Dell (DELL): FY26 Q2 earnings call, Aug 28, 2025

Thu, Aug 28Earnings callSpeaker-labelled transcriptDell

No Kalshi or Polymarket word markets were listed for Dell’s Aug 28, 2025 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

6 matches for “Nvidia”; 5 quoted, at least 25 words apart.

Jeffrey W. Clarkecompanyprepared

…care and manufacturing. And we're seeing strong enterprise interest in our new NVIDIA RTX Pro 6000 AI Factory solutions. These turnkey solutions provide the performance,…

Jeffrey W. Clarkecompanyprepared

…architectures. We were the first in the world to ship both the NVIDIA GB200 NVL72 solution last year and the GB300 NVL72 in July to…

Jeffrey W. Clarkecompanyqa

…excited about Blackwell Ultra as we are about the rest of our NVIDIA portfolio. The demand continues to be -- I think we've said this…

Simon Matthew Leopoldanalystqa

…on that vertical and offer us some quantification. And related to this, NVIDIA last night talked about improvement -- sequential improvement in Hopper business for…

Simon Matthew Leopoldanalystqa

It does. And any thoughts on why NVIDIA saw sequential growth in the Hopper business for them? Did you see that?

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