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Explain this story: Hewlett Packard Enterprise Raises AI Networking Outlook, Targets $800M in Juniper Synergies
Hewlett Packard Enterprise (HPE) has increased its AI networking outlook and synergy targets following its acquisition of Juniper Networks. The company now expects $800 million in annual run-rate cost savings by fiscal 2028, up from $600 million, due to faster-than-expected integration. HPE also raised its fiscal 2026 cumulative Networks for AI orders outlook to over $3 billion and projects high-teens to low-20% networking revenue growth in fiscal 2027, driven by strong AI data-center demand, Helios shipments, and an Oracle infrastructure agreement.
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Hewlett Packard Enterprise (HPE) has increased its AI networking outlook and synergy targets following its acquisition of Juniper Networks. The company now expects $800 million in annual run-rate cost savings by fiscal 2028, up from $600 million, due to faster-than-expected integration. HPE also raised its fiscal 2026 cumulative Networks for AI orders outlook to over $3 billion and projects high-teens to low-20% networking revenue growth in fiscal 2027, driven by strong AI data-center demand, Helios shipments, and an Oracle infrastructure agreement.
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Published Sep 30, 2026, 16:03 ET · on this site +1h 14m