HPE's networking revenue nearly tripled and Nvidia just partnered with Fluence — ride the AI infrastructure breakout
Hewlett Packard Enterprise just reported 148% growth in networking revenue and saw its stock surge 30%. Meanwhile, Nvidia is forecasting a $200 billion market for its new CPUs and just partnered with Fluence Energy for AI data centers — a deal that sent Fluence soaring.
Idea
HPE's blowout quarter showed that AI spending isn't slowing down — networking revenue alone nearly tripled. That spending flows through the entire supply chain, from the companies laying cables to the ones building the power and cooling systems that keep data centers running. Fluence Energy just landed an official Nvidia partnership for exactly this kind of work, and the stock is still in the early stages of its breakout. With Nvidia itself forecasting a $200 billion market for CPUs (including China), the demand backdrop is massive. Fluence gives you a smaller, more explosive way to play the same trend without paying the premium valuation of Nvidia itself.
Key details
Community
News sources
- AI Data Center Supplier Fluence Soars On Nvidia Partnership — Investor's Business Daily
- NVIDIA (NVDA): Forecast of $200 Billion Market for CPUs Includes China, Reports CNBC — Yahoo Finance
- HPE skyrockets 30% on biggest earnings beat since 2018 — CNBC