduce disruptive blue light in real time while preserving the color, clarity and premium viewing experience users expect from Dell XPS. Designed for evening laptop use, Eyesafe IQ makes imperceptible light adjustments that support visual comfort and healthier screen habits without the visible color shift of traditional blue light filters. Unlike traditional blue light filters that can visibly change screen appearance, Eyesafe IQ is designed to dynamically manage display light while maintaining the user experience. The technology supports health-centric display innovation for OEMs seeking to differentiate premium devices through research-backed visual comfort and wellness features. The study adds to Eyesafe's growing body of research and technology development around healthier digital experiences. Eyesafe technologies are integrated across leading consumer electronics categories and are designed to help brands deliver differentiated, health-centric screen experiences without compromising visual quality. The abstract, titled "Effects of a Blue Light-Reducing Laptop Display and Software on Objective and Perceived Sleep, Eye Strain, and Productivity," is available through SLEEP, the official publication of the Sleep Research Society.Recent Insider Transactions • Jul 01Director recently sold €2.0m worth of stockOn the 26th of June, Egon Durban sold around 6k shares on-market at roughly €347 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €928m more than they bought in the last 12 months.お知らせ • Jun 23Dell Technologies Introduces Dell PowerEdge XE8812 Server Featuring NVIDIA Vera Rubin NVL4 ArchitectureDell Technologies introduced the Dell PowerEdge XE8812 server, a new addition to the Dell AI Factory with NVIDIA, purpose-built for the world's most demanding HPC and AI workloads, featuring NVIDIA Vera Rubin NVL4 architecture and delivering up to 144 GPUs per rack. The new fanless, direct liquid cooled Dell PowerEdge XE8812 server is purpose-built for the world’s most sophisticated institutions running demanding HPC and AI workloads like molecular and multi-physics simulations. Featuring NVIDIA Vera Rubin NVL4 architecture, the XE8812 delivers a generational leap in compute density and memory capacity. With the shift from NVIDIA GB200 NVL4 to NVIDIA Vera Rubin NVL4, the platform gains expanded host memory, more cores (expanding from 144 to 176), more GPU memory, and more compute. Paired with NVIDIA CUDA-X libraries this gives HPC organizations the ability to run their largest models and simulations entirely in-memory, with unparalleled processing power. Dell will deliver one of the industry’s densest platforms in an ORv3-style rack with up to 144 GPUs, 300kW+ power support and 100% direct liquid cooled CPUs and GPUs for maximum energy efficiency. 50% more memory per socket and GPU memory compared to the prior generation enables organizations to run larger models and simulations entirely in-memory without the need for staging (streaming data from host memory or storage) or swapping (evicting and reloading data), both of which introduce microsecond–millisecond latency and dramatically lower effective bandwidth particularly impactful for modern AI and HPC workloads. Based on the open ORv3 standard, this server and rack design offer better efficiency and modular deployment. Once deployed, systems management tools reduce risk and simplify operations. The Integrated Dell Remote Access Controller (iDRAC) allows IT teams to deploy, update and monitor PowerEdge servers anywhere, anytime. IT teams also gain rack-level visibility through the Dell Integrated Rack Controller and OpenManage Enterprise, which use real-time telemetry and automated leak detection to identify issues early, reducing risk and delivering unified support across the broader system. Dell PowerRack gives organizations deploying large-scale HPC and AI systems a faster, lower-risk path to production with turnkey, factory-integrated, pre-validated rack-scale systems that reduce deployment complexity and help customers realize operational value and ROI faster. With Dell PowerRack integration and Dell ProDeploy white-glove services, PowerRack replaces manual integration with production-ready racks that can be deployed and running live workloads in just over six hours. The Dell PowerEdge XE8812 will be globally available early next year.Declared Dividend • Jun 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 21st July 2026 Payment date: 31st July 2026 Dividend yield will be 0.6%, which is lower than the industry average of 0.9%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 17%.お知らせ • Jun 18Dell Technologies Inc. announces Quarterly dividend, payable on July 31, 2026Dell Technologies Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 31, 2026, ex-date on July 21, 2026 and record date on July 21, 2026.Reported Earnings • May 30First quarter 2027 earnings released: EPS: US$5.30 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$5.30 (up from US$1.40 in 1Q 2026). Revenue: US$43.8b (up 88% from 1Q 2026). Net income: US$3.44b (up 256% from 1Q 2026). Profit margin: 7.8% (up from 4.1% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Tech industry in Europe.お知らせ • May 30Dell Technologies Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2026 and Updates Earnings Guidance for the Fiscal Year Ending January 29, 2027Dell Technologies Inc. provided earnings guidance for the second quarter ending July 31, 2026 and updated earnings guidance for the fiscal year ending January 29, 2027. Second-quarter FY27 revenue expected between $44.0 billion and $45.0 billion, up 49% year over year at the midpoint of $44.5 billion. Second-quarter FY27 GAAP diluted EPS expected to be $4.48 at the midpoint, up 164% year over year. Full-year FY27 revenue expected between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion. Full-year AI-Optimized Servers revenue expected to be roughly $60 billion, up 144% year over year. Full-year FY27 GAAP diluted EPS expected to be $17.31 at the midpoint, up 99% year over year.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 43%After last week's 43% share price gain to €262, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €252 per share.お知らせ • May 21+ 1 more updateDell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell Powerstore EliteDell Technologies introduced Dell PowerStore Elite, a new class of modern storage platform that delivers breakthrough performance and efficiency through software-driven innovation and a fully refreshed hardware platform. PowerStore Elite supports block, file, virtual machines and container workloads with mixed-generation clustering that lets existing customers adopt the latest PowerStore without disruption. Dell PowerStore Elite. Why it matters: Enterprise storage decisions have never been more important. Data is exploding. AI workloads are expanding. Cyber threats are intensifying. Flash supply dynamics are putting new pressure on infrastructure planning. And IT teams are expected to modernize through all of it, without adding complexity, risk or operational overhead. PowerStore Elite is built for this moment. It’s an intelligent, open storage platform combining AI-driven software, next generation hardware and non-disruptive modernization so customers can keep storage infrastructure modern as future requirements change. Software-driven innovation at the core: PowerStore Elite’s software advancements deliver up to 3x more performance1 and 3x more throughput2 than previous generation systems on a unified platform built to adapt as workloads evolve: Eliminate performance tradeoffs: PowerStore Elite delivers enterprise-class performance on either TLC or QLC media, so customers choose based on capacity and cost, rather than tier. New Autonomous Data Path intelligence applies per-I/O machine learning to optimize for QLC and future SSDs, and log-structured metadata extends usable capacity and endurance on high-capacity drives. Higher efficiency, lower overhead: Unaligned deduplication for unstructured data and enhanced compression offloads increases usable capacity with zero performance or workload impact. I/O-level telemetry: Delivers deep visibility into every read and write operation, speeding root cause analysis and laying the groundwork for forthcoming inline ransomware detection capabilities. Software-driven performance gains: Metadata Acceleration serves reads up to 70% faster for all PowerStore customers 3 accelerating the lookups behind file searches and everyday operations that slow down as your data grows. Next-generation hardware, standards-based by design PowerStore Elite’s refreshed hardware, based on Intel Xeon Scalable processors with up to 50% more Intel CPU cores 4, DDR5 memory, PCIe Gen 5 support and a new 200Gb RDMA node interconnect improves internal load balancing and failover. Available in three new models, Dell PowerStore 1500, 5500 and 9500, PowerStore Elite packs up to 40 drives and 5.8 petabytes of effective capacity into a single 3U chassis.5 It delivers up to 3x the density of prior generations6 on low-profile E3 NVMe flash. Because that flash is industry-standard rather than proprietary, customers benefit from broader supply, competitive pricing and freedom from vendor lock-in, a meaningful advantage in today's constrained supply environment. Up to 40 network ports per appliance, with 64Gb FC (128Gb-ready) and 200/400Gb Ethernet-ready connectivity, provide the flexibility to consolidate workloads at scale. Industry-best 6:1 data reduction guarantee Dell’s data reduction guarantee has long been a competitive advantage. With advancements in data path efficiency and hardware-assisted compression, PowerStore Elite raises the bar from 5:1 to a new industry-best 6:1 guarantee7 that helps customers offset costs with predictable, long-term storage economics, even in supply constrained environments. Stay modern without starting over PowerStore Elite integrates into existing environments without forcing customers to rethink how they operate. New systems cluster with earlier PowerStore deployments, data and workloads move without downtime, and capacity or performance can be added incrementally where it delivers the most value. Lifecycle Extension (LCE) reinforces this model by turning modernization into an ongoing benefit. Existing customers can transition to PowerStore Elite more cost-effectively, while new deployments get a predictable path to stay current. Customers receive data-in-place upgrades with deployment included, a dedicated technical advisor and buy-three-get-one-free capacity expansions, all backed by 24/7 Dell ProSupport or ProSupport Plus. AI-powered simplicity From individual arrays to fleet-wide operations, PowerStore Elite puts AI to work where it matters most. Built-in intelligence reduces manual effort by up to 95%,8 continuously balancing workloads, tuning performance and improving efficiency in real time. At the fleet level, Dell AIOps capabilities extend that intelligence across the entire environment with predictive insight and automation, allowing administrators to offload manual reporting, performance trending and capacity planning. With AIOps, customers can resolve issues up to 10x faster than traditional approaches9. Dell Cyber Detect is a new integrated offering that extends AI-powered ransomware detection directly into Dell PowerStore. Trained on thousands of ransomware variants and inspecting data at the byte level with 99.99% accuracy,10 it pinpoints the last known clean copy so organizations can recover fast. Built to evolve with customer needs Beyond raw performance, PowerStore is built to adapt as enterprise workloads evolve, extending its capabilities across private cloud, containers and modern application environments. Private cloud foundation: PowerStore is a proven foundation for private clouds, with a wide range of supported cloud stack software from vendors like Broadcom, Microsoft, Nutanix and Red Hat, so customers can run their existing stack without rearchitecting. Customers can deploy PowerStore through Dell Private Cloud on open, disaggregated infrastructure that scales compute and storage independently on infrastructure that delivers up to 65% cost savings versus HCI.11 Read more about the latest Dell Private Cloud updates here. Modern app support: PowerStore delivers unified scale-up and scale-out architecture supporting block, file, virtual machines and container workloads across a four-appliance cluster. Dynamic core allocation instantly adjusts CPU resources as workloads fluctuate, while NAS server mobility simplifies consolidation and load balancing. Seamless cloud mobility: Organizations can meet any RTO/RPO with complete replication flexibility across Ethernet and Fibre Channel, allowing for fluid data mobility between on-premises infrastructure and multicloud environments.お知らせ • May 17Kioxia America, Inc. and Dell Technologies Deliver High-Density Server with 9.8 Pb of Flash StorageKIOXIA America, Inc. announced a breakthrough in high-density storage infrastructure, collaborating with Dell Technologies to deliver a 2U server configuration capable of scaling to an unprecedented 9.8 petabytes (PB) of flash storage. By combining the Dell PowerEdge R7725xd server with AMD EPYC processors and 40 KIOXIA LC9 Series E3.L form factor 245.76 terabyte (TB) NVMe SSDs, the companies are enabling a new class of storage-optimized platforms built to meet the demands of AI, large-scale data lakes, and data-intensive enterprise workloads. The industry’s first NVMe SSD at this capacity built for the demands of generative AI environments, KIOXIA LC9 Series SSDs deliver up to 245.76 TB of flash-based storage with PCIe 5.0 performance in a range of form factors. Dell PowerEdge R7725xd servers are built for modern AI and data-centric workloads, combining dense storage with powerful compute. These flexible air-cooled storage configurations complement GPU-enabled servers, supporting AI data management and model training by delivering massive storage capacity across the AI lifecycle. These systems support up to 5x 400 Gbps NICs, allowing users to fill and move data through pipelines more efficiently. Paired with KIOXIA LC9 Series 245.76 TB SSDs, these systems provide high-capacity, power-efficient solutions that reduce TCO and data center footprint. KIOXIA LC9 Series SSDs deliver up to 245.76 TB of flash-based storage with PCIe 5.0 performance in a range of form factors, including 2.5-inch, E3.S, and E3.L. As the industry’s first NVMe SSD at this capacity built for the demands of generative AI environments, the KIOXIA LC9 Series offers a compelling alternative to more commonly used 30.72 TB capacity SSDs. A comparable 9.8 PB configuration would require seven more servers carrying 280 additional drives, resulting in 8x the power consumption, as well as utilizing more rack space. This results in a more efficient use of space and power, enabling organizations to scale AI infrastructure without expanding their physical footprint or energy consumption. The solution highlights how tightly integrated compute and storage innovations can unlock new efficiencies for enterprise and hyperscale environments. By delivering extreme density without compromising performance or energy efficiency, Kioxia and Dell Technologies are helping organizations modernize infrastructure to keep pace with accelerating data growth and AI adoption.お知らせ • May 06Dell Technologies Inc., Annual General Meeting, Jun 25, 2026Dell Technologies Inc., Annual General Meeting, Jun 25, 2026.お知らせ • Apr 16Dell, HP Inc. Shares Jump on Nvidia-Linked Acquisition SpeculationDell Technologies Inc. (NYSE:DELL) shares rose 6% April 13, 2026, while HP Inc. (NYSE:HPQ) gained 5%, following reports that NVIDIA Corporation (NasdaqGS:NVDA) has been in negotiations to acquire a major PC manufacturer. According to SemiAccurate, Nvidia has been in negotiations for over a year to acquire a large company in a deal that could reshape the PC and server landscape. The report stated that Nvidia is looking to make a purchase that will reshape the industry "like nothing else has done since the computer was invented." The report did not specify which company Nvidia might be targeting, though the market response suggests investors are speculating that either Dell or HP could be potential acquisition candidates. Neither Nvidia, Dell, nor HP have commented on the report or confirmed any ongoing acquisition discussions.株主還元12DADGB TechGB 市場7D0%0.2%-1.0%1Yn/a9.5%17.2%株主還元を見る業界別リターン: 12DADがUK Tech業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 12DAD UK市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 12DAD's price volatile compared to industry and market?12DAD volatility12DAD Average Weekly Movementn/aTech Industry Average Movement6.1%Market Average Movement5.2%10% most volatile stocks in GB Market10.5%10% least volatile stocks in GB Market2.8%安定した株価: 12DADの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間の12DADのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト198497,000Michael Dellwww.dell.comデル・テクノロジーズ・インクは、米州、欧州、中東、アジア、および世界各国において、さまざまな包括的・統合的ソリューション、製品、サービスの設計、開発、製造、マーケティング、販売、サポートを行っている。同社は、インフラストラクチャー・ソリューション・グループ（ISG）セグメントとクライアント・ソリューション・グループ（CSG）セグメントを通じて事業を展開している。ISGセグメントでは、オールフラッシュ、目的別、ハイパーコンバージドインフラストラクチャ、ソフトウェア定義ストレージ、汎用およびAI最適化サーバなど、最新および従来のストレージソリューションを提供している。また、ワイド・エリア・ネットワーク・インフラストラクチャー、データセンターおよびエッジ・ネットワーキング・スイッチ、ケーブルおよびオプティクスで構成されるネットワーキング製品・サービスも提供しており、これらの製品・サービスは、企業顧客のインフラストラクチャーの変革と近代化を支援し、サーバーおよびストレージ・ソリューションを補完する。CSG部門では、ノートPC、デスクトップPC、ワークステーション、およびディスプレイ、ドッキングステーション、キーボード、マウス、ウェブカメラ、オーディオデバイス、サードパーティ製ソフトウェアや周辺機器などのブランド周辺機器、および設定、延長保証サービスを提供している。また、ユーティリティ、サブスクリプション、As-a-Service、リース、ローンなどの支払・消費ソリューションやサービス、定期リースやローンも提供している。企業、政府機関、その他公共機関、教育機関、医療機関、中小企業、消費者にサービスを提供している。旧社名はデナリ・ホールディング・インクで、2013年3月にデル・テクノロジーズ・インクに社名変更した。デル・テクノロジーズは1984年に設立され、テキサス州ラウンドロックに本社を置いている。もっと見るDell Technologies Inc. 基礎のまとめDell Technologies の収益と売上を時価総額と比較するとどうか。12DAD 基礎統計学時価総額€241.48b収益（TTM）€7.36b売上高(TTM)€117.25b32.8xPER（株価収益率2.1xP/Sレシオ12DAD は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計12DAD 損益計算書（TTM）収益US$134.00b売上原価US$108.26b売上総利益US$25.75bその他の費用US$17.34b収益US$8.41b直近の収益報告May 01, 2026次回決算日Sep 03, 2026一株当たり利益（EPS）13.01グロス・マージン19.21%純利益率6.28%有利子負債／自己資本比率-2,220.7%12DAD の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.6%現在の配当利回り17%配当性向12DAD 配当は確実ですか？12DAD 配当履歴とベンチマークを見る12DAD 、いつまでに購入すれば配当金を受け取れますか？Dell Technologies 配当日配当落ち日Jul 21 2026配当支払日Jul 31 2026配当落ちまでの日数5 days配当支払日までの日数15 days12DAD 配当は確実ですか？12DAD 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/14 16:36終値2026/06/25 00:00収益2026/05/01年間収益2026/01/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dell Technologies Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51 アナリスト機関S. H. LinAletheia Analyst Network LimitedWarren LauAletheia Analyst Network LimitedJames KelleherArgus Research Company48 その他のアナリストを表示
お知らせ • Jul 01Eyesafe Inc. Presents Results Of 9-Week Study On Dell XPS With Eyesafe Display And Eyesafe IQEyesafe Inc. announced results from a 9-week in-home study conducted with SleepScore Labs evaluating Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ among evening laptop users. The findings were presented at SLEEP 2026, the 40th annual meeting of the Associated Professional Sleep Societies, and published in the journal SLEEP. The study evaluated participants who regularly used laptops after sunset and compared their baseline experience using standard laptops with two Dell XPS configurations: Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ. Across more than 700 sleep nights, participants reported meaningful improvements in perceived sleep quality, eye comfort, morning well-restedness and productivity after switching to Dell XPS with Eyesafe technology. The strongest outcomes were reported with Dell XPS with Eyesafe IQ, which combines Eyesafe Display technology with a proprietary software intelligence layer for personal display light management. When participants switched from their standard laptops to Dell XPS with Eyesafe Display, they reported: 42% improvement in perceived sleep quality, 27% reduction in eye strain /tiredness, 55% increase in mornings per week feeling well-rested, 37% improvement in productivity, 81% said the screen was more comfortable in low-light conditions, 90% rated visual comfort better or much better than their previous laptop, 95% said they would recommend the laptop. The strongest outcomes in the study were reported when participants used Dell XPS with Eyesafe IQ, including: 54% improvement in perceived sleep quality, 66% reduction in eye strain /tiredness, 96% increase in mornings per week feeling well-rested, 61% improvement in productivity, 95% said the screen was more comfortable in low-light conditions, 100% rated visual comfort better or much better than their previous laptop, 95% said they would recommend Eyesafe IQ. Eyesafe IQ is intelligent screen-light software that helps reduce disruptive blue light in real time while preserving the color, clarity and premium viewing experience users expect from Dell XPS. Designed for evening laptop use, Eyesafe IQ makes imperceptible light adjustments that support visual comfort and healthier screen habits without the visible color shift of traditional blue light filters. Unlike traditional blue light filters that can visibly change screen appearance, Eyesafe IQ is designed to dynamically manage display light while maintaining the user experience. The technology supports health-centric display innovation for OEMs seeking to differentiate premium devices through research-backed visual comfort and wellness features. The study adds to Eyesafe's growing body of research and technology development around healthier digital experiences. Eyesafe technologies are integrated across leading consumer electronics categories and are designed to help brands deliver differentiated, health-centric screen experiences without compromising visual quality. The abstract, titled "Effects of a Blue Light-Reducing Laptop Display and Software on Objective and Perceived Sleep, Eye Strain, and Productivity," is available through SLEEP, the official publication of the Sleep Research Society.
Recent Insider Transactions • Jul 01Director recently sold €2.0m worth of stockOn the 26th of June, Egon Durban sold around 6k shares on-market at roughly €347 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €928m more than they bought in the last 12 months.
お知らせ • Jun 23Dell Technologies Introduces Dell PowerEdge XE8812 Server Featuring NVIDIA Vera Rubin NVL4 ArchitectureDell Technologies introduced the Dell PowerEdge XE8812 server, a new addition to the Dell AI Factory with NVIDIA, purpose-built for the world's most demanding HPC and AI workloads, featuring NVIDIA Vera Rubin NVL4 architecture and delivering up to 144 GPUs per rack. The new fanless, direct liquid cooled Dell PowerEdge XE8812 server is purpose-built for the world’s most sophisticated institutions running demanding HPC and AI workloads like molecular and multi-physics simulations. Featuring NVIDIA Vera Rubin NVL4 architecture, the XE8812 delivers a generational leap in compute density and memory capacity. With the shift from NVIDIA GB200 NVL4 to NVIDIA Vera Rubin NVL4, the platform gains expanded host memory, more cores (expanding from 144 to 176), more GPU memory, and more compute. Paired with NVIDIA CUDA-X libraries this gives HPC organizations the ability to run their largest models and simulations entirely in-memory, with unparalleled processing power. Dell will deliver one of the industry’s densest platforms in an ORv3-style rack with up to 144 GPUs, 300kW+ power support and 100% direct liquid cooled CPUs and GPUs for maximum energy efficiency. 50% more memory per socket and GPU memory compared to the prior generation enables organizations to run larger models and simulations entirely in-memory without the need for staging (streaming data from host memory or storage) or swapping (evicting and reloading data), both of which introduce microsecond–millisecond latency and dramatically lower effective bandwidth particularly impactful for modern AI and HPC workloads. Based on the open ORv3 standard, this server and rack design offer better efficiency and modular deployment. Once deployed, systems management tools reduce risk and simplify operations. The Integrated Dell Remote Access Controller (iDRAC) allows IT teams to deploy, update and monitor PowerEdge servers anywhere, anytime. IT teams also gain rack-level visibility through the Dell Integrated Rack Controller and OpenManage Enterprise, which use real-time telemetry and automated leak detection to identify issues early, reducing risk and delivering unified support across the broader system. Dell PowerRack gives organizations deploying large-scale HPC and AI systems a faster, lower-risk path to production with turnkey, factory-integrated, pre-validated rack-scale systems that reduce deployment complexity and help customers realize operational value and ROI faster. With Dell PowerRack integration and Dell ProDeploy white-glove services, PowerRack replaces manual integration with production-ready racks that can be deployed and running live workloads in just over six hours. The Dell PowerEdge XE8812 will be globally available early next year.
Declared Dividend • Jun 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 21st July 2026 Payment date: 31st July 2026 Dividend yield will be 0.6%, which is lower than the industry average of 0.9%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 17%.
お知らせ • Jun 18Dell Technologies Inc. announces Quarterly dividend, payable on July 31, 2026Dell Technologies Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 31, 2026, ex-date on July 21, 2026 and record date on July 21, 2026.
Reported Earnings • May 30First quarter 2027 earnings released: EPS: US$5.30 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$5.30 (up from US$1.40 in 1Q 2026). Revenue: US$43.8b (up 88% from 1Q 2026). Net income: US$3.44b (up 256% from 1Q 2026). Profit margin: 7.8% (up from 4.1% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Tech industry in Europe.
お知らせ • Jul 01Eyesafe Inc. Presents Results Of 9-Week Study On Dell XPS With Eyesafe Display And Eyesafe IQEyesafe Inc. announced results from a 9-week in-home study conducted with SleepScore Labs evaluating Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ among evening laptop users. The findings were presented at SLEEP 2026, the 40th annual meeting of the Associated Professional Sleep Societies, and published in the journal SLEEP. The study evaluated participants who regularly used laptops after sunset and compared their baseline experience using standard laptops with two Dell XPS configurations: Dell XPS with Eyesafe Display and Dell XPS with Eyesafe IQ. Across more than 700 sleep nights, participants reported meaningful improvements in perceived sleep quality, eye comfort, morning well-restedness and productivity after switching to Dell XPS with Eyesafe technology. The strongest outcomes were reported with Dell XPS with Eyesafe IQ, which combines Eyesafe Display technology with a proprietary software intelligence layer for personal display light management. When participants switched from their standard laptops to Dell XPS with Eyesafe Display, they reported: 42% improvement in perceived sleep quality, 27% reduction in eye strain /tiredness, 55% increase in mornings per week feeling well-rested, 37% improvement in productivity, 81% said the screen was more comfortable in low-light conditions, 90% rated visual comfort better or much better than their previous laptop, 95% said they would recommend the laptop. The strongest outcomes in the study were reported when participants used Dell XPS with Eyesafe IQ, including: 54% improvement in perceived sleep quality, 66% reduction in eye strain /tiredness, 96% increase in mornings per week feeling well-rested, 61% improvement in productivity, 95% said the screen was more comfortable in low-light conditions, 100% rated visual comfort better or much better than their previous laptop, 95% said they would recommend Eyesafe IQ. Eyesafe IQ is intelligent screen-light software that helps reduce disruptive blue light in real time while preserving the color, clarity and premium viewing experience users expect from Dell XPS. Designed for evening laptop use, Eyesafe IQ makes imperceptible light adjustments that support visual comfort and healthier screen habits without the visible color shift of traditional blue light filters. Unlike traditional blue light filters that can visibly change screen appearance, Eyesafe IQ is designed to dynamically manage display light while maintaining the user experience. The technology supports health-centric display innovation for OEMs seeking to differentiate premium devices through research-backed visual comfort and wellness features. The study adds to Eyesafe's growing body of research and technology development around healthier digital experiences. Eyesafe technologies are integrated across leading consumer electronics categories and are designed to help brands deliver differentiated, health-centric screen experiences without compromising visual quality. The abstract, titled "Effects of a Blue Light-Reducing Laptop Display and Software on Objective and Perceived Sleep, Eye Strain, and Productivity," is available through SLEEP, the official publication of the Sleep Research Society.
Recent Insider Transactions • Jul 01Director recently sold €2.0m worth of stockOn the 26th of June, Egon Durban sold around 6k shares on-market at roughly €347 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €928m more than they bought in the last 12 months.
お知らせ • Jun 23Dell Technologies Introduces Dell PowerEdge XE8812 Server Featuring NVIDIA Vera Rubin NVL4 ArchitectureDell Technologies introduced the Dell PowerEdge XE8812 server, a new addition to the Dell AI Factory with NVIDIA, purpose-built for the world's most demanding HPC and AI workloads, featuring NVIDIA Vera Rubin NVL4 architecture and delivering up to 144 GPUs per rack. The new fanless, direct liquid cooled Dell PowerEdge XE8812 server is purpose-built for the world’s most sophisticated institutions running demanding HPC and AI workloads like molecular and multi-physics simulations. Featuring NVIDIA Vera Rubin NVL4 architecture, the XE8812 delivers a generational leap in compute density and memory capacity. With the shift from NVIDIA GB200 NVL4 to NVIDIA Vera Rubin NVL4, the platform gains expanded host memory, more cores (expanding from 144 to 176), more GPU memory, and more compute. Paired with NVIDIA CUDA-X libraries this gives HPC organizations the ability to run their largest models and simulations entirely in-memory, with unparalleled processing power. Dell will deliver one of the industry’s densest platforms in an ORv3-style rack with up to 144 GPUs, 300kW+ power support and 100% direct liquid cooled CPUs and GPUs for maximum energy efficiency. 50% more memory per socket and GPU memory compared to the prior generation enables organizations to run larger models and simulations entirely in-memory without the need for staging (streaming data from host memory or storage) or swapping (evicting and reloading data), both of which introduce microsecond–millisecond latency and dramatically lower effective bandwidth particularly impactful for modern AI and HPC workloads. Based on the open ORv3 standard, this server and rack design offer better efficiency and modular deployment. Once deployed, systems management tools reduce risk and simplify operations. The Integrated Dell Remote Access Controller (iDRAC) allows IT teams to deploy, update and monitor PowerEdge servers anywhere, anytime. IT teams also gain rack-level visibility through the Dell Integrated Rack Controller and OpenManage Enterprise, which use real-time telemetry and automated leak detection to identify issues early, reducing risk and delivering unified support across the broader system. Dell PowerRack gives organizations deploying large-scale HPC and AI systems a faster, lower-risk path to production with turnkey, factory-integrated, pre-validated rack-scale systems that reduce deployment complexity and help customers realize operational value and ROI faster. With Dell PowerRack integration and Dell ProDeploy white-glove services, PowerRack replaces manual integration with production-ready racks that can be deployed and running live workloads in just over six hours. The Dell PowerEdge XE8812 will be globally available early next year.
Declared Dividend • Jun 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 21st July 2026 Payment date: 31st July 2026 Dividend yield will be 0.6%, which is lower than the industry average of 0.9%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 17%.
お知らせ • Jun 18Dell Technologies Inc. announces Quarterly dividend, payable on July 31, 2026Dell Technologies Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 31, 2026, ex-date on July 21, 2026 and record date on July 21, 2026.
Reported Earnings • May 30First quarter 2027 earnings released: EPS: US$5.30 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$5.30 (up from US$1.40 in 1Q 2026). Revenue: US$43.8b (up 88% from 1Q 2026). Net income: US$3.44b (up 256% from 1Q 2026). Profit margin: 7.8% (up from 4.1% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Tech industry in Europe.
お知らせ • May 30Dell Technologies Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2026 and Updates Earnings Guidance for the Fiscal Year Ending January 29, 2027Dell Technologies Inc. provided earnings guidance for the second quarter ending July 31, 2026 and updated earnings guidance for the fiscal year ending January 29, 2027. Second-quarter FY27 revenue expected between $44.0 billion and $45.0 billion, up 49% year over year at the midpoint of $44.5 billion. Second-quarter FY27 GAAP diluted EPS expected to be $4.48 at the midpoint, up 164% year over year. Full-year FY27 revenue expected between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion. Full-year AI-Optimized Servers revenue expected to be roughly $60 billion, up 144% year over year. Full-year FY27 GAAP diluted EPS expected to be $17.31 at the midpoint, up 99% year over year.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 43%After last week's 43% share price gain to €262, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €252 per share.
お知らせ • May 21+ 1 more updateDell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell Powerstore EliteDell Technologies introduced Dell PowerStore Elite, a new class of modern storage platform that delivers breakthrough performance and efficiency through software-driven innovation and a fully refreshed hardware platform. PowerStore Elite supports block, file, virtual machines and container workloads with mixed-generation clustering that lets existing customers adopt the latest PowerStore without disruption. Dell PowerStore Elite. Why it matters: Enterprise storage decisions have never been more important. Data is exploding. AI workloads are expanding. Cyber threats are intensifying. Flash supply dynamics are putting new pressure on infrastructure planning. And IT teams are expected to modernize through all of it, without adding complexity, risk or operational overhead. PowerStore Elite is built for this moment. It’s an intelligent, open storage platform combining AI-driven software, next generation hardware and non-disruptive modernization so customers can keep storage infrastructure modern as future requirements change. Software-driven innovation at the core: PowerStore Elite’s software advancements deliver up to 3x more performance1 and 3x more throughput2 than previous generation systems on a unified platform built to adapt as workloads evolve: Eliminate performance tradeoffs: PowerStore Elite delivers enterprise-class performance on either TLC or QLC media, so customers choose based on capacity and cost, rather than tier. New Autonomous Data Path intelligence applies per-I/O machine learning to optimize for QLC and future SSDs, and log-structured metadata extends usable capacity and endurance on high-capacity drives. Higher efficiency, lower overhead: Unaligned deduplication for unstructured data and enhanced compression offloads increases usable capacity with zero performance or workload impact. I/O-level telemetry: Delivers deep visibility into every read and write operation, speeding root cause analysis and laying the groundwork for forthcoming inline ransomware detection capabilities. Software-driven performance gains: Metadata Acceleration serves reads up to 70% faster for all PowerStore customers 3 accelerating the lookups behind file searches and everyday operations that slow down as your data grows. Next-generation hardware, standards-based by design PowerStore Elite’s refreshed hardware, based on Intel Xeon Scalable processors with up to 50% more Intel CPU cores 4, DDR5 memory, PCIe Gen 5 support and a new 200Gb RDMA node interconnect improves internal load balancing and failover. Available in three new models, Dell PowerStore 1500, 5500 and 9500, PowerStore Elite packs up to 40 drives and 5.8 petabytes of effective capacity into a single 3U chassis.5 It delivers up to 3x the density of prior generations6 on low-profile E3 NVMe flash. Because that flash is industry-standard rather than proprietary, customers benefit from broader supply, competitive pricing and freedom from vendor lock-in, a meaningful advantage in today's constrained supply environment. Up to 40 network ports per appliance, with 64Gb FC (128Gb-ready) and 200/400Gb Ethernet-ready connectivity, provide the flexibility to consolidate workloads at scale. Industry-best 6:1 data reduction guarantee Dell’s data reduction guarantee has long been a competitive advantage. With advancements in data path efficiency and hardware-assisted compression, PowerStore Elite raises the bar from 5:1 to a new industry-best 6:1 guarantee7 that helps customers offset costs with predictable, long-term storage economics, even in supply constrained environments. Stay modern without starting over PowerStore Elite integrates into existing environments without forcing customers to rethink how they operate. New systems cluster with earlier PowerStore deployments, data and workloads move without downtime, and capacity or performance can be added incrementally where it delivers the most value. Lifecycle Extension (LCE) reinforces this model by turning modernization into an ongoing benefit. Existing customers can transition to PowerStore Elite more cost-effectively, while new deployments get a predictable path to stay current. Customers receive data-in-place upgrades with deployment included, a dedicated technical advisor and buy-three-get-one-free capacity expansions, all backed by 24/7 Dell ProSupport or ProSupport Plus. AI-powered simplicity From individual arrays to fleet-wide operations, PowerStore Elite puts AI to work where it matters most. Built-in intelligence reduces manual effort by up to 95%,8 continuously balancing workloads, tuning performance and improving efficiency in real time. At the fleet level, Dell AIOps capabilities extend that intelligence across the entire environment with predictive insight and automation, allowing administrators to offload manual reporting, performance trending and capacity planning. With AIOps, customers can resolve issues up to 10x faster than traditional approaches9. Dell Cyber Detect is a new integrated offering that extends AI-powered ransomware detection directly into Dell PowerStore. Trained on thousands of ransomware variants and inspecting data at the byte level with 99.99% accuracy,10 it pinpoints the last known clean copy so organizations can recover fast. Built to evolve with customer needs Beyond raw performance, PowerStore is built to adapt as enterprise workloads evolve, extending its capabilities across private cloud, containers and modern application environments. Private cloud foundation: PowerStore is a proven foundation for private clouds, with a wide range of supported cloud stack software from vendors like Broadcom, Microsoft, Nutanix and Red Hat, so customers can run their existing stack without rearchitecting. Customers can deploy PowerStore through Dell Private Cloud on open, disaggregated infrastructure that scales compute and storage independently on infrastructure that delivers up to 65% cost savings versus HCI.11 Read more about the latest Dell Private Cloud updates here. Modern app support: PowerStore delivers unified scale-up and scale-out architecture supporting block, file, virtual machines and container workloads across a four-appliance cluster. Dynamic core allocation instantly adjusts CPU resources as workloads fluctuate, while NAS server mobility simplifies consolidation and load balancing. Seamless cloud mobility: Organizations can meet any RTO/RPO with complete replication flexibility across Ethernet and Fibre Channel, allowing for fluid data mobility between on-premises infrastructure and multicloud environments.
お知らせ • May 17Kioxia America, Inc. and Dell Technologies Deliver High-Density Server with 9.8 Pb of Flash StorageKIOXIA America, Inc. announced a breakthrough in high-density storage infrastructure, collaborating with Dell Technologies to deliver a 2U server configuration capable of scaling to an unprecedented 9.8 petabytes (PB) of flash storage. By combining the Dell PowerEdge R7725xd server with AMD EPYC processors and 40 KIOXIA LC9 Series E3.L form factor 245.76 terabyte (TB) NVMe SSDs, the companies are enabling a new class of storage-optimized platforms built to meet the demands of AI, large-scale data lakes, and data-intensive enterprise workloads. The industry’s first NVMe SSD at this capacity built for the demands of generative AI environments, KIOXIA LC9 Series SSDs deliver up to 245.76 TB of flash-based storage with PCIe 5.0 performance in a range of form factors. Dell PowerEdge R7725xd servers are built for modern AI and data-centric workloads, combining dense storage with powerful compute. These flexible air-cooled storage configurations complement GPU-enabled servers, supporting AI data management and model training by delivering massive storage capacity across the AI lifecycle. These systems support up to 5x 400 Gbps NICs, allowing users to fill and move data through pipelines more efficiently. Paired with KIOXIA LC9 Series 245.76 TB SSDs, these systems provide high-capacity, power-efficient solutions that reduce TCO and data center footprint. KIOXIA LC9 Series SSDs deliver up to 245.76 TB of flash-based storage with PCIe 5.0 performance in a range of form factors, including 2.5-inch, E3.S, and E3.L. As the industry’s first NVMe SSD at this capacity built for the demands of generative AI environments, the KIOXIA LC9 Series offers a compelling alternative to more commonly used 30.72 TB capacity SSDs. A comparable 9.8 PB configuration would require seven more servers carrying 280 additional drives, resulting in 8x the power consumption, as well as utilizing more rack space. This results in a more efficient use of space and power, enabling organizations to scale AI infrastructure without expanding their physical footprint or energy consumption. The solution highlights how tightly integrated compute and storage innovations can unlock new efficiencies for enterprise and hyperscale environments. By delivering extreme density without compromising performance or energy efficiency, Kioxia and Dell Technologies are helping organizations modernize infrastructure to keep pace with accelerating data growth and AI adoption.
お知らせ • May 06Dell Technologies Inc., Annual General Meeting, Jun 25, 2026Dell Technologies Inc., Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 16Dell, HP Inc. Shares Jump on Nvidia-Linked Acquisition SpeculationDell Technologies Inc. (NYSE:DELL) shares rose 6% April 13, 2026, while HP Inc. (NYSE:HPQ) gained 5%, following reports that NVIDIA Corporation (NasdaqGS:NVDA) has been in negotiations to acquire a major PC manufacturer. According to SemiAccurate, Nvidia has been in negotiations for over a year to acquire a large company in a deal that could reshape the PC and server landscape. The report stated that Nvidia is looking to make a purchase that will reshape the industry "like nothing else has done since the computer was invented." The report did not specify which company Nvidia might be targeting, though the market response suggests investors are speculating that either Dell or HP could be potential acquisition candidates. Neither Nvidia, Dell, nor HP have commented on the report or confirmed any ongoing acquisition discussions.
