Dell Technologies Inc.

DELLintermediary

Dell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($93.9B)

Data statis (memuat keuangan langsung…)

Client Solutions Group (54%)

Infrastructure Solutions Group (42%)

Other (4%)

Komposisi segmen dan pelanggan utama

Detail produk

Infrastructure Solutions Group45%

PowerEdge servers, PowerStore storage, and data protection solutions

Client Solutions Group50%

Latitude, OptiPlex, and XPS commercial and consumer PCs

VMware & Other5%

Software and services including Dell Financial Services

Hubungan Rantai Pasok

Mitra

NVIDIA Corporation

AI-optimized GPU servers

Dampak: Critical — AI server revenue driver

Microsoft Corporation

Windows OS and Azure integration

Dampak: High — OS and cloud partner

Pesaing

Hewlett Packard Enterprise Company

Enterprise servers and storage

Dampak: Primary infrastructure competitor

HP Inc.

Commercial PCs and laptops

Dampak: Primary PC competitor

Konteks makro dan pasar

IT / 소프트웨어Berita sektor

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Katalis mendatang

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

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Info Perusahaan

Kantor Pusat

Round Rock, Texas, USA

Didirikan

1984

Karyawan

120,000+

Situs Web

dell.com

Gambaran umum sektor — IT / 소프트웨어

Berita sektor