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.

Role in the chain

Dell Technologies is a market leader in AI & Data Center (Networking & Systems), headquartered in United States. Top AI server and infrastructure systems integrator.

Diligence questions

  1. The dataset records 38 tracked suppliers for Dell Technologies. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 8 of Dell Technologies's tracked suppliers are a monopoly or leader (including Broadcom, Kingston Technology, NVIDIA, Phison Electronics). Which of those are actually single-source for the process step you care about?
  3. The dataset names 18 tracked customers for Dell Technologies. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Dell Technologies is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
  5. Dell Technologies is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Dell Technologies trades as NYSE:DELL. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Dell Technologies

Key products

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

Suppliers

Customers

More AI & Data Center companies

Compare with

Cisco Systems · Arista Networks · Hon Hai (Foxconn) · Hewlett Packard Enterprise · Luxshare Precision Industry · Nokia

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Dell Technologies — supply chain, financials & market position”, https://wafergraph.com/company/dell (data as of 2026-09-05).

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