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FORGOTTEN HISTORY: Hpe - The Untold Story

What IBM’s Weak Report Reveals About the Market

IBM’s weak preliminary report isn’t a sign of AI slowing but a leading indicator of the second wave of AI. Traditional enterprises are shifting budgets from software to hardware, proving that AI adoption has spread from Big Tech to the wider economy.

A server within a server: HP packs 81,920 CPU cores, up to 1.28PB RAM into one 42U rack using 80 multi-node motherboards — unannounced Venice is likely to be the fastest x86 CPU ever produced

A server within a server: HP packs 81,920 CPU cores, up to 1.28PB RAM into one 42U rack using 80 multi-node motherboards — unannounced Venice is likely to be the fastest x86 CPU ever produced

HPE demonstrates Cray GX5000 system using AMD Venice processors, delivering 81,920 cores and 1.28PB memory capacity.

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.

Tom’s Hardware

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Record AI Backlog and Swelling Cash Flows Make HP Enterprise Stock Attractive

HP Enterprise announced its partnership with several companies on quantum computing.

Tesco dumps thousands of servers off VMware, blames 'abusive conduct' from Broadcom

Broadcom's "abusive conduct" has landed it in hot water as it faces legal action from Tesco and the loss of 40,000 licenses.

IR launches Iris for HPE Nonstop, bringing AI-powered observability insights to mission-critical infrastructure

SYDNEY, June 17, 2026 /PRNewswire/ -- Integrated Research (ASX: IRI, "IR"), a leading global provider of observability solutions for mission‑critical payments, infrastructure and communications, today announced the launch of Iris for Nonstop, extending its conversational AI intelligence layer to HPE Nonstop environments. Building on the success of Iris in multi‑vendor…

HPE will let VMware users get a free year's license via its own tools

HPE is offering Morpheus VM Essentials free for the first year, with a $1 migration add-on, to get customers away from VMware.

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Hewlett Packard Enterprise Stock: Is HPE Outperforming the Technology Sector?

Hewlett Packard Enterprise Stock: Is HPE Outperforming the Technology Sector?

Hewlett Packard has notably outperformed the Technology sector over the past year, and analysts are cautiously optimistic about the stock’s prospects.

AI Server Earnings: Wall Street Sees One Clear Standout

AI Server Earnings: Wall Street Sees One Clear Standout

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

How Dell’s Hardware Boom Will Resurrect Meta Platforms Stock

How Dell’s Hardware Boom Will Resurrect Meta Platforms Stock

Dell’s record earnings prove that the corporate AI hardware buildout is finally in full swing. As new localized data centers plug in, they will inevitably need open-source "brains" to protect corporate data, making Meta's Llama the default and setting up META stock for a long-term breakout.

The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus

The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus

HPE's Q2 revenue surged 40% to $10.7 billion with a record $5.9 billion AI backlog, while Super Micro pivots to edge computing to defend its market position.

HPE Is Riding the AI Boom. Wall Street Thinks It’s Just Getting Started.

HPE Is Riding the AI Boom. Wall Street Thinks It’s Just Getting Started.

HPE’s AI-fueled growth is accelerating as strong earnings, rising guidance, and Wall Street optimism continue to drive the stock higher.

Dell’s Bull Rally Will Continue. Don’t Fall Into the Trap of Thinking It’s Just a Low-Margin Hardware Assembler.

Dell’s Bull Rally Will Continue. Don’t Fall Into the Trap of Thinking It’s Just a Low-Margin Hardware Assembler.

Dell’s strong finances, a healthy backlog, and return on capital make its low margins irrelevant.

HPE Stock Alert: Hewlett Packard Skyrockets Following Q2 Results

HPE Stock Alert: Hewlett Packard Skyrockets Following Q2 Results

Hewlett Packard Enterprise stock rallies on blockbuster Q2 and impressive guidance. Loop Capital raises price target on HPE shares to $75.

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The Economic Times

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

HPE, ⁠which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy its servers and networking products to power AI applications such as ChatGPT, amid higher memory chip prices.

Hewlett Packard Enterprise Q2 Earnings Call Highlights

Hewlett Packard Enterprise (NYSE:HPE) reported what executives described as a record fiscal 2026 second quarter, with revenue and earnings exceeding the company’s outlook and management raising its full-year financial targets on stronger demand across networking, cloud and AI. President and Chief E

Tom’s Hardware

New server-focused SPEC CPU 2026 benchmarking suite has results for a Raspberry Pi 5 — updated tools feature more tests and can run a wide range of systems

The SPEC CPU 2026 features more tests and an emphasis on portability, running on everything from fleets of servers down to a Raspberry Pi.

Are Wall Street Analysts Predicting Hewlett Packard Enterprise Stock Will Climb or Sink?

While Hewlett Packard Enterprise has surpassed relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

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Bank of America Just Gave HP Enterprise Stock a New Street-High Price Target

HPE stock is getting a boost with Bank of America setting a new Street-high bet.

What to Expect From Hewlett Packard Enterprise’s Q2 2026 Earnings Report

With Hewlett Packard Enterprise gearing up to report its second-quarter results in the near term, expectations are building on the Street, with analysts forecasting a robust double-digit surge in bottom-line growth.

Tom’s Hardware

$20,000 in 32GB RAM sticks saved from the dumpster are now worth a fortune — seventy-two DDR4-2666 ECC RDIMMs were about to turn into e-waste

A Redditor's dad saved 72 32GB HPE DDR4-2666 RDIMMs that were headed for the trash heap after their company upgraded their brand-new servers.

Supermicro soared because of $4 trillion Nvidia—and Jensen Huang can walk away anytime he wants

Nvidia giving Supermicro the cold shoulder on GPUs would gut the hardware manufacturer’s sales.

3 Top Strait of Hormuz Stocks, and How the FCC is Boosting SpaceX

Our senior market strategist unpacks the investing opportunities behind this week’s big headlines, including the SpaceX IPO and the Strait of Hormuz slowdown.

International Business Times UK

Is Angela Bacares Okay? Mike Lynch's Widow Grapples with £920M Fraud Ruling Against His Estate After Family Tragedy

Angela Bacares, widow of tech tycoon Mike Lynch, faces the fallout of a £920m High Court ruling against his estate — months after losing him and their daughter in a superyacht disaster.

The Independent UK

Mike Lynch estate ordered to pay almost £1bn to Hewlett-Packard following court ruling

Mr Justice Hildyard refused Mr Lynch’s estate permission to appeal against either of his earlier judgments

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