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COMPANY RESEARCH / HPE

Hewlett Packard Enterprise

GB200 NVL72 by HPE and AMD Helios racks

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Where it fits in an AI server rack

Shipped its first NVIDIA GB200 NVL72 rack-scale system with HPE direct liquid cooling (Feb 13, 2025) and will offer AMD’s Helios rack-scale architecture (MI455X GPUs) worldwide in 2026 with a scale-up Ethernet switch developed with Broadcom (Dec 2, 2025). Q3 FY2026 server revenue was $6.8 billion, up 35% (Sept 2, 2026).

What the evidence establishes

AI-rack evidence

Partner-disclosed: AMD’s release says HPE will be one of the first OEMs to offer its Helios rack-scale platform; NVIDIA names HPE among Blackwell Ultra server makers. HPE’s own GB200 NVL72 release was seen in search results only.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Listed as a rack builder for its own AI servers and racks, not as a supplier of the parts inside.

Component roleGB200 NVL72 by HPE and AMD Helios racks
EvidencePartner-disclosed: AMD’s release says HPE will be one of the first OEMs to offer its Helios rack-scale platform; NVIDIA names HPE among Blackwell Ultra server makers. HPE’s own GB200 NVL72 release was seen in search results only.
How we knowPartner-disclosed A named partner, customer or platform owner’s document names the company. The scope is that document’s product or program, not a general supply relationship.
Primary sourceHewlett Packard Enterprise — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

HPE does not break out AI-system or rack-scale revenue in its Q3 FY2026 results, and Helios availability is a 2026 plan. The Helios switch uses Broadcom silicon, so HPE has no switch-ASIC link.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

This company is mapped at sector level. The reviewed evidence does not establish a direct match to a specific illustrated part. Explore switches & network chips, rack builders & platforms for the broader relationship.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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