As Dell Technologies looks to offset falling PC sales with a focus on AI-based servers and services, its India arm is playing a key role with R&D and innovation in global products
Alok Ohrie, president & MD, Dell Technologies India. Image: Nishant Ratnakar for Forbes India
Dell Technologies recently unveiled its widest-ever artificial intelligence (AI) personal computer (PC) portfolio in India, signalling a new chapter in the company’s push to make AI more accessible to professionals, developers, and enterprises. According to market intelligence firm IDC, Dell Technologies is the third-largest player in the Indian PC market with a 16.1 percent share, and a 21 percent market share in the commercial segment. The launch, which includes AI-powered laptops and desktops built on the latest Intel, AMD, and Qualcomm platforms, places India at the heart of Dell’s global AI ambitions.
This move aligns with Dell’s broader AI strategy, anchored by the Dell AI Factory with Nvidia, a global initiative that was launched in 2024 and expanded in 2025 to offer end-to-end AI infrastructure, software, and services. The AI Factory has supported over 2,000 customers, helping them scale AI from desktops to data centres using Dell’s infrastructure and Nvidia’s platforms like the Blackwell Ultra. In India, its clients include National Stock Exchange, Blue Dart, Airtel Business, E2E Networks, and Manipal Health Enterprises.
Globally, Dell Technologies reported $95.6 billion in revenue for FY25, an 8 percent increase over the previous fiscal year. However, last August, Dell’s revenues from the sale of consumer PCs fell by 22 percent compared to the previous year, while the sale of business PCs remained flat, reflecting a broader industry slowdown post-pandemic.
While Dell has leaned into the booming AI server market, the high cost of components, particularly Nvidia graphic processing units (GPUs), has squeezed profit margins despite strong demand. To maintain profitability, Dell has implemented cost-cutting measures, including workforce reductions and organisational restructuring.
Since early 2023, it reduced its headcount from 130,000 to around 120,000 and introduced a dedicated AI-focussed sales unit. In FY25, it laid off about 10 percent of its global employees, further reducing its headcount from 120,000 to 108,000, as per an Economic Times Report. There is no publicly disclosed figure for job losses specific to India.