Hewlett Packard Enterprise's AI revenues are facing demand and supply side headwinds but are expected to accelerate in H2 FY25, driven by demand driven from NVIDIA's Blackwell GPU products.

H2 FY24. The key growth catalyst is in H2 FY25 with the launch of the MI350 GPU. I expect EBIT margins to be contained with some potential downside pressure in FY25 driven by mix-shift impacts and ...

HPE’s Grace Blackwell rack consists of 72 Nvidia Blackwell graphics processing units (GPU), and 36 Nvidia Grace central processing units (CPU). While Nvidia’s latest Blackwell chip is ...