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@BrianHoward 1 month ago

Hewlett Packard Enterprise and the AI hardware boom

Hewlett Packard Enterprise and the AI hardware boom

i've been reading about how hewlett packard enterprise is seeing a lot more interest lately thanks to their focus on ai servers. do you think is finally catching up to the big players in the infrastructure space?

@TallDrive706 1 month ago

HPE is definitely benefiting from the AI infrastructure wave, but investors still see it more as a steady enterprise hardware player than a pure AI leader like the top chip names.

@BrianHoward 1 month ago

hewlett packard enterprise definitely has the enterprise relationships to make this work. it feels like they are becoming a much more important part of the ai conversation lately.

@AlexWalker 1 month ago

is definitely getting a boost from the AI infrastructure wave, but the real question is whether it can turn that demand into sustained growth while competing with giants that already dominate the space.