Will Dell say “Liquid cooling / CDU”?
Dell said “Liquid cooling / CDU” 1 time on its Sep 1, 2026 call (FY27 Q2), and on 7 of its last 8 calls: 2, 2, 2, 1, 1, 0, 1, 1 times. As of Oct 24, 2026, Dell said “Liquid cooling / CDU” on the only call with a settled Polymarket mention market so far, on May 28, 2026. Parrot’s p for the next listing is 66% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- anyone
Where it was said
quotes of at most 25 words; select an appearance
Dell
Liquid cooling / CDU
- Probability
- 66% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 7 of 8
Next listing counts: anyone
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (0 in prepared remarks, 1 in Q&A).
…The AI supply chain is working red line all out to build CDUs, power racks. Welcome to the life of a supply chain person at…
Counts: anyone
1 counted (0 in prepared remarks, 1 in Q&A).
…the big GB200, GB300, obviously heading towards Vera, you think about direct liquid cooling, the large deployments biased towards Arm. If you think about Enterprise…
Counts: company speakers + operator (not listed here; the usual rule)
1 by speakers the rule does not count.
…with customer availability. This is equal parts customer readiness. Buildings, power, direct liquid cooling, So we've used the word lumpy before, which we purposely didn't…
Not counted under the usual rule (company speakers + operator); this word was not listed here.
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| May 28, 2026 | Liquid cooling / CDU |  Polymarket | Yes | 1 |
Questions
- How many times did Dell say “Liquid cooling / CDU” on its last earnings call?
- Dell said “Liquid cooling / CDU” 1 time on its Sep 1, 2026 call (FY27 Q2), and on 7 of its last 8 calls: 2, 2, 2, 1, 1, 0, 1, 1 times.
- How often does Dell say “Liquid cooling / CDU”?
- As of Oct 24, 2026, Dell said “Liquid cooling / CDU” on the only call with a settled Polymarket mention market so far, on May 28, 2026.
- What is the probability Dell says “Liquid cooling / CDU” next time?
- 66%, from settlement history blended with transcripts (n=1). 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: anyone.
Cite parrot.markets, “Dell: ‘Liquid cooling / CDU’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/DELL/words/cdu-or-liquid-cooling (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=dell&word=cdu%20%2F%20liquid%20cooling · quotes: /api/v1/quotes?entity=dell&word=… · columnar JSON in #parrot-data · llms.txt · MCP