Hewlett Packard Enterprise: The Underdog Cozying Up With Nvidia - Initiating At Buy

  • Hewlett Packard Enterprise Company is part of the AI server crew but is more of an underdog among the bunch and that's why we think investors should take a closer look. This morning, news broke of HPE and Nvidia partnering up with Germany's Leibniz Supercomputing Centre to make a new supercomputer called “Blue Lion” that'll run on Rubin. HPE is catching up to Dell, who is edging ahead in AI server sales at $1.8B for the quarter versus HPE just now hitting $1B.