ENTITY · dell
Dell TechnologiesDELL
United States·networking systems·leader·$264.6B mkt cap
Top AI server and infrastructure systems integrator.
WATCH · 40–69
45/100 illustrative
Underwriting Thesis
WATCH — Dell Technologies: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in networking systems. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence86
Sanctions Exposure45
Downstream Criticality55
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
networking systemssystems odm
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MDell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 5
- NVIDIAUnited StatesDOMESTIC
- IntelUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- Marvell TechnologyUnited StatesDOMESTIC
Key Customers · downstream · 7
- CoreWeaveUnited StatesDOMESTIC
- xAIUnited StatesDOMESTIC
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC