Dell Technologies unveiled PowerStore Elite storage and expanded AI Factory with NVIDIA offerings in May 2026, integrating DriveNets fabric networking to strengthen its AI infrastructure platform.

In May 2026, Dell Technologies World showcased PowerStore Elite storage, next-generation PowerEdge servers, expanded Dell AI Factory with NVIDIA offerings, and new cyber-resilience and automation platforms. Partners DriveNets and Kioxia announced integrations deepening Dell's role in high-performance AI infrastructure.

DriveNets' Fabric Scheduled Ethernet integration ties PowerEdge and PowerStore Elite hardware into denser, multi-tenant GPU environments (dense clusters of graphics processors shared across workloads), directly targeting high-performance AI clusters at scale.

Dell's narrative projects $157.5 billion revenue and $9.1 billion earnings by 2029, requiring 11.5% yearly revenue growth and about a $3.2 billion earnings increase from $5.9 billion today. However, investors face risks around commoditization, PC refresh cycle dependence, and margin pressure if AI server growth slows.