HPE CEO Antonio Neri Says Customers Are Buying Everything as AI Demand Fuels Record Results
6 Articles
6 Articles
HPE CEO Antonio Neri Says Customers Are Buying Everything as AI Demand Fuels Record Results
HPE posted record revenue of $12.2 billion in its latest quarter as AI demand for servers and networking surged. CEO Antonio Neri says customers are buying everything amid a shift to agentic AI and enterprise adoption. The company raised fiscal 2026 and 2027 forecasts even as supply constraints persist. This marks a durable multi-year cycle beyond hyperscalers.
HPE's record Q3: AI infrastructure, networking demand drives growth, but supply constraints tap the brakes
Demand for AI, networking, and servers drove HPE to a record quarter, the company reported during its third-quarter earnings call with financial analysts. “AI has become a multi-year growth driver, expanding demand across our HPE portfolio,” HPE CEO Antonio Neri said during the call. “We booked more orders than any prior quarter in our history, resulting in a record-breaking backlog for the company. We expect to convert more orders into revenue …
The latest quarterly results of Dell and HPE converge towards the same observation: the AI is becoming the catalyst for a much wider cycle of infrastructure modernization, which benefits traditional servers, storage and networks and is widely disseminated in companies. Their latest quarterly figures have been confirmed, Dell and HPE record [...]
HPE CEO on AI boom: ‘Customers are buying everything’
Hewlett Packard Enterprise (HPE) is clearly smack in the middle of the AI profit boom. “Customers are buying everything,” Hewlett Packard Enterprise CEO Antonio Neri told Yahoo Finance in an interview, pointing to brisk demand in its most recent quarter for routers and servers. Neri said demand for the company’s products looks strong through the […]
HPE Says AI-Powered Networks Can Stop CX Failures Before They Start
Hewlett Packard Enterprise (HPE) is anticipating that some of the biggest customer experience gains from AI will come from infrastructure operating behind the scenes, with intelligent networks capable of identifying and resolving problems before they affect customers. The proposition appears to be gaining traction, as HPE reported networking revenue of $2.9BN during the third quarter of its 2026 financial year, which was up 74.9 percent year on …
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