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Dell Paces at $60 Billion in AI Servers vs HPE's $6 Billion

From Bloomberg Intelligence · Jun 2, 2026

Technology
Dell Paces at $60 Billion in AI Servers vs HPE's $6 Billion

SpaceX Wants Fee Cut From Bankers Chasing $500 Million Wind… · Jun 2, 2026 Technology

Dell Technologies is the undisputed heavyweight in the AI hardware deployment space. Dell is pacing toward $60 billion in AI server sales this fiscal year, servicing fast-growing clouds like CoreWeave and Vulture. In comparison, HPE is pacing at about $6 billion—approximately one-tenth of Dell's size—but is finding its footing in direct enterprise sales.