Dell Technologies → Microsoft
As of 2026-09-05, Dell Technologies is a tracked supplier of Microsoft. Dell Technologies is a leader in AI & Data Center (headquartered in United States); Microsoft is a niche in Design (Fabless) (headquartered in United States). Dell Technologies has 18 tracked customers; Microsoft has 80 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 Microsoft (niche in Design (Fabless)). Top AI server and infrastructure systems integrator. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft 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.
Microsoft (customer)
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
Other tracked suppliers of Microsoft
Other tracked customers of Dell Technologies
Cite as: wafergraph, “Dell Technologies → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/dell/microsoft/ (data as of 2026-09-05).
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