HPE shares rose 4.2% premarket as the company raised its networking revenue growth guidance for FY27 to high-teens to low-20s% and its cost synergy target from the Juniper acquisition to $800 million annually by FY28, up from $600 million. Data center networking is projected to lead growth with a low-to-high 50s% CAGR through FY29, while the overall networking segment is forecast for a high-teens CAGR in the same period.
Wednesday, October 21, 2026
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HPE Wins $1.2B Vultr Order for First AMD Helios AI Racks
AI21 days ago
Hewlett Packard Enterprise will provide AI infrastructure to the cloud services company Vultr using new hardware developed by AMD. The purchase is worth $1.2 billion and marks the first order for the AMD Helios AI Rack platform. Vultr stated that AI demand "continues to outpace available capacity," providing a first real-world proof point for the scalability of the Helios architecture.
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