HPE

Intel's blunt warning about memory shortages sent shockwaves through four major hardware makers today, but one of those companies is sitting on a $95 billion AI backlog that could either cushion the blow or make the selloff look like a buying opportunity.

Dell Technologies expands AI security and cyber resilience capabilities as surging AI server revenues and a $95 billion backlog bolster its competitive position against rivals.

CSCO's AI networking growth, rising hyperscaler demand, and expanding portfolio strengthen its competitive position against Arista Networks and Hewlett Packard.

Hewlett Packard Enterprise is scheduled to post its fourth-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.

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Hewlett Packard Enterprise's AI infrastructure demand is driving record backlogs, rising server revenues and strong growth prospects, while its valuation remains below the industry average

Hewlett Packard Enterprise (NYSE:HPE) announced a major integration of HPE Networking EdgeConnect with HPE Mist and HPE Aruba Central.

Hewlett Packard Enterprise's expanding AI infrastructure business, growing server revenues and $6.8B AI backlog support its investment case against Lumentum.

Despite the selloff, Dell and HPE’s record AI server orders and growing backlogs suggest the AI hardware boom may be far from over.

Oracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.