What HPE makes for data centers
public · HQ Spring, United States · hpe.com
HPE makes servers and storage for data centers, including rack-scale AI systems on Nvidia platforms, and — since closing its acquisition of Juniper Networks in July 2025 — sells Juniper-branded data-center switching. It has announced scale-up networking for AMD's Helios rack architecture built with Broadcom.
Listing
US exchanges (NYSE/Nasdaq): HPE· 56.69 USD +3.45% · mkt cap 75.3B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
5 parts across 5 layers
Q3 FY2025 results: Server segment revenue of $4.94B, up 16% year over year, including $1.6B of AI systems revenue (HPE press release, 2025-09-03).
Parts, by layer
Layer 2 — Memory & storage
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| AI storage systems | manufacturer | inferred | Dell, Everpure, IBM, NetApp, Supermicro, DDN |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Switch systems & white-box ODMs | manufacturer | inferred | Quanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rack-scale systems | oem | inferred | Quanta Computer, AMD, ASRock Rack, ASUS, Cisco, Compal |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Containerized "AI factories" | manufacturer | inferred | Dell, Supermicro |
Layer 11 — Software, tools & services touching the hardware (optional)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Cluster management & GPU orchestration | service | inferred | Dell, Nvidia, Supermicro, Rafay, SchedMD/Slurm |
Where HPE sits in the stack
HPE's placements in this catalog cover 5 parts, from layer 2 (memory & storage) to layer 11 (software, tools & services touching the hardware (optional)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Cluster management & GPU orchestration — Software that schedules AI workloads onto GPU clusters and manages the compute fleet, sitting outside the physical parts this site otherwise tracks.
- AI storage systems — Purpose-built storage software and appliances — parallel file systems, object stores, and GPU-direct pipelines — that aggregate many drives into one system capable of feeding a large number of accelerators at once.
- Switch systems & white-box ODMs — The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.
- Rack-scale systems — A rack-scale system is the fully integrated cabinet of compute trays, switch trays, power shelves, cooling manifolds and busbar that ships as one wired unit rather than as discrete servers.
- Containerized "AI factories" — Fully containerized, self-contained compute units — sometimes marketed as complete "AI factories" — that ship with compute, power, and cooling pre-integrated.
Closest peers in this catalog
Seen in real machines
HPE is named in 10 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- Rack integration, ODM and OEM badge
- AMD Helios (MI455X) · rack teardown
- Rack integration, ODM and OEM systems (turnkey Helios systems worldwide in 2026)
- El Capitan · supercomputer
- System design and cabinets (HPE Cray EX, 87 liquid-cooled cabinets, built with AMD and Red Hat) (integrator and Cray EX cabinet supplier)
- Compute blade and node (HPE Cray EX255a; a blade holds two nodes, a node holds 4 MI300A APUs) (EX255a accelerator blade)
- Slingshot-11 fabric (HPE Rosetta switches, dragonfly topology, 64 ports at 200 Gb/s)
- and 4 more on the El Capitan page
- Frontier · supercomputer
- System design and cabinets (HPE Cray EX, liquid-cooled, up to 64 compute blades in 8 chassis per cabinet) (system integrator and cabinet designer (HPE Cray EX))
- Compute blade (HPE Cray EX235A: two nodes per blade, each with 1 CPU and 4 MI250X, all components liquid-cooled)
- Network interface (four HPE Slingshot 200 Gb/s NICs per node, 100 GB/s injection bandwidth) (Slingshot NICs)
- and 4 more on the Frontier page
- Aurora · supercomputer
- HPE Cray EX liquid-cooled cabinet (166 cabinets; 8 compute chassis and 8 switch chassis each, no fans) (system integrator; Cray EX cabinet, chassis and Slingshot switch blades)
- Exascale Compute Blade (2x Xeon CPU Max + 6x GPU Max + 8 NICs; about 4 kW sustained, 145 TF/s FP64 in single-node HPL) (Cray EX blade form factor and chassis)
- Blade and cabinet power (rectifiers to 380 V DC, 8 on-blade IVOC converters from 380 V to 12 V) (cabinet PDUs and rectifiers are part of the Cray EX cabinet)
- and 6 more on the Aurora page
- Alps · supercomputer
- System design and cabinets (HPE Cray EX, liquid-cooled; 24 GH200 cabinets, 8 chassis each, no cabinet fans, cooled by direct liquid cooling and a coolant distribution unit) (system integrator and cabinet designer (HPE Cray EX); four power shelves per cabinet with up to six 12.5 or 15 kW rectifiers each)
- GH200 compute blade and node (2 nodes per blade, 4 Grace Hopper modules and 4 NICs per node; 7 of 8 blade slots filled per chassis; 2,688 nodes) (HPE Cray EX254n liquid-cooled blade (TOP500 system name))
- Network interface cards (HPE Cassini, Slingshot-11 at 200 Gb/s; 4 per GH200 node, 2 per Rome node) (Cassini NIC in the Slingshot-11 interconnect)
- and 5 more on the Alps page
- LUMI · supercomputer
- System design and cabinets (HPE Cray EX liquid-cooled cabinets; eight compute chassis of up to eight blades each) (system integrator and cabinet designer (HPE Cray EX))
- LUMI-G compute blade (HPE Cray EX235a node type; one 64-core EPYC Trento and four MI250X per node; 2,978 nodes) (Cray EX blade and node design)
- Network interface (200 Gb/s HPE Slingshot NIC; four per LUMI-G node, one per MI250X module, 800 Gb/s injection) (Slingshot NICs)
- and 5 more on the LUMI page
- Isambard-AI · supercomputer
- System design, integration and cabinets (HPE Cray EX4000 for Phase 2, HPE Cray EX2500 for Phase 1, direct liquid cooled) (system integrator and cabinet designer; HPE was named as the builder in the 2023 award and the contract was placed in October 2023)
- Compute node (4x GH200 superchips with 4x Slingshot NICs; 42 Phase 1 nodes plus 1,320 Phase 2 nodes, 1,362 in total) (HPE Cray EX compute blades; TOP500 lists the system as HPE Cray EX254n)
- Slingshot network interface (HPE Cassini NIC, 200 Gb/s, one per superchip, 4 per node) (Slingshot Cassini NICs, cooled by the same cold plates as the compute blades)
- and 5 more on the Isambard-AI page
- Venado · supercomputer
- System design and cabinets (HPE Cray EX, direct liquid cooled; designed and manufactured at HPE's Chippewa Falls, Wisconsin, facility and delivered to Los Alamos in March 2024) (system integrator and prime contractor (HPE Cray EX); LANL describes it as an exascale-class HPE Cray EX system built through a codesign process with HPE and NVIDIA)
- Grace Hopper compute blades and nodes (2,560 GH200 Superchips, direct liquid cooled; TOP500 names the blade HPE Cray EX254n) (HPE Cray EX254n is the blade name TOP500 gives for the system; the blade is not described on LANL's pages)
- Network interface cards (HPE Cassini NIC in the Slingshot 11 interconnect) (Cassini NIC is the Slingshot-11 adapter in HPE's documentation; LANL names only "HPE Slingshot 11 interconnect" for Venado)
- and 2 more on the Venado page
- Perlmutter · supercomputer
- System design and cabinets (HPE Cray EX liquid-cooled cabinets, eight compute chassis each; GPU cabinets and CPU-only cabinets) (system integrator and cabinet designer (HPE Cray EX, Shasta platform))
- GPU compute blade (HPE Cray EX 235n: two nodes per blade, each with one EPYC 7763, four A100 and four Slingshot NICs; 1,792 nodes) (Cray EX compute blade and node design)
- CPU partition (3,072 nodes, four per compute blade, each with two 64-core AMD EPYC 7763 and 512 GB DDR4) (Cray EX CPU compute blade, four nodes per blade)
- and 4 more on the Perlmutter page
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 10% | revenue | 2025-10-31 | 10-K |
From the blog
Questions about HPE
- What does HPE make for AI data centers?
- This catalog places HPE on 5 parts: AI storage systems (manufacturer), Switch systems & white-box ODMs (manufacturer), Rack-scale systems (oem), Cluster management & GPU orchestration (service) and Containerized "AI factories" (manufacturer).
- Is HPE publicly traded?
- Yes — HPE is listed on US exchanges (NYSE/Nasdaq) under HPE. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is HPE based?
- Spring, United States, per the company record in this catalog.
- Who else makes AI storage systems for AI data centers?
- Dell, Everpure, IBM, NetApp, Supermicro and DDN are also placed on AI storage systems in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For HPE the mix is 5 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.hpe.com · www.hpe.com.· Markdown · JSON