HPE’s $1.2 billion order from Vultr puts its AI networking strategy to the test
Good morning. A $1.2 billion order from cloud provider Vultr gives Hewlett Packard Enterprise an early commercial win for its new AMD AI system and tests whether AI networking can become a faster-growing, higher-margin business. The order, announced Wednesday as HPE’s Networking Investor Day took place, is the company’s first for the AMD Helios platform…