HPE (HPE): Networking Growth Gives the AI Infrastructure Bull Case More Substance

HPE (HPE): Networking Growth Gives the AI Infrastructure Bull Case More Substance

By Habib Ur Rehman
Publication Date: 2026-06-14 19:28:00

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the The best AI networking stocks to buy according to analysts.. The company gave investors a new update on AI networking on June 1, when it reported fiscal second-quarter revenue of $10.7 billion, up 40% from the prior-year period.

The strongest signal came from HPE’s networking business. Network revenue reached $2.7 billion in the quarter, up 148.2% year-over-year, while data center network revenue rose 233.3% to $320 million. Cloud and AI revenue also reached $7.7 billion, up 22.9% from the same period last year, supported by higher demand for servers.

HPE (HPE): Networking Growth Gives More Substance to AI Infrastructure Case

The numbers are relevant to the topic of AI networking because HPE is no longer just a server and hybrid cloud story. Its expanded networking portfolio, strengthened by Juniper, gives it exposure to demand for campus, branch, routing, security and data center networking as enterprises build…