Dell TechnologiesDELL

NYSE · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

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.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap

$320B

Price

$433.19

Today

−2.0%

Return YTD

+251.2%

Return 1Y

+245.8%

P/E

38.1

P/S

2.4

P/B

35.8

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

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

In the value chain

Products & services

PowerEdge AI servers
Storage & networking
PCs (AI PCs)

Competitors

Risks

Low margin on AI servers
PC market is mature

Supply chain

Supplies →

CoreWeaveCRWV

← Suppliers

Western DigitalWDC Texas InstrumentsTXN Analog DevicesADI NvidiaNVDA IntelINTC AMDAMD MicronMU

Full supply chain for DELL →

Same segment: Data centers

CiscoCSCO Arista NetworksANET AmphenolAPH EquinixEQIX HPEHPE Digital RealtyDLR CoherentCOHR CienaCIEN

Compare DELL

DELL vs CSCO DELL vs ANET DELL vs APH DELL vs EQIX DELL vs HPE DELL 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.Open the AI value chain →