U.S. stocks lower as investors rotate out of tech ahead of Jackson Hole
ROUND ROCK, Texas - Dell Technologies (NYSE:DELL), a prominent player in the Technology Hardware industry with a market capitalization of $94.27 billion, announced updates to its AI Data Platform designed to improve support for the full AI lifecycle, from data ingestion to inferencing, according to a company press release. According to InvestingPro data, Dell has demonstrated strong momentum with a 51.39% return over the past year.
The updated platform features a new unstructured data engine developed through collaboration with Elastic, providing real-time access to large-scale unstructured datasets. This engine will offer vector search, semantic retrieval, and hybrid keyword search capabilities with GPU acceleration for performance enhancement.
Dell also revealed that its PowerEdge R7725 server with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs will be the first 2U server platform to deliver the NVIDIA AI Data Platform reference architecture. This combination aims to provide a validated, GPU-accelerated solution integrating storage, data, compute, networking, and software components.
"The key to unlocking AI’s full potential lies in breaking down silos and simplifying access to enterprise data," said Arthur Lewis, president of Dell’s Infrastructure Solutions Group.
The PowerEdge R7725 and R770 servers featuring the new NVIDIA GPUs are designed for accelerated enterprise workloads including data analytics, virtual workstations, and AI inferencing. According to Dell, the NVIDIA RTX PRO 6000 offers up to six times the token throughput for large language model inference compared to previous generations.
Dell is showcasing these technologies at the SIGGRAPH 2025 conference in Vancouver from August 10-14, demonstrating applications in media production pipelines and asset management.
The unstructured data engine in the Dell AI Data Platform will be available later this year, along with the PowerEdge servers equipped with the new NVIDIA GPUs. For detailed analysis of Dell’s financial health and growth prospects, including 12 additional ProTips and comprehensive valuation metrics, visit InvestingPro to access the full Pro Research Report.
In other recent news, Dell Technologies has been in the spotlight due to several developments. Super Micro Computer’s disappointing quarterly results have raised concerns about potential market share losses for Dell in the high-performance server market used for AI applications. Despite this, BofA Securities has raised its price target on Dell to $165.00, citing expected benefits from enterprise and sovereign AI growth over the next decade. Mizuho also increased its price target for Dell to $150.00, maintaining an Outperform rating, with unchanged revenue and earnings per share estimates for the July quarter.
Additionally, Dell reported the conversion of 3,421,793 Class B shares to Class C shares by Silver Lake Partners and its affiliates, reflecting ongoing changes in the company’s share structure. As of July 11, 2025, Dell had 340,673,002 shares of Class C common stock and 58,946,330 shares of Class B common stock outstanding. These developments highlight Dell’s strategic positioning amid evolving market dynamics and investor interest.
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