HPE rises as AMD server launch broadens AI push

Hewlett Packard Enterprise shares rose Wednesday and ranked among the strongest performers in the S&P 500 index as investors grew more optimistic about the company’s expanding role in the artificial-intelligence infrastructure buildout. 3%. 6%, respectively. HPE said Wednesday it unveiled four new enterprise servers powered by AMD’s latest sixth-generation processors.

The company said the models offer greater computing power and faster data movement, making them better suited for AI-related workloads. HPE said the launch broadens its hardware lineup for businesses adopting AI. Analysts have recently highlighted HPE’s growing AI opportunity after its July acquisition of Juniper Networks, a networking equipment company. Daiwa Capital Markets analysts wrote last week that the transaction Susquehanna analysts said last week they were seeing the first signs of HPE breaking into data-center networking, and said its Juniper deal would make it more competitive in the AI infrastructure market.

Analysts at Evercore ISI said HPE's AI-networking opportunity was growing faster than expected, and that wider AI adoption could drive more networking demand. The analysts also said AI could support HPE's storage business, as companies running AI applications in their own data centers are likely to need more storage capacity to store and quickly access the data those applications require. Of the 11 analysts polled by FactSet, seven rate HPE stock the equivalent of a Buy, while four rate it Hold or equivalent. October 07, 2026 13:45 ET (17:45 GMT) Jones & Company, Inc.

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