8 October 2026 | 5:48PM EDT Equity Research Dell Technologies Inc. (DELL): Key takeaways from investor field trip to HQ Key takeaways Neocloud AI server demand remains durable as Dell's competitive moat increasingly extends beyond component access. Management pushed back on the view that AI infrastructure is becoming commoditized, emphasizing that deployments typically involve dozens of design iterations, with DELL's abilities differentiated across four areas: system design, supply-chain procurement, We hos ...