The company is preparing to navigate commodity shortages in 2026 and anticipates higher prices to continue into 2027.

Surging DRAM and NAND costs, which now account for more than half the price of a standard server, are expected to keep prices elevated well into 2027.

The IT market is facing a sharp acceleration in supply tightness and increasing component costs, most notably in DRAM and NAND,” said HPE CEO Antonio Neri during the company’s quarterly financial call ...

HPE is scheduled to report fiscal first-quarter financial results after the stock market closes on Monday.

With memory and storage contributing over half the price of a server, Big Green needs to protect its margins HPE has changed ...

HPE CEO Antonio Neri says that the current memory supply crisis is a bigger problem than the supply constraints the industry faced during the global COVID-19 pandemic.

Hewlett Packard Enterprise’s HPE server business grew 5.6% in the second quarter of fiscal 2025. It expects its third-quarter revenues to rise in mid-teens sequentially and fiscal 2025 server revenues ...

The company forecasts networking revenue will rise by 68% to 73% as AI and data-center developers continue to fuel strong ...

There’s a line buried in HPE’s latest earnings commentary that tells you everything about where this company is headed. An HPE executive put it plainly: “Networking, which now represents 30% of our ...

Super Micro Computer SMCI and Hewlett Packard Enterprise HPE are both leading the server space, providing organizations with server-based capabilities, enabling them with high computing power. Per a ...