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Dell TechnologiesDELL

Data centers · NYSE · USA

$574.55
Down 0.8% todayClose

Up 359.9% this year and +43.8% since June 26, ahead of the AI sector at +7.5%. Dell Technologies supplies 1 mapped company and buys from 7.

Market cap
$363B
This year
+359.9%
1 year
+283.7%
P/E
31.9
P/S
2.4
P/B
40.5

Price vs the AI sector

since Jun 26DELLAI sector, equal weight
Dell Technologies (DELL) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. DELL: +43.8% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8DELL +43.8%Sector +7.5% Dell Technologies (DELL) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. DELL: +43.8% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8DELL+43.8%Sector+7.5%

Supply chain

7 suppliers · 1 customer
SUPPLIERS →→ CUSTOMERSWestern Digital (WDC)WDCWestern Digital−3.0%Texas Instruments (TXN)TXNTexas Instruments−0.3%Analog Devices (ADI)ADIAnalog Devices−1.0%Nvidia (NVDA)NVDANvidia−2.9%Intel (INTC)INTCIntel−5.3%AMD (AMD)AMDAMD−3.9%Micron (MU)MUMicron−4.8%CoreWeave (CRWV)CRWVCoreWeave−7.8%DELLDell Technologi…

Suppliers 7

Customers 1

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About Dell Technologies

Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.

Theme exposure

AI serversEnterprise hardwareAI servers (PowerEdge)Scale supplierEnterprise & AI cloud

Products

  • PowerEdge AI servers
  • Storage & networking
  • PCs (AI PCs)

Competitors

Risks

  • Low margin on AI servers
  • PC market is mature

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%CienaCIEN−4.6%

Compare DELL

Side by side with the largest companies in the same segment.

DELL vs CSCODELL vs ANETDELL vs APHDELL vs EQIXDELL vs HPEDELL vs DLR

See where Dell Technologies sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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