Hewlett Packard Enterprise sells servers, storage, networking and hybrid cloud software to large companies, governments and service providers. Its GreenLake platform lets customers run on-premises hardware as a metered cloud service, and its Cray supercomputers run national lab and AI training workloads. The networking business, built on Aruba and Juniper Networks, supplies campus, data-center and routing equipment. Revenue comes from hardware sales, multiyear support contracts, financing and subscriptions. The company traces its roots to Hewlett-Packard, founded in 1939, became a separate public company in 2015 and is headquartered in Houston, Texas.
Company Size
10,001+
Company Stage
IPO
Headquarters
Houston, Texas
Founded
1939
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Hewlett Packard Enterprise (HPE) shares fell about 7.4% to $63.695 at 11:48 ET on October 14, after Barclays downgraded the stock to Equal Weight. The bank cut its price target to $77 from $83 but left its financial forecasts unchanged. The move questions how much investors should pay for HPE's growth story, not its earnings outlook. The share price sits 124.2% above GuruFocus's GF Value estimate of $28.41. Data-center networking revenue rose 112.2% year over year to $382 million, about 3.1% of quarterly revenue of $12.2 billion. The wider Networking segment brought in $2.9 billion at a 22% operating margin, against 17% for Cloud & AI. The next earnings report must show stronger evidence that the premium is justified.
TidalScale began with a vision to establish a new category of computing offering unprecedented scalability, flexibility, and ease of deployment for large memory systems. This was accomplished by stitching together industry standard computers connected with Ethernet to create a virtual server of essentially any size. We called this innovation Software-Defined Servers. Along the way there were many additional innovations including the recently announced TidalGuard™ technology which allowed for the hot-swapping of computers, enabling nodes to be replaced at the first sign of impending failure – all while keeping the application up and performant. This was just one of the 30 issued patents on our technology. A new chapter is unfolding for Software-Defined Servers as TidalScale’s technology and many key team members will now be a part of Hewlett Packard Enterprise. With HPE’s long history of innovation, current market-leading positions, and emphasis on culture and innovation, we couldn’t think of a better company to continue to forge the future for the technology and end-user value proposition. In addition to the dedication of our employees and support from investors, we want to thank our partners and customers for choosing our technology for their workloads. And looking forward, we are excited to see how HPE takes Software-Defined Servers to the next level! #softwaredefined # | 31 comments on LinkedIn
HPE today announced the acquisition of CloudPhysics alongside the launch of its infrastructure recommendations engine.
HPE unveiled four new ProLiant Gen13 Servers powered by 6th Generation AMD EPYC processors, designed to accelerate enterprise AI workloads whilst strengthening security and simplifying operations. The lineup includes the HPE ProLiant DL585a Gen13, supporting up to eight GPUs for AI inference and agentic AI workloads, and the compact DL525 Gen13 with up to 256 cores for high-throughput applications like fraud detection. Two OCP-compliant systems, the ProLiant XD245 and XD285, maximise compute density for data-intensive AI and HPC workloads through efficient shared power and cooling. The servers feature HPE iLO 8 with industry-first automatic self-encrypting drive capabilities and post-quantum cryptography readiness. HPE Compute Ops Management delivers 50% reduction in server management time. The DL525 launches later in 2026, with the DL585a following in early 2027.
Toshiba Asia Pacific has validated a quantum-safe communications solution with SpeQtral and HPE to protect critical infrastructure and government networks from quantum computing threats. The solution integrates Toshiba's Quantum-secure Networking Platform with HPE Networking SRX Next Generation Firewall, enabling organisations to strengthen IPsec VPN connections whilst preserving existing infrastructure. The system combines Post-Quantum Cryptography and Quantum Key Distribution technologies to protect against "harvest now, decrypt later" attacks, where encrypted data captured today could be decrypted by future quantum computers. SpeQtral led the integration, demonstrating secure IPsec VPN operation using quantum-safe key material. The solution will be showcased at GovWare 2026 in Singapore from 13-15 October, offering critical information infrastructure operators a practical pathway to quantum-safe security.