Sectivia

Dell TechnologiesDELL

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

One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.

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

Key metrics

Market cap
$293B
Price
$441.93
Today
−1.8%
Return YTD
+257.7%
Return 1Y
+255.5%
P/E
34.8
P/S
2.2
P/B
32.7

Data as of 2026-07-10 · 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 →

Same segment: Data centers

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 →