Tag: HPE

Can Mobile Core Early Access Support Nokia’s Software Growth
September 16, 2026

Can Mobile Core Early Access Support Nokia’s Software Growth?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at The Futurum Group shares insights on Nokia’s Mobile Core Early Access, paid evaluation, and network integration requirements....
Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
September 9, 2026

Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear

Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle's AI data centers....
HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....
HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC
July 29, 2026

HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC

Alastair Cooke, analyst at Futurum, shares insights on HPE's Cray Supercomputing GX5000, a 6th Gen AMD EPYC-powered system claiming 40% higher core density than rivals, and what it means for...
July 29, 2026

HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC

Alastair Cooke, analyst at Futurum, shares insights on HPE's Cray Supercomputing GX5000, a 6th Gen AMD EPYC-powered system claiming 40% higher core density than rivals, and what it means for...
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....

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Benjamin Brown

VP, Custom Research · The Futurum Group

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