Dell Technologies
The enterprise heavyweight whose XE9680 line became an AI-server franchise.
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Quotes are delayed/indicative; research only, never investment advice.
Photo: Todd Dwyer · CC BY-SA 3.0 · Wikimedia Commons
Dell converted its enterprise install base into tens of billions of dollars of AI-server backlog — PowerEdge XE9680/XE9712 systems for H100 through GB200, with CoreWeave and xAI among reported large customers, plus the storage and services attach that pure ODMs lack.
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Record reviewed as of 2026-01-15 — see Methodology.