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Agentic 10-K

Dell Technologies Inc.DELL

AI agent disclosures in SEC filings

As of 2026-03-16, Dell Technologies Inc. (DELL) disclosed AI-agent language in 2 SEC filings since 2025-10-07 (source: Agentic 10-K, from SEC EDGAR).

Market cap
$292.7BYahoo Finance, 2026-10-21
First seen
2025-10-07
Latest filing
2026-03-16

Matching filings by quarter

012Q1 '25Q2Q31Q41Q1 '26Q2Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

IT & security ops, Operations & supply chain

Vendors and products named

None named

Source

2 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

“We are in the early stages of adoption & excited for what’s ahead Each wave of innovation builds on the prior, being fueled by data and run on a growing need for compute and infrastructure Today Tomorrow Multi-modal Physical AI ReasoningÆ Multi-agentic LLM Agentic time Modernization of traditional data centers will be required to fully realize AI’s potential 7 Copyright © Dell Inc.”

8-KFiled 2025-10-07Source on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“Further, our use of AI technologies, including generative and agentic AI, may make us susceptible to unanticipated security threats from adversaries as we incorporate such technologies into our internal systems, customer-facing services and products, while our understanding of AI-related security risks and protection methods continue to develop.”

10-KFiled 2026-03-16Source on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

10-K filed 2026-03-16 Filing index (opens in a new tab)

10-KFiled 2026-03-16

Use of generative and agentic AI may create unanticipated security threats in internal systems and products.

“Hardware, software, and applications that we produce or procure from third parties may contain defects in design or manufacture or other deficiencies, including security vulnerabilities that could interfere with the operation or security of our products, services, and offerings. In the event of a security vulnerability or other flaws in third-party components or software code, we may have to rely on multiple third parties to mitigate vulnerabilities. The mitigation techniques they deploy may be ineffective or result in adverse performance, system instability, or data loss, and may not always be available, or available on a timely basis. Further, our use of AI technologies, including generative and agentic AI, may make us susceptible to unanticipated security threats from adversaries as we incorporate such technologies into our internal systems, customer-facing services and products, while our understanding of AI-related security risks and protection methods continue to develop.”

8-K filed 2025-10-07 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2025-10-07

Dell discusses future waves of AI innovation including multi-agentic and agentic systems.

“We are in the early stages of adoption & excited for what’s ahead Each wave of innovation builds on the prior, being fueled by data and run on a growing need for compute and infrastructure Today Tomorrow Multi-modal Physical AI ReasoningÆ Multi-agentic LLM Agentic time Modernization of traditional data centers will be required to fully realize AI’s potential 7 Copyright © Dell Inc. All Rights Reserved. adoption”

8-K, EX-99.1Filed 2025-10-07

Dell describes trends and benefits of AI PCs for running agentic AI workloads at the edge.

“Trends are moving in our favor, particularly workloads at the edge AI PCs will revolutionize how enterprises plan agentic AI workloads at the edge We are in the middle of the PC refresh cycle 1.5B install base with many enterprise fleets Install base and pent-up enterprise demand setting the stage approaching 3-5 years in age Peripherals ecosystem adding incremental momentum PC peripherals forecasted to grow at slight Reinforcing broader PC value proposition premium to PC core On-device AI ISV ecosystem is accelerating 100+ ISV’s optimizing for AI PC’s Rapidly building for PC-based NPU processing 1 Small language models (SLMs) continue to explode 10x–30x improvements considering latency, 2 In volume, performance, and capability energy use, and FLOPs AI PCs: the most cost- and energy-efficient way to run AI 90% lower power consumption when running 3 Purpose built for a data-distributed world AI on-device See supplemental slide in Appendix C, Slide 46 for endnotes with references to footnotes on this slide. 25 Copyright © Dell Inc. All Rights Reserved.”

8-K, EX-99.1Filed 2025-10-07

Dell provides endnotes citing IDC data on server, storage, and data protection markets.

“Endnotes Page 19: Steady financial performance and strong leadership positions 1. ISG P&L performance measures presented as of the most recently filed, publicly available information. Please refer to relevant filings for basis of presentation. 2. x86 and Mainstream Server (Units), IDC WW Quarterly Server Tracker CY25Q2; External, High End, AFA Storage (Revenue), IDC WW Quarterly Enterprise Storage Systems Tracker CY25Q2; HCI (Revenue), IDC WW Quarterly Converged Systems Tracker CY25Q2; #1 in Unstructured External Storage based on file and object-based storage systems per IDC Quarterly Enterprise Storage Systems Tracker, 2025Q2; Data Protection, IDC WW Data Replication and Protection Software and PBBA HW estimates CY25Q2. Data Protection refers to Data Replication & Protection software plus Purpose-Built Backup Appliance (PBBA) revenue. Page 20: Traditional server growth driven by data center modernization 1. IDC WW Quarterly Server Tracker, CY25Q2; Refers to Mainstream Core Server Revenue share and is based on x86, non-accelerated, and OEM vendor type and includes: Rackscale, Large System, Standard Rack, Tower, and Blade. Page 21: Storage growth driven by data center modernization 1. IDC WW Quarterly Enterprise Storage Systems Quarterly Tracker, CY25Q2; IDC WW Converged Systems Quarterly Tracker, CY25Q2; IDC WW Purpose-Built Backup Appliance (PBBA) (Revenue) CY25Q2. Entry represents systems priced < $25k. Midrange represents systems priced $25k < $250k. High-End includes syst”