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Bloomberg Talks
HPE CEO Antonio Fabio Neri Talks Earnings and AI
Dec 6, 2024
HPE's impressive performance is driven by soaring demand for AI workloads and strong server sales. CEO Antonio Fabio Neri shares insights on navigating supply chain challenges and highlights the impact of a major de-booking. The anticipated acquisition of Juniper Networks promises to enhance HPE's competitive stance against Chinese rivals. Additionally, Neri discusses HPE's pivotal role in supercomputing and AI development, underscoring the broader implications for U.S. national security and market dynamics.
05:46
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Quick takeaways
- HPE's strong fourth quarter results and a $3.5 billion backlog indicate robust demand for AI technologies and server solutions.
- The strategic acquisition of Juniper Networks is expected to strengthen HPE's competitive edge in supercomputing and enhance U.S. national security.
Deep dives
Growth in AI Server Demand
The podcast highlights the robust demand for AI server technology, showing consistent growth in this sector. HPE's CEO notes the company holds a backlog exceeding $3.5 billion, driven by a surge in enterprise AI interest and traditional server business. Significant advancements in their technology, particularly the introduction of Blackwell—an innovative, liquid-cooled server architecture—have positioned HPE favorably in the market. Factors such as increased energy efficiency and lowered training costs are encouraging companies to adopt these new technologies, leaving HPE optimistic about future growth prospects.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode