Latest news with #HewlettPackardEnterprise
Techday NZ
7 days ago
- Business
- Techday NZ
HPE expands AI server range with NVIDIA Blackwell GPU solutions
Hewlett Packard Enterprise has introduced several updates to its NVIDIA AI Computing by HPE portfolio, aimed at supporting enterprise clients seeking to accelerate agentic and physical AI deployment across a variety of use cases. Server advancements Among the headline updates, HPE has confirmed it will ship new HPE ProLiant Compute servers equipped with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. This includes a new 2U RTX PRO Server form factor in the DL385 Gen11 model, as well as an 8-GPU 4U configuration with the DL380a Gen12 model. According to HPE, the DL385 Gen11 supports up to two of the Blackwell Server Edition GPUs, providing an air-cooled solution suitable for datacentres coping with increasing artificial intelligence workloads. Meanwhile, the DL380a Gen12 can accommodate up to eight GPUs in a larger form factor, with shipments scheduled to begin in September 2025. HPE highlighted that the ProLiant Compute servers are purpose-built for handling a variety of tasks, including generative and agentic AI, robotics, industrial automation, visual computing, simulation, 3D modelling, digital twins, and autonomous systems. Security features on the Gen12 models include HPE Integrated Lights Out 7 Silicon Root of Trust and a secure enclave for tamper-resistant protection and quantum-resistant firmware signing. The company states that its server management platform, HPE Compute Ops Management, can reduce IT hours spent on server management by up to 75% and lower downtime by an average of 4.8 hours per server annually. HPE has also indicated that these servers are designed to be flexible and scalable, able to support a growing range of GPU-accelerated workloads across the enterprise. AI development platform HPE Private Cloud AI, a collaborative development with NVIDIA, will incorporate support for the latest NVIDIA AI models. This includes the NVIDIA Nemotron agentic AI model, Cosmos Reason vision language model for robotics and physical AI, and the NVIDIA Blueprint for Video Search and Summarization (VSS 2.4). These additions will allow customers to build and deploy video analytics AI agents that can process extensive volumes of video data and extract actionable insights. The new release promises seamless scalability across GPU generations, air-gapped management, and enterprise multi-tenancy. Continuous integration with NVIDIA technologies will also allow HPE Private Cloud AI to deliver rapid deployment of NVIDIA NIM microservices, with access provided via HPE AI Essentials. The platform is positioned to help enterprises handle increasing AI inferencing workloads while retaining control over their data, supporting high performance and security requirements in demanding sectors. Regional and industry response "Asia Pacific is one of the fastest-growing AI markets, and enterprises face the imperative to transform ambition into results, with agility and security at the core," said Joseph Yang, General Manager, HPC, AI & NonStop, at HPE APAC and India. "With NVIDIA Blackwell GPUs in our HPE ProLiant servers and the latest NVIDIA AI models in HPE Private Cloud AI, we're enabling customers across APAC to accelerate agentic and physical AI, powering everything from advanced manufacturing to smart cities, while safeguarding data sovereignty and maximizing operational efficiency." Data sovereignty and operational efficiency were also cited as important capabilities for regional customers working in sectors such as advanced manufacturing and public infrastructure. "HPE is committed to empowering enterprises with the tools they need to succeed in the age of AI," said Cheri Williams, Senior Vice President and General Manager for Private Cloud and Flex Solutions at HPE. "Our collaboration with NVIDIA continues to push the boundaries of innovation, delivering solutions that unlock the value of generative, agentic and physical AI while addressing the unique demands of enterprise workloads. With the combination of HPE ProLiant servers and expanded capabilities in HPE Private Cloud AI, we're enabling organizations to embrace the future of AI with confidence and agility." The collaboration between HPE and NVIDIA is expected to support customers managing large-scale enterprise AI workloads, with the infrastructure designed to be as flexible and scalable as present and emerging tasks require. "Enterprises need flexible, efficient infrastructure to keep pace with the demands of modern AI," said Justin Boitano, Vice President of Enterprise AI at NVIDIA. "With NVIDIA RTX PRO 6000 Blackwell GPUs in HPE's 2U ProLiant servers, enterprises can accelerate virtually every workload on a single, unified, enterprise-ready platform." Availability The HPE ProLiant DL385 Gen11 and DL380a Gen12 servers equipped with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs are currently open for orders, with first shipments expected from September 2025. HPE intends to roll out support for the newest NVIDIA AI models, the Cosmos Reason VLM, and the VSS 2.4 blueprint in HPE Private Cloud AI during the latter half of 2025. The next generation of HPE Private Cloud AI, with Blackwell GPU support, is also slated for release in the same period.
Yahoo
7 days ago
- Business
- Yahoo
Hewlett Packard Enterprise (HPE) Elevates AI Capabilities With New NVIDIA Partnership
Hewlett Packard Enterprise recently announced significant advancements in its AI portfolio, notably enhancing NVIDIA AI Computing and introducing new HPE ProLiant servers. These developments, alongside the launch of HPE Private Cloud AI, could have been influential in the company's stock ending the quarter with a 15% increase. While the market broadly trended upwards, marked by record highs in major indices like the Nasdaq and S&P 500, HPE's moves in AI may have further bolstered investor sentiment. Such innovations could add momentum to the company's price performance, aligning HPE's trajectory with broader market gains. We've identified 4 warning signs for Hewlett Packard Enterprise that you should be aware of. Uncover the next big thing with financially sound penny stocks that balance risk and reward. The recent enhancements in Hewlett Packard Enterprise's AI portfolio, including strengthened partnerships with NVIDIA and the launch of new HPE ProLiant servers, are likely to reinforce its focus on AI and cloud strategies. These developments appear aligned with HPE's trajectory of capturing high-margin AI workloads, potentially boosting revenue and earnings forecasts. Although certain regulatory and market challenges persist, these innovations might cushion some of the narrative's emphasized risks, such as competition and operational hurdles. Over the past five years, HPE's total shareholder return, combining share price appreciation and dividends, has been a very large 155.18%. This performance casts a positive light on its long-term strategy and suggests resilience in capturing growth opportunities. When compared over the past year, HPE has outperformed the US Tech industry, which saw a return of 4.7%, indicating a stronger relative position in the sector despite noted challenges. Regarding the stock's pricing, with a current share price of US$20.59, there remains a discount to the consensus analyst price target of US$23.24, suggesting room for potential upside if key growth drivers such as AI advancements take hold. This provides context to the recent 15% quarterly increase, further supported by market-wide upward trends, especially in major indices like the Nasdaq and S&P 500. These elements reinforce the optimism surrounding HPE's future revenue and earnings progression, albeit with cautious acknowledgment of the existing hurdles noted in the narrative. Our valuation report here indicates Hewlett Packard Enterprise may be undervalued. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include HPE. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
12-08-2025
- Business
- Globe and Mail
The Zacks Analyst Blog Highlights Arista Networks, Hewlett Packard Enterprise and Cisco Systems
For Immediate Release Chicago, IL – August 12, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Arista Networks, Inc. ANET, Hewlett Packard Enterprise Company HPE and Cisco Systems, Inc. CSCO. Here are highlights from Monday's Analyst Blog: Should ANET Stock Be Part of Your Portfolio Post Solid Q2 Earnings? Arista Networks, Inc. reported strong second-quarter 2025 results, with revenues and adjusted earnings soaring year over year, driven by robust demand trends. Innovative product launches and steady customer additions backed by the company's best-in-class portfolio strength led to top-line expansion, while steady margin improvement contributed to earnings growth. Both the bottom and the top lines beat the respective Zacks Consensus Estimate. ANET Rides on Portfolio Strength Arista holds a leadership position in 100-gigabit Ethernet switches for the high-speed data center segment. The company is increasingly gaining market traction in 200- and 400-gig high-performance switching products. In addition, the company offers one of the broadest product lines of data center and campus Ethernet switches and routers in the industry. It provides routing and switching platforms with industry-leading capacity, low latency, port density and power efficiency. The company also innovates in areas such as deep packet buffers, embedded optics and reversible cooling. Arista is witnessing solid demand trends among enterprise customers backed by its multi-domain modern software approach, which is built upon its unique and differentiating foundation, the single EOS (Extensible Operating System) and CloudVision stack. The versatility of Arista's unified software stack across various use cases, including WAN routing and campus and data center infrastructure, has helped it to record steady top-line growth over the years. Cognitive Wi-Fi Software, Cloud Networking Buoy ANET Growth Driven by improved market demand on the back of a flexible business model and solid cash flow, Arista continues to benefit from strong momentum and diversification across its top verticals and product lines. As more business enterprises transition to the cloud, the company is well-positioned for growth in the data-driven cloud networking business with proactive platforms and predictive operations. Arista is also benefiting from the expanding cloud networking market driven by the strong demand for scalable infrastructure. In addition to high capacity and easy availability, its cloud networking solutions promise predictable performance and programmability, enabling integration with third-party applications for network management, automation and orchestration. With customers deploying transformative cloud networking solutions, the company has announced several additions to its multi-cloud and cloud-native software product family with CloudEOS Edge. It has introduced cognitive Wi-Fi software that delivers intelligent application identification, automated troubleshooting and location services. The acquisition of Awake Security has expanded its cognitive campus portfolio with new platforms. These include the 750 Series modular chassis and the 720 Series 96-port fixed switch. Arista has also announced unified edge innovations across wired and wireless networks for its Cognitive Campus Edge portfolio for Enterprise Workspaces and an enterprise-grade Software-as-a-Service offering for the flagship CloudVision platform. ANET Offers Healthy Outlook Arista expects healthy demand trends for the remainder of 2025, backed by the strength of its portfolio and new product introductions. For the third quarter, management expects revenues of approximately $2.25 billion owing to healthy growth momentum and solid demand trends. Non-GAAP gross margin is expected to be 64% and non-GAAP operating margin about 47%. Price Performance Buoyed by a holistic growth model, Arista has surged 64.6% over the past year compared with the industry 's growth of 50.8%. It has also outperformed its peers like Hewlett Packard Enterprise Company and Cisco Systems, Inc.. Hewlett Packard has gained 21.1% and Cisco soared 60.1% during this period. Estimate Revision Trend Earnings estimates for Arista for 2025 have moved up 11 cents to $2.69 over the past seven days, while the same for 2026 has increased 3 cents to $3.00. The positive estimate revision depicts optimism about the stock's growth potential. End Note With solid fundamentals and healthy revenue-generating potential driven by robust demand trends, Arista appears to be a solid investment proposition. Further, a strong emphasis on quality, diligent execution of operational plans and continuous portfolio enhancements are driving more value for customers. Steady improvement in lead times and easing of supply chain woes are major tailwinds. The stock delivered a trailing four-quarter average earnings surprise of 12.8%. Arista currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Riding on a robust earnings surprise history and favorable Zacks Rank, it appears primed for further stock price appreciation. Consequently, investors are likely to profit if they bet on this high-flying stock. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Research Chief Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up Cisco Systems, Inc. (CSCO): Free Stock Analysis Report Arista Networks, Inc. (ANET): Free Stock Analysis Report
Yahoo
06-08-2025
- Business
- Yahoo
Dell and HPE Shares Fall After Super Micro's Weak Earnings Shake AI Server Sector
Aug 6 - Super Micro Computer (NASDAQ:SMCI) rattled tech investors after its earnings fell short of expectations, dragging its stock down 17% and hitting other server makers. Dell Technologies (NYSE:DELL) dropped nearly 3% Wednesday morning, and Hewlett Packard Enterprise (NYSE:HPE) slipped 1.5%, as Wall Street digested SMCI's weak quarterly results and downbeat outlook. The San Jose-based AI server player missed both revenue and profit estimates for its fourth quarter. Adding to investor worries, Super Micro issued disappointing guidance for the current quarter, forecasting earnings between $0.40 and $0.52 per share, well below the $0.59 consensus. Revenue guidance landed between $6 billion and $7 billion, again shy of expectations. Warning! GuruFocus has detected 1 Warning Sign with HLNE. Even its full-year 2026 revenue outlook, though above analyst targets at $33 billion, represented a sharp drop from its previous $40 billion projection in February. That miss could signal trouble holding market share against larger rivals. Conversely, Dell has recently projected a higher profitability in the full year and HPE exceeded expectations in the recent quarter both of which indicate that they are absorbing some of the pie of the AI servers market that is normally held by Super Micro. Under the pressure of more intense competition, every one awaits how SMCI would respond to its peer pressure of larger rivals. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-08-2025
- Business
- Yahoo
HPE introduces new AI security and data protection offerings
Hewlett Packard Enterprise (HPE) has announced a series of advancements in cybersecurity, data protection, and network security solutions at the Black Hat USA conference. According to the company, these updates are aimed at enhancing the security and resiliency capabilities for enterprises navigating an increasingly complex threat landscape. HPE is integrating AI-driven insights into its network security offerings with the introduction of a new SASE copilot for HPE Aruba Networking EdgeConnect. This feature provides detailed analytics on network activity, identifies security gaps, and more, said the company. Additionally, HPE Aruba Networking Central NAC is expanding its zero trust policy enforcement to include both HPE Juniper Networking and third-party devices. This expansion is expected to enhance overall network security capabilities. In terms of data protection, HPE is introducing the Alletra Storage MP X10000. This data protection solution optimises software-defined, scale-out, all-flash object storage for enhanced performance in AI environments. It aims to set a new standard as the world's fastest enterprise backup storage by delivering rapid backup and recovery times critical in sectors like healthcare and finance. HPE Zerto Software is also evolving with a new integration hub allowing third-party applications to leverage its data management capabilities. CrowdStrike is the exclusive launch partner, offering enhanced recovery options against cyber threats through this collaboration. The integration will enable users to connect HPE Zerto with cybersecurity software to improve threat detection and streamline disaster recovery processes. HPE networking senior vice president and SASE & Security general manager David Hughes said: 'With the rise in both the volume and sophistication of cyber threats, organisations need advanced solutions to mitigate risk, defend against attacks and build resiliency, across their entire IT estate. 'HPE's security solutions are designed to enable a multi-layered, zero-trust approach to protection, including AI-driven capabilities for continuous validation, anomaly detection, and automated remediation.' In July 2025, HPE completed its previously announced $14bn acquisition of Juniper Networks. The deal is expected to help HPE expand its presence in the AI and hybrid cloud markets. Furthermore, the acquisition effectively doubles the size of HPE's networking division and enriches its portfolio with cloud-native and AI-driven IT solutions. "HPE introduces new AI security and data protection offerings" was originally created and published by Verdict, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
