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Companies

Dell Technologies

Mentioned in 16 analyzed podcast episodes across 10 shows

A major technology company experiencing significant growth in AI server infrastructure, reporting 39% sales growth and a $43B AI backlog while returning capital to shareholders through dividend increases and buybacks. The company's founder Michael Dell and his wife Susan have become notable philanthropists, recently donating $6.25 billion to fund educational savings accounts announced in the 2026 State of the Union. Podcasters discuss Dell Technologies as both a beneficiary of the AI infrastructure buildout and in relation to the company's leadership's business philosophy and charitable activities.

Episode Mentions

ACCESS

ACCESS · Apr 16, 2026

Canva’s CEO on what happens when AI does the design

Sponsor providing PC hardware for podcast production and professional work

Agentic AI OrchestrationDesign Platform EvolutionAI Industry Reputational Crisis
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Mar 17, 2026

Travis Kalanick & Michael Dell Live from Austin, Texas

Michael Dell's company scaling AI infrastructure business from $2B to $50B annually

Physical AI and robotics automationEnterprise AI infrastructure deploymentData center construction and power requirements
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Bannon`s War Room

Bannon`s War Room · Mar 9, 2026

Episode 5202: President Trump Delivers Remarks To The Republican Members Conference

Michael Dell cited as example of philanthropic support for Trump Accounts child savings program with $6.25B contribution

Election Security and Voter ID RequirementsIran Military Operations and Nuclear ThreatSave America Act Legislative Strategy
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

Reported 39% sales growth driven by AI servers; $43B AI backlog and guiding $50B AI server revenue for full year; raised dividend 20% and added $10B buyback

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges
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It Could Happen Here

It Could Happen Here · Feb 26, 2026

The Cool Zone Response to Trump’s State of the Union

Michael Dell and wife donated $6+ billion to fund Trump Savings Accounts program announced in State of the Union

Border Security Policy and Immigration EnforcementFentanyl Supply Chain and Drug PolicySupreme Court Tariff Ruling Defiance
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Louder with Crowder

Louder with Crowder · Feb 25, 2026

LIVE: President Trump SOTU Speech and Media Fact Check

Michael Dell donated $6.25B to fund Trump accounts for 25 million American children

State of the Union Address 2025 - Trump AdministrationImmigration Enforcement and Border SecurityEconomic Performance Metrics and Wage Growth
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America First with Nicholas J. Fuentes Repost

America First with Nicholas J. Fuentes Repost · Feb 25, 2026

State of the Union Address | America First Ep. 1646

Michael Dell and Susan Dell donated $6.25 billion to fund Trump accounts for 25 million American children

State of the Union Address 2026 - Content and Messaging AnalysisBorder Security and Immigration Enforcement PolicyTariff Policy and Supreme Court Ruling Impact
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All In with Chris Hayes

All In with Chris Hayes · Feb 25, 2026

Trump's 2026 State of the Union

Michael Dell and Susan Dell donated $6.25 billion to fund Trump Accounts for 25 million American children

Tariff Policy and Economic ImpactImmigration Enforcement and ICE OperationsHealthcare Affordability and Rural Hospital Closures
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Bulwark Takes

Bulwark Takes · Feb 25, 2026

LIVE: State of the Union Coverage From the Bulwark (W/ Pete Buttigieg)

Michael Dell donated $6.25 billion to fund Trump Accounts for 25 million American children

Trump's Economic Claims and Inflation NarrativeMass Deportation and ICE OperationsTariff Policy and Supreme Court Ruling
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Deadline: White House

Deadline: White House · Feb 25, 2026

Trump's 2026 State of the Union

Michael Dell and Susan Dell donated $6.25 billion to fund Trump accounts for 25 million American children

Tariff Policy and Economic ImpactImmigration Enforcement and ICE OperationsHealthcare Cost and Access
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The Daily Show: Ears Edition

The Daily Show: Ears Edition · Jan 29, 2026

Ilhan Omar Gets Hit with Trump Insults & Vinegar While Nicki Minaj Turns Mega MAGA | Gov. Mikie Sherrill

Michael Dell mentioned as guest at Trump accounts event; characterized as computer brand alternative to Apple

Trump Administration Infighting and Blame ShiftingPolitical Violence and Security IncidentsState vs. Federal Government Authority
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Founders

Founders · Jan 25, 2026

#410 Excellent Advice for Living

Michael Dell exemplified playing an infinite game and not measuring life by others' rulers; discussed crisis as motivator

Habit Formation and Behavioral ChangeDecision-Making Frameworks and DeadlinesNegotiation and Persuasion Techniques
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The Compound and Friends

The Compound and Friends · Jan 6, 2026

Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator

Legacy tech stock benefiting from AI infrastructure buildout; discussed as historical high-flying tech name

Semiconductor vs Software Stock PerformanceSavita Subramanian Sell-Side Indicator AnalysisAI Infrastructure vs AI Applications Investment Thesis
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Version History

Version History · Oct 5, 2025

Hoverboards: So hot right now

Sponsor of the episode; offered PCs with Intel processors.

Hoverboard history and market timeline (2013-2016)Patent disputes and intellectual property in consumer electronicsCelebrity influencer marketing and social media product launches
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Waveform: The MKBHD Podcast

Waveform: The MKBHD Podcast · Sep 18, 2025

iPhone 17 Reactions Live From Apple Park!

Sponsor highlighting PC durability and battery life for mobile professionals

iPhone 17 Air design and thinness trade-offsThermal management and vapor chamber technologyLive translation feature skepticism and deployment challenges
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Phoebe Reads a Mystery

Phoebe Reads a Mystery · Jun 18, 2025

The Tale of Peter Rabbit

Sponsor of the episode; advertised Dell PCs with Intel processors featuring battery life and built-in intelligence.

Children's literatureClassic storytellingParental guidance and warnings
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