Dell Technologies Doubles Down on AI Factory at SC25 as Wall Street Turns Cautious — Key Developments on November 17, 2025
Published: November 17, 2025 Dell Technologies is at the center of two very different storylines today:on the ground in St. Louis, the company is unveiling one of its biggest-ever upgrades to its AI infrastructure portfolio at the SC25 supercomputing conference — while on Wall Street, its stock is sliding after a high‑profile downgrade, even as JPMorgan raises its price target. Here’s a full rundown of everything that happened around Dell Technologies on November 17, 2025, and what it means for enterprises and investors. Massive AI Factory Upgrade Unveiled at SC25 At SC25 in St. Louis, Dell Technologies announced more than