What HPE makes for data centers
public · HQ Spring, US · 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
Snapshot 2026-08-28T02:17:39Z — 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, IBM, NetApp, Pure Storage, 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 |
Disclosed customers
Verification: enriched, last verified 2026-08-27. Sources: www.hpe.com · www.hpe.com.· Markdown · JSON