HPE Secures $1.2 Billion AI Infrastructure Deal With Vultr for AMD Helios Systems

HPE Secures $1.2 Billion Deal With Cloud Firm Vultr

Hewlett Packard Enterprise has landed a $1.2 billion order from Vultr, the world's largest privately-held cloud infrastructure company, to provide AMD Helios AI Rack systems for deployment at Vultr's U.S. data centers1

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. The announcement, made during HPE's networking investor day, drove the company's shares up nearly 6% in premarket trading1

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. This marks HPE's first order for the AMD Helios system and represents a significant validation of the company's AI infrastructure strategy amid growing demand for AI capabilities.

AMD Helios AI Rack Systems Specifications

The AMD Helios AI Rack by HPE integrates 72 AMD Instinct MI455X GPUs per rack with AMD EPYC "Venice" CPUs, AMD Pensando Vulcano AI NICs networking, and AMD ROCm software2

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. Each rack includes six HPE Juniper Networking QFX5252 scale-up Ethernet switch trays connecting the GPUs, designed specifically for trillion-parameter model training and high-volume inference workloads2

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. The AI systems support open, interoperable rack-scale fabrics such as UALink over Ethernet, positioning them as flexible solutions for diverse AI applications2

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. HPE Services will provide deployment support and liquid-cooling expertise for the AI clusters, addressing the complex thermal management requirements of high-density GPU deployments2

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Building on Juniper Networks Collaboration

The new order builds on nearly three years of collaboration between Vultr and Juniper Networks, which continues to grow now that Juniper Networks is part of HPE following last year's acquisition3

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. HPE and Advanced Micro Devices will support Vultr's effort to meet service provider and enterprise demand for AI model training and inferencing workloads in Vultr's data centers3

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. J.J. Kardwell, CEO of Vultr, stated that "demand for high-performance AI infrastructure continues to outpace available capacity, and our work with AMD and HPE enables us to bring Helios rack-scale compute and scale-up networking online for customers faster"2

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HPE Networking Growth Outlook and Market Position

HPE raised its long-term revenue growth forecast for its networking business during the investor day, driven by the AI boom and infrastructure modernization trends1

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. Antonio Neri, president and CEO of HPE, emphasized that "AI is driving the largest infrastructure buildout in history and together with AMD and Vultr, we are building an open foundation to accelerate the next phase of AI"2

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. HPE continues to benefit from broad-based artificial-intelligence adoption, with infrastructure investments driving demand for its servers and networking solutions, according to HPE's chief financial officer, Marie Myers3

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. The company had previously indicated it would announce two multi-billion-dollar deals—one data-center networking deal and one enterprise AI deal with a hyperscaler—citing the networking deal as a significant proof point for its opportunity in data-center networking following its Juniper acquisition3

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