A little over a year after closing the Juniper Networks acquisition, Hewlett Packard Enterprise Co. today used its Networking Investor Day to argue that networking is no longer a supporting act at HPE. It’s the growth engine. The numbers shown to investors support that. HPE says its combined networking business will grow from $9.3 billion in fiscal 2024 to about $11.3 billion in fiscal 2026, with operating profit rising from $1.6 billion to $2.5 billion over the same period.
Hewlett Packard Enterprise Co. Chief Executive Antonio Neri opened the company’s annual user conference, Discover, this week in Las Vegas with a manifesto for the AI era. Though all events now discuss the changing role of AI, Neri offered a different perspective on AI through the lens of information technology. The industry is moving from building IT systems to architecting intelligence. In that shift, the enterprise is no longer just an operator of technology but rather a designer of outcomes, a much different role for the people sitting in the audience.
Hewlett Packard Enterprise Co. announced new networking, compute hardware, cloud operations software and financing updates for service providers at this past week’s MWC26 in Barcelona. The updates center on meeting the new demands being created by artificial intelligence reshaping every aspect of network design — from centralized data centers to distributed edge environments.
As CES wound down, industry watchers are now turning their attention to the National Retail Federation show across the country in New York. Retail, once is slow moving industry, is now ripe with change and the in-store environments have become operationally more complex.
Given Hewlett Packard Enterprise Co.‘s Juniper acquisition has now had a bit of time to percolate, I was expecting to see at HPE’s European version of its user event Discover this week in Barcelona how it’s using the combined assets to reshape itself for the artificial intelligence era. The event is the first real glimpse into how the Juniper Networks acquisition is taking shape, just five months after the deal closed.