What Dell makes for data centers
public · HQ Round Rock, United States · 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
US exchanges (NYSE/Nasdaq): DELL· 456 USD +1.66% · mkt cap 290.2B USD
Snapshot 2026-10-25T10:41:17Z — 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 | disclosed | Everpure, HPE, IBM, NetApp, 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 | disclosed | 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 |
Where Dell sits in the stack
Dell's placements in this catalog cover 5 parts, from layer 2 (memory & storage) to layer 11 (software, tools & services touching the hardware (optional)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Cluster management & GPU orchestration — Software that schedules AI workloads onto GPU clusters and manages the compute fleet, sitting outside the physical parts this site otherwise tracks.
- AI storage systems — Purpose-built storage software and appliances — parallel file systems, object stores, and GPU-direct pipelines — that aggregate many drives into one system capable of feeding a large number of accelerators at once.
- Switch systems & white-box ODMs — The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.
- Rack-scale systems — A rack-scale system is the fully integrated cabinet of compute trays, switch trays, power shelves, cooling manifolds and busbar that ships as one wired unit rather than as discrete servers.
- Containerized "AI factories" — Fully containerized, self-contained compute units — sometimes marketed as complete "AI factories" — that ship with compute, power, and cooling pre-integrated.
Closest peers in this catalog
Seen in real machines
Dell is named in 4 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- Rack integration, ODM and OEM badge
- AMD Helios (MI455X) · rack teardown
- Rack integration, ODM and OEM systems*
- Horizon · supercomputer
- System design and racks (Dell Integrated Rack Scalable Systems with direct-liquid-cooled PowerEdge servers; 128 cabinets, GPU racks of 144 GPUs at about 215 kW) (system integrator; IRSS racks and PowerEdge servers carrying the NVIDIA Grace Blackwell and Vera hardware)
- Ranch archive, the companion exabyte archive of the same facility (4 PB Dell flash with Versity ScoutFS, 16 PB Dell ECS, two Spectra Logic TFinity tape libraries; in production since September 2025) (4 PB flash front end and 16 PB ECS object store)
- Rack and rear-door liquid cooling (direct liquid cooling in the racks, 28 rear doors, 7 coolant distribution units, PG-25 coolant) (the 28 rear doors are described in TACC's slides as Dell's first of this kind; part of the IRSS racks)
- Doudna (NERSC-10) · supercomputer
- System design, integration and rack platform (Dell Integrated Rack Scalable Systems with PowerEdge servers) (prime contractor for NERSC-10 and system builder; the DOE announcement names the contract with Dell)
- Direct liquid cooling (Dell ORv3 direct-liquid-cooled server technology) (ORv3 direct-liquid-cooled server technology)
- Early-access system Cech (72 Grace CPUs, 144 Blackwell GPUs, Quantum-X800 InfiniBand; Dell IR7000-series direct-liquid-cooled rack with an in-row coolant distribution unit and rear-door heat exchanger) (designed Cech; IR7000-series rack and PowerCool enclosed rear-door heat exchanger)
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 12% | revenue | 2026-01-30 | 10-K |
From the blog
Questions about Dell
- What does Dell make for AI data centers?
- This catalog places Dell on 5 parts: AI storage systems (manufacturer), Switch systems & white-box ODMs (manufacturer), Rack-scale systems (oem), Cluster management & GPU orchestration (service) and Containerized "AI factories" (manufacturer).
- Is Dell publicly traded?
- Yes — Dell is listed on US exchanges (NYSE/Nasdaq) under DELL. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Dell based?
- Round Rock, United States, per the company record in this catalog.
- Who else makes AI storage systems for AI data centers?
- Everpure, HPE, IBM, NetApp, Supermicro and DDN are also placed on AI storage systems in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Dell the mix is 2 disclosed and 3 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.dell.com.· Markdown · JSON