# Hpe

> Markdown twin of https://roboterminal.app/companies/hpe · https://roboterminal.app/companies/hpe.md

## On shared sources

- [Dell](https://roboterminal.app/companies/dell) (7)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (5)
- [AMD](https://roboterminal.app/companies/amd) (4)
- [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (2)
- [Google](https://roboterminal.app/companies/google) (2)
- [Meta](https://roboterminal.app/companies/meta) (2)
- [Micron](https://roboterminal.app/companies/micron) (2)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (2)
- [Supermicro](https://roboterminal.app/companies/supermicro) (2)
- [Anthropic](https://roboterminal.app/companies/anthropic) (1)
- [ASML](https://roboterminal.app/companies/asml) (1)
- [Barclays](https://roboterminal.app/companies/barclays) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Cisco](https://roboterminal.app/companies/cisco) (1)
- [CoreWeave](https://roboterminal.app/companies/coreweave) (1)
- [Lenovo](https://roboterminal.app/companies/lenovo) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [Oracle](https://roboterminal.app/companies/oracle) (1)
- [SanDisk](https://roboterminal.app/companies/sandisk) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)

## Pulse

- [@ricci_nov on X](https://x.com/ricci_nov/status/2113291876300472363)
  At GTC Berlin, Nvidia launched OpenShell: Vera Rubin NVL72 + BlueField-4 + Sentry to isolate and kill misbehaving AI agents in milliseconds. Dell, Cisco, HPE, Lenovo and Supermicro are building to it.…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112996348207440021)
  $SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111928304672391575)
  Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110812200453726531)
  Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The per…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110463910784696653)
  $SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2101012376929902807)
  Morgan Stanley: By 2027, AI server MLCC demand will likely reach ~$1 billion, meaningfully above our previous forecast of ~$550 million by 2030. $NVDA $DELL $AMD $GOOGL $HPE
- [@logi_today on X](https://x.com/logi_today/status/2099725673086800007)
  日立システムズとHPE、コンテナ型DCをモデル化-https://t.co/GyCvPlA1Yv 日立システムズとHPEはコンテナ型データセンター事業で協業を強化。標準構成の採用で導入期間を最短6か月に短縮し、AI向けGPU環境の導入・運用を支援する。 https://t.co/GJEcqnhw23
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097042216405631260)
  Goldman Sachs is estimating global server revenue to reach ~$1.1 trillion in 2028, with majority of the revenue coming from NVL72 racks. $NVDA $DELL $HPE $SMCI https://t.co/pGooFvAVd4

---

Source: Roboterminal · https://roboterminal.app/companies/hpe.md