HPE LANDS FIRST $1.2B HELIOS AI ORDER

Hewlett Packard Enterprise secured its first order for AMD's new Helios AI rack system: a $1.2 billion commitment from cloud provider Vultr to deploy the racks across Vultr's US data centers. The deal came alongside an upgraded synergy target for the Juniper Networks acquisition — HPE now expects $800 million in annual run-rate savings by fiscal 2028, up from the $600 million goal set earlier. $HPE is turning its networking business into the centerpiece of its AI pitch.