Hewlett Packard Enterprise and NVIDIA Forge AI Revolution with New 'AI Factory' Solutions

On Tuesday, Hewlett Packard Enterprise (HPE.US), with a focus on AI infrastructure and hybrid cloud platforms, announced several key products at its annual HPE Discover conference. Central to these announcements was the deepening of its long-term AI computational partnership with NVIDIA (NVDA.US), an industry leader in AI chip technology.

In private cloud updates, HPE enhanced its private cloud services by upgrading firewall management capabilities and introducing the new generation ProLiant Compute Gen12 server. This server is equipped with NVIDIA's RTX PRO 6000 Blackwell GPU, known as one of NVIDIA's most aggressive high-performance workstation GPUs.

The company also unveiled the HPE Compute XD690, a high-performance AI server model featuring eight of NVIDIA's most powerful GPUs based on the Blackwell Ultra architecture—the NVIDIA Blackwell Ultra GPU module.

Other significant product announcements included the HPE Alletra Storage MP X10000 high-performance AI storage system and the HPE OpsRamp Software AI computing platform, which collaborates with NVIDIA's Enterprise AI Factory service. HPE also seeks rapid AI value creation through partnerships with 26 new Unleash AI partners.

Antonio Neri, HPE President and CEO, stated, "The potential of generative AI, agentic AI, and physical AI is extremely powerful in reshaping global productivity and driving lasting social change. Success in AI relies on robust infrastructure and data systems. Companies must establish the right IT foundation to capture opportunities that AI presents. HPE and NVIDIA are offering the most comprehensive solutions, combining industry-leading AI infrastructure and software platform services to help organizations realize their ambitions and create sustainable business value."

Earlier in 2024, the two companies rolled out the "NVIDIA AI Computing by HPE" full-stack solution, aiming for a deep integration in the near future with NVIDIA DGX, InfiniBand, and HPE GreenLake management/billing.

According to Jensen Huang, NVIDIA's CEO and founder, the collaboration is building a “full-stack AI factory infrastructure” to help businesses “unlock data value at unprecedented speed and precision.” Huang emphasized, "We are entering a new era of industrialization characterized by large-scale generative AI intelligence. HPE and NVIDIA are jointly delivering the complete 'AI Factory' full-stack AI infrastructure. This transformation allows enterprises to fully exploit their data and accelerate innovation at unmatched speed and precision."

Additional product announcements included agreements with Veeam for data migration and enhanced portability, launching GreenLake Intelligence—a new Agentic AI framework for hybrid operation modes, and expanding partnerships with CommVault (CVLT) to bolster defenses against cyber threats and prevent data loss.

In the rapidly growing AI server sector, competition becomes increasingly fierce, with HPE leaning heavily on NVIDIA. HPE, Supermicro (SMCI.US), and Dell Technologies (DELL.US) all target enterprise and large cloud computing groups with servers equipped with NVIDIA high-performance AI GPUs, leading to direct competition.

Faced with intense competition, these leading AI server providers have deepened cooperation with NVIDIA, striving for long-term priority access to NVIDIA's new AI GPU supplies. Unlike Supermicro and Dell, which focus on modular customized 8-GPU HGX AI servers, HPE employs hybrid cloud subscription via GreenLake and Cray supercomputing capabilities, jointly working with NVIDIA to build the so-called "full-stack AI factory." At Discover 2025, HPE unveils ProLiant Gen12 and Compute XD690, initially featuring NVIDIA Blackwell RTX Pro 6000 and Blackwell Ultra GPU, and will work with NVIDIA to create the “AI Factory” full-stack AI solution.

In just a short nine years after separating from Hewlett-Packard, HPE has transformed from a traditional server provider into a "hybrid cloud computing subscription platform + AI infrastructure" provider. With supercomputing-grade Cray technology, the GreenLake cloud platform, and a close ten-year collaboration with NVIDIA, HPE has successfully secured a central position in the AI computing equipment industry chain. Its HPC & AI business revenue increased by 25% year-on-year for the fiscal year 2023, and AI-high-performance optimized servers achieved a record single-season sales of $9 billion in the fourth quarter of the fiscal year 2024. Wall Street investment institutions generally forecast that aided by deeper collaboration with NVIDIA, this business segment’s scale could reach nearly $60 billion by fiscal year 2026.