COMPANIES · SERVERS & AI FACTORIES

Dell Technologies

Sells PCs, storage, networking and servers, including AI-optimized servers.

EnablerServers & AI factories
What it does

Sells PCs, storage, networking and servers, including AI-optimized servers.

Why it matters

It is one of the largest sellers of the physical servers that turn AI chips into deployable computing capacity for enterprises and clouds.

How it makes money

Sells servers, storage, networking and PCs, including AI-optimized systems built around NVIDIA and other accelerators.

Geography

United States

AI stack position

Servers and AI factories. The companies that assemble chips, memory and networking into complete servers and racks, turning individual components into the working computers that actually train and run AI models.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Eaton partners with Dell Technologies
Partners withCurrent
Eaton is a Dell Technologies alliance partner; its Intelligent Power Management software and UPS/power distribution products integrate with Dell VxRail clusters to enable graceful shutdown and protect data during power events.

Source: Source undated · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes a technology-integration alliance; does not establish order volumes, revenue, exclusivity, or which Dell products beyond VxRail are covered.

Dell Technologies powered by Eaton | Alliance partner ↗

Dated or announced (3)

Dell Technologies in advanced talks to supply AI servers to SpaceXAI (formerly xAI)
SuppliesDated / announced
Dell was reported to be in advanced talks on a deal worth more than $5 billion to supply xAI with servers built on Nvidia GB200 chips for its Colossus supercomputer buildout.

Source: 2025-02-14 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported as advanced talks, not a finalized/confirmed contract, as of the report

Limits: Based on Bloomberg sourcing describing the deal as still being negotiated; does not confirm final contract signing, delivered volume, or final dollar value.

Musk's xAI considering second data center, $5bn Dell server deal ↗
Dell Technologies supplies AI servers to CoreWeave
SuppliesDated / announced
Dell Technologies and CoreWeave extended their relationship for Dell to supply AI server infrastructure that CoreWeave deploys in its cloud.

Source: 2024-12-09 · reviewed 2026-09-17

Evidence: Primary-source statement · Contract announced

Limits: Announced relationship extension; does not disclose contract value, volume or exclusivity.

CoreWeave and Dell Technologies extend relationship to deliver AI at scale ↗
Dell Technologies plans systems using NVIDIA
Uses technology fromDated / announced
Named as a planned Blackwell server vendor.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Future availability in the source, not proof of shipment.

NVIDIA Blackwell platform announcement ↗
Evidence for this profile

Dell Q2 FY2027 results ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .