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Infrastructure and data centers · Starter · Independent

Dell

Largest server maker and a growing AI systems seller.

75OVRRotationDraft · rated on 4 of 6

Ratings

Dell led Q1 2026 server revenue with 16.5% on $20.28bn (IDC) and took $64bn of AI server orders in fiscal 2026, with a $43bn backlog and shipments limited by component supply.

  • Dominance84draft

    The largest branded server vendor with 16.5% of Q1 2026 server revenue (IDC).

    sourced networkworld.com
  • Momentum76draft

    Took $64bn of AI server orders in fiscal 2026 against $25bn shipped, and the card calls servers its bigger growth story.

    sourced networkworld.comsourced mactrast.com
  • Leverage50draft

    The Atlas states no company that depends on Dell.

    sourced networkworld.com

    Network base 50, judgment +0.

  • Durability82draft

    Spans servers, storage and PCs, with the named risk that DRAM, flash, CPUs and drives limit shipments.

    sourced networkworld.com
  • Firepowerunrated

    The Atlas states orders and backlog for Dell and no cash, raise, profit or spending commitment.

  • Deal Heatunrated

    The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

DOM 84MOM 76LEV 50DUR 82FIRE –HEAT –
TickerNYSE: DELL
ListedPublic
HQRound Rock, Texas
Founded1984
CEOMichael S. Dell

Profile

Largest server maker and a growing AI systems seller.

Infrastructure and data centers · Storage · Starter

Key figure Launched its Lightning parallel file system in April 2026, positioned against DDN, VAST and WEKA (reported).

Why it leads Already sells the servers, so storage sells with them.

What could change it Specialists keeping a performance lead.

sourced storagereview.com

Infrastructure and data centers · Servers and systems · Starter

Key figure Fiscal 2026: $64bn of AI server orders, $25bn shipped, $43bn backlog. Q1 FY27 AI server revenue $16.1bn and orders $24.4bn (reported).

Why it leads Largest branded vendor with enterprise reach.

What could change it Component supply. IDC says DRAM, flash, CPUs and drives limit shipments.

sourced networkworld.com

Devices · PCs · Starter

Key figure 13.6% share, shipments down 5% (IDC).

Why it leads Enterprise customers.

What could change it Server business is now the bigger growth story.

sourced mactrast.com

Connections

Rivals

See Dell and its connections on the map →

Sector standing

No. 10 of 32 rated in Infrastructure and data centers

  1. 8Eaton77
  2. 9QTS76
  3. 10Dell75
  4. 11Lenovo73
  5. 11Marvell73

No. 10 of 32 rated in Infrastructure and data centers

  1. 8Eaton77
  2. 9QTS76
  3. 10Dell75
  4. 11Lenovo73
  5. 11Marvell73

No. 6 of 11 rated in Devices

  1. 4Apple76
  2. 4EssilorLuxottica76
  3. 6Dell75
  4. 7Lenovo73
  5. 8HP68

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: dell.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.