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Story summary
- HPE announced a $1.2 billion order for AMD-powered Helios AI racks from cloud provider Vultr.
- The deal is the first Helios rack purchase, each housing 72 Instinct MI455X GPUs.
- HPE will also supply six Juniper QFX5252 Ethernet switch trays, liquid-cooling and deployment services.
- Executive vice president Rami Rahim said AI reshapes the technology stack, making networks more strategic.
- HPE raised its networking revenue outlook to a high-teens CAGR through fiscal 2029.
