Dell, IBM and HPE have to operate on single digit margins when it comes to the server market and it will only get worse

Dell, IBM and HPE have to operate on single digit margins when it comes to the server market and it will only get worse

AI servers boost revenue but have far lower margins than traditional servers AI server sales are hugely unpredictable, with revenue fluctuating massively Companies like Dell offset low AI margins with storage, networking, and support The high-performance computing market has long been a tough space for manufacturers to turn a profit, and this is true even … Read more

HPE Stumbles on Issuing Guidance

HPE Stumbles on Issuing Guidance

Hewlett Packard Enterprise (NYSE:HPE) shares slid early Friday as the data center equipment maker issued quarterly and full-year guidance that came in below consensus.Earnings per share were reported to be 49 cents adjusted vs. 49 cents expected, on revenue of $7.85 billion vs. $7.82 billion expected HPE’s revenue rose 16% year over year … Read more

Hewlett Packard Enterprise (HPE) Q1 earnings report 2025

Hewlett Packard Enterprise (HPE) Q1 earnings report 2025

Antonio Neri, CEO of Hewlett Packard Enterprise, speaks during an interview with CNBC on the floor of the New York Stock Exchange (NYSE) in New York City, October 20, 2023. Brendan McDermid | Reuters Hewlett Packard Enterprise shares slid 19% in extended trading on Thursday as the data center equipment maker issued quarterly and full-year … Read more

HPE set to cut thousands of employees despite results rise

HPE set to cut thousands of employees despite results rise

2,500 HPE workers will lose their jobs by redundancy, another 500 by attrition Next-quarter revenue could be as low as $7.2 billion, $0.7 billion down HPE’s Juniper acquisition is causing another headache for the firm Hewlett Packard Enterprise (HPE) has revealed it is set to lay off an estimated 2,500 workers following disappointing economic performance. … Read more

HPE notifies employees of data breach after Russian Office 365 hack

HPE notifies employees of data breach after Russian Office 365 hack

Hewlett Packard Enterprise (HPE) is notifying employees whose data was stolen from the company’s Office 365 email environment by Russian state-sponsored hackers in a May 2023 cyberattack. According to filings with Attorney General offices in New Hampshire and Massachusets, HPE started sending the breach notification letters last month to at least 16 people who had … Read more

HPE investigates breach as hacker claims to steal source code

HPE notifies employees of data breach after Russian Office 365 hack

Hewlett Packard Enterprise (HPE) is investigating claims of a new breach after a threat actor said they stole documents from the company’s developer environments. The company has told BleepingComputer that it hasn’t found any evidence of a security breach, but it is investigating the threat actor’s claims. “HPE became aware on January 16 of claims … Read more

HPE may have been beaten Supermicro and Dell to win a $1bn AI contract, but it’s not for the Colossus supercomputer

HPE set to cut thousands of employees despite results rise

Bloomberg reports the contact is for Elon Musk’s X social media platform xAi’s Colossus uses 100,000 Nvidia H100 GPU and doesn’t seem to be part of the contract Supermicro has had troubles, but is still a major player in AI hardware The rising demand for computing power to support AI workloads has fueled rapid growth … Read more

HPE now allows customers to run its most powerful server on AWS but is it actually a good idea?

HPE now allows customers to run its most powerful server on AWS but is it actually a good idea?

U7inh instance has 1,920 virtual CPUs and 32TB of memory, and you can run 4 of these Need to sustain SAP workloads is what encouraged HPE to work with AWS However, there’s also the fact HPE may be helping AWS get newer, lucrative leads As businesses face relentless data growth, challenges like data silos and … Read more