{
  "generatedAt": "2026-10-22T04:12:33Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "dell",
  "name": "Dell",
  "ticker": "DELL",
  "url": "https://deepstack.ltd/companies/dell/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/dell.json",
  "summary": "Dell is named in 1 Part of The Buildout, most recently Part 10: The Bubble Is in the Denominator.",
  "parts": [
    {
      "part": 10,
      "headline": "The Bubble Is in the Denominator",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 10,
      "section": "Who writes the checks",
      "excerpt": "Dell raised its estimate to 57 quadrillion tokens a month by the end of 2028 from 1 quadrillion; a Goldman Sachs figure ran about ten times higher.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "sides": [
    {
      "part": 10,
      "question": "who-writes-the-checks",
      "side": "everyone-soon",
      "sideLabel": "Everyone, soon",
      "claim": "Aurelion Research treats sharply rising third-party token forecasts — Dell moving from 1 quadrillion to 57 quadrillion tokens per month by end-2028, and a Goldman Sachs estimate roughly 10x Dell's revised number — as showing AI usage growing far…",
      "date": "2026-09-11",
      "url": "https://read.aurelionresearch.com/p/in-conversation-nvidia",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/",
      "sidesUrl": "https://deepstack.ltd/sides/the-bubble-is-in-the-denominator/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 486.01,
    "change": 24.45,
    "changePercent": 5.2973,
    "marketCap": 309011360460,
    "pe": 27.7879,
    "nextEarnings": "2026-11-24",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-21T20:00:00.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}