Bloomberg Talks HPE CEO Antonio Neri Talks AI Era
Sep 4, 2025
Antonio Neri, the CEO of Hewlett Packard Enterprise, shares insights on navigating the evolving landscape of AI. He discusses the challenges and opportunities in profit margins amidst rising AI demand. Neri emphasizes the strategic significance of HPE's acquisition of Juniper Networks, enhancing their networking capabilities. He also highlights the transformative role of agentic AI in business operations, boosting productivity and fostering a culture of innovation. Together with Bloomberg's Ed Ludlow and Caroline Hyde, Neri outlines HPE's vision for a cloud-enabled, AI-driven future.
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Server Margins To Recover Amid AI Mix Shift
- HPE expects traditional server margins to rebound toward historical levels as enterprise refresh cycles drive richer configurations.
- AI-related orders now make up more than half of their mix, shifting revenue toward software and enterprise solutions.
Lead With Networking For Hyperscale AI
- HPE will lead with networking for hyperscaler AI builds while selling server compute with partners where profitable.
- Sovereign, NeoClouds, and enterprise now form over 60% of their AI market participation, with different margin profiles.
Design Platforms For Performance And Attach Services
- Focus product design on performance per core, energy efficiency, and security to win enterprise refresh cycles.
- Attach services and higher AUP through optimized platforms to increase profitability and customer stickiness.