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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产品与营收

产品营收占比

营收构成 ($93.9B)

静态数据（加载实时财务…）

Client Solutions Group (54%)

Infrastructure Solutions Group (42%)

Other (4%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

NVIDIA Corporation

AI-optimized GPU servers

影响: Critical — AI server revenue driver

Microsoft Corporation

Windows OS and Azure integration

影响: High — OS and cloud partner

竞争对手

Hewlett Packard Enterprise Company

Enterprise servers and storage

影响: Primary infrastructure competitor

HP Inc.

Commercial PCs and laptops

影响: Primary PC competitor

宏观与市场背景

IT / 소프트웨어行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Round Rock, Texas, USA

成立时间

1984

员工人数

120,000+

官网

dell.com

行业概况 — IT / 소프트웨어

行业新闻