{
  "generatedAt": "2026-10-09T04:57:40Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "dell",
  "name": "Dell",
  "ticker": "DELL",
  "url": "https://deepstack.ltd/companies/dell/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/dell.json",
  "summary": "Dell appears in Part 10 of The Buildout. Part 10: The Bubble Is in the Denominator.",
  "parts": [
    {
      "part": 10,
      "headline": "The Bubble Is in the Denominator",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 10,
      "section": "Who writes the checks",
      "excerpt": "Dell raised its estimate to 57 quadrillion tokens a month by the end of 2028 from 1 quadrillion; a Goldman Sachs figure ran about ten times higher.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "sides": [
    {
      "part": 10,
      "question": "who-writes-the-checks",
      "side": "everyone-soon",
      "sideLabel": "Everyone, soon",
      "claim": "The creator treats sharply rising third-party token forecasts — Dell moving from 1 quadrillion to 57 quadrillion tokens per month by end-2028, and a Goldman Sachs estimate roughly 10x Dell's revised number — as showing AI usage growing far faster…",
      "date": "2026-09-11",
      "url": "https://read.aurelionresearch.com/p/in-conversation-nvidia",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/",
      "sidesUrl": "https://deepstack.ltd/sides/the-bubble-is-in-the-denominator/"
    }
  ],
  "coverage": {
    "creators": 20,
    "claims": 43,
    "texts": 30,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08",
  "market": null
}