Dell Technologies Inc. (DELL) Competitors & Peers
The 5 largest companies in the same industry as Dell Technologies Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| ANET | Peer | $206.55 | P/E 65.6RSI 60Cap 260.5 B |
| SNDK | Peer | $1,777.80 | P/E 24.1RSI 57Cap 260.3 B |
| STX | Supplier | $916.83 | P/E 66.1RSI 59Cap 208.5 B |
| WDC | Peer | $456.81 | P/E 17.0RSI 50Cap 164.7 B |
| P | Peer | $126.00 | P/E 172.6RSI 71Cap 42.0 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- NTNXPartner
Dell packages Nutanix software pre-installed on PowerEdge servers.
Model-inferred, unverified — treat as a lead, not evidence - NVDASupplier
Dell PowerEdge XE9680 H100/H200/B100 servers anchor enterprise AI.
Model-inferred, unverified — treat as a lead, not evidence - IRENCustomer
Dell supplies custom server racks, liquid-cooling solutions, and integrated Blackwell AI hardware to support IREN's data centers.
Model-inferred, unverified — treat as a lead, not evidence - COREWEAVECustomer
CoreWeave contracts Dell to supply liquid-cooled PowerEdge server racks and integrated GPU systems to build out its specialized AI cloud platform.
Model-inferred, unverified — treat as a lead, not evidence - IRENSupplier
Dell supplies custom server racks, liquid-cooling solutions, and integrated Blackwell AI hardware to support IREN's data centers.
Model-inferred, unverified — treat as a lead, not evidence - MSFTPartner
Dell and Microsoft collaborate extensively on hybrid cloud infrastructure solutions (e.g., Dell APEX Cloud Platform for Microsoft Azure), and Microsoft supplies Windows OS for Dell PCs.
Model-inferred, unverified — treat as a lead, not evidence - COREWEAVESupplier
Dell supplies rack-level PowerEdge servers and custom cooling systems (such as the IR7000 integrated rack architecture) optimized for CoreWeave's GPU clusters.
Model-inferred, unverified — treat as a lead, not evidence - XAISupplier
Dell PowerEdge XE9680 H100/H200 servers for Colossus.
Model-inferred, unverified — treat as a lead, not evidence - XAISupplier
Dell PowerEdge XE9680 H100/H200 servers for Colossus.
Model-inferred, unverified — treat as a lead, not evidence - AVGOSupplier
Broadcom supplies host bus adapters, RAID storage controllers (PERC), and high-speed network interfaces for Dell enterprise server platforms.
Model-inferred, unverified — treat as a lead, not evidence - SNXSupplier
TD SYNNEX serves as a major commercial distributor of Dell's computing and enterprise solutions globally.
Model-inferred, unverified — treat as a lead, not evidence - IONQPartner
Dell Technologies partnered with IonQ to build integrated hybrid quantum-classical computing platforms, connecting Dell PowerEdge servers with IonQ Aria quantum hardware.
Model-inferred, unverified — treat as a lead, not evidence - INTCSupplier
Intel Xeon + Core powers Dell PowerEdge + commercial PC platforms.
Model-inferred, unverified — treat as a lead, not evidence - BELFACustomer
Bel supplies power modules and connectors to Dell PC production lines.
Model-inferred, unverified — treat as a lead, not evidence - BELFBCustomer
Bel supplies power modules and connectors to Dell PC production lines.
Model-inferred, unverified — treat as a lead, not evidence - AMDSupplier
Dell PowerEdge AMD EPYC + Instinct.
Model-inferred, unverified — treat as a lead, not evidence - INTCSupplier
Dell PowerEdge + Latitude + OptiPlex use Intel.
Model-inferred, unverified — treat as a lead, not evidence - CDWSupplier
CDW resells Dell extensively.
Model-inferred, unverified — treat as a lead, not evidence - STXSupplier
Dell is a Seagate enterprise customer; Dell executives praised HAMR potential at investor day.
Model-inferred, unverified — treat as a lead, not evidence - NVDASupplier
NVIDIA supplies advanced AI GPUs (H100, Blackwell) for Dell's PowerEdge AI servers.
Model-inferred, unverified — treat as a lead, not evidence - LSCCSupplier
Lattice low-power FPGAs serve as baseboard-management / platform-firmware roots-of-trust in Dell PowerEdge servers.
Model-inferred, unverified — treat as a lead, not evidence - BBYSupplier
Dell consumer PCs sold at Best Buy.
Model-inferred, unverified — treat as a lead, not evidence - APHSupplier
Amphenol supplies high-speed interconnect assemblies for Dell PowerEdge AI servers.
Model-inferred, unverified — treat as a lead, not evidence - MUSupplier
Micron memory in Dell PCs + servers.
Model-inferred, unverified — treat as a lead, not evidence - AMDSupplier
Dell PowerEdge AMD EPYC + Instinct systems.
Model-inferred, unverified — treat as a lead, not evidence - MPWRSupplier
Monolithic Power provides core voltage regulation for Dell PowerEdge server boards.
Model-inferred, unverified — treat as a lead, not evidence - AOSLSupplier
AOS supplies MOSFETs into Dell notebook and server power-stage designs.
Model-inferred, unverified — treat as a lead, not evidence - KKRSupplier
KKR has historical Dell connection (Silver Lake LBO heritage).
Model-inferred, unverified — treat as a lead, not evidence