---
title: "SMCI vs DELL"
canonical: "https://supercyclehq.com/compare/smci-vs-dell"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["SMCI", "DELL"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Super Micro Computer (SMCI) vs Dell Technologies (DELL)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | SMCI | DELL |
| --- | --- | --- |
| AI Exposure Score | 90 (Pure Play) | 55 (Strategic) |
| Price | $28.76 | $328.53 |
| Market cap | $18.6B | $208.9B |
| Change 1d | +6.20% | +3.67% |
| Change 30d | -32.76% | -42.74% |
| Change 1y | -27.67% | +126.31% |
| P/E | 6.07 | 19.1 |
| Buildout layers | Data Centers & Hardware | Data Centers & Hardware |

## Super Micro Computer (SMCI)

**AI exposure:** 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.

Supermicro sits in the Data Centers & Hardware layer of the buildout, one step downstream from the chipmakers. It turns GPUs into deployable systems: racks, cooling, storage, and integration, sold to data centers and AI cloud providers. AI systems make up the bulk of its revenue, so its results move directly with AI capital spending rather than tracking it at a distance. That direct linkage is why Supercycle scores its AI exposure at 90 out of 100.

Full profile: https://supercyclehq.com/stock/super-micro-computer.md

## Dell Technologies (DELL)

**AI exposure:** 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.

Dell sits in the Data Centers & Hardware layer as one of the main arms dealers of the enterprise AI buildout. When companies and neocloud operators want GPU servers without building them, they buy PowerEdge systems, and AI infrastructure has become Dell's main growth engine. PCs, storage, and traditional servers still make up the revenue majority, which anchors the business but dilutes the AI signal. Supercycle scores its exposure as substantial and rising with AI server demand.

Full profile: https://supercyclehq.com/stock/dell-technologies.md

---

Source: https://supercyclehq.com/compare/smci-vs-dell. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.