Surging DRAM and NAND costs, which now account for more than half the price of a standard server, are expected to keep prices elevated well into 2027.

The company is preparing to navigate commodity shortages in 2026 and anticipates higher prices to continue into 2027.

With memory and storage contributing over half the price of a server, Big Green needs to protect its margins HPE has changed ...

The IT market is facing a sharp acceleration in supply tightness and increasing component costs, most notably in DRAM and NAND,” said HPE CEO Antonio Neri during the company’s quarterly financial call ...

HPE CEO Antonio Neri says that the current memory supply crisis is a bigger problem than the supply constraints the industry faced during the global COVID-19 pandemic.

The company forecasts networking revenue will rise by 68% to 73% as AI and data-center developers continue to fuel strong ...

HPE is moving to agile pricing and shorter quote commitment cycles due to rising DRAM and NAND prices.

By the way, when HPE says AI servers, it means AI servers and HPC servers, which includes big clusters (and little ones) for simulation and modeling workloads. HPC’s share of the accelerated system ...

Hewlett Packard Enterprise is transforming from legacy HP, focusing on servers, cloud, and consulting, with significant M&A activity enhancing its portfolio. HPE's business model emphasizes ...