Dell vs HPE
Dell and HPE are both placed on 5 of the same AI data center parts in this catalog, spanning layers 2, 3, 4, 9, 11. Dell appears on 5 parts in total and HPE on 5.
At a glance
| Dell | HPE | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Round Rock, United States | Spring, United States |
| Primary listing | DELL | HPE |
| Market cap | 290.2B USD | 75.3B USD |
| Parts placed | 5 | 5 |
| Layers covered | 5 | 5 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 4 | 10 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared 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.
- 1 more in the table below.
The 5 parts both make
| Part | Dell | HPE |
|---|---|---|
| Cluster management & GPU orchestration Layer 11 — Software, tools & services touching the hardware (optional) | service inferred | service inferred |
| AI storage systems Layer 2 — Memory & storage | manufacturer disclosed | manufacturer inferred |
| Switch systems & white-box ODMs Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
| Rack-scale systems Layer 4 — Servers, racks & integration | oem disclosed | oem inferred |
| Containerized "AI factories" Layer 9 — Building shell, site & construction | manufacturer inferred | manufacturer inferred |
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
- AMD Helios (MI455X) rack teardown
Questions
- Do Dell and HPE compete?
- In this catalog they are both placed on 5 of the same parts, across 5 layers: Cluster management & GPU orchestration, AI storage systems, Switch systems & white-box ODMs, Rack-scale systems and 1 more. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Dell or HPE?
- Dell has 5 placements and HPE has 5. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.