文章核心观点 - 西部数据公司计划将其硬盘驱动器(HDD)和固态驱动器(SSD)业务分拆为两家独立公司 [1] - 人工智能加速了存储设备行业的复苏,西部数据公司上调了2024财年第三季度的每股收益预期 [6][7][8][9] 西部数据公司 - 西部数据公司生产硬盘驱动器(HDD)和固态驱动器(SSD),产品包括数据中心存储系统和消费者存储设备 [4][5] - 公司业务正在因人工智能趋势而蓬勃发展 [5] - 公司计划将HDD和Flash业务分拆为两家独立公司 [5] - 公司上调了2024财年第三季度的每股收益预期,超出了分析师的预期 [7][8][9] - 分析师给予西部数据公司"跑赢大盘"的评级,目标价为80美元 [10][11] 希捷科技 - 希捷科技是全球最大的HDD制造商,利用热辅助磁记录(HAMR)技术将HDD容量提高了3倍 [2][13][14][15][16] - 希捷科技将HAMR技术整合到其30TB HDD产品线中 [14][16] - 希捷科技的Mozaic 3+HDD平台可实现3TB/盘的密度,未来目标为4TB和5TB+/盘 [16] - 希捷科技的HAMR技术可将数据存储密度提高5-10倍 [15]

文章核心观点 - 公司正在积极布局人工智能(AI)业务,通过收购Cray公司和与Nvidia公司建立战略合作关系,加强在AI基础设施、超级计算和AI/ML软件方面的实力 [3][6] - 公司预计未来4年内AI市场规模将增加近1000亿美元,成为公司未来重点发展的业务领域之一 [4] - 公司最近收购Juniper Networks,有望在网络领域与AI形成协同,成为AI领域的领导者 [4] - 尽管公司当前的业绩增长预期不高,但如果能够成功抓住AI机遇,未来盈利能力有望大幅提升 [9][10] 行业概况 - 人工智能行业正处于快速发展阶段,未来几年内市场规模有望大幅增长 [1][4] - 行业竞争激烈,其他科技公司也在积极布局AI业务,公司需要持续加大研发投入以保持竞争力 [13] 公司概况 - 公司主要业务包括提供AI云平台、数据分析、高性能计算等解决方案,以及服务器、存储和安全数据管理等产品 [2] - 公司近年来通过收购Cray公司和与Nvidia公司合作,加强了在AI基础设施和软件方面的实力 [3][6] - 公司最近收购Juniper Networks,有望在网络领域与AI形成协同 [4] - 公司目前的估值水平较低,股息率较高,风险收益比较合理 [10][12]

休斯顿机场选择HPE Aruba Networking解决方案 - 惠普企业宣布其Wi-Fi 6E启用的HPE Aruba Networking解决方案被休斯顿机场选中[1] - 休斯顿机场选择HPE的Aruba Networking解决方案来增强其无线和基于位置的服务[1] - 休斯顿机场利用Aruba Meridian应用平台和HPE Aruba Networking Beacons创建了一个应用程序，帮助乘客进行导航、估计步行时间和停车指导[2] - Wi-Fi 6E允许休斯顿机场访问6 GHz频段，在全美国提供1200 MHz的清晰频谱[3] HPE Aruba Networking解决方案的应用范围 - 多个组织包括Bethesda Health Group、Korea Telecom、New Brunswick Community College等都采用了HPE的Aruba Networking解决方案[4] 惠普企业的智能边缘部门发展情况 - 惠普企业的智能边缘部门，包括HPE Aruba和HPE Aruba服务，由于对软件中心解决方案的高需求，经历了快速增长[5] 惠普企业的产品组合和收购 - 惠普正在通过收购加强其Aruba产品组合，专注于高利润的产品，如智能边缘和Aruba Central超融合基础设施[6] - 惠普企业收购了Silver Peak以进一步改进其Aruba Edge Services平台[6]

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

HPE资产升级服务 - 阿斯泰利斯制药公司选择了HPE资产升级服务，为加拿大网络标准化项目提供端到端的网络设备收集和处理[1] - HPE资产升级服务帮助客户现代化多代IT资产，延长传统系统和相关软件的寿命，并从终端使用技术中提取价值[3] 环保可持续发展 - 阿斯泰利斯团队每年将收到HPE循环经济报告，详细说明了按产品系列的重复利用与回收率以及相关的环境影响节约[2] - 阿斯泰利斯希望通过促进IT资产的重复利用和回收，对环境产生积极影响[4] HPE Aruba Networking解决方案 - 阿斯泰利斯选择了HPE Aruba Networking解决方案来加强其骨干网络，支持新药的研究、发现、开发和制造[4] - HPE Aruba Networking Central提供AI驱动的分析、端到端自动化和编排，以及先进的安全性，实现统一管理和增强IT生产力[4]

Hewlett Packard Enterprise (HPE) recently announced that its Wi-Fi 6E-enabled HPE Aruba Networking solution has been selected by Houston Airports. The airport has chosen HPE’s Aruba Networking solution to enhance its wireless and location-based services for approximately 60 million passengers and visitors.Houston Airports manages George Bush Intercontinental Airport and William P. Hobby Airport. The airport has created an application using the Aruba Meridian App Platform and HPE Aruba Networking Beacons. Th ...

Hosting over 30 passenger airlines, Houston Airports is ensuring it can meet the mobile experience expectations of today’s travelers by rolling out high-performance, free guest Wi-Fi connectivity and debuting a step-by-step wayfinding app to help travelers get to their gate, baggage claim, and airport amenities. (Source: Houston Airports)Hosting over 30 passenger airlines, Houston Airports is ensuring it can meet the mobile experience expectations of today’s travelers by rolling out high-performance, free g ...

Key PointsHewlett Packard Enterprises provides IT infrastructure solutions to business customers, including AI servers, storage and networking products.Super Micro Computers and Dell Technologies soared on their AI server business, surging their valuations to 58.99X and 18.54X forward earnings, respectively.Hewlett Packard Enterprises shares trade at 9.67X forward earnings as its AI server business was stifled due to GPU supply constraints, which it expects to normalize in the second half of 2024.5 stocks w ...

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced Gartner has recognized HPE Aruba Networking as a Leader in the 2024 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure. This is the 18th consecutive time that HPE Aruba Networking has been positioned in the Leaders Quadrant by Gartner. In the Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure report, Gartner evaluated vendors based on two primary criteria: Completeness of Vision and ...

Hewlett-Packard Enterprise Inc (NYSE:HPE) is soaring today, up 9.5% at $17.04 at last look, and extending Friday's post-earnings rise. The stock slipped immediately following the company's mixed fiscal first-quarter results and a disappointing second-quarter forecast, but finished the day with a 2.2% rise. Now, the shares are holding on to a slim 0.8% year-to-date lead. For those betting on a correction, however, HPE's rally has it running into pressure on the charts. According to Schaeffer's Senior Quantit ...