AI Factory with NVIDIA
Dell is named among the first system builders for NVIDIA Vera Rubin, with production shipments expected this fall.
What it is
Dell's packaged AI infrastructure, built with NVIDIA GPUs, networking and software. It bundles servers, storage and services into full AI factory racks sold to enterprises and AI cloud providers. Dell does not report it as a separate revenue line.
Why it matters to the stock. The next generation of NVIDIA hardware, Vera Rubin, determines the upgrade cycle for AI servers. Dell's early position as a system builder matters for share against HPE, Lenovo and Supermicro.
News
Dell expands AI Data Platform with agent knowledge layer and storage tools
Dell added data orchestration, storage and services to its Dell AI Data Platform so AI agents can work from governed enterprise data.
Bitdeer signs $4.7 billion Norway AI lease; Dell named technology provider
Bitdeer's Tydal Data Center unit signed a 16-year colocation lease with Volta Tydal, a subsidiary of Volta, for 121 IT megawatts at its Tydal campus in Norway.
Texas A&M research station picks Dell for IGNITE AI and HPC platform
The Texas A&M Engineering Experiment Station selected Dell Technologies to design and build IGNITE, a shared AI and high-performance computing platform for federally sponsored, industry and academic research.
Dell launches PowerEdge R9822 and M9822 servers built with NVIDIA Vera CPUs
At Computex in Taipei on June 1, Dell announced two PowerEdge servers built on NVIDIA Vera CPUs: the air-cooled R9822 and the direct liquid-cooled M9822.
NVIDIA says Vera Rubin ramps into full production; shipments start this fall
NVIDIA said Vera Rubin is ramping into full production with hundreds of supply-chain partners, and that production shipments begin this fall.
Dell Technologies World 2026: AI Factory with NVIDIA passes 5,000 customers; PowerRack unveiled
At Dell Technologies World in Las Vegas, Dell said its AI Factory with NVIDIA now has more than 5,000 customers, including 1,000 added in the last quarter.
Dell previews Vera Rubin NVL72 PowerEdge servers and Spectrum-6 switching at CES 2026
At CES 2026 Dell previewed upcoming PowerEdge servers built on NVIDIA Vera Rubin NVL72, which it says deliver 3.6 exaflops of AI performance and 75TB of fast memory per system.