HPE

High86% confidenceProfile verified Jul 28, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

Chokepoint Score

1 other entity structurally depend on this one

Accelerating

Activity

2 recorded changes in the last 90 days

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

Spring, Texas, USA

Website

www.hpe.com

Employees

67,000 (FY2025 10-K)

Founded

2015

Listing

HPE · NYSE

Market Cap

$60.37B

Revenue (TTM)

$38.79B

Price

USD45.59 (-2.42%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

HPE (Hewlett Packard Enterprise) manufactures enterprise servers, storage and networking equipment, and sells NVIDIA-powered AI infrastructure alongside its own supercomputing business. HPE reported record fiscal Q2 2026 revenue of $10.7 billion, with server revenue reaching $5.45 billion (up 32.7% year-over-year) and GreenLake annualized recurring revenue crossing $2.1 billion for the first time; following its Juniper Networks acquisition, Q1 FY2026 networking revenue reached $2.7 billion (up 151.5% year-over-year), and HPE raised its 'networks for AI' cumulative order outlook to $1.7-1.9 billion.

Strategic Connections

NVIDIA: HPE builds and sells servers powered by NVIDIA GPUs for enterprise AI infrastructure deployments.
Quantinuum: Quantinuum and HPE announced a strategic collaboration in June 2026 to integrate quantum computing with HPE's high-performance computing and AI infrastructure.
Supercomputing & High-Performance Computing: HPE built three of the world's leading exascale supercomputers (El Capitan, Frontier, Aurora) and continues to deliver new DOE AI supercomputers alongside AMD and NVIDIA.
Dell Technologies: HPE competes with Dell Technologies and Supermicro in enterprise server and AI infrastructure hardware.
Supermicro: Supermicro competes with HPE and Dell Technologies in AI-optimized server systems for cloud and enterprise customers.

Strategic Risks

Thin hardware margins
Intense competition in AI server manufacturing

Future Outlook

Continued growth in AI server infrastructure sales
Integration of Juniper Networks acquisition

Sources

3 sources, 85% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

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