Did the long-term debt of Dell Technologies at the end of the quarter ended October 31, 2026 grow at or above 25.0% from the quarter ended October 31, 2025?
Compare the long-term debt that Dell Technologies reports at the end of the quarter ended October 31, 2026 with the end of the quarter ended October 31, 2025, in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if growth is at or above 25.0%; no if it is below 25.0%.
If the source is late or silent: If Dell Technologies has not filed by December 17, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
GPU collateral retains enough value to keep rents at or above $1.50
Yes, if demand for GPU compute stays strong enough that Dell keeps borrowing heavily to fund it.
If yes
GPU collateral loses value faster than the loan, breaking the floor
No, if GPU and server demand cools enough that Dell's borrowing growth falls below that pace.
50%
NoYes
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— CallOct 22
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The trail · since Oct 22
the Call 46, recorded Oct 22machines 2 runsreaders show from 5
The case · 6 people · 2 minutes
GPU collateral retains enough value to keep rents at or above $1.503 people argue noGPU collateral loses value faster than the loan, breaking the floor3 people argue yes
Stronger if no · 3 people
GPU collateral retains enough value to keep rents at or above $1.50
CoreWeave disclosed an A100 contract running into 2029 on architecture from 2020. If hardware generations recontracts rather than being written off, and if this behaviour generalizes, then payback maths for neocloud fleets improve and the…
Stronger if yes · 3 people
GPU collateral loses value faster than the loan, breaking the floor
When GPU collateral enters a liquidation cascade, retention rates fall sharply below underwriting assumptions. Nvidia's percentage-based backstop grows in absolute dollars but remains a fixed fraction of the widening shortfall, leaving bond holders…
What would change the Call
A new large debt issuance or a big repayment disclosed in Dell's 10-Q or 10-K would move this.
2 models ran this one. Their numbers and reasons appear after you lock yours.
The thesis
Will the median on-demand rental price of an Nvidia H100 80GB GPU remain at or above $1.50 per GPU-hour on a major public price index as of 2027-06-30?
Will H100 rental rates hold at or above $1.50/GPU-hour, or does collateral value decay faster than lenders assumed? Yes side argues recontracting and residual value support a price floor; no side argues depreciation and oversupply break it.