HPE Asset Upcycling Services Selected by Astellas Pharma to Support Sustainability Commitments and Drive Network Standardization

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Is Hewlett Packard Enterprise (HPE) the next AI server play? Bernstein discusses

March 15, 2024 12:00 PM EDT

Analysts at Bernstein debated whether Hewlett Packard Enterprise (NYSE: HPE) could be the next artificial intelligence (AI) server play in a note Friday.

The firm noted that shares of Dell, Super Micro, and ODMs selling AI servers have exploded over the last year, with multiples increasing by 50% or more in many cases.

However,... More