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HPE Sees AI Infrastructure Demand Boost in Q3 and Raises 2026 Target

Hewlett Packard Enterprise logoHewlett Packard Enterprise
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Hewlett Packard Enterprise is gaining share in enterprise AI infrastructure spending, spanning servers, storage, and networking for data centers and hybrid deployments. In Q3 fiscal 2026, Cloud & AI revenues rose 25.4% to $9.04B and server revenues grew 35.3%. AI Systems orders hit $2.4B, and networking-for-AI orders totaled $700M; management raised the fiscal 2026 networking target to $2.5–$3B.

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