HPE Networking Day: networking becomes core to HPE's AI infrastructure strategy, with new color on AMD Helios
BenBajarin · x · 2026-10-02
Creative Strategies analyst Ben Bajarin attended HPE's Networking investor day and published a research note arguing networking is now central to HPE's AI infrastructure strategy. The Juniper acquisition gives HPE more entry points into AI deployments — from intra-rack connections to inter-datacenter fabric — plus stronger software and services layers on top. The note also includes analysis of AMD Helios.
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