Dell Technologies → Applied Digital
As of 2026-09-05, Dell Technologies is a tracked supplier of Applied Digital. Dell Technologies is a leader in AI & Data Center (headquartered in United States); Applied Digital is a challenger in AI & Data Center (headquartered in United States). Dell Technologies has 18 tracked customers; Applied Digital has 7 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Dell Technologies (leader in AI & Data Center) is a tracked supplier of Applied Digital (challenger in AI & Data Center). Top AI server and infrastructure systems integrator. AI data-center developer and GPU cloud (HPC hosting) provider. The edge is one of 7 tracked suppliers of Applied Digital and one of 18 tracked customers of Dell Technologies.
Source: derived from both company records and the counted edges.
Concentration / risk note
Dell Technologies is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
Dell Technologies (supplier)
Top AI server and infrastructure systems integrator.
Applied Digital (customer)
AI data-center developer and GPU cloud (HPC hosting) provider.
Other tracked suppliers of Applied Digital
Other tracked customers of Dell Technologies
Cite as: wafergraph, “Dell Technologies → Applied Digital — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/dell/applied_digital/ (data as of 2026-09-05).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly