{"data":[{"ticker":"SMCI","slug":"super-micro-computer","name":"Super Micro Computer","exchange":"NASDAQ","sector":"Technology","layers":["data-centers"],"exposure":{"score":90,"tier":"Pure Play","rationale":"Assembles and sells GPU server racks and liquid-cooled AI clusters, largely NVIDIA-based, to data centers and AI cloud providers. AI systems are the bulk of revenue, making the business a direct play on AI capital spending."},"price":28.76,"change24hPct":6.2,"marketCap":18604068864},{"ticker":"DELL","slug":"dell-technologies","name":"Dell Technologies","exchange":"NYSE","sector":"Technology","layers":["data-centers"],"exposure":{"score":55,"tier":"Strategic","rationale":"Dell sells AI-optimized PowerEdge servers to enterprises and neocloud operators, with a multibillion dollar AI server backlog. AI infrastructure is now the company's main growth engine, though PCs, storage, and traditional servers remain the revenue majority."},"price":328.53,"change24hPct":3.67,"marketCap":208883564544}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.236Z","tier":"free","source":"https://supercyclehq.com/compare/smci-vs-dell","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/smci-vs-dell","html":"https://supercyclehq.com/compare/smci-vs-dell","md":"https://supercyclehq.com/compare/smci-vs-dell.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}