Dell TechnologiesDELL

Dell assembles AI servers — its bill of materials flows straight through to the chip and memory makers.

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Theme · AI server build

Where the cash goes~$75B / yr · FY2025

Cost of goods (suppliers)$70B

R&D$3B

Buybacks$2B

Money flows left → right · hover a node · click to open the stock.AI AcceleratorsComponentsMemory

Most exposed to DELL's spend

NvidiaNVDACurated
GPUs are the bulk of AI-server cost.
AI Accelerators
MicronMUCurated
DRAM and storage for servers.
Memory
IntelINTCCurated
Server CPUs for traditional compute.
Components
AMDAMDCurated
Alternative AI accelerators and server CPUs.
AI Accelerators

Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.