Will Dell say “AI Factory”?
Dell said “AI Factory” 1 time on its Sep 1, 2026 call (FY27 Q2), and on 6 of its last 8 calls: 1, 0, 3, 4, 1, 0, 4, 1 times. As of Oct 24, 2026, Dell said “AI Factory” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Nov 25, 2025 (75%), most recently on Sep 1, 2026. Parrot’s p for the next listing is 72% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/4Last 10 settled, oldest to newest: yes no yes yes
- Streak
- said the last 2 times
- Counts
- company speakers + operator
- Market
- 46¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Dell
AI Factory
- Probability
- 72% · n=4
- Settled
- 3/4 (75%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…in our remarks, we now have more than 6,500 customers buying Dell AI Factory. 3,300 of them have happened in the last three quarters. It…
Counts: company speakers + operator
4 counted (4 in prepared remarks, 0 in Q&A).
At GTC, we marked the two-year anniversary of the Dell AI Factory with NVIDIA and extended our leadership in accelerated computing. We introduced new infrastructure…
…across block, file, and object workloads. We continue to expand the Dell AI Factory ecosystem with partners including NVIDIA, Google Cloud, OpenAI, SpaceXAI, ServiceNow, Palantir,…
Counts: company speakers + operator
1 counted (1 in prepared remarks, 0 in Q&A).
…customers value unique ability to design, deploy, and maintain large at scale AI factories especially our engineering and rapid deployment capabilities. We have AI racks…
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Sep 1, 2026 | AI Factory |  Kalshi | Yes | 1 |
| May 28, 2026 | AI Factory | Kalshi | Yes | 4 |
| Feb 26, 2026 | AI Factory | Kalshi | No | 0 |
| Nov 25, 2025 | AI Factory |  Polymarket | Yes | 1 |
| Nov 25, 2025 | AI Factory | Kalshi | Yes | 1 |
Questions
- How many times did Dell say “AI Factory” on its last earnings call?
- Dell said “AI Factory” 1 time on its Sep 1, 2026 call (FY27 Q2), and on 6 of its last 8 calls: 1, 0, 3, 4, 1, 0, 4, 1 times.
- How often does Dell say “AI Factory”?
- As of Oct 24, 2026, Dell said “AI Factory” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Nov 25, 2025 (75%), most recently on Sep 1, 2026.
- What is the probability Dell says “AI Factory” next time?
- 72%, from settlement history blended with transcripts (n=4). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Dell: ‘AI Factory’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/DELL/words/ai-factory (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=dell&word=ai%20factory · quotes: /api/v1/quotes?entity=dell&word=… · columnar JSON in #parrot-data · llms.txt · MCP