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Dell Technologies SUPPLY CHAIN TRACE

ENTERPRISE🇺🇸 United States · DELL · NYSE

Dell Technologies is the world's second-largest AI server brand, shipping GPU-dense PowerEdge servers to enterprise customers who need AI infrastructure but lack the scale to engage hyperscalers directly. Dell's PowerEdge XE9680 (8× NVIDIA H100) and XE8640 (Intel Gaudi 3) represent the primary enterprise AI server SKUs, making Dell a major downstream customer of NVIDIA, AMD, and Intel for their AI accelerator products.

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UPSTREAM — SUPPLIERS

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies GPUs to AI server vendor

AMD

AI GPU designer challenging NVIDIA with MI300X

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CHIP DESIGNERSsupplies GPUs to AI server vendor

Intel

Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads

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CHIP DESIGNERSsupplies Gaudi/Xeon to AI server vendor

Vertiv

Critical power and thermal management for AI data centers

Chokepoint🇺🇸
POWER & COOLINGsupplies power & cooling to

Cisco Systems

#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments

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NETWORKINGsupplies networking equipment to

↓ all supply to Dell Technologies ↓

Dell Technologies

Major AI server vendor (PowerEdge XE9680); routes NVIDIA, AMD, and Intel Gaudi GPUs to enterprise customers; #2 AI server brand globally

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About this company

QWhat is Dell Technologies's role in the AI chip supply chain?

Major AI server vendor (PowerEdge XE9680); routes NVIDIA, AMD, and Intel Gaudi GPUs to enterprise customers; #2 AI server brand globally

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