Flowvium

Pembanding Perusahaan

Analisis berdampingan posisi rantai pasokan, sinyal institusional, dan skor kesenjangan berita.

VS

Tingkat Kapitalisasi Pasar

BesarvsTitan

Peran Rantai

intermediaryvsleader

Skor Kesenjangan

63vs5

Aktivitas IB

76vs95

Perbandingan bauran pendapatan

DELL
NVDA
DEL

Dell Technologies Inc.

DELL · it-software

intermediaryBesar ($10B+)
Profil lengkap

Tentang

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.

Didirikan

1984

Karyawan

120,000+

Kantor Pusat

Round Rock, Texas, USA

Pendapatan

$93.9B

Client Solutions Group54%
Infrastructure Solutions Group42%
Other4%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)63
Skor aktivitas IB76
Skor liputan media38

Aktivitas IB: HIGH

Sinyal institusional

reducing$54M

BlackRock

2024-08-13

reducing$31M

BlackRock

2024-08-13

reducing$18M

BlackRock

2024-08-13

Pola kaskade

Tidak terdapat dalam pola kaskade yang dilacak.

Hubungan kunci

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+)
Profil lengkap

Tentang

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.

Didirikan

1993

Karyawan

32,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$130.5B

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

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)5
Skor aktivitas IB95
Skor liputan media98

Aktivitas IB: HIGH

Sinyal institusional

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Hubungan kunci

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