What Dell makes for data centers
public · HQ Round Rock, US · dell.com
Dell makes servers, storage, and networking for data centers through its Infrastructure Solutions Group, including PowerEdge servers and factory-integrated rack-scale systems built around Nvidia NVL72-class platforms, plus AI-optimized storage.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
5 parts across 5 layers
Q2 FY2026 results: ISG revenue of $16.8B, up 44% year over year, including $8.2B of AI server shipments in the quarter (Dell Technologies press release, 2025-08-28).
Parts, by layer
Layer 2 — Memory & storage
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| AI storage systems | manufacturer | inferred | HPE, IBM, NetApp, Pure Storage, Supermicro, DDN |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Switch systems & white-box ODMs | manufacturer | inferred | Quanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rack-scale systems | oem | inferred | Quanta Computer, AMD, ASRock Rack, ASUS, Cisco, Compal |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Containerized "AI factories" | manufacturer | inferred | HPE, Supermicro |
Layer 11 — Software, tools & services touching the hardware (optional)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Cluster management & GPU orchestration | service | inferred | HPE, Nvidia, Supermicro, Rafay, SchedMD/Slurm |
Disclosed customers
Verification: enriched, last verified 2026-08-27. Sources: www.dell.com.· Markdown · JSON