HPE Secures $1.2 Billion AI Infrastructure Order from Vultr, Raises Networking Growth Forecast
7 Sources
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HPE boosts networking growth outlook, gets $1.2 billion AI order from cloud firm Vultr
Sept 30 (Reuters) - Hewlett Packard Enterprise (HPE.N), opens new tab on Wednesday raised its long-term revenue growth forecast for its networking business, driven by the AI boom and announced a $1.2 billion order to provide AMD server racks to cloud firm Vultr. Shares of HPE rose nearly 6% in
[2]
Hewlett Packard Enterprise Stock Soars to Fresh Record on Raised Revenue Targets, $1.2B Server Deal
Get personalized, AI-powered answers built on 27+ years of trusted expertise. Hewlett Packard Enterprise shares rallied to a record high after the networking hardware maker raised its growth targets and said it struck a big server deal. Shares of HPE (HPE) were up 5% in recent trading to $65,
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HPE Forecasts Data Center Networking Bonanza, Inks $1.2B AMD Helios AI Rack Deal
"We're optimistic about the HPE Juniper opportunity," said C.R. Howdyshell, CEO of Advizex, a Myriad360 company. "HPE has demonstrated proven data center networking success with large enterprise customers. We see a significant HPE Juniper opportunity in both the neocloud and enterprise
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HPE's $1.2 Billion Helios Win Comes with Bigger Networking Growth Bet - Hewlett Packard (NYSE:HPE)
Hewlett Packard Enterprise Co (NYSE:HPE) shares rose Wednesday after the company secured a $1.2 billion AI infrastructure order from Vultr and raised its fiscal 2027 Networking growth outlook. Technology stocks also traded higher, with the sector up 1.09% and the S&P 500 gaining 0.50%. * Hewlett
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HPE secures $1.2B order from Vultr for AI systems By Investing.com
SUNNYVALE, Calif. - Hewlett Packard Enterprise (NYSE:HPE) announced today a $1.2 billion order from Vultr for AMD Helios AI Rack systems to be deployed at Vultr's U.S. data center locations, according to a press release statement. The order represents HPE's first for the AMD Helios system, which
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Hewlett Packard Enterprise Company Secures Its First Amd Helios Order in $1.2 Billion Deal with Vultr
Hewlett Packard Enterprise Company (HPE) announced a $1.2 billion order from Vultr to deploy AMD Helios AI Rack by HPE systems at Vultr?s cloud data center locations in the United States. It is HPE's first order for the new AMD Helios system, which features purpose-built HPE Networking scale-up
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HPE Secures $1.2 Billion Deal to Provide Cloud Company Vultr With AMD Helios AI Racks
Hewlett Packard Enterprise inked a $1.2 billion deal to provide private cloud infrastructure company Vultr with AI servers, marking its first order for its system built on Advanced Micro Devices' Helios rack. The new order builds on nearly three years of collaboration between Vultr and Juniper
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Hewlett Packard Enterprise announced a $1.2 billion order from cloud provider Vultr for AMD Helios AI Rack systems, marking its first major deal for the new platform. The company raised its fiscal 2027 networking growth outlook to high-teens to low-20% range as AI infrastructure demand drives unprecedented expansion.
HPE Announces Landmark $1.2 Billion AI Server Deal
Hewlett Packard Enterprise secured a $1.2 billion order from Vultr, the world's largest privately-held cloud infrastructure company, for AMD Helios AI Rack by HPE systems to be deployed at Vultr's U.S. data center locations
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. This marks HPE's first order for the AMD Helios platform, which combines AMD rack-scale computing with HPE Networking hardware and software to support AI model training and inferencing workloads in Vultr's AI data centers2
. The announcement sent HPE shares soaring nearly 6% in premarket trading, pushing the stock to a fresh record high of $652
.AMD Helios AI Rack Technical 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 software
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. Each rack includes six HPE Juniper Networks QFX5252 scale-up Ethernet switch trays connecting the GPUs, designed specifically for trillion-parameter model training and high-volume inference5
. The system supports open, interoperable rack-scale fabrics such as UALink over Ethernet, providing flexibility for cloud providers building AI infrastructure at scale5
.Aggressive Networking Growth Forecast Signals Market Confidence
At the company's Networking Investor Day in Sunnyvale, California, Hewlett Packard Enterprise raised its fiscal 2027 networking segment revenue growth outlook to the high-teens to low-20% range, up from the 14% to 17% range outlined earlier this month
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. The company now expects networking revenue to grow at a high-teens compound annual growth rate from fiscal 2026 through fiscal 2029, with operating margins projected in the mid-to-high 20% range3
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.Data Center Networking Sees Explosive Growth Trajectory
HPE predicted a data center networking boom, with the segment expected to grow at a "low-to-high 50s percent" compound annual growth rate through fiscal 2029
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. The company expects to outgrow market growth rates with plans to gain share over the next three years in data center networking, routing, and campus & branch segments3
. Antonio Neri, president and CEO of HPE, stated 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"5
.Related Stories
Stock Performance Reflects AI Boom Momentum
With Wednesday's gains, HPE shares reached approximately $65, leaving them on track to top last week's record close after reaching an intraday high at $67
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. The stock is up about 170% since the start of the year as the AI boom has driven billions of dollars to hardware makers2
. Wall Street remains broadly bullish on HPE, with seven of the 11 analysts tracked by Visible Alpha recommending buying the stock, with a mean target just over $702
.Partner Ecosystem Sees Significant Growth Opportunity
C.R. Howdyshell, CEO of Advizex, a Myriad360 company named HPE Global Networking Partner of the Year 2026, expressed optimism about the HPE-Juniper Networks opportunity following HPE's acquisition of Juniper
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. "We see a significant HPE Juniper opportunity in both the neocloud and enterprise markets," Howdyshell said, with Advizex planning to double its HPE Networking business over the next 24 to 36 months3
. The company also raised its Juniper Networks cost-synergy target to $800 million in annual run-rate savings by the end of fiscal 2028, up from at least $600 million previously4
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