Tag: HPE

HPE Discover 2026: A Coherent AI Story That Now Has to Convert
June 24, 2026

HPE Discover 2026: A Coherent AI Story That Now Has to Convert

Fernando Montenegro and Tom Hollingsworth analyze HPE Discover 2026, where HPE built a networking-centered, full-stack AI story and now must convert that breadth into spending momentum and a security story...
HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist
June 4, 2026

HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist

Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...
Will Ecolab's $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?
April 1, 2026

Will Ecolab’s $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?

Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
Will Supermicro's Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?
March 27, 2026

Will Supermicro’s Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?

Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
NVIDIA GTC 2026 Day 1 - Can NVIDIA’s Ecosystem Accelerate the Inference Inflection
March 18, 2026

NVIDIA GTC 2026 Day 1 – Can NVIDIA’s Ecosystem Accelerate the Inference Inflection?

Brendan Burke, Research Director at Futurum, breaks down NVIDIA GTC 2026 Day 1, highlighting the NVIDIA Vera Rubin platform, the $27B Nebius-Meta deal, and how partners like HPE and Micron...
HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook
March 11, 2026

HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook

Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
From Potential to Production: Enterprise AI with a Partner Ecosystem
November 19, 2025

From Potential to Production: Enterprise AI with a Partner Ecosystem

In our latest market brief, From Potential to Production: Accelerating Enterprise AI Through a Collaborative Partner Ecosystem, completed in partnership with Hewlett Packard Enterprise (HPE), Futurum Research examines how a...
Momentum Shifts in the Tech Sector Q3 2025
October 3, 2025

Futurum Tech Vanguards 2025 Q3: The Established Resurge

Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....
Six Five Connected at HPE Discover Las Vegas 2025
September 12, 2025

Six Five Connected with Diana Blass: Navigating the AI Era with HPE’s Infrastructure Innovations

Antonio Neri, CEO at HPE, and his team join Diana Blass to share their insights on how HPE is revolutionizing the integration of AI across industries with its comprehensive infrastructure,...
HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum
September 5, 2025

HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?
August 15, 2025

Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?

Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...

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Benjamin Brown

VP, Custom Research · The Futurum Group

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