# HPE's networking revenue tripled thanks to AI data centers — ride the infrastructure spending wave

_AI-generated trading idea · LONG · ANET, FLNC, HPE_

> Canonical page: https://commonquant.ai/research/for-you/hpe-s-networking-revenue-tripled-thanks-to-ai-data-centers-r--b7af1b11-c9f2-4d19-b3ec-aec7a1e30242

Hewlett Packard Enterprise just reported its best quarter in years, with networking revenue exploding 148% as companies scramble to wire up AI data centers. The stock jumped 30% in a single day, and other AI infrastructure companies like Fluence Energy are also surging on Nvidia partnership news.

## Idea

HPE's 148% jump in networking revenue isn't random — it's proof that companies are spending billions to build the plumbing AI data centers need. When one company in a supply chain posts blowout numbers like this, its suppliers and competitors often get pulled up too, as investors realize the whole category is booming. Fluence Energy just announced an Nvidia partnership for the same reason, confirming the trend is real and broad. The initial 30% pop in HPE was dramatic, but momentum like this in a sector-wide spending cycle often carries further over the following weeks as more money rotates in.

## Key details

- Symbols: ANET, FLNC, HPE
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#earnings, \#momentum, \#networking

## Community

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## News sources

- [AI Data Center Supplier Fluence Soars On Nvidia Partnership](https://www.investors.com/news/ai-data-center-supplier-fluence-soars-nvidia-partnership/?src=A00220&yptr=yahoo) — Investor's Business Daily
- [HPE skyrockets 30% on biggest earnings beat since 2018](https://www.cnbc.com/2026/06/01/hpe-stock-earnings-q2.html) — CNBC
- [HPE's stock soars toward record gain as earnings show a networking bonanza](https://www.marketwatch.com/story/hpes-stock-soars-toward-record-gain-as-earnings-show-a-networking-bonanza-2bde2d3a?mod=mw_rss_topstories) — MarketWatch

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