HPE projects the company will grow at a double-digit rate going forward.

HPE is focused on accelerating the deployment of AI in the enterprise, moving from large language models to agentic models to increase productivity.

Antonio Neira predicts that 250 gigawatts of power will be built by the end of the decade to host GPUs for AI.

HPE expanded its margins in Q2 due to a larger revenue mix from networking, software, and cloud services.

HPE's financing company has $13 billion in assets under management.

HPE expects to return to a 2x leverage ratio by the end of its current fiscal year, one year ahead of its original plan.

HPE has provided financial guidance for the next six quarters.

HPE plans to return approximately 75% of its free cash flow to shareholders in 2027, totaling at least $4.5 billion in dividends and share buybacks.

HPE expects its acquisition of Juniper will position it as a core element of AI infrastructure build-out.

Antonio Neira believes the mix of AI compute capacity will shift from training models to inferencing models.

HPE believes networking is the bottleneck for productive GPU utilization in developing frontier AI models.