Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026

Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026

By Trey Thoelcke
Publication Date: 2026-04-21 11:20:00

Nvidia (NYSE: NVDA | NVDA Price Prediction) dominates the chip layer of building artificial intelligence (AI) with spectacular results. But the infrastructure layer matters: Every GPU Nvidia ships comes inside a server chassis, connected by a network fabric, deployed in enterprise data centers. The companies building that infrastructure layer ride the same AI wave in… Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026