Dell Technologies & Nvidia
44 shared events · Importance 5 · Last updated Aug 23, 2026
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Tech
Dell Technologies: Dell Technologies introduced Dell Deskside Agentic AI, expanding its AI offerings and providing a secure, cost-effective solution for agentic AI workflows, which is expected to boost its market position and revenue.
Nvidia: Nvidia's technologies, including NVIDIA NemoClaw software stack, NVIDIA OpenShell, and NVIDIA AI-Q 2.0 blueprint, are integral to Dell Deskside Agentic AI, strengthening its partnership with Dell Technologies and expanding its reach in the AI market.
May 18, 2026 · 6 articles
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.
Nvidia: Nvidia launched its new RTX Spark chip, entering the PC market to compete with established players, aiming to dominate AI-powered personal computing and expand its market share beyond data centers. This move is expected to be a significant growth driver for Nvidia.
May 26, 2026 · 159 articles
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.
Nvidia: Nvidia is launching its new Vera Rubin platform, which is expected to significantly enhance its market position in AI infrastructure and drive future revenue growth. The company is expanding its ecosystem and solidifying its dominance in the AI chip market.
May 31, 2026 · 28 articles
Tech
Dell Technologies: Dell is a founding member, supporting the alliance's goals.
Nvidia: Nvidia initiated and leads the Open Secure AI Alliance, contributing open models and the NOOA framework, enhancing its reputation as a key player in AI security.
Jul 27, 2026 · 37 articles
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.
Nvidia: Nvidia's Blackwell systems are being purchased by Iren from Dell Technologies, indicating strong demand for Nvidia's advanced AI chips. Nvidia also has a separate investment deal with Iren to deploy infrastructure.
May 26, 2026 · 6 articles
Tech
Dell Technologies: Dell provides PowerEdge servers for the AI factory, strengthening its position in AI infrastructure and benefiting from the expansion of Firebird's data centers.
Nvidia: Nvidia provides the DSX platform and GPUs, and intends to invest in Firebird. This expands Nvidia's reach into frontier markets and reinforces its dominance in AI infrastructure.
Aug 08, 2026 · 10 articles
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.
Nvidia: Nvidia's powerful chips are integral to Dell Technologies's AI-optimized servers, making Nvidia a key component supplier benefiting from Dell Technologies's success.
May 28, 2026 · 8 articles
Business
Dell Technologies: Dell Technologies shares rose 5% on AI server demand. The company is a major server maker benefiting from data center buildouts.
Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.
Aug 05, 2026 · 65 articles
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.
Nvidia: Nvidia launched the DGX Station for Windows, expanding its AI supercomputing capabilities to the Windows ecosystem, which is expected to boost its market position and revenue.
Jun 01, 2026 · 6 articles
Business
Dell Technologies: Dell Technologies is one of the six companies highlighted, potentially benefiting from increased retail attention. The campaign does not affect its operations.
Nvidia: Nvidia is a key AI and semiconductor company featured in the campaign, potentially seeing increased retail trading interest. The campaign does not affect its fundamentals.
Aug 20, 2026 · 6 articles
unfocused
Dell Technologies: Dell Technologies soared after delivering profits that blew past expectations and raising its outlook, citing powerful demand for AI computing.
Nvidia: Nvidia's stock added to its value, with its total market value exploding over $5.8 trillion, driven by the AI boom and strong demand for its chips.
May 19, 2026 · 199 articles
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.
Nvidia: Nvidia's orders for high-bandwidth memory have prioritized supply from memory makers, contributing to shortages for consumer electronics.
Jun 17, 2026 · 199 articles
Tech
Dell Technologies: Dell Technologies's PowerEdge XE7745 server is the base platform for JetCool Technologies's new liquid-cooled solution, indicating a collaboration or integration that enhances the server's capabilities for AI workloads.
Nvidia: The Dell Technologies PowerEdge XE7745 server supports up to eight high-density NVIDIA RTX PRO
6000 Blackwell GPUs, indicating Nvidia's products are integrated into the new liquid-cooled solution.
Jun 25, 2026 · 6 articles
Business
Dell Technologies: Dell Technologies is building STX-based platforms, expanding its offerings in AI-native storage infrastructure.
Nvidia: Nvidia>>> is expanding its security collaboration with Akamai Technologies>>> and other partners to embed Zero Trust security directly into its Vera BlueField-4 STX storage architecture, crucial for protecting AI factories. This move strengthens its ecosystem and product offerings in AI infrastructure.
May 31, 2026 · 34 articles
Tech
Dell Technologies: Affected by firmware integrity and secret extraction vulnerabilities, requiring patching.
Nvidia: Affected via OpenBMC-derived products, though impact is limited.
Aug 05, 2026 · 6 articles
International
Dell Technologies: Dell Technologies shares climbed, buoyed by the tech sector's performance and AI enthusiasm.
Nvidia: Nvidia shares jumped after the company unveiled a powerful laptop chip for Windows machines, staking its claim in the AI-integrated PC market.
Apr 26, 2026 · 590 articles
Business
Dell Technologies: Dell Technologies Inc. was a top performer, reaching all-time highs with significant gains, indicating strong investor confidence.
Nvidia: Nvidia Corporation saw its stock price decline, contributing to the list of worst performers on certain days.
May 20, 2026 · 12 articles
International
Dell Technologies: Dell Technologies upgraded its full-year profit and revenue forecasts, boosting AI sentiment and contributing to gains in global stock markets.
Nvidia: Nvidia's stock rose, contributing significantly to the S&P 500's gains due to its immense size and role in the AI boom.
May 25, 2026 · 35 articles
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.
Nvidia: Nvidia>>>'s chips, specifically the RTX Spark, are integral to Microsoft>>>'s new AI-powered PCs, including the Surface RTX Spark Dev Box, indicating a strong partnership and increased demand for Nvidia>>>'s hardware in the AI computing space.
May 30, 2026 · 34 articles
Tech
Dell Technologies: Dell is a partner with Digital Realty in launching AI solutions built on the new infrastructure.
Nvidia: NVIDIA's technologies power the infrastructure used in Digital Realty's AI solutions, including the NVIDIA DGX B200 environment utilized by See All AI.
Jun 17, 2026 · 6 articles
Business
Dell Technologies: Dell Technologies received a $1.6 billion order from IREN for Blackwell systems, supporting IREN's capacity expansion.
Nvidia: Nvidia is a customer of IREN's AI cloud services, benefiting from increased demand for its GPUs used in IREN's deployments.
Jul 20, 2026 · 8 articles
International
Dell Technologies: Dell Technologies>>> CEO Michael Dell>>> commented on the broader supply chain challenges in the semiconductor industry, highlighting the demand for memory chips.
Nvidia: Nvidia is the primary chipmaker whose H200 AI chips are at the center of this stalled trade deal between the United States and China. The company's market share in China's AI accelerator market has fallen to zero due to export controls, and it seeks to unlock sales to regain its foothold.
May 14, 2026 · 42 articles
International
Dell Technologies: Dell Technologies>>>'s Michael Dell is on the Tsinghua University advisory board, showcasing the diverse representation of global tech companies.
Nvidia: Nvidia>>>, a leading chipmaker, is directly affected by US export controls to China>>>. The appointment of its CEO, Jensen Huang>>>, to Tsinghua University's advisory board is a strategic effort to navigate these restrictions and maintain market presence.
May 28, 2026 · 9 articles
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.
Nvidia: Nvidia>>>, through its CEO Jensen Huang, publicly endorsed Marvell Technology>>>, a company it has strategically invested $2 billion in, reinforcing its ecosystem and potentially benefiting from Marvell Technology>>>'s growth.
May 20, 2026 · 74 articles
International
Dell Technologies: Dell Technologies>>> hardware has appeared in alleged illicit chip trade rings, indicating a broader industry challenge with export control compliance, though authorities have not accused the company of wrongdoing.
Nvidia: Nvidia>>>'s AI chips are the core components being smuggled, leading to scrutiny over its supply chain and compliance with export controls. The company has emphasized its commitment to abiding by US export controls.
May 21, 2026 · 22 articles
Business
Dell Technologies: Dell Technologies is an industry collaborator with AiRANACULUS on the United States — NASA contract, contributing to the development of next-generation communication networks for space missions.
Nvidia: Nvidia is collaborating with AiRANACULUS on the United States — NASA contract, with AiRANACULUS' INSPiRE technology leveraging Nvidia accelerated computing platforms like the Nvidia Aerial Testbed and Nvidia GH200 Grace Hopper Superchip.
Jun 26, 2026 · 6 articles
Business
Dell Technologies: Dell's upbeat forecast for AI servers positively influenced Foxconn's shares, indicating a broader market trend for AI server manufacturers.
Nvidia: Nvidia is mentioned as a key customer for Foxconn, with Foxconn being its biggest server maker. This highlights the strong demand for AI-related hardware that benefits Foxconn.
May 29, 2026 · 7 articles
Business
Dell Technologies: Dell is a customer for Nvidia's next-generation Vera Rubin AI chips and will debut PCs with Nvidia's new RTX Spark superchip.
Nvidia: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
May 21, 2026 · 8 articles
Tech
Dell Technologies: Dell collaborates with Meta to optimize Muse Glimmer on its hardware.
Nvidia: Nvidia benefits from increased AI infrastructure spending and partnerships with Meta for model optimization.
Jul 25, 2026 · 114 articles
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.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
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