- HPE secured a $1.2 billion order from Vultr for AMD Helios AI Rack systems.
- This is HPE's first order for the AMD Helios platform.
- HPE raised FY27 Networking revenue growth guidance to high-teens to low-20s percent.
- HPE expects a high-teens CAGR for Networking through FY29.
- Data Center Networking segment expected to grow at low-to-high 50s percent CAGR through FY29.
- Routing segment expected to grow at low-to-high 20s percent CAGR through FY29.
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