Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

LargevsTitan

Chain Role

intermediaryvsleader

Gap Score

63vs5

IB Activity

76vs95

Revenue Mix Comparison

DELL
NVDA
DEL

Dell Technologies Inc.

DELL · it-software

intermediaryLarge ($10B+)
Full profile

About

Dell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.

Founded

1984

Employees

120,000+

Headquarters

Round Rock, Texas, USA

Revenue

$93.9B

Client Solutions Group54%
Infrastructure Solutions Group42%
Other4%

News Gap Signal

Gap Score (silence = signal)63
IB Activity Score76
Media Coverage Score38

IB Activity: HIGH

Institutional Signals

reducing$54M

BlackRock

2024-08-13

reducing$31M

BlackRock

2024-08-13

reducing$18M

BlackRock

2024-08-13

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

NVDA· NVIDIA Corporation
partner
HPE· Hewlett Packard Enterprise Company
competitor
HPQ· HP Inc.
competitor
MSFT· Microsoft Corporation
partner
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Full profile

About

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Founded

1993

Employees

32,000+

Headquarters

Santa Clara, California, USA

Revenue

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News Gap Signal

Gap Score (silence = signal)5
IB Activity Score95
Media Coverage Score98

IB Activity: HIGH

Institutional Signals

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Key Relationships

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer