Dell Says AI-Related Tech Upgrades Are Driving New Demand -- Market Talk

Dow Jones

May 29

1831 ET - Dell Technologies says customers are looking to upgrade their technology to keep up with artificial intelligence, which is yielding more business for the company. Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

May 28, 2026 18:31 ET (22:31 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2639302614"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2639302614\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2639302614?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-29 06:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2639302614","market":"hk","top_or_hot":-1,"title":"Dell Says AI-Related Tech Upgrades Are Driving New Demand -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1831 ET - <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies says customers are looking to upgrade their technology to keep up with artificial intelligence, which is yielding more business for the company. Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. (katherine.hamilton@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 28, 2026 18:31 ET (22:31 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dell Says AI-Related Tech Upgrades Are Driving New Demand -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDell Says AI-Related Tech Upgrades Are Driving New Demand -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-29 06:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1831 ET - <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies says customers are looking to upgrade their technology to keep up with artificial intelligence, which is yielding more business for the company. Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. (katherine.hamilton@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 28, 2026 18:31 ET (22:31 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0496365809.HKD","symbol_name":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2639302614","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2639302614","pubTimestamp":1780007460,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1831 ET - Dell Technologies says customers are looking to upgrade their technology to keep up with artificial intelligence, which is yielding more business for the company. Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BK4543":"AI","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4585":"ETF&股票定投概念","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","DELL":"戴尔","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","DLLL":"2倍做多DELL ETF-GraniteShares","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4588":"碎股","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC"},"translate_title":"戴尔表示人工智能相关技术升级正在推动新需求——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DELL":1.97,"DLLL":0.6},"content_text":"1831 ET - Dell Technologies says customers are looking to upgrade their technology to keep up with artificial intelligence, which is yielding more business for the company. Customers are upgrading their edge and infrastructure and looking for more capable PCs to make way for agentic workloads, Chief Operating Officer Jeff Clarke says. Customers are also looking to consolidate space, power and cooling to drive efficiency with AI. Dell's servers are a popular choice because they can perform a 13-to-1 consolidation, says Clarke. Shares climb 35%. (katherine.hamilton@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 28, 2026 18:31 ET (22:31 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}