HPE Unveils AI Infrastructure, Boosts NVIDIA Partnership, Sees 25% Revenue Growth

Hewlett Packard Enterprise (HPE) recently made significant announcements at its annual HPE Discover conference, focusing on AI infrastructure and mixed cloud platforms. The company unveiled several new products, with a particular emphasis on deepening its long-term AI computing partnership with NVIDIA.

In the realm of private cloud updates, HPE has enhanced its private cloud services with isolation wall management capabilities. The company also introduced the new ProLiant Compute Gen12 server series, which features the NVIDIA RTX PRO 6000 Blackwell GPU. This GPU is one of NVIDIA's most advanced high-performance products designed for workstations.

HPE also launched the HPE Compute XD690, a high-performance AI server equipped with eight of NVIDIA's latest and most powerful Blackwell Ultra architecture GPUs, specifically the NVIDIA Blackwell Ultra GPU modules. This new server is designed to leverage the advanced capabilities of NVIDIA's technology to enhance AI processing power and efficiency.

Other notable product announcements include the HPE Alletra Storage MP X10000 high-performance AI storage system and the HPE OpsRamp Software AI computing platform, which will be used in conjunction with NVIDIA's Enterprise AI Factory service. Additionally, HPE has formed 26 new Unleash AI partnerships to rapidly realize AI value creation.

HPE's CEO highlighted the potential of generative AI, AI agents, and physical AI to reshape global productivity and drive lasting social change. He emphasized that the success of AI depends on the underlying infrastructure and data systems. Enterprises need data, insights, and vision to seize AI opportunities, making it crucial to build the right IT foundation. HPE and NVIDIA are providing a comprehensive solution that combines industry-leading AI infrastructure and software platforms to help organizations achieve their goals and create sustainable business value.

Earlier this year, the two companies introduced the "NVIDIA AI Computing by HPE" full-stack solution, aiming to deeply integrate NVIDIA DGX, InfiniBand, and HPE GreenLake management and billing in the near future. NVIDIA's CEO also emphasized the collaboration in building a "full-stack AI factory infrastructure" to help enterprises unlock data value at unprecedented speed and accuracy.

Other important product announcements include agreements with Veeam to assist with data migration and enhance portability, the launch of GreenLake Intelligence—a new Agentic AI framework for hybrid operating models—and an expanded partnership with CommVault to mitigate network threats and prevent data loss.

In the rapidly growing and competitive AI server market, HPE, along with competitors such as Super Micro Computer and Dell Technologies, is focusing on enterprise-level and large cloud computing customers. These companies are offering servers equipped with NVIDIA's high-performance AI GPUs and AI server-based all-in-one rack AI cluster systems, creating intense competition. To stay ahead, these leaders are strengthening their partnerships with NVIDIA to secure priority access to new AI GPU supplies. Unlike Super Micro Computer and Dell, which focus on modular customization of 8-AI GPU HGX AI servers, HPE leverages its GreenLake hybrid cloud subscription model and Cray supercomputing heritage to collaborate with NVIDIA in building an "AI Factory" for enterprises.

HPE, which separated from Hewlett-Packard nine years ago, has transformed from a traditional server vendor into a provider of "mixed cloud computing subscription platforms + AI infrastructure." With its supercomputing-level Cray technology, GreenLake cloud platform, and a decade-long close collaboration with NVIDIA, HPE has become a key player in the AI computing device supply chain. Its HPC & AI business saw a 25% year-over-year revenue increase in the 2023 fiscal year, with AI-optimized high-performance servers achieving a record $900 million in sales in the fourth quarter of the 2024 fiscal year. Industry analysts expect this business segment to reach nearly $6 billion by the 2026 fiscal year, driven by deeper collaboration with NVIDIA.