Dell Technologies Doubles Down on AI Factory at SC25 as Wall Street Turns Cautious — Key Developments on November 17, 2025
Dell Technologies unveiled over 20 upgrades to its AI Factory infrastructure at the SC25 supercomputing conference in St. Louis, including new automation features and high-density PowerEdge systems for NVIDIA Blackwell GPUs. Shares fell after a high-profile downgrade, despite JPMorgan raising its price target.