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@DamnRay 1 month ago

HPE has become an unexpected AI winner

HPE has become an unexpected AI winner

jumped nearly 30% after strong results and huge demand for AI servers. Honestly, AI spending seems to be helping some companies that weren't even considered whenever there were talks about AI. Pretty crazy tbh

@CopyRemarkable14 1 month ago

The AI boom is getting so broad now that even older enterprise hardware names are suddenly becoming major beneficiaries of the infrastructure buildout.

@Simonwhite 1 month ago

the demand for servers is just massive right now. Hewlett Packard Enterprise really positioned themselves well for this shift.