Dell Technologies vs NVIDIA

Dell Technologies — Hardware · Public · $360.7B mkt cap · 4 of 4 figures sourced  |  NVIDIA — Hardware · Public · $5.1T mkt cap · 4 of 4 figures sourced

Relationship

Overlaps on AI server hardware, but as a named NVIDIA partner: the Dell AI Factory with NVIDIA is a jointly branded offering two years old, and Dell ships NVIDIA-accelerated systems rather than competing silicon.

6 of 7 capabilitiesShared product typeLarger scaleSourced partner

6 of 7 capabilities — Shares AI compute hardware, data analysis, model hosting and 3 more.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware and infrastructure service.

Ludbee product records

Larger scale — NVIDIA: $5.1T market cap, against Dell Technologies's $360.7B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Sourced partner — “Today, Dell Technologies (NYSE: DELL) marks the two-year anniversary of the Dell AI Factory with NVIDIA by announcing advancements across its AI data platform, end-to-end AI infrastructure, and AI solutions and services portfolio that help…”

dell.com · checked 2026-08-26

Aligned comparison

FieldDell TechnologiesNVIDIA
Market cap$360.7B$5.1T NVIDIA has 14× more
Employees97,00042,000 NVIDIA has 2.3× fewer
Founded19841993 9 yrs later
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerData service, Developer tool, Hardware, Infrastructure serviceHardware, Infrastructure service, Model API, Platform
HeadquartersRound Rock, USASanta Clara, USA

Capability overlap

Shared · 6

AI compute hardwareData analysisModel hostingModel inferenceModel trainingServer systems

Not verified for NVIDIA · 1

Knowledge retrieval

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

Not verified for Dell Technologies · 20

3D generationAccelerator siliconAgent orchestrationAudio editingAutonomous drivingAvatar videoData labellingDrug discoveryEvaluation and observabilityGPU cloudGPU programmingGuardrails and safetyIndustrial automationInterconnectRobot controlSpeech to textText to speechVideo analyticsVideo editingVoice agent

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

Products, side by side

Hand-checked pairing

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.

NVIDIA

Infrastructure service

NVIDIA DGX CloudInfrastructure service

NVIDIA's AI cloud of GPU clusters and managed AI services, which NVIDIA's own page now presents as its internal environment for building its models, and which is still sold on Microsoft's Azure marketplace.

Hardware

NVIDIA BlackwellHardware

Data-centre GPU architecture used for training and serving large models, sold in servers and rack systems.

NVIDIA BlueField PlatformHardware

Data-processing-unit (DPU) platform combining compute with accelerated networking, storage and security for AI-factory infrastructure.

NVIDIA BroadcastHardware

Free application that enhances livestreams and video calls with AI noise removal, background replacement and other audio/video effects; requires a GeForce RTX GPU.

NVIDIA DGX SparkHardware

Desktop AI supercomputer powered by the GB10 Grace Blackwell Superchip for local autonomous agents, running models up to 200B parameters for inference.

NVIDIA DGX StationHardware

Deskside AI supercomputer powered by the GB300 Grace Blackwell Ultra Superchip, up to 20 petaFLOPS and 748GB coherent memory, supporting models up to 1T parameters.

NVIDIA HGX PlatformHardware

Reference baseboard specification (HGX B200, B300, Vera Rubin NVL8) that system integrators and OEMs build into complete AI servers, listed in NVIDIA's Qualified System Catalog.

NVIDIA IGX PlatformHardware

Edge-AI developer kits (IGX Thor, IGX Thor Mini, IGX Orin) for industrial and medical edge computing.

NVIDIA JetsonHardware

Family of embedded AI modules and developer kits for robotics and edge AI (Thor, AGX Orin, Orin NX/Nano, Xavier, TX2/Nano series).

NVIDIA OVX SystemsHardware

Scalable data-centre server systems (e.g. OVX L40S with four or eight GPUs) for AI and graphics workloads, built by NVIDIA OVX partners.

NVIDIA Quantum-X InfiniBandHardware

Quantum-X800 InfiniBand switching for large-scale AI clusters, part of NVIDIA's InfiniBand networking line.

NVIDIA RTX PROHardware

Professional GPU line (RTX PRO 2000 through RTX PRO 6000) for AI, graphics and simulation workloads across Blackwell, Ada Lovelace, Ampere and Turing architectures.

NVIDIA Spectrum-XHardware

Ethernet networking platform (switches, ConnectX SuperNICs, BlueField DPUs, LinkX cables) purpose-built for generative-AI-scale data centres.

NVIDIA Vera RubinHardware

NVIDIA's data-centre platform succeeding Blackwell, pairing Rubin GPUs with Vera CPUs at rack scale for agentic AI and reasoning workloads.

NVIDIA Virtual GPU (vGPU)Hardware

Software that virtualizes GPUs across VMs in enterprise data centres and cloud deployments, licensed through NVIDIA's vGPU License and Support Portal.

No counterpart

Dell Technologies sells these in a stack layer with no product recorded for NVIDIA 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.

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

Platform

CUDA ToolkitPlatform

Programming toolkit and libraries for running general-purpose computation on NVIDIA GPUs.

NVIDIA ACEPlatform

Suite of AI technologies (speech, intelligence, animation models and plugins) for building conversational, actionable in-game characters, mostly MIT-licensed with some components under NVIDIA's open model license.

NVIDIA AI EnterprisePlatform

Supported software suite for building and deploying AI workloads on NVIDIA hardware.

NVIDIA AI WorkbenchPlatform

Free development-environment manager for creating, customizing and collaborating on AI applications across GPU systems, with enterprise support available through an NVIDIA AI Enterprise license.

NVIDIA BioNeMoPlatform

Development platform for AI-driven biology and drug discovery: open models, libraries, datasets and NIM microservices for the full AI lifecycle in biopharma.

NVIDIA DRIVEPlatform

End-to-end autonomous-vehicle platform spanning training infrastructure, simulation and safety-certified in-vehicle compute for production autonomy from L2++ to L4.

NVIDIA Dynamo-Triton (Triton Inference Server)Platform

Open-source model-deployment server for TensorRT, PyTorch, ONNX, OpenVINO and other frameworks across GPUs and CPUs, with production support and stable APIs through NVIDIA AI Enterprise.

NVIDIA IsaacPlatform

Open robotics development platform combining simulation, CUDA-accelerated perception libraries, ROS 2 integration and humanoid tooling for building AI-powered robots.

NVIDIA NeMoPlatform

Suite of libraries and microservices covering the AI agent lifecycle - data curation, customisation, evaluation, guardrails and monitoring.

NVIDIA OmniversePlatform

Platform of OpenUSD-based libraries and microservices for building simulation-ready digital twins and synthetic-data environments used to train and validate physical AI and robots.

NVIDIA RAPIDSPlatform

Suite of open-source, GPU-accelerated data-science libraries (cuDF, cuML, cuGraph, cuxfilter), rebranding to "CUDA-X for Data Science."

NVIDIA RivaPlatform

Deployable speech-AI library (ASR/TTS) for production inference, free to prototype via build.nvidia.com and licensed for production deployment through NVIDIA AI Enterprise.

NVIDIA TensorRTPlatform

Ecosystem of compilers, runtimes and optimization tools for high-performance deep-learning inference; TensorRT-LLM and Model Optimizer are free on GitHub, with commercial deployment options via NVIDIA AI Enterprise.

Model API

NVIDIA NIMModel API

Prebuilt inference microservices that package foundation models with optimised serving engines and standard APIs, deployable as hosted endpoints or self-hosted containers.