Hewlett Packard Enterprise Co. (HPE): HPE Discover 2026: Focus on networking as foundation of AI deployments

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Hewlett Packard Enterprise Co. (HPE): HPE Discover 2026: Focus on networking as foundation of AI deployments

Equity Research

16 June 2026 | 8:57PM EDT

Hewlett Packard Enterprise Co. (HPE): HPE Discover 2026: Focus on

networking as foundation of AI deployments

We attended HPE Discover in Las Vegas on June 16th, 2026 featuring an executive Katherine Murphy

+1(212)902-1151 |

keynote and Q&A session (featuring CEO Anthony Neri), a Networking general katherine.a.murphy@gs.com

Goldman Sachs & Co. LLC

session with Rami Rahim (EVP, President, and GM of Networking), a showcase tour

Zorayda Montemayor

with live product demos, and group lunch with Shannon Cross (Chief Strategy Officer, +1(212)357-6403 |

Head of IR and AI Deployments). We come away from HPE Discover with a deeper zorayda.montemayor@gs.comGoldman Sachs & Co. LLC

understanding of synergies across HPE’s end-to-end portfolio across networking, Michael Ng, CFA

compute, and storage as customers of all sizes seek to invest in AI infrastructure & +1(212)902-8618Goldman Sachs & Co.| michael.ng@gs.comLLC

simplify and automate network operations.

Key Takeaways

Synergies Between Juniper & HPE. In the data center, HPE has introduced the

QFX5250, the industry’s first 100% direct liquid-cooled switch utilizing the

Tomahawk 6 chipset, which is a first-to-market 1.6T connectivity solution developed

through a deep partnership with Broadcom. In the campus and branch portfolio,

HPE is driving rapid cross-pollination of software and hardware features. On

software, enabled by a microservices framework and a common agentic AI

architecture, HPE can develop self-driving innovations once and deploy them

seamlessly across both the HPE Aruba Central and HPE Mist platforms. On hardware,