Flowvium

Unternehmensvergleich

Seitenweise Analyse von Lieferkettenposition, institutionellen Signalen und Nachrichten-Lückenwerten.

VS

Marktkapitalisierung

GroßvsTitan

Ketten-Rolle

intermediaryvsleader

Lückenwert

63vs5

IB-Aktivität

76vs95

Umsatzmix-Vergleich

DELL
NVDA
DEL

Dell Technologies Inc.

DELL · it-software

intermediaryGroß ($10B+)
Vollständiges Profil

Über

Dell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.

Gegründet

1984

Mitarbeiter

120,000+

Hauptsitz

Round Rock, Texas, USA

Umsatz

$93.9B

Client Solutions Group54%
Infrastructure Solutions Group42%
Other4%

News-Gap-Signal

Lückenwert (Stille = Signal)63
IB-Aktivitätswert76
Medienabdeckungswert38

IB-Aktivität: HIGH

Institutionelle Signale

reducing$54M

BlackRock

2024-08-13

reducing$31M

BlackRock

2024-08-13

reducing$18M

BlackRock

2024-08-13

Kaskadenmuster

Nicht in verfolgten Kaskadenmustern enthalten.

Schlüsselbeziehungen

NVDA· NVIDIA Corporation
partner
HPE· Hewlett Packard Enterprise Company
competitor
HPQ· HP Inc.
competitor
MSFT· Microsoft Corporation
partner
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Vollständiges Profil

Über

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Gegründet

1993

Mitarbeiter

32,000+

Hauptsitz

Santa Clara, California, USA

Umsatz

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News-Gap-Signal

Lückenwert (Stille = Signal)5
IB-Aktivitätswert95
Medienabdeckungswert98

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Schlüsselbeziehungen

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer