Browsing Tag
Hewlett Packard Enterprise
45 posts
Can Supermicro justify a $7bn financing plan as SMCI investors weigh AI order demand and dilution risk?
Find out why Supermicro’s $7bn financing plan could reshape SMCI stock sentiment, AI server demand, and dilution risk.
HPE rockets on record quarter as it pulls AI-driven guidance forward two years
HPE soared ~30% after revenue rose 40% to $10.7B, networking jumped 148% on Juniper, and it pulled FY26 guidance forward two years. Elliott's Chris Hsu joins the board.
Dell Technologies (NYSE: DELL) raises FY2027 outlook to $169bn as AI infrastructure demand accelerates
Dell posted record $43.8B revenue, AI server sales up 757% and raised FY27 guidance to $169B. The stock surged 33% to an all-time high as the AI build-out accelerates.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Lattice Semiconductor bets $1.65bn on AMI to build secure data centre control platform
Lattice Semiconductor is paying $1.65 billion for AMI's firmware footprint inside every hyperscale server. The integration risk is the only thing standing between LSCC and a $1 billion run rate.
MGT and Protopia AI partner with HPE to operationalize AI adoption for state and education agencies
MGT, Protopia AI, and Hewlett Packard Enterprise launch an AI Experience Center for government agencies. Discover why it matters for public sector AI adoption.
Hewlett Packard Enterprise (NYSE: HPE) raises FY2026 guidance after Q1 beat fuelled by Juniper integration and AI networking demand
HPE posts record Q1 FY2026 non-GAAP EPS of $0.65 on 18% revenue growth as Juniper lifts networking 151%. Guidance raised. Read the full analysis.
Supermicro (NASDAQ: SMCI) ramps up support for NVIDIA Rubin NVL72 with U.S. rack-scale liquid cooling
Supermicro backs NVIDIA’s Rubin NVL72 with full rack-scale liquid cooling—find out how this could reshape the AI infrastructure market in 2026 and beyond.
Supermicro (NASDAQ: SMCI) debuts high-density 6U SuperBlade with Intel Xeon 6900 and liquid cooling
Supermicro’s new 6U SuperBlade with Intel Xeon 6900 and liquid cooling promises rack-scale AI compute. Find out what makes it a potential game-changer.
HPE and NVIDIA lay blueprint for the AI Factory Grid as Europe becomes the epicenter of sovereign AI
HPE and NVIDIA unveil Europe's first sovereign AI Factory Grid. Learn how this architecture is changing the future of global-scale AI infrastructure.