Dell Technologies

Dell Technologies Competitive Intelligence & Landscape

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Overview

Dell Technologies Overview

Dell Technologies (delltechnologies.com) is a global leader in providing end-to-end technology solutions, driven by a mission to create technology that drives human progress [https://www.delltechnologies.com/en-us/what-we-do.htm]. The company aims to be the most essential technology partner, leveraging its strengths to extend leadership and capture new growth opportunities [https://www.delltechnologies.com/asset/en-sg/solutions/business-solutions/briefs-summaries/key-facts-about-dell-technologies.pdf].

Dell Technologies offers a comprehensive portfolio of IT hardware, software, and service solutions, providing essential infrastructure for digital business and IT transformation [https://investors.delltechnologies.com/shareholder-services/investor-faqs]. Their core products and services include client business solutions like workstations, PCs, monitors, and high-end gaming equipment, as well as servers, external storage, and purpose-built backup appliances. They also focus on AI Infrastructure [https://www.delltechnologies.com/asset/en-sg/solutions/business-solutions/briefs-summaries/key-facts-about-dell-technologies.pdf]. The company emphasizes delivering new and relevant products efficiently and offers recurring revenue streams through service, usage-based offerings, and operating leases [https://investors.delltechnologies.com/static-files/aff2706d-dcfd-4595-9076-f7f031140524].

Founded in 1984, Dell Technologies is headquartered in Round Rock, Texas, USA, at One Dell Way [https://investors.delltechnologies.com/static-files/aff2706d-dcfd-4595-9076-f7f031140524]. As of its latest information, the company has 89.7K employees and reported an annual revenue of $113.5 billion [https://delltechnologies.com/]. The company's strategy involves leveraging its leading market positions and unique operating model to generate consistent growth and value creation [https://investors.delltechnologies.com/why-dell].

Dell Technologies serves a broad market, providing crucial IT needs for businesses in the data center and beyond [https://investors.delltechnologies.com/shareholder-services/investor-faqs]. Their value proposition stems from their leading end-to-end solutions portfolio, holding #1 positions across Client, Peripherals, Server, and Storage, supported by the industry's largest go-to-market engine [https://investors.delltechnologies.com/why-dell]. This extensive reach provides valuable insights, enabling Dell Technologies to be instrumental in changing the digital landscape [https://investors.delltechnologies.com/why-dell][https://www.delltechnologies.com/en-us/what-we-do.htm].

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Competitors

Dell Technologies Competitors

Dell Technologies faces strong competition from IBM, which ranks highly in CEO scores and offers a broad portfolio of IT solutions and services, competing across various enterprise segments with its extensive research and development capabilities [https://www.comparably.com/companies/dell-technologies/competitors]. In terms of market share and product offerings, Apple is another significant competitor, particularly in the personal computing and client device market, where its focus on premium design, user experience, and ecosystem integration sets it apart [https://www.comparably.com/companies/dell-technologies/competitors].

Lenovo stands as a direct competitor in the consumer electronics and computing devices market, known for developing, manufacturing, and marketing a wide range of products including personal computers, smartphones, and servers [https://craft.co/dell-technologies/competitors].

Hewlett Packard Enterprise (HPE) is a key rival, specializing in intelligent edge-to-cloud solutions and IT infrastructure, directly competing with Dell Technologies in the enterprise segment for servers, storage, and networking solutions [https://craft.co/dell-technologies/competitors].

Intel Corporation is an indirect competitor but a critical player in the technology ecosystem, providing microprocessors and other components that power many of Dell Technologies' products and its competitors'. While not directly selling finished goods in the same way, Intel's influence on product performance and innovation impacts the entire market [https://www.comparably.com/companies/dell-technologies/competitors]. Additionally, Cisco competes with Dell Technologies in network infrastructure and integrated systems, offering solutions that often overlap with Dell's enterprise offerings [https://markets.apistemic.com/companies/delltechnologies-km7q5q].

Product & Pricing

Dell Technologies Product and Pricing Intelligence

Dell Technologies offers various services and solutions with distinct pricing and feature sets, primarily focusing on enterprise-level support and infrastructure. The pricing presented on delltechnologies.com is for online purchases only and does not include discounts, with "Estimated Value" being Dell's assessment of product value [https://www.delltechnologies.com/en-us/services/index.htm]. Many of Dell's offerings are provided through flexible subscription terms, such as 1, 3, 4, and 5-year options for services like APEX File Storage for AWS [https://www.delltechnologies.com/asset/en-hk/products/storage/briefs-summaries/h19575-so-apex-file-storage-for-aws.pdf]. These subscription models are designed to be future-proof and adapt to evolving business needs.

For large and distributed data centers, Dell Technologies recommends ProSupport One for Data Center, an enterprise support solution tailored for flexibility and customization [https://www.delltechnologies.com/asset/en-in/services/support/technical-support/prosupport_one_for_data_center_service_overview_data_sheet.pdf]. Complementing this is the ProSupport Infrastructure Suite, which provides expert technical support, AI-powered insights, and cutting-edge tools to optimize infrastructure investments [https://www.delltechnologies.com/asset/en-us/services/support/technical-support/prosupport-for-infrastructure-datasheet.pdf.external]. This suite aims to save time, boost productivity, and maximize value for clients [https://www.delltechnologies.com/asset/en-us/services/support/briefs-summaries/prosupport-infrastructure-suite-datasheet.pdf.external].

Dell also provides a ProSupport Suite for PCs for organizations with 1,000 or more devices, featuring different tiers: Basic, ProSupport, ProSupport Plus, and ProSupport Flex. Key features across these tiers include self-healing automations via SupportAssist AI technology, a library of Dell-authored scripts for task automation and issue remediation, automated PC optimizations, custom catalogs for remote updates, and a customizable dashboard in the TechDirect portal. Higher tiers offer fleetwide views of security, health, and application experience scores [https://www.delltechnologies.com/asset/en-in/services/support/briefs-summaries/dell-prosupport-suite-for-pcs-comparison-chart-commercial.pdf].

In terms of specific products, Dell PowerProtect Backup Services offers 100% SaaS solutions for cyber resilience across SaaS apps, endpoints, hybrid, and cloud-native workloads. These services are configurable in minutes, provide on-demand scalability, and include 24/7/365 Managed Data Detection and Response [https://www.delltechnologies.com/asset/en-us/products/data-protection/technical-support/dell-powerprotect-backup-services-data-sheet.pdf]. Another notable product, Dell PowerStore, comes with an all-inclusive software subscription, meaning no separate license fees, and offers continuous innovation, predictive analytics, and a GenAI assistant for simplified planning [https://www.delltechnologies.com/asset/en-us/products/storage/technical-support/h18234-dell-powerstore-data-sheet.pdf]. Furthermore, Dell Managed Detection and Response provides unified detection and response, a continuously updated threat database, and expert assistance in implementing cloud-native SaaS XDR solutions [https://www.delltechnologies.com/asset/en-us/services/managed-services/technical-support/managed-detection-and-response-datasheet.pdf].

Hiring & Layoffs

Dell Technologies Hiring and Layoffs

Dell Technologies actively recruits for a diverse workforce, focusing on equality and inclusion as fundamental to sustained growth and innovation [https://www.delltechnologies.com/asset/en-us/solutions/business-solutions/briefs-summaries/dell-human-rights-policy.pdf]. The company emphasizes equal employment opportunities and strives to create a work environment free from discrimination for all team members. Its recruitment, selection, evaluation, and appointment processes for new employees are part of Dell's legitimate interests in managing its workforce [https://www.delltechnologies.com/asset/en-us/solutions/business-solutions/legal-pricing/english-dell-global-privacy-notice-for-job-applicants.pdf].

Dell Technologies has embraced a Connected Workplace program since 2009, a strategic initiative allowing employees to choose work styles that best suit them, indicating a strong commitment to flexible work policies [https://corporate.delltechnologies.com/content/dam/delltechnologies/assets/whoweare/resources/dell-technologies-flexible-work-policy.pdf]. This flexible approach likely influences its hiring patterns, appealing to a broader talent pool and reflecting a modern, adaptable company strategy.

The company's focus on ESG (Environmental, Social, and Governance) factors, including embedding sustainability throughout its value chain, also plays a role in its hiring and talent management, suggesting a preference for individuals aligned with these principles [https://www.delltechnologies.com/asset/en-us/solutions/business-solutions/briefs-summaries/delltechnologies-fy24-esg-executive-summary.pdf].

Dell Technologies is consistently recognized as a best-in-class employer, offering comprehensive benefits that include health and wellness resources, which supports its ability to attract and retain talent [https://investors.delltechnologies.com/static-files/c656880a-8afe-4868-958e-c841e285620a]. These initiatives highlight a strategic emphasis on employee well-being and a competitive talent acquisition approach.

While specific recent layoff figures are not provided in the given sources, Dell Technologies' strategy focuses on extending leadership positions and capturing new growth opportunities across client, peripherals, AI, traditional servers, and storage markets [https://investors.delltechnologies.com/static-files/433e7b1b-c749-4411-bcd7-2f23fbf7f112]. This pursuit of growth, coupled with a commitment to a robust channel program and deep customer relationships, signals a need for a strong, skilled workforce to support its expansive portfolio and global services footprint [https://www.delltechnologies.com/en-us/services/index.htm]. The company's belief in human-machine partnerships transforming how organizations find talent and manage teams further indicates an evolving and technologically advanced approach to its workforce strategy [https://www.delltechnologies.com/content/dam/delltechnologies/assets/perspectives/2030/pdf/SR1940_IFTFforDellTechnologies_Human-Machine_070517_readerhigh-res.pdf].

Leadership

Dell Technologies Management and Leadership Team

The leadership team at Dell Technologies is steered by Michael Dell, who serves as both Chairman and Chief Executive Officer [https://www.delltechnologies.com/en-us/what-we-do.htm]. He is supported by Jeff Clarke, the Vice Chairman and Chief Operating Officer, who also directs the Infrastructure Solutions Group and the Client Solutions Group [https://investors.delltechnologies.com/static-files/147630ad-5b91-44d6-989f-0e2b38cc7b3d]. Other key executives include David Kennedy as the Chief Financial Officer [https://www.delltechnologies.com/en-us/what-we-do.htm], and William F. Scannell who holds the position of President, Global Sales and Customer Operations, a role he has held since February 2020 [https://investors.delltechnologies.com/static-files/c656880a-8afe-4868-958e-c841e285620a].

The Dell Technologies board of directors includes several independent members. Notably, Ellen J. Kullman was elected as an independent director and serves as the Lead Independent Director [https://investors.delltechnologies.com/static-files/2f419656-dd2c-9b9-8ffe0081eb2f]. Other board members include David W. Dorman, a founding partner of Centerview Capital, and Egon Durban, a Co-CEO and founder [https://investors.delltechnologies.com/static-files/2f419656-dd2c-9b9-8ffe0081eb2f]. The company emphasizes that six of its eight board members are independent, and all board committees are independent [https://investors.delltechnologies.com/static-files/35acfdcc-240f-47d3-bc13-02707aa94aa6].

Recent filings and reports also highlight other members of the executive team.

Arthur Lewis is listed as President of the Infrastructure Solutions Group [https://investors.delltechnologies.com/static-files/598c8f01-72c5-4cda-9cb9-53ff4d066c76]. Additionally, Sam Burd and Yvonne McGill are part of the broader Dell Executive Team [https://investors.delltechnologies.com/static-files/35acfdcc-240f-47d3-bc13-02707aa94aa6]. In investor relations, Rob Williams serves as Senior Vice President, Investor Relations, and Paul Frantz is Vice President of Investor Relations [https://investors.delltechnologies.com/static-files/35acfdcc-240f-47d3-bc13-02707aa94aa6][https://investors.delltechnologies.com/static-files/598c8f01-72c5-4cda-9cb9-53ff4d066c76].

Financials

Dell Technologies Financial Performance, Fundraising, M&A

Dell Technologies (delltechnologies.com) has demonstrated robust financial performance, achieving record full-year revenue of $113.5 billion in fiscal year 2026, marking a 19% increase year-over-year [https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-3]. This build on previous growth, with fiscal year 2025 revenue reaching $95.6 billion, an 8% increase from the prior year [https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-2], and fiscal year 2024 revenue at $88.4 billion [https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-1]. The company's profitability has also seen significant growth, with record full-year diluted earnings per share (EPS) of $8.68 in fiscal 2026, up 36% year-over-year, and non-GAAP diluted EPS of $10.30, an increase of 27% [https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-3].

Dell Technologies is committed to strong financial health and growth. The company has increased its long-term financial framework, now expecting annual revenue growth of 7-9%, a notable rise from its previous target of 3-4% [https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-increases-its-long-term-financial-framework]. Furthermore, they anticipate annual non-GAAP diluted EPS growth of 15% or better, nearly doubling the prior target of 8% [https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-increases-its-long-term-financial-framework]. This commitment is further solidified by an extended pledge to grow quarterly dividends by 10% or more annually through fiscal 2030 [https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-increases-its-long-term-financial-framework].

In terms of M&A and strategic adjustments, Dell Technologies made a significant change in 2024 by terminating its Commercial Framework Agreement with VMware. Previously, Dell Technologies acted as a distributor of VMware's standalone products and services. While they no longer serve as a distributor for these specific offerings, they continue to support customers who purchased resale offerings in earlier periods and integrate certain VMware products and services with their VxRail solution [https://investors.delltechnologies.com/static-files/2150fa65-e520-4a31-bf12-81d32e16670f].

Partnerships

Dell Technologies Partnerships, Clients and Vendors

Pioneering technology solutions, Dell Technologies fosters a robust ecosystem of partnerships to deliver cutting-edge innovation and comprehensive services to its clients. The company has a significant strategic alliance with NVIDIA, which is central to the Dell AI Factory with NVIDIA, an end-to-end enterprise AI solution designed to accelerate AI adoption and integration of data and on-premises infrastructure for generative AI investments [source]. This collaboration underscores Dell's commitment to advancing AI capabilities, offering integrated AI blueprints and a curated portfolio of trusted on-premises AI solutions to its enterprise customers and ecosystem partners [source].

Dell Technologies also maintains key partnerships for specialized solutions and services. A strategic partnership with Ericsson combines their deep industry expertise with telecom software [source]. For cybersecurity, Dell expanded its partnership with CrowdStrike, integrating its Dell MDR service with the AI-native CrowdStrike Falcon® XDR Platform to provide comprehensive managed detection and response [source]. Furthermore, Dell is expanding its edge partner ecosystem with Hyundai AutoEver and Intel, aiming to help manufacturers extract more value from their edge data using AI [source].

Among its notable clients, Dell Technologies supports enterprise-level organizations across various sectors.

CoreWeave, a specialized cloud provider, has signed a strategic agreement with Dell to support next-generation AI innovation, integrating its Cloud Services Platform with the Dell AI Factory with NVIDIA [source]. In the professional services sector, Deloitte is modernizing its operations and embracing AI with Dell AI PCs, which power hybrid AI workflows for faster development, enhanced security, and cost savings [source]. These examples highlight Dell's role in providing the foundational technology for critical business operations and advanced AI initiatives.

Beyond technology and enterprise, Dell Technologies also engages in partnerships that extend into high-performance fields.

McLaren Racing has extended its relationship with Dell Technologies as an Official Innovation Partner, utilizing Dell infrastructure, PCs, and services to support the McLaren Mastercard Formula 1 Team from the factory to the racetrack [source]. This collaboration emphasizes a shared vision for advancing performance through technology and human ingenuity.

Dell Technologies actively supports a broad network of partners, which can be explored via an online search engine, further solidifying its extensive ecosystem [source].

Events

Dell Technologies Event Participations

Dell Technologies demonstrates a robust presence in both in-person and virtual events, catering to partners and customers globally. A significant in-person gathering is the Global Partner Summit at Dell Technologies World, scheduled for May 18-21, 2026, in Las Vegas, where partners can pre-register to stay informed about updates [https://www.delltechnologies.com/partner/en-th/events-calendar/event-details.it-it~2026~fy26-glb-0696.htm].

Dell Technologies also actively engages through numerous virtual events. These include the 2026 Dell Technologies Partner Program Broadcast on February 3, 2026, where Chief Partner Officer Denise Millard will discuss strategies for success [https://www.delltechnologies.com/partner/en-us/events-calendar/event-details.sk-sk~2026~fy26-glb-0793.htm], and the 2026 Dell Technologies Partner Program Review on February 19, 2026, detailing program updates and benefits [https://www.delltechnologies.com/partner/en-my/events-calendar/event-details.en-ca~2026~fy26-na-00176.htm].

Webinars are a key component of Dell Technologies' event strategy, with series focusing on critical technological advancements. The ISG Webinar Series covers topics like new cyber resilience solutions on April 14, 2026 [https://www.delltechnologies.com/partner/en-us/events-calendar/event-details.en-ng~2026~fy26-emea-824.htm], and brand new AI solutions, servers, networking, and storage on March 31, 2026 [https://www.delltechnologies.com/partner/en-ng/events-calendar/event-details.cs-cz~2026~fy26-emea-823.htm]. Additionally, the EMEA CSG Partner Webinar Series on July 20, 2026, will feature discussions on Dell Services, Payment Solutions, and new product updates [https://www.delltechnologies.com/partner/en-us/events-calendar/event-details.it-it~2026~fy26-emea-801.htm].

Other virtual events include the EMEA_Cyber Resilience - Tech Talk on March 12, 2026, exploring innovations in data protection and recovery [https://www.delltechnologies.com/partner/en-us/events-calendar/event-details.sk-sk~2026~fy26-emea-866.htm], and "Accelerate Your Pipeline! Join Our Virtual Services Tour for Channel Partners" on April 15, 2026, focusing on PC provisioning, lifecycle solutions, and transitioning to AI PCs [https://www.delltechnologies.com/partner/en-us/events-calendar/event-details.fr-ng~2026~fy26-emea-1098.htm].

Dell Technologies also participates in industry conferences, with Yvonne McGill, Executive Vice President & Chief Financial Officer, speaking at the Morgan Stanley Technology, Media & Telecom Conference on March 5, 2025 [https://investors.delltechnologies.com/events/event-details/dell-technologies-morgan-stanley-technology-media-telecom-conference-2].

Frequently Asked Questions

What is Dell Technologies' strategic focus for partner engagement in 2026?

Dell Technologies is heavily emphasizing partner engagement in 2026, as evidenced by multiple dedicated virtual events like the '2026 Dell Technologies Partner Program Broadcast' on February 3, 2026, and the '2026 Dell Technologies Partner Program Review' on February 19, 2026. These events, led by Chief Partner Officer Denise Millard, are designed to discuss strategies for partner success and detail program updates, indicating a strategic push to strengthen its channel ecosystem.

How is Dell Technologies positioning its enterprise support solutions to address modern data center challenges?

Dell Technologies offers comprehensive enterprise support solutions like 'ProSupport One for Data Center' and the 'ProSupport Infrastructure Suite.' These services are tailored for flexibility, customization, and include AI-powered insights and tools. This approach aims to optimize infrastructure investments, save time, and boost productivity for large and distributed data centers, addressing challenges in cyber resilience and efficient IT operations.

What specific trends in AI and cybersecurity are Dell Technologies prioritizing in its upcoming partner webinars?

Dell Technologies is prioritizing new cyber resilience and AI solutions in its upcoming partner webinars for 2026. The ISG Webinar Series will cover brand new AI solutions, servers, networking, and storage on March 31, 2026, and new cyber resilience solutions on April 14, 2026. Additionally, the EMEA_Cyber Resilience - Tech Talk on March 12, 2026, will explore innovations in data protection and recovery, signaling a strong focus on these advanced technologies.

Given the 'Connected Workplace' program, what is Dell Technologies' philosophy on employee work arrangements and how does it impact talent acquisition?

Dell Technologies has embraced a 'Connected Workplace' program since 2009, allowing employees to choose work styles that best suit them. This strategic initiative demonstrates a strong commitment to flexible work policies. This adaptable approach likely influences its hiring patterns by appealing to a broader talent pool and is a key factor in attracting and retaining talent, complementing its comprehensive benefits and recognition as a best-in-class employer.

What does Dell Technologies' increased long-term financial framework indicate about its strategic confidence and future growth expectations?

Dell Technologies' decision to increase its long-term financial framework signifies strong strategic confidence and ambitious future growth expectations. The company now expects annual revenue growth of 7-9%, up from 3-4%, and non-GAAP diluted EPS growth of 15% or better, nearly doubling its prior target of 8%. This updated framework, coupled with a pledge to grow quarterly dividends by 10% or more annually through fiscal 2030, suggests a robust outlook and commitment to consistent value creation for shareholders.

How has the termination of the Commercial Framework Agreement with VMware impacted Dell Technologies' go-to-market strategy?

The termination of the Commercial Framework Agreement with VMware in 2024 means Dell Technologies no longer acts as a distributor for VMware's standalone products and services. While they continue to support existing customers who purchased resale offerings and integrate certain VMware products with their VxRail solution, this shift indicates Dell's move away from being a broad distributor of VMware's general portfolio, potentially focusing more on integrated solutions or direct competition in certain areas.

What is Dell Technologies' key differentiator in the AI infrastructure market, specifically through its partnership strategy?

Dell Technologies' key differentiator in the AI infrastructure market is its strategic alliance with NVIDIA, forming the 'Dell AI Factory with NVIDIA.' This partnership offers an end-to-end enterprise AI solution designed to accelerate AI adoption, providing integrated AI blueprints and a curated portfolio of trusted on-premises AI solutions. This collaborative approach allows Dell to deliver advanced generative AI capabilities to enterprise customers and partners, leveraging NVIDIA's specialized expertise.

How is Dell Technologies addressing the growing demand for edge computing solutions in manufacturing?

Dell Technologies is addressing the growing demand for edge computing solutions in manufacturing by expanding its edge partner ecosystem. Notably, it is collaborating with Hyundai AutoEver and Intel to help manufacturers extract more value from their edge data using AI. This partnership aims to enhance data analysis and operational efficiency at the edge, indicating a strategic focus on industrial AI applications.

What is Dell Technologies' pricing strategy for its enterprise software products, particularly regarding licensing and feature updates?

Dell Technologies employs a pricing strategy for enterprise software products like Dell PowerStore that includes an all-inclusive software subscription, eliminating separate license fees. This model offers continuous innovation, predictive analytics, and a GenAI assistant for simplified planning. This approach aims to provide predictable costs and ensure customers benefit from ongoing feature updates without additional charges, promoting long-term value and simplifying procurement.

How is Dell Technologies positioning its cybersecurity offerings to enterprise clients, particularly with its managed services?

Dell Technologies is positioning its cybersecurity offerings, such as Dell PowerProtect Backup Services and Dell Managed Detection and Response (MDR), as comprehensive, SaaS-based solutions for enterprise clients. These services provide cyber resilience across various workloads, on-demand scalability, and 24/7/365 managed data detection and response. The expanded partnership with CrowdStrike further integrates Dell MDR with the AI-native CrowdStrike Falcon® XDR Platform, emphasizing unified, expert-assisted threat detection and response capabilities.

Which competitors primarily challenge Dell Technologies in the enterprise server and storage market, and what are their differentiating strategies?

In the enterprise server and storage market, Dell Technologies faces primary challenges from Hewlett Packard Enterprise (HPE) and Cisco Systems. HPE differentiates itself with a focus on a unified hybrid cloud foundation, AI-driven operations, and supercomputing products for accelerated AI. Cisco, with its UCS servers, competes directly in server specifications but stands out with its networking expertise and integrated approach to data center infrastructure, often appealing to network-centric enterprises.

What role does Intel Corporation play as an 'alternative' to Dell Technologies, given their primary business models?

Intel Corporation acts as an alternative to Dell Technologies primarily in specialized technology areas like semiconductors and processors, which are foundational components for Dell's products. While Dell integrates Intel processors into its complete systems, Intel itself offers platform-level solutions for AI Labs, Edge Analytics, and Quantum Technologies, targeting developers and OEMs rather than providing end-to-end IT solutions directly to enterprises, thereby occupying a different part of the technology value chain.

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