Who supplies Dell Technologies, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Dell Technologies files 8-Ks, announces contracts, or beats guidance.
15 companies with a disclosed relationship to Dell Technologies · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Memory & Storage (3) | ||||||||||
| STX | Storage | supplier | - | - | - | - | - | 40 | 20% exp79 | |
| MU | DRAM, a major cost input | supplier | - | - | - | - | - | 6 | 15% exp77 | |
| WDC | Storage | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Compute (3) | ||||||||||
| AMD | EPYC CPUs and accelerators | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| INTC | Xeon and client CPUs | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| NVDA | GPUs for AI servers, its largest input | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Contract Manufacturing (2) | ||||||||||
| JBL | Contract manufacturing | supplier | - | - | - | - | - | 7 | 15% exp77 | |
| FLEX | Contract manufacturing | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Cloud & Neocloud (2) | ||||||||||
| CRWV | Neocloud infrastructure buildouts | customer | - | - | - | - | - | 2 | 15% exp77 | |
| MSFT | Hybrid cloud and Azure Stack | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Networking (1) | ||||||||||
| AVGO | Connectivity silicon | supplier | - | - | - | - | - | 4 | 15% exp77 | |
| Cooling & Thermal (1) | ||||||||||
| VRT | Rack power and liquid cooling | partner | - | - | - | - | - | 1 | 32% exp85 | |
| Competitor (3) | ||||||||||
| SMCI | GPU servers | competitor | - | - | - | - | - | 52 | 20% exp79 | |
| HPE | Servers and storage | competitor | - | - | - | - | - | 10 | 15% exp77 | |
| IBM | Enterprise infrastructure | competitor | - | - | - | - | - | 10 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.