Dell Technologies

Dell Technologies is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, Qualcomm, Goodix Technology. Its key customers include CoreWeave, Nebius Group, Lambda.

Top AI server and infrastructure systems integrator.

Ticker
NYSE: DELL
Headquarters
United States
Revenue
$113.5B (FY2026) · +18.8% YoY
Net income
$5.9B
Operating margin
7.2%
Market position
leader
Value-chain segment
Networking & Systems, Systems & ODM (AI servers)
Key products
PowerEdge AI servers, Dell AI Factory systems, PowerStore / PowerFlex storage, Dell APEX cloud services

About Dell Technologies

Dell Technologies, headquartered in United States, operates in the Networking & Systems and Systems & ODM (AI servers) segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include PowerEdge AI servers, Dell AI Factory systems, PowerStore / PowerFlex storage, Dell APEX cloud services. wafergraph maps 38 tracked suppliers and 18 tracked customers for Dell Technologies across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.

Key products

  • PowerEdge AI servers
  • Dell AI Factory systems
  • PowerStore / PowerFlex storage
  • Dell APEX cloud services

Suppliers

Customers

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Sources

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