Hewlett Packard Enterprise Co Stock Price, News & Analysis

HPE (NYSE: HPE) expanded its NVIDIA AI Computing by HPE portfolio on October 28, 2025, delivering turnkey private AI factory solutions, unified data services, and refreshed ProLiant and Cray server platforms for governments, regulated industries, and enterprises.

Key highlights include ProLiant DL380a Gen12 with NVIDIA RTX PRO 6000 Blackwell Server Edition (claimed 3x price-to-performance), MLPerf Inference v5.1 leadership with seven top rankings, air-gapped management for sovereigns, HPE Data Fabric with agentic AI governance available October 31, and product availability dates through March 2026.

University of Utah will deploy a U.S. sovereign AI factory built by HPE (NYSE: HPE) with NVIDIA AI Computing to more than triple the university’s computing capacity, accelerating medical research in cancer, Alzheimer’s, mental health, and genetics while supporting regional economic development.

The full‑stack solution uses HPE Cray XD670 servers, NVIDIA Hopper GPUs, HPE GreenLake management, HPE Morpheus and OpsRamp software, and DataBank colocation; the project was jump‑started by a lead philanthropic gift from Brynn and Peter Huntsman and the Huntsman Family Foundation.

HPE (NYSE: HPE) announced that the Town of Vail, Colorado will be the first U.S. municipality to deploy HPE’s new agentic AI Smart City Solution developed with NVIDIA and partners to improve public safety, automate services, and enhance accessibility. The platform will run on Vail’s solar and wind-powered data center and consolidate AI workloads on HPE Private Cloud AI to keep sensitive data local and under municipal governance. The deployment targets wildfire detection, emergency response, traffic optimization, housing permits, business licensing, and a 24/7 digital concierge for residents and visitors.

Vail serves ~4,300 permanent residents and up to 30,000 visitors per day during peak season.

HPE (NYSE:HPE) was selected to build two systems for DOE’s Oak Ridge National Laboratory: a next‑generation exascale supercomputer named Discovery and an AI cluster named Lux.

Discovery will use the new HPE Cray Supercomputing GX5000 and the DAOS‑based K3000 storage option, and is expected to boost select application productivity by 10×, use 25% less data center space per rack, and deliver 300% more IOPS per storage rack versus Frontier. Lux will be a multi‑tenant AI platform using liquid‑cooled HPE ProLiant XD685 with AMD Instinct MI355X GPUs and AMD EPYC CPUs to support training and inference.

HPE (NYSE: HPE) was named a Leader in the inaugural 2025 Gartner Magic Quadrant for Infrastructure Platform Consumption Services, positioned Highest in Execution and Furthest in Vision.

HPE highlights HPE GreenLake as a unified hybrid cloud platform for AI-ready workloads across on-prem, multicloud, and edge, offering storage, compute, networking, software and AIOps. HPE reports HPE GreenLake serves over 44,000 customers and generates over $2 billion in annualized revenue run-rate. The release also notes recent recognition for HPE in other Gartner Magic Quadrants and that newly acquired Juniper Networking was recognized as a Leader in Data Center Switching (2025).

HPE (NYSE: HPE) and Ericsson launched a joint validation lab to validate a cloud-native, AI-enabled dual-mode 5G Core on multi-vendor infrastructure. The integrated stack pairs Ericsson’s dual-mode 5G Core with HPE ProLiant Gen12 servers (Intel Xeon 6), HPE Juniper Networking fabric managed by Apstra, and Red Hat OpenShift.

The lab near Ericsson’s Sweden headquarters will be operational by end of 2025, with integrated-solution validation continuing in H1 2026 to support interoperability, lifecycle management, and faster time-to-market.

HPE (NYSE: HPE) outlined strategic priorities and a financial roadmap through fiscal 2028 at its Securities Analyst Meeting on October 15, 2025. Key targets include > $3.5B free cash flow by FY2028, GAAP diluted EPS ≈ $1.93 and non‑GAAP diluted EPS ≥ $3.00 by FY2028. For FY2026 the company expects revenue growth 5–10%, non‑GAAP operating profit growth 10–18% (pro forma), and free cash flow $1.5–2.0B. Capital returns: a 10% dividend increase for FY2026 (subject to Board approval) and an additional $3.0B in share repurchase capacity, taking total authorization to ~$3.7B. Operational actions include Catalyst cost savings ≥ $350M and Juniper synergies ≥ $600M.

SHI International has unveiled a comprehensive Section 508 compliance solution in partnership with Hewlett Packard Enterprise (NYSE:HPE), NVIDIA, and Kamiwaza. The AI-powered platform automates accessibility compliance for digital services, ensuring they meet Web Content Accessibility Guidelines (WCAG) standards.

The solution leverages Kamiwaza's ARIA (Accessibility Remediation Intelligence Agent) running on HPE Private Cloud AI and HPE ProLiant Compute DL380a Gen12 servers with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. It provides continuous scanning and remediation of accessibility issues across visual, auditory, motor, and cognitive needs, while SHI offers end-to-end integration services for implementation and support.

HPE (NYSE:HPE) has announced that Earth Sciences New Zealand has implemented the HPE Cray XD2000 supercomputer system, named Cascade, to enhance environmental science and weather forecasting capabilities. The new system delivers a threefold increase in computational power and features 19 petabytes of storage through HPE GreenLake for File Storage.

Cascade, powered by AMD 4th Gen EPYC processors, employs direct liquid cooling technology for energy efficiency and operates on 100% renewable energy. The system enables advanced AI-powered simulations for more accurate weather predictions, particularly focusing on atmospheric rivers and extreme weather events affecting New Zealand.

The implementation represents the largest deployment of HPE GreenLake for File Storage in the Asia Pacific region. The system will support nowcasting, an advanced weather forecasting technique using AI for short-term, highly-localized weather predictions.