Key insights
- Vultr's selection of HPE and NVIDIA for AI datacenter expansion signals strong enterprise demand for AI and private cloud solutions. This partnership highlights continued investment in AI infrastructure, benefiting component suppliers like NVIDIA and infrastructure providers like HPE. The deployment of advanced GPU systems and high-speed networking indicates a growing market for AI-specific hardware and services, potentially boosting related tech stocks.
LAS VEGAS - Hewlett Packard Enterprise (NYSE:HPE) announced Wednesday that Vultr has selected HPE and NVIDIA for large-scale AI datacenter deployments to support enterprise demand for private cloud and AI workloads, according to a press release statement.The announcement comes as HPE shares have surged 178% over the past year, trading at $50.04 with a market capitalization of $66.34 billion. According to InvestingPro analysis, the stock is currently trading above its Fair Value, placing it among overvalued technology stocks.
Vultr will deploy NVIDIA GB300 NVL72 systems by HPE connected with NVIDIA Spectrum-X Ethernet networking as part of its next-generation AI infrastructure. The deployments will combine HPE’s AI factory capabilities with NVIDIA accelerated computing, networking, and software for model training and inference.
The infrastructure will support Vultr’s global AI expansion and include rack-scale systems powered by NVIDIA accelerated computing and high-performance networking technologies, along with HPE’s liquid cooling technology and services.
"HPE, Vultr, and NVIDIA are building AI infrastructure designed for the future of AI and the agentic enterprise," said Antonio Neri, president and CEO of HPE.
J.J. Kardwell, CEO of Vultr, stated, "As a powerful extension of our global cloud infrastructure platform, Vultr is deploying dedicated AI infrastructure focused on GPU architecture and AI inference to accelerate customer innovation while maintaining cost efficiency."
The deployments will feature NVIDIA Spectrum-X Ethernet networking with 400GbE and 800GbE interconnects, optical transceivers, and NVIDIA Spectrum-X Ethernet switches and SuperNICs. HPE will provide AI services, deployment expertise, and lifecycle support for the infrastructure.
Vultr describes itself as the world’s largest privately held hyperscaler. The company is expanding its GPU-as-a-service capabilities to power enterprise AI and private cloud deployments across its global network.
The announcement was made at HPE Discover Las Vegas 2026.The partnership reflects strong market confidence in HPE’s AI infrastructure strategy, with 17 analysts recently revising their earnings estimates upward. For investors seeking deeper insights into HPE’s valuation and growth prospects, InvestingPro offers comprehensive analysis including 16 additional ProTips and detailed financial health metrics.
In other recent news, Hewlett Packard Enterprise (HPE) reported strong quarterly results, surpassing consensus revenue and non-GAAP EPS estimates for the fiscal second quarter of 2026. The company experienced double-digit annual sales growth and a triple-digit increase in non-GAAP EPS, which Argus highlighted when raising its stock price target to $70 and maintaining a Buy rating. At the Discover Las Vegas 2026 conference, HPE announced networking advancements focused on AI data centers and expanded its self-driving network portfolio by integrating the Juniper networking platform into its AI Data Center Solutions.
Additionally, HPE expanded its quantum computing partnerships with eight companies, including Intel and Rigetti, to develop hybrid classical-quantum computing applications. In another development, Sky Co., Ltd. successfully deployed HPE’s Private Cloud AI solution in just one month, enhancing AI-driven development while adhering to strict data governance policies. UBS reiterated a Neutral rating on HPE stock, with a $65 price target, expressing confidence in the integration of the Juniper platform. These recent developments underscore HPE’s focus on AI and quantum computing innovations.
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