Dell Technologies Inc Ordinary Shares - Class C

DELL: XNYS (USA)

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Dell's Product Portfolio Is Turning Into an AI Flywheel

Eric Compton

Sep 2, 2026

Business Strategy and Outlook

Dell is a tech titan with a substantial share in personal computers, servers, and storage arrays. The PC market is relatively consolidated, with the top players controlling the majority of the market. Servers and storage are less consolidated, but Dell is a leading player in both segments. Just under half of Dell’s revenue comes from its PC business, and just over half comes from the servers and storage segment. Dell primarily sells to enterprises.

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Dell Technologies Inc Ordinary Shares - Class C

Dell's Product Portfolio Is Turning Into an AI Flywheel

Business Strategy and Outlook

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