Antonio Neri

Antonio Neri, President and CEO of HPE, weighs in on the tech industry's challenges, including disappointing earnings from Salesforce and Figma. Mark Gurman, Bloomberg’s Apple correspondent, shares insights on Apple's upcoming AI-powered web search tool for Siri, aiming to compete with OpenAI. The conversation also touches on the implications of AI advancements on cybersecurity and energy decisions, while highlighting HPE's strong performance and strategic partnerships with Nvidia.

Jochen Schmitz, CFO of Siemens Healthineers, delves into the intricate world of supply chain management and tariffs while outlining the company's global strategy. Antonio Neri, President and CEO of HPE, shares insights on the transformative future of AI technology and its significant influence on enterprises. The discussion also touches on the economic challenges facing major corporations like FedEx, emphasizing the implications of evolving consumer behaviors and geopolitical tensions in the current market landscape.

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.

Brendan Carr, President-Elect Trump's pick for FCC Chairman and current FCC Commissioner, shares his vision for aggressive deregulatory policies, emphasizing collaboration with the tech sector. Antonio Neri, CEO of Hewlett Packard Enterprise, highlights rising AI demand and discusses HPE's strong quarterly performance. Together, they engage in a conversation about the implications of these changes for big tech and media, alongside insights into economic trends that could shape future Federal Reserve decisions.

The podcast discusses the Fed's rate cut dilemma, Apple's AI strategy, HPE CEO's earnings, and market insights. Also, explores luxury skiing in the Alps, extravagant wedding events, and expensive martinis in upscale establishments.