AMD vs Dell Technologies

AMD — Hardware · Public · $785.1B mkt cap · 4 of 4 figures sourced  |  Dell Technologies — Hardware · Public · $360.7B mkt cap · 4 of 4 figures sourced

Relationship

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

5 of 9 capabilitiesShared product typeSame scale bandCustomer

5 of 9 capabilities — Shares AI compute hardware, model hosting, model inference and 2 more.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware and infrastructure service.

Ludbee product records

Same scale band — Both large-cap.

Ludbee scale bands · from valuation and funding figures

Customer — “8 AMD Instinct MI300X 192GB 750W OAM accelerator with AMD Infinity Fabric connectivity”

dell.com · checked 2026-09-12

Aligned comparison

FieldAMDDell Technologies
Market cap$785.1B$360.7B Dell Technologies has 2.2× smaller
Employees31,00097,000 Dell Technologies has 3.1× more
Founded19691984 15 yrs later
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerHardware, Infrastructure service, PlatformData service, Developer tool, Hardware, Infrastructure service
HeadquartersSanta Clara, USARound Rock, USA

Capability overlap

Shared · 5

AI compute hardwareModel hostingModel inferenceModel trainingServer systems

Not verified for Dell Technologies · 4

Accelerator siliconGPU cloudGPU programmingInterconnect

Recorded for AMD. Dell Technologies’s product records say nothing either way — a missing record is not a missing capability.

Not verified for AMD · 2

Data analysisKnowledge retrieval

Recorded for Dell Technologies. AMD’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

AMD

Infrastructure service

AMD Developer CloudInfrastructure service

An on-demand cloud service giving developers browser and API access to AMD Instinct MI300X GPU instances for AI, ML and HPC workloads.

Hardware

AMD Helios Rackscale SolutionHardware

A rack-scale AI system combining 72 Instinct MI455X GPUs with EPYC CPUs and Pensando networking for frontier-model training and large-scale inference.

AMD InstinctHardware

Data-centre GPU accelerators for training and serving models, sold in OEM servers and rack systems.

AMD Kria SOMsHardware

System-on-module family for deploying edge and physical AI, with production SOMs and partner-validated carrier systems.

AMD Pensando AI NICsHardware

AI NIC family (Pollara 400 at 400 Gbps, Vulcano 800 at 800 Gbps Ethernet) for scale-out inter-GPU communication in AI training and inference clusters, built on the Ultra Ethernet Consortium specification.

AMD Pensando DPUsHardware

Data processing unit family (Salina, Giglio) offloading networking, security and storage services from host CPUs in AI data centres, programmable via the P4-based Pensando software stack.

AMD Versal AI CoreHardware

Adaptive SoC/FPGA family for AI inference and adaptive compute workloads.

AMD Versal AI Edge Series Gen 2Hardware

Second-generation Versal AI Edge adaptive SoC family for embedded AI preprocessing, inference and postprocessing.

Dell Technologies

Infrastructure service

Dell AI Factory with NVIDIAInfrastructure service

Packaged servers, storage, networking and services sold as one route from AI pilot to production, jointly branded with NVIDIA.

Hardware

Dell PowerEdge XE7745Hardware

Air-cooled 4U rack server supporting up to eight double-wide PCIe GPUs for flexible AI inference and fine-tuning workloads.

Dell PowerEdge XE9680Hardware

Eight-GPU rack server Dell sells for model training and inference.

Dell PowerEdge XE9685LHardware

Liquid-cooled 4U rack server with eight NVLink-interconnected NVIDIA HGX B200 GPUs, built for AI inference and model fine-tuning.

Dell PowerEdge XE9712Hardware

Rack-scale server sled pairing NVIDIA Blackwell Ultra GPUs with Grace CPUs over a coherent NVLink memory fabric for large-scale AI training.

Dell Pro Max AI DesktopHardware

Compact workstations built on NVIDIA Grace Blackwell superchips with large unified memory, sold for local large-language-model development and inference.

No counterpart

AMD sells these in a stack layer with no product recorded for Dell Technologies yet — nothing on the other side to compare them against.

Platform

AMD Enterprise AI Reference StackPlatform

An open-source reference stack for running enterprise AI workloads at scale on AMD compute: open-source AI frameworks and generative models connected to an enterprise-ready Kubernetes platform, with AMD Inference Microservices — prebuilt inference containers bundling model, engine and optimised configuration for AMD hardware.

AMD ROCmPlatform

Open-source GPU computing stack of compilers, runtimes and libraries for running AI and HPC workloads on AMD hardware.

AMD Ryzen AI SoftwarePlatform

A development stack of compiler, runtime and tools for porting pretrained models onto the NPU and integrated GPU of Ryzen AI processors.

AMD Vitis AIPlatform

An open-source AI inference development stack of compiler, optimised NPU IP and runtime for deploying deep-learning models on AMD adaptive SoCs, FPGAs and Alveo cards.

Dell Technologies sells these in a stack layer with no product recorded for AMD yet — nothing on the other side to compare them against.

Developer tool

Dell Enterprise HubDeveloper tool

Curated catalogue of AI models and applications preconfigured with optimised containers for one-click on-premises deployment on Dell hardware, built with Hugging Face.

Data service

Dell AI Data PlatformData service

Modular data-readiness offering combining Dell storage engines with analytics, processing, orchestration and search engines to prepare enterprise data for AI training and inference.