HPE's networking revenue nearly tripled overnight — catch the AI infrastructure ripple in Fluence
Hewlett Packard Enterprise just reported its best quarter in years — networking revenue nearly tripled, growing 148%. The stock jumped 30%, and a separate Nvidia-partnered data center company called Fluence also soared on the same day.
Idea
HPE's 148% networking growth isn't just a one-company story — it proves that AI data centers are in a massive buildout phase, and the companies supplying networking gear and power infrastructure are getting flood orders. Fluence, which partners directly with Nvidia on AI data center power systems, also surged on the same day. When the biggest names in AI infrastructure start posting blowout numbers at the same time, it typically signals a broad spending cycle lifting the entire supply chain. Fluence is a smaller, faster-moving stock that could ride this wave further as investors look for the next AI infrastructure winner beyond the obvious names.
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News sources
- HPE's stock soars toward record gain as earnings show a networking bonanza — MarketWatch
- AI Data Center Supplier Fluence Soars On Nvidia Partnership — Investor's Business Daily
- HPE skyrockets 30% on biggest earnings beat since 2018 — CNBC