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Dell Technologies & Microsoft

38 shared events · Importance 4 · Last updated Aug 23, 2026

Importance
4
Shared Events
38
Actions
0
Sentiment
0
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69
Tech
Dell Technologies: Dell is a founding member, supporting the alliance's goals.
Microsoft: Microsoft is a founding member, contributing to open-source AI security tools, aligning with its cloud and AI strategy.
Jul 27, 2026 · 37 articles
65
Tech
Dell Technologies: Dell Technologies will debut laptops and desktops featuring Nvidia's new RTX Spark chip, indicating its early adoption of the new AI PC technology and potential for increased sales.
Microsoft: Microsoft collaborated with Nvidia to 'reinvent the PC' for the AI era, with its Windows for Arm operating system supporting the new RTX Spark chip, indicating a strategic alignment to advance AI PCs.
May 26, 2026 · 159 articles
57
International
Dell Technologies: Dell Technologies surged after raising its full-year profit and revenue forecasts, contributing significantly to the tech sector's gains and overall market optimism.
Microsoft: Microsoft>>> gained after reports indicated the company would release a new coding model, contributing to the tech sector's rally.
May 27, 2026 · 101 articles
57
Tech
Dell Technologies: Dell Technologies will be a partner offering the DGX Station for Windows, which could increase its product portfolio and sales in the high-end workstation market.
Microsoft: Microsoft collaborated with Nvidia on the DGX Station for Windows, enhancing the Windows platform's AI capabilities and strengthening its enterprise offerings.
Jun 01, 2026 · 6 articles
57
Business
Dell Technologies: Dell Technologies is one of the global brands whose AI-ready laptops are featured in the 'Boot Up India' campaign, potentially increasing its sales in India.
Microsoft: Microsoft is a key partner in the 'Boot Up India' campaign, contributing to the software ecosystem for AI-enabled laptops, which could increase adoption of its platforms.
May 29, 2026 · 6 articles
55
International
Dell Technologies: Dell Technologies surged 32.8% following stronger-than-expected results and a raised outlook due to strong AI-related demand.
Microsoft: Microsoft rose over 5.4%, benefiting from the general enthusiasm for artificial intelligence and strong corporate earnings.
Jun 01, 2026 · 9 articles
55
Tech
Dell Technologies: Dell Technologies is a top partner manufacturing Vera Rubin servers, which positions it to benefit from the growing demand for AI infrastructure and strengthens its product offerings.
Microsoft: Microsoft is collaborating with Nvidia on new AI superchips for PCs, which will 'reinvent the PC' for the AI era, indicating a significant partnership that could boost both companies' positions in the AI PC market.
May 31, 2026 · 28 articles
50
Business
Dell Technologies: Dell Technologies shares rose 5% on AI server demand. The company is a major server maker benefiting from data center buildouts.
Microsoft: Microsoft's cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Aug 05, 2026 · 65 articles
45
Tech
Dell Technologies: The announcement of Microsoft>>>'s new AI PCs helped boost shares of major PC makers like Dell Technologies>>>, suggesting a positive market reaction to the new wave of AI-integrated hardware.
Microsoft: Microsoft>>> unveiled a comprehensive suite of AI initiatives, including new hardware, software, and models, aiming to solidify its position in the AI market and reduce its reliance on partners like OpenAI>>>. This move is expected to boost its market share and competitive edge.
May 30, 2026 · 34 articles
40
Business
Dell Technologies: Dell Technologies is selling Nvidia's Blackwell systems to Iren for $1.6 billion, fulfilling a previously announced $3.4 billion AI cloud service contract. This deal reinforces Dell Technologies' position as an AI server maker.
Microsoft: Microsoft previously struck a $9.7 billion deal with Iren for access to Nvidia's advanced chips, highlighting the broader market demand for AI infrastructure that Iren is addressing.
May 26, 2026 · 6 articles
40
Business
Dell Technologies: Dell's shares fell over 8% as investors worry about cost pressures; Dell raised laptop prices and faces competitive disadvantage vs Apple.
Microsoft: Microsoft raised Xbox price by $100 due to memory costs; its Azure AI investments also drive memory demand.
Jun 17, 2026 · 199 articles
37
unfocused
Dell Technologies: Dell Technologies soared after delivering profits that blew past expectations and raising its outlook, citing powerful demand for AI computing.
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
May 19, 2026 · 199 articles
35
Business
Dell Technologies: Dell Technologies received a $1.6 billion order from IREN for Blackwell systems, supporting IREN's capacity expansion.
Microsoft: Microsoft is a key customer of IREN, with a previously announced $9.7B AI cloud agreement. The new contracts further solidify the partnership.
Jul 20, 2026 · 8 articles
35
Tech
Dell Technologies: Dell is mentioned as having released the XPS 13 as a competitive response to the MacBook Neo, illustrating broader industry reaction but not directly affected by this leak.
Microsoft: Microsoft's reported increase in Windows OEM licensing fees raises costs for budget laptops, potentially affecting the competitiveness of Windows devices against Apple's MacBook Neo.
Aug 12, 2026 · 8 articles
32
Business
Dell Technologies: Dell Technologies significantly boosted its annual revenue and profit expectations due to strong demand for its AI-optimized servers, leading to a substantial increase in its stock price and market position.
Microsoft: Microsoft software licenses are the subject of a $9.7 billion contract awarded to a Dell Technologies unit by the United States — United States Department of Defense.
May 28, 2026 · 8 articles
30
Domestic
Dell Technologies: Announced price increases for laptops and tablets, citing AI infrastructure investments.
Microsoft: Announced price increases for electronics due to rising semiconductor and electricity costs.
Jul 14, 2026 · 29 articles
24
Tech
Dell Technologies: Dell collaborates with Meta to optimize Muse Glimmer on its hardware.
Microsoft: Microsoft invests in OpenAI and Anthropic and offers coding tools, competing with Meta's Muse Code.
Jul 25, 2026 · 114 articles
24
Business
Dell Technologies: Member of Open Secure AI Alliance; potential infrastructure interest.
Microsoft: Member of Open Secure AI Alliance; potential acquirer given Azure AI interests.
Aug 23, 2026 · 6 articles
14
Tech
Dell Technologies: Dell Technologies is a partner in Nutanix's ecosystem, with Foundation Central simplifying deployment on Dell servers, added support for synchronous disaster recovery for Dell PowerFlex, and planned support for Dell PowerStore and enhanced Dell Private Cloud automation.
Microsoft: Microsoft is listed as a technology partner supporting the Nutanix Cloud Platform solution.
Apr 07, 2026 · 13 articles
12
International
Dell Technologies: Dell Technologies shares climbed, buoyed by the tech sector's performance and AI enthusiasm.
Microsoft: Microsoft is one of the US tech titans whose earnings investors are looking ahead to this week, which could influence market sentiment.
Apr 26, 2026 · 590 articles
10
Business
Dell Technologies: Dell Technologies>>> is mentioned as a company whose stock rose due to strong earnings, illustrating the general positive sentiment in the AI hardware sector, but it is not directly related to the main event.
Microsoft: Microsoft>>> is likely a major tier-1 XPU customer for Marvell Technology>>>, contributing to the projected growth in Marvell Technology>>>'s custom AI accelerator business.
May 20, 2026 · 74 articles
10
International
Dell Technologies: Dell Technologies>>>'s Michael Dell is on the Tsinghua University advisory board, showcasing the diverse representation of global tech companies.
Microsoft: Microsoft>>>'s Satya Nadella is a member of the Tsinghua University advisory board, further illustrating the board's high-profile membership.
May 28, 2026 · 9 articles
10
Domestic
Dell Technologies: Dell raised prices on products due to semiconductor price increases.
Microsoft: Microsoft is a major AI investor, raising prices on products due to higher component costs.
Jul 14, 2026 · 24 articles
10
Business
Dell Technologies: Supplier partner of MicroAge; no direct impact.
Microsoft: Supplier partner of MicroAge; no direct impact.
Aug 20, 2026 · 6 articles
9
Business
Dell Technologies: Dell is mentioned as part of the broader AI-driven layoff trend, but not directly involved in this event.
Microsoft: Microsoft eliminated about 4,800 jobs earlier in July, citing AI automation, but is not directly involved in this event.
Jul 22, 2026 · 20 articles
7
Business
Dell Technologies: Dell's strong Q1 report confirmed the expansion of physical infrastructure for AI, supporting the narrative of enterprise AI deployment that benefits software companies like JFrog.
Microsoft: Microsoft's stock slip, alongside Alphabet, contributed to a general downturn in software indices, but JFrog's specific news helped it rebound.
Jun 08, 2026 · 6 articles
7
Business
Dell Technologies: Dell Technologies is mentioned as a past customer of memory chips, highlighting the shift from commodity memory to specialized HBM for AI.
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
May 19, 2026 · 104 articles
0
Business
Dell Technologies: Dell Technologies surged 32.8% after raising its full-year profit and revenue forecasts, significantly contributing to the tech sector's gains and overall market rally.
May 26, 2026 · 9 articles
0
Business
Dell Technologies: Dell Technologies is offering deals directly on its website, participating in the broader sales event driven by Amazon (company)'s Prime Day.
Oct 03, 2025 · 10 articles
0
Tech
Dell Technologies: Dell Technologies showed attention to ACON Optics' AI data center interconnect solutions.
Jun 16, 2026 · 7 articles
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