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companies / NYSE

Hewlett Packard Enterprise

HPENYSE· USwww.hpe.com

First major ODM partner publicly adopting AMD Helios rack architecture for 2026 AI systems (Tom's Hardware).

近 30 天股價

$44.41+1.60%

市值 $57.88B

價格警報

最新估值

尚未有估值資料。

在 BOM 上的位置

AMD Instinct MI400 Series · AMD Instinct MI455X (Helios Rack)1 row
  • 1°Helios open rack· 99%

在 research 中被提到

  • MI455X Helios 機架——AMD 第一個正面對打 NVL72 的 rack-scale 系統

    …方說明把 Helios 定位為「Built on Meta's 2025 OCP design」——基底是 Meta 在 2025 OCP Summit 推出的開放機架,AMD 把自家 silicon + 散熱與電源整合上去。這也是為什麼 HPE 在 2026 4 月成為首家公開宣布採用 Helios 的主要 ODM 夥伴。 ## Helios 機架硬體拆解

財報 highlight

期別RevenueGross profitOperating incomeEPS毛利率營益率YoYQoQSource
2026Q2$10.68B$0——0.0%—+40.00%+14.80%yahoo-finance2
2026Q1$9.3B$0——0.0%——-3.91%yahoo-finance2
2025Q4$9.68B$0——0.0%——+5.94%yahoo-finance2
2025Q3$9.14B$0——0.0%———yahoo-finance2

法說 / IR events

尚未整理法說或 IR event。

競爭對手

尚未有競爭對手資料。

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端,不一定是競爭關係。

  • 廣達2382.TW
  • 鴻海2317.TW

新聞 timeline

  • Hewlett Packard Enterprise - Wikipedia
    2026-05-17 · en.wikipedia.org

    The Hewlett Packard Enterprise Company (HPE) is an American multinational information technology company based in Spring, Texas.

  • Hewlett Packard Enterprise Company (HPE) Stock Price, News, Quote & History - Yahoo Finance
    2026-05-17 · finance.yahoo.com

    # Hewlett Packard Enterprise Company (HPE). ## News headlines Hewlett Packard Enterprise (HPE) is undergoing significant strategic changes, including the sale of its stake in H3C Technologies and a new unified global distribution model with Ingram Micro and TD SYNNEX. Analysts are optimistic, with JPMorgan raising its price target to **$37**, supported by strong earnings momentum and revenue growth. Hewlett Packard Enterprise (HPE) is undergoing significant strategic changes, including the sale of its stake in H3C Technologies and a new unified global distribution model with Ingram Micro and TD SYNNEX. The company offers general-purpose servers, workload-optimized servers, and integrated systems, including HPE ProLiant Rack and Tower servers; HPE Synergy; HPE Scale Up servers; HPE Edgeline

  • Hewlett Packard Enterprise | Houston TX - Facebook
    2026-05-17 · facebook.com

    Hewlett Packard Enterprise, Houston. 306192 likes · 430 talking about this. HPE brings together the power of AI, cloud, and networking to help

  • Hewlett Packard Enterprise
    2026-05-17 · investors.hpe.com

    All statements other than statements of historical fact are statements that could be deemed forward-looking statements, including but not limited to any statements regarding the ongoing integration of Juniper Networks, Inc., and any projections, estimates, or expectations of savings or synergy realizations in connection therewith; any projections, estimations, or expectations of addressable markets and their sizes, revenue (including annualized revenue run-rate), margins, expenses (including stock-based compensation expenses), investments, effective tax rates, interest rates, the impact of tax law changes and related guidance and regulations, the impact of changes in trade policies and restrictions and the uncertainty created thereby, component costs, commodity shortage, net earnings, net

  • Hewlett Packard Enterprise (HPE)
    2026-05-17 · hpe.com

    * ![Image 6: New private cloud, storage, and data protection solutions simplify operations, strengthen resilience, and accelerate AI data pipelines.](https://www.hpe.com/content/dam/hpe/shared-publishing/images-norend/homepage/landmark/latest-news/News-Tile-Innovation-signal.jpg) [](https://www.hpe.com/us/en/newsroom/press-release/2026/05/hpe-delivers-unified-private-clouds-and-data-platforms-to-accelerate-enterprise-modernization-and-ai-data-readiness.html)###### New private cloud, storage, and data protection solutions simplify operations, strengthen resilience, and accelerate AI data pipelines. * ![Image 8: HPE moves self-driving networks from vision to reality with new autonomous networking capabilities to accelerate secure, AI-native operations.](https://www.hpe.com/content/dam/hp

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