Dell India AI Factory Deal Highlights Valuation Gap In Dell Shares

Simply Wall St.02-01

Dell Technologies and NxtGen are partnering to build what they describe as India’s first and largest dedicated AI factory. The project is intended to support high performance computing for enterprises...

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The project is intended to support high performance computing for enterprises...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-dell/dell-technologies/news/dell-india-ai-factory-deal-highlights-valuation-gap-in-dell\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dell India AI Factory Deal Highlights Valuation Gap In Dell Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDell India AI Factory Deal Highlights Valuation Gap In Dell Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 04:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-dell/dell-technologies/news/dell-india-ai-factory-deal-highlights-valuation-gap-in-dell><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dell Technologies and NxtGen are partnering to build what they describe as India’s first and largest dedicated AI factory. The project is intended to support high performance computing for enterprises...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-dell/dell-technologies/news/dell-india-ai-factory-deal-highlights-valuation-gap-in-dell\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-dell/dell-technologies/news/dell-india-ai-factory-deal-highlights-valuation-gap-in-dell","article_id":"2608003845","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/266017-main-header/1756254691452"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-dell/dell-technologies/news/dell-india-ai-factory-deal-highlights-valuation-gap-in-dell","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608003845","pubTimestamp":1769891185,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Dell Technologies and NxtGen are partnering to build what they describe as India’s first and largest dedicated AI factory.\nThe project is intended to support high performance computing for enterprises, startups, and public sector users across the country.\nThe AI factory is positioned as part of a broader build out of national AI infrastructure in India.\n\nFor investors watching NYSE:DELL, this AI factory partnership provides additional context around a business often associated with PCs and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4551":"寇图资本持仓","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4023":"应用软件","DELL":"戴尔","BK4543":"AI","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","BK4585":"ETF&股票定投概念","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4587":"ChatGPT概念","BK4528":"SaaS概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4535":"淡马锡持仓","LU1046421795.USD":"富达环球科技A-ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4515":"5G概念","BK4588":"碎股","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)"},"translate_title":"戴尔印度人工智能工厂交易凸显戴尔股票估值差距","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DELL":1.96},"content_text":"Dell Technologies and NxtGen are partnering to build what they describe as India’s first and largest dedicated AI factory. The project is intended to support high performance computing for enterprises, startups, and public sector users across the country. The AI factory is positioned as part of a broader build out of national AI infrastructure in India.  For investors watching NYSE:DELL, this AI factory partnership provides additional context around a business often associated with PCs and servers. The company’s shares last closed at $114.44, with a return of 12.5% over the past year and very large gains over the past 3 years and 5 years. Those figures sit alongside shorter term declines of 0.9% over the past week, 9.1% over the past month, and 10.5% year to date. This AI build out in India gives Dell more exposure to enterprise AI infrastructure demand outside its home market. For investors, it is another data point about where Dell is focusing time and capital, and how it is positioning its hardware and solutions for large scale, AI oriented workloads. Stay updated on the most important news stories for Dell Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Dell Technologies. NYSE:DELL Earnings & Revenue Growth as at Jan 2026 How Dell Technologies stacks up against its biggest competitors AdvertisementQuick Assessment  ✅ Price vs Analyst Target: At US$114.44 against a consensus target of US$161.91, the share price sits about 29% below analyst expectations. ✅ Simply Wall St Valuation: Shares are described as trading 47.4% below estimated fair value, which flags a sizable valuation gap. ❌ Recent Momentum: The 30 day return of roughly 9.1% decline shows short term weakness despite the AI factory announcement.  Check out Simply Wall St's\nin depth valuation analysis for Dell Technologies. Key Considerations  📊 The NxtGen AI factory partnership ties Dell more closely to India’s AI infrastructure build out, which leans into its data center and enterprise hardware strengths. 📊 Watch how this project feeds into large deal wins, AI focused server demand and any commentary on India related revenue contributions in future updates. ⚠️ The business still carries a high level of debt, so investors may want to see that AI infrastructure projects support cash generation rather than stretching the balance sheet.  Dig Deeper For the full picture including more risks and rewards, check out the\ncomplete Dell Technologies analysis.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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