Key Takeaways DELL's ISG revenue rose 12% in Q1 FY26, driven by AI server demand and hybrid cloud partnerships. NTNX added 620 clients in Q3 FY25, expanding its AI and cloud-native platforms for hybrid environments. DELL's Value Score of B contrasts with NTNX's F, highlighting concerns over premium valuation.Dell Technologies (DELL) and Nutanix (NTNX) are major players in the cloud infrastructure space, within the hyperconverged infrastructure (HCI) market. While Dell Technologies offers its own HCI solut ...