Hewlett Packard Enterprise Announces Record Revenue from AI Servers - Juniper Acquisition is a Milestone!
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The acquisition of Juniper is a milestone in building the best AI-driven networking business. Synergies are already becoming noticeable. Delivery of a large GB200 system results in record revenue from AI servers. The AI order backlog reaches a new high of $3.7 billion with almost doubled sequential orders. Operating server margins improve sequentially to 6.4% and are expected to rise to 10% in the current quarter. Gen12 server launches are set to accelerate in 2026. The revenue forecast can be significantly raised to 14 to 16% thanks...
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