HPE's networking revenue triples on AI data-center demand — ride the infrastructure boom via Fluence and HPE
Hewlett Packard Enterprise just reported its biggest earnings beat in eight years, driven by a stunning 148% jump in networking revenue as companies build out AI data centers. Separately, AI data-center supplier Fluence surged on a new Nvidia partnership.
Idea
HPE's 148% networking revenue growth signals that the AI buildout is entering a new phase — it's not just about Nvidia's chips anymore, it's about the networking and power infrastructure connecting them all together. Fluence, which makes energy-storage systems for data centers, just announced an Nvidia partnership and surged on the news. Rather than chasing HPE's 30% gap-up, Fluence offers a way to ride the same AI-infrastructure wave at an earlier stage. If HPE is seeing that kind of demand, the suppliers enabling these data centers should see order volumes follow.
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News sources
- HPE skyrockets 30% on biggest earnings beat since 2018 — CNBC
- AI Data Center Supplier Fluence Soars On Nvidia Partnership — Investor's Business Daily
- HPE's stock soars toward record gain as earnings show a networking bonanza — MarketWatch