Comparison GuideJan 2026

AI Server OEM
Comparison 2026

Complete analysis of the five leading AI server manufacturers. Compare financials, GPU platform support, lead times, pricing, and strategic advantages. Based on 500+ enterprise deployments and 2026 market data.

5 OEM Partners
$340B+ Revenue
500+ Deployments
Jan 2026 Data
$111.7B
Revenue
~$22B
Revenue
~$38B
Revenue
$69.1B
Revenue
~$10B
Revenue

Quick Reference Matrix

At-a-glance comparison of all five OEM partners with 2026 market data

OEM Partner Quick Reference Comparison
Attribute Dell Technologies Supermicro HPE Lenovo Gigabyte
Annual Revenue $111.7B (FY25) ~$22B (FY25E) ~$38B (FY25E) $69.1B (FY24/25) ~$10B (2024)
Market Cap $85B $30B $28B $18B (HK) $5B
AI Server Focus PowerEdge XE Series GPU SuperServers ProLiant + Cray ThinkSystem AI G-Series GPU
Primary Markets Fortune 500, Enterprise Hyperscale, CSPs HPC, Hybrid Cloud Global Enterprise OEM/ODM, SI
Lead Time (Avg) 6-8 weeks 2-4 weeks 6-10 weeks 6-8 weeks 3-5 weeks
Price Position Premium (+10-15%) Value (baseline) Premium (+5-10%) Competitive (+5%) Value (-5-10%)
Best For Fortune 500 Hyperscale, Density HPC, Hybrid Cloud Global Enterprise Custom/Value

Why OEM Selection Matters for AI

Your choice of server manufacturer is as critical as GPU selection—impacting TCO, time-to-market, and long-term operational success

Time to Market

Lead times range from 2 weeks (Supermicro) to 10+ weeks (HPE during constraints). For AI projects, faster deployment can mean competitive advantage worth millions.

2-10 week variance in delivery

Total Cost of Ownership

Hardware cost is only 15-20% of 5-year TCO. Power efficiency, cooling requirements, support contracts, and operational complexity dominate long-term spending.

10-25% variance in hardware costs

Support & Reliability

Enterprise support ranges from basic 3-year warranty to 4-hour onsite replacement with predictive analytics. Downtime on an 8×H100 cluster costs $50-100K+ per day.

$50K+/day downtime cost

Platform Roadmap

OEM partnerships with NVIDIA, AMD, and Intel determine access to next-gen platforms like GB300 NVL72 and MI355X. Strategic alignment matters for 3-5 year planning.

Multi-year strategic impact
Dell

Dell Technologies

Enterprise Standard Leader

$111.7B FY25 Revenue
$85B Market Cap

Company Profile

Dell Technologies is the world's largest infrastructure technology provider with unmatched enterprise reach—98 of Fortune 100 companies are Dell customers. Their AI server portfolio spans from edge inference to datacenter-scale training with the PowerEdge XE series.

AI Server Revenue~$4.6B (Q3 FY25)
AI Pipeline$9B+
Fortune 100 Reach98/100
Global Employees120,000+

AI Server Portfolio

PowerEdge XE9712 HGX B300 (8× B300 GPUs)
PowerEdge XE9680 HGX H100/H200, up to 8 GPUs
PowerEdge XE8640 4× H100/A100, NVLink support
PowerEdge R760xa 4× RTX 6000 Blackwell Pro

Key Strengths

  • Largest enterprise installed base—existing relationships simplify procurement
  • Superior iDRAC9 management with Integrated Dell Remote Access Controller
  • ProSupport Plus: 4-hour onsite replacement with predictive failure analysis
  • Strategic NVIDIA partnership with priority GPU allocations
  • AMD MI300X/MI325X and Intel Gaudi 3 support for multi-vendor strategies
  • Dell Financial Services for flexible financing options

Considerations

  • Premium pricing: 10-15% higher than Supermicro/Gigabyte
  • Longer lead times: 6-8 weeks average, 10-12 during constraints
  • Less configuration flexibility than pure-play vendors
  • Bundle requirements for full support benefits

Best For

Fortune 500 enterprises with existing Dell infrastructure, organizations requiring premium 4-hour SLA support, and buyers who prioritize vendor stability and comprehensive management tools over cost optimization.

SMC

Supermicro

Density & Innovation Leader

~$22B FY25E Revenue
87% YoY Growth

Company Profile

Supermicro has emerged as the AI infrastructure specialist, dominating hyperscale and cloud service provider deployments. Their "Building Block" architecture enables fastest time-to-market with maximum rack density. They hold approximately 70% market share in datacenter liquid cooling solutions.

Growth Rate87% YoY (2024)
DLC Market Share~70%
ManufacturingUS + Taiwan
Lead Time2-4 weeks

AI Server Portfolio

SYS-821GB-TNRX HGX B300 (8× B300 GPUs)
GB300 NVL72 Rack 72× B300 GPUs, rack-scale AI
SYS-421GE-TNRT HGX H100/H200, 8× GPUs
AS-4125GS-TNRT AMD MI300X, 8× GPUs

Key Strengths

  • Fastest time-to-market: 2-4 week lead times (vs 6-10 weeks for competitors)
  • Maximum rack density: 96 GPUs per 52U rack possible
  • Liquid cooling leadership: 70% market share in DLC solutions
  • Competitive pricing: 10-15% below Dell/HPE
  • Building Block modularity enables rapid custom configurations
  • Strong AMD Instinct and next-gen MI355X support

Considerations

  • Less mature management tools compared to iDRAC or iLO
  • Support infrastructure smaller than Dell/HPE global network
  • Higher operational complexity—better suited for technical teams
  • Recent financial reporting delays (now resolved)

Best For

Hyperscalers, cloud service providers, and organizations prioritizing speed-to-deployment and rack density. Ideal for technical teams comfortable with operational complexity who want maximum price-performance.

HPE

Hewlett Packard Enterprise

Hybrid Cloud & HPC Pioneer

~$38B FY25E Revenue
$1.8B Q3 AI Orders

Company Profile

HPE combines enterprise infrastructure expertise with high-performance computing heritage through the Cray acquisition. Their GreenLake consumption model pioneered AI-as-a-Service, allowing enterprises to deploy on-premise with cloud economics. Strong presence in government and research institutions.

AI System Orders$1.8B (Q3)
HPC HeritageCray Acquisition
GreenLake ARR$1.7B+
Global Reach170+ Countries

AI Server Portfolio

Cray XD670 HGX B300 (8× B300 GPUs)
ProLiant DL380a Gen11 Up to 4× H100/RTX 6000 Pro
Cray EX255a AMD MI300X for HPC
ProLiant XD685 8× H100 SXM5, liquid cooled

Key Strengths

  • GreenLake: AI-as-a-Service consumption model with on-prem deployment
  • HPC leadership: Cray heritage for exascale computing expertise
  • Superior iLO 6 management with silicon root of trust security
  • Warm water liquid cooling support (45-50°C inlet)
  • Strong government and research institution relationships
  • Comprehensive AMD MI300X/MI325X support

Considerations

  • Longer lead times: 6-10 weeks, longer during high demand
  • Premium pricing: 5-10% above market average
  • Complex procurement for non-GreenLake purchases
  • Focus on large deployments may limit SMB attention

Best For

Organizations requiring hybrid cloud flexibility with GreenLake consumption model, HPC workloads, government/research institutions, and enterprises prioritizing security with silicon-based root of trust.

LNV

Lenovo

Global Enterprise Reliability

$69.1B FY24/25 Revenue
180 Countries

Company Profile

Lenovo is the world's #1 PC vendor and a top-tier server manufacturer with genuine global reach across 180 countries. Their Infrastructure Solutions Group (ISG) has invested heavily in AI, with Neptune warm-water cooling technology and ThinkSystem AI servers supporting the latest NVIDIA and Intel accelerators.

ISG Revenue~$13B
Global Reach180 Countries
AI Investment$1B+
Server Rank#3 Globally

AI Server Portfolio

ThinkSystem SR680b HGX B300 (8× B300 GPUs)
ThinkSystem SR675 V3 HGX H100/H200, 8× GPUs
ThinkSystem SR650 V3 Up to 4× RTX 6000 Pro
ThinkSystem SD665 N V3 Neptune direct water cooling

Key Strengths

  • Neptune warm-water cooling: 45-50°C inlet support for efficiency
  • True global presence: Support across 180 countries
  • Competitive pricing: 5-10% below Dell, aligned with HPE
  • XClarity unified management platform
  • Strong Intel Gaudi 3 partnership and support
  • Premier Support: 24/7 global coverage

Considerations

  • Limited AMD Instinct portfolio compared to Dell/HPE
  • Smaller US market presence vs Dell/HPE
  • Lead times: 6-8 weeks, similar to Dell
  • Brand perception varies by region

Best For

Global enterprises requiring support across 180 countries, organizations with aggressive sustainability goals (Neptune cooling), and buyers seeking Dell-level enterprise features at more competitive pricing.

GBT

Gigabyte

OEM/ODM & Value Specialist

~$10B 2024 Revenue
-5-10% vs Market

Company Profile

Gigabyte leverages decades of motherboard and component expertise to deliver high-performance GPU servers at competitive prices. Their OEM/ODM flexibility makes them ideal for system integrators and organizations building custom AI infrastructure. Taiwan-based manufacturing ensures supply chain agility.

Server Business~$2-3B
Lead Time3-5 weeks
HeadquartersTaiwan
FocusOEM/ODM

AI Server Portfolio

G383-P00 HGX B300 (8× B300 GPUs)
G593-SD1 8× H100/H200 SXM5
G493-ZB2 4× H100/H200 PCIe
G292 Series 4× RTX 6000 Pro, inference focus

Key Strengths

  • Competitive pricing: 5-10% below market, at or below Supermicro
  • OEM/ODM flexibility: Custom branding and configurations
  • Fast delivery: 3-5 week lead times
  • Low MOQ requirements for system integrators
  • Full HGX B300 and H100/H200 portfolio
  • Strong motherboard heritage ensures quality components

Considerations

  • Smaller enterprise support infrastructure
  • Limited global service network vs Dell/HPE/Lenovo
  • Basic management tools compared to iDRAC/iLO
  • Less brand recognition in enterprise markets

Best For

System integrators, managed service providers, cost-conscious organizations with in-house technical expertise, and deployments where maximum hardware value outweighs enterprise support requirements.

GPU Platform Support Matrix

Compare OEM support for NVIDIA, AMD, and Intel accelerator platforms

GPU Platform Support by OEM
GPU Platform Dell Supermicro HPE Lenovo Gigabyte
HGX B300 (8-GPU) ✓ XE9712 ✓ SYS-821GB ✓ Cray XD670 ✓ SR680b ✓ G383-P00
GB300 NVL72 (Rack) Roadmap ✓ Available Roadmap Roadmap Roadmap
HGX H200 (8-GPU) ✓ XE9680 ✓ SYS-421GE ✓ XD685 ✓ SR675 V3 ✓ G593-SD1
HGX H100 (8-GPU) ✓ XE9680 ✓ SYS-421GE ✓ XD685 ✓ SR675 V3 ✓ G593-SD1
RTX 6000 Blackwell Pro ✓ R760xa ✓ SYS-421GU ✓ DL380a ✓ SR650 V3 ✓ G292
AMD MI300X/MI325X ✓ XE9680 ✓ AS-4125GS ✓ Cray EX255a Limited Roadmap
AMD MI355X Roadmap ✓ Announced Roadmap
Intel Gaudi 3 ✓ Available ✓ Available ✓ Available ✓ Available

Which OEM Is Right for You?

Match your priorities to the optimal OEM partner

Priority: Enterprise Support & Stability

Existing Dell infrastructure?
Dell: Unified management, ProSupport Plus
Need hybrid cloud / AI-as-a-Service?
HPE: GreenLake consumption model

Priority: Speed & Density

Need fastest deployment (2-4 weeks)?
Supermicro: Industry-leading lead times
Need maximum rack density?
Supermicro: 96 GPUs per 52U rack

Priority: Global Reach

Operations across 100+ countries?
Lenovo: 180-country support network
Aggressive sustainability goals?
Lenovo: Neptune warm-water cooling

Priority: Cost Optimization

System integrator / custom branding?
Gigabyte: OEM/ODM flexibility
Maximum value + in-house expertise?
Gigabyte: 5-10% below market

OEM by Use Case

Specific recommendations based on deployment scenarios

Fortune 500 AI Deployment

Mission-critical enterprise AI with 4-hour SLA requirements and existing vendor relationships.

Cloud Service Provider

Hyperscale deployments requiring maximum density, fast delivery, and competitive hardware costs.

HPC / Research Institution

Exascale computing with advanced liquid cooling and government/academic procurement experience.

Global Multi-Site Deployment

AI infrastructure across multiple countries requiring consistent support and sustainable cooling.

Managed AI Service Provider

Building AI infrastructure for resale with custom branding and maximum margin optimization.

AI Startup / Scale-up

Fast deployment with cost optimization, flexible scaling, and strong technical in-house team.

Frequently Asked Questions

Common questions about OEM selection for AI infrastructure

Which OEM is best for AI GPU servers in 2026?

The best OEM depends on your priorities. Dell is ideal for Fortune 500 enterprises with existing Dell infrastructure and premium support requirements. Supermicro offers the highest rack density and fastest delivery (2-4 weeks) at competitive pricing. HPE excels in hybrid cloud with GreenLake and superior liquid cooling. Lenovo provides global enterprise reliability with Neptune cooling across 180 countries. Gigabyte offers maximum flexibility and value for custom deployments.

How do Dell and Supermicro compare for AI servers?

Dell offers premium enterprise support (ProSupport Plus with 4-hour replacement), superior iDRAC management, and strategic NVIDIA partnerships but at 10-15% higher pricing with 6-8 week lead times. Supermicro provides 10-15% lower hardware costs, faster 2-4 week delivery, maximum rack density (96 GPUs per 52U), and 70% market share in liquid cooling, but requires more operational expertise.

What is the typical lead time for AI GPU servers from major OEMs?

Lead times vary significantly: Supermicro offers the fastest at 2-4 weeks, Gigabyte at 3-5 weeks, Dell and Lenovo at 6-8 weeks, and HPE at 6-10 weeks during constrained periods. For Blackwell B300 systems, expect 4-8 weeks depending on OEM. Time-to-market can mean competitive advantage worth millions for AI projects.

Which OEMs support NVIDIA HGX B300 and GB300 NVL72 platforms?

All five major OEMs support next-gen NVIDIA platforms: Dell PowerEdge XE9712 (HGX B300), Supermicro SYS-821GB-TNRX (HGX B300 and GB300), HPE Cray XD670 (HGX B300), Lenovo ThinkSystem SR680b (HGX B300), and Gigabyte G383-P00 (HGX B300). For GB300 NVL72 (72-GPU racks), Supermicro has the most mature offering with their rack-scale solution.

How do OEM warranty and support offerings compare?

Dell ProSupport Plus offers 4-hour onsite replacement with predictive analytics. HPE Pointnext provides 24/7 global coverage with AI-powered support. Supermicro offers Super Care (4-hour response) but with more basic coverage. Lenovo Premier Support has 24/7 coverage across 180 countries. Gigabyte offers 3-year warranty with optional extensions. Enterprise-grade support adds 5-15% to hardware costs.

Should I choose a single OEM or multi-vendor strategy?

Single-vendor simplifies procurement, management, and support but creates vendor lock-in. Multi-vendor strategy provides leverage in negotiations and access to each OEM's strengths (e.g., Supermicro for density, Dell for enterprise support). For large deployments, consider primary OEM (70-80% of spend) with secondary OEM for specific use cases or geographic coverage.

Need Help Choosing Your OEM Partner?

SLYD maintains direct partnerships with all five major OEMs: Dell, Supermicro, HPE, Lenovo, and Gigabyte. As an NVIDIA Inception partner, we provide vendor-neutral guidance based on your specific requirements—not our sales quotas.

Direct OEM Partnerships
Vendor-Neutral Advice
Multi-Quote Comparison
Financing Options
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