COMPANIES · SERVERS & AI FACTORIES

HPE

Provides enterprise servers, storage, networking and hybrid-cloud and AI systems.

EnablerServers & AI factories
What it does

Provides enterprise servers, storage, networking and hybrid-cloud and AI systems.

Why it matters

It packages AI chips into enterprise and cloud infrastructure and has pursued large AI-systems orders as a growth strategy.

How it makes money

Sells enterprise servers, storage and hybrid-cloud/AI systems.

Geography

United States

AI stack position

Servers and AI factories. The companies that assemble chips, memory and networking into complete servers and racks, turning individual components into the working computers that actually train and run AI models.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (3)

HPE supplies AI data center networking equipment to Oracle
SuppliesCurrent
HPE is deploying its Juniper Networking PTX/MX routing and QFX/EX switching platforms, plus multi-year support services, across Oracle Cloud Infrastructure's global AI data center buildout, per a September 2, 2026 joint announcement.

Source: 2026-09-02 · reviewed 2026-09-20

Evidence: Primary-source statement · Active, expanded partnership as of September 2026

Limits: The announcement confirms the equipment and services agreement and disclosed stock warrants issued to Oracle; it does not state contract value, shipment volumes, or what share of Oracle's AI network runs on HPE gear.

HPE and Oracle deepen networking collaboration to accelerate gigawatt-scale AI infrastructure ↗
HPE builds AI training servers powered by AMD accelerators AMD
Uses technology fromCurrent
HPE launched the ProLiant Compute XD685 server supporting up to eight AMD Instinct MI325X accelerators and 5th Gen AMD EPYC processors for large-model AI training, announced October 10, 2024.

Source: 2024-10-10 · reviewed 2026-09-20

Evidence: Primary-source statement · Current product line; general availability targeted Q1 2025

Limits: The release describes product specifications and benchmark claims; it does not disclose actual customer orders, shipment volumes, or revenue attributable to AMD-based HPE systems.

HPE launches new purpose-built solutions – powered by AMD – to accelerate training for large, complex AI models ↗
Eaton partners with HPE
Partners withCurrent
Eaton is an HPE Technology Partner; its Intelligent Power Management software is an HPE Composable Infrastructure Tested solution that integrates with HPE OneView to automate provisioning and monitoring of power infrastructure.

Source: Source undated · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes a technology-integration alliance; does not establish order volumes, revenue, or exclusivity.

HPE powered by Eaton | Alliances partner ↗

Dated or announced (1)

HPE plans systems using NVIDIA
Uses technology fromDated / announced
Named as a planned Blackwell server vendor.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Future availability in the source, not proof of shipment.

NVIDIA Blackwell platform announcement ↗
Evidence for this profile

HPE investor relations ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .