Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
$266B
P/E ratio
33×
Div yield
0.6%
EPS (TTM)
$8.68
Profit margin
5%
Rev. growth
+19%
Revenue
$114B
Free cash flow
$8.6B
In plain English
Dell builds the hardware of IT at massive scale — servers, storage and PCs. It has become a leading maker of AI-optimized servers, bolting NVIDIA GPUs into racks for clouds like CoreWeave and xAI (ISG hit $60.8B, up 40%), while its Client business ships commercial and consumer PCs. Margins are thin (~5%) — this is high-volume assembly, not chip design — and founder Michael Dell still controls the company through 10-vote Class A shares.
In simple terms
What Dell Technologies really sells
Dell builds the hardware of IT at massive scale — servers, storage and PCs. It has become a leading maker of AI-optimized servers, bolting NVIDIA GPUs into racks for clouds like CoreWeave and xAI (ISG hit $60.8B, up 40%), while its Client business ships commercial and consumer PCs. Margins are thin (~5%) — this is high-volume assembly, not chip design — and founder Michael Dell still controls the company through 10-vote Class A shares.
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