{"success":true,"data":{"pressRelease":{"id":"134386","rtpr_id":"nBw6yRrBVa","ticker":"HPE","exchange":"NYSE","all_tickers":["HPE"],"title":"HPE and Oracle Deepen Networking Collaboration to Accelerate Gigawatt-Scale AI Infrastructure","author":"Business Wire","published_at":"2026-09-02T20:06:00.097Z","article_body":"HPE and Oracle Deepen Networking Collaboration to Accelerate Gigawatt-Scale AI\nInfrastructure\n\nOracle plans multi-year, global deployment of HPE Juniper Networking across\none of the industry’s largest AI infrastructure buildouts\n\nHPE\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.hpe.com%2Fus%2Fen%2Fhome.html&esheet=54596901&newsitemid=20260902894449&lan=en-US&anchor=HPE&index=1&md5=b0bad1b2223bd473247743e8b0b047b1)\n(NYSE: HPE) today announced an expanded collaboration with Oracle to help\nscale Oracle’s global AI infrastructure by deploying HPE Juniper Networking\nacross Oracle’s AI data centers. The expanded collaboration builds on more\nthan a decade of engineering work between Oracle and Juniper Networks and\nincludes networking support services and financing capabilities.\n\nThis press release features multimedia. View the full release here:\nhttps://www.businesswire.com/news/home/20260902894449/en/\n(https://www.businesswire.com/news/home/20260902894449/en/)\n\nToday, HPE Juniper Networking routing and switching platforms support key\nelements of Oracle Cloud Infrastructure’s (OCI) data center and edge\nnetworks, providing the scale, performance, and availability needed for\nOracle’s global cloud operations. That foundation is becoming increasingly\nimportant as OCI expands its AI superclusters. Large GPU clusters place\nsignificant demands on bandwidth, latency, congestion management, and fault\nrecovery, while Oracle’s regional and edge networks must scale to connect\nclusters with services, customers, and external networks worldwide.\n\n“Oracle is building AI infrastructure at extraordinary scale, and HPE is\nuniquely positioned to support OCI with one of the industry’s most\ncomprehensive networking portfolios for AI data centers,” said Rami Rahim,\nexecutive vice president, president and general manager, Networking, HPE.\n“Together, we are advancing a high-performance networking architecture that\nhelps Oracle address the traffic management, power, space, and operational\nrequirements of increasingly large AI environments.”\n\nThe expanded collaboration provides for the potential multi-year deployment of\nHPE Juniper Networking PTX and MX routing platforms and QFX and EX switching\nplatforms across Oracle data centers globally, along with multi-year\nnetworking support services. Across OCI today, the MX and PTX routers support\nportions of the edge network, while QFX switches power multiple layers of the\nregional data center fabric. The latest QFX switches will provide the\nhigh-density connectivity, dynamic load balancing, and advanced congestion\nmanagement required for large RoCEv2 (RDMA over Converged Ethernet version 2)\nAI backend networks. A common HPE Juniper Networking foundation across these\ndomains helps simplify engineering and operations while enabling each\nenvironment to be optimized for its distinct requirements.\n\n“Building AI infrastructure at Oracle’s scale requires an integrated\necosystem where every layer of the stack works together,” said Mahesh\nThiagarajan, executive vice president, Oracle Cloud Infrastructure. “HPE\nJuniper Networking has been an important part of our cloud architecture and\nnow plays a key role in our AI clusters, regional data centers, and edge\nnetworks with the scale, performance, and reliability our customers expect.”\n\nTo help OCI sustain high performance and resiliency as its AI infrastructure\nscales, Oracle and HPE are also collaborating on intelligent telemetry that\ndelivers deeper visibility into device and fabric behavior. Earlier detection\nof queue buildup, packet loss, traffic imbalances, and component degradation\ncan help OCI resolve issues faster and minimize their impact on GPU\nutilization and network availability.\n\n“Every microsecond matters to AI models and agents,” said Praveen Jain,\nsenior vice president and general manager, data center and AI networking, HPE.\n“Through high-performance networking and our work with Oracle on deeper\nfabric visibility, we are helping OCI detect bottlenecks faster, maintain\nnetwork availability, and improve the efficiency of AI infrastructure.”\n\nAs part of the agreement, HPE has issued Oracle warrants to purchase shares of\nHPE common stock.\n\nAbout HPE\n\nHPE (NYSE: HPE) is a leader in essential enterprise technology, bringing\ntogether the power of AI, cloud, and networking to help organizations achieve\nmore. As pioneers of possibility, our innovation and expertise advance the way\npeople live and work. We empower our customers across industries to optimize\noperational performance, transform data into foresight, and maximize their\nimpact. Unlock your boldest ambitions with HPE. Discover more at www.hpe.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.hpe.com%2F&esheet=54596901&newsitemid=20260902894449&lan=en-US&anchor=www.hpe.com&index=2&md5=003c4f3abadeb701e2702a23c298920c)\n.\n\nTrademarks\n\nOracle, Java, MySQL, and NetSuite are registered trademarks of Oracle\nCorporation. NetSuite was the first cloud company—ushering in the new era of\ncloud computing.\n\nForward-looking statements\n\nThis press release contains forward-looking statements within the meaning of\nthe safe harbor provisions of the Private Securities Litigation Reform Act of\n1995. Such statements involve risks, uncertainties, and assumptions. If the\nrisks or uncertainties ever materialize or the assumptions prove incorrect,\nthe results of Hewlett Packard Enterprise Company and its consolidated\nsubsidiaries (“Hewlett Packard Enterprise”) may differ materially from\nthose expressed or implied by such forward-looking statements and assumptions.\nThe words “believe”, “expect”, “anticipate”, “guide”,\n“optimistic”, “intend”, “aim”, “will”, “estimates”,\n“may”, “likely”, “could”, “should” and similar expressions are\nintended to identify such forward-looking statements. All statements other\nthan statements of historical fact are statements that could be deemed\nforward-looking statements, including but not limited to any statements\nregarding any projections, estimations, or expectations of orders and their\nsizes, revenue (including annualized revenue run-rate), margins, expenses,\ninvestments, or performance of Hewlett Packard Enterprise’s offerings; any\nstatements of the plans, strategies, and objectives of management for the\nfuture of the aforementioned collaboration; any statements concerning the\nexpected development, performance, or competitive performance relating to\nHewlett Packard Enterprise’s products or services; any statements concerning\ntechnological and market trends, the pace of technological innovation, and\nadoption of new technologies; any statements regarding current or future\nmacroeconomic trends or events and the impacts of those trends and events on\nHewlett Packard Enterprise or the third-parties with whom we do business; any\nstatements of expectation or belief, including those relating to future\noperational and financial performance of Hewlett Packard Enterprise; and any\nstatements of assumptions underlying any of the foregoing.\n\nRisks, uncertainties, and assumptions include the need to address the many\nchallenges facing Hewlett Packard Enterprise’s businesses; the competitive\npressures faced by Hewlett Packard Enterprise’s businesses; risks associated\nwith executing Hewlett Packard Enterprise’s strategy; the impact of\nmacroeconomic and geopolitical trends and events; the need to effectively\nmanage third-party suppliers and distribute Hewlett Packard Enterprise's\nproducts and services; the protection of Hewlett Packard Enterprise's\nintellectual property assets, including intellectual property licensed from\nthird parties and intellectual property shared with its former parent; risks\nassociated with Hewlett Packard Enterprise's international operations\n(including from geopolitical events and macroeconomic uncertainties); the\ndevelopment of and transition to new products and services and the enhancement\nof existing products and services to meet customer needs and respond to\nemerging technological trends; the execution and performance of contracts,\nincluding the aforementioned collaboration, by Hewlett Packard Enterprise and\nits suppliers, customers, clients, and partners, including any impact thereon\nresulting from macroeconomic or geopolitical events, including inflation and\nrising commodity costs; the hiring and retention of key employees; the impact\nof changes to privacy, cybersecurity, environmental, global trade, and other\ngovernmental regulations; changes in our product or intellectual property\nportfolio; the judgments required in connection with determining certain\nfinancial metrics; allowances for recovery of receivables and warranty\nobligations; and other risks that are described in Hewlett Packard\nEnterprise’s Annual Report on Form 10-K for the fiscal year ended October\n31, 2025, subsequent Quarterly Reports on Form 10-Q, Current Reports on Form\n8-K, and in other filings made by Hewlett Packard Enterprise from time to time\nwith the Securities and Exchange Commission.\n\nAs in prior periods, the information set forth in this press release reflects\nstatements based on information available at this time. While Hewlett Packard\nEnterprise believes these statements to be reasonable, results could differ\nmaterially from the statements above. Hewlett Packard Enterprise assumes no\nobligation and does not intend to update these forward-looking statements,\nexcept as required by applicable law.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260902894449/en/\n(https://www.businesswire.com/news/home/20260902894449/en/)\n\nMedia Contact: \n\nVictor O’Brien\n\nvictor.obrien@hpe.com (mailto:victor.obrien@hpe.com)\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw6yRrBVa","title":"HPE and Oracle Deepen Networking Collaboration to Accelerate Gigawatt-Scale AI Infrastructure","author":"Business Wire","ticker":"HPE","created":"2026-09-02T20:06:00.097Z","tickers":["HPE"],"exchange":"NYSE","article_body":"HPE and Oracle Deepen Networking Collaboration to Accelerate Gigawatt-Scale AI\nInfrastructure\n\nOracle plans multi-year, global deployment of HPE Juniper Networking across\none of the industry’s largest AI infrastructure buildouts\n\nHPE\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.hpe.com%2Fus%2Fen%2Fhome.html&esheet=54596901&newsitemid=20260902894449&lan=en-US&anchor=HPE&index=1&md5=b0bad1b2223bd473247743e8b0b047b1)\n(NYSE: HPE) today announced an expanded collaboration with Oracle to help\nscale Oracle’s global AI infrastructure by deploying HPE Juniper Networking\nacross Oracle’s AI data centers. The expanded collaboration builds on more\nthan a decade of engineering work between Oracle and Juniper Networks and\nincludes networking support services and financing capabilities.\n\nThis press release features multimedia. View the full release here:\nhttps://www.businesswire.com/news/home/20260902894449/en/\n(https://www.businesswire.com/news/home/20260902894449/en/)\n\nToday, HPE Juniper Networking routing and switching platforms support key\nelements of Oracle Cloud Infrastructure’s (OCI) data center and edge\nnetworks, providing the scale, performance, and availability needed for\nOracle’s global cloud operations. That foundation is becoming increasingly\nimportant as OCI expands its AI superclusters. Large GPU clusters place\nsignificant demands on bandwidth, latency, congestion management, and fault\nrecovery, while Oracle’s regional and edge networks must scale to connect\nclusters with services, customers, and external networks worldwide.\n\n“Oracle is building AI infrastructure at extraordinary scale, and HPE is\nuniquely positioned to support OCI with one of the industry’s most\ncomprehensive networking portfolios for AI data centers,” said Rami Rahim,\nexecutive vice president, president and general manager, Networking, HPE.\n“Together, we are advancing a high-performance networking architecture that\nhelps Oracle address the traffic management, power, space, and operational\nrequirements of increasingly large AI environments.”\n\nThe expanded collaboration provides for the potential multi-year deployment of\nHPE Juniper Networking PTX and MX routing platforms and QFX and EX switching\nplatforms across Oracle data centers globally, along with multi-year\nnetworking support services. Across OCI today, the MX and PTX routers support\nportions of the edge network, while QFX switches power multiple layers of the\nregional data center fabric. The latest QFX switches will provide the\nhigh-density connectivity, dynamic load balancing, and advanced congestion\nmanagement required for large RoCEv2 (RDMA over Converged Ethernet version 2)\nAI backend networks. A common HPE Juniper Networking foundation across these\ndomains helps simplify engineering and operations while enabling each\nenvironment to be optimized for its distinct requirements.\n\n“Building AI infrastructure at Oracle’s scale requires an integrated\necosystem where every layer of the stack works together,” said Mahesh\nThiagarajan, executive vice president, Oracle Cloud Infrastructure. “HPE\nJuniper Networking has been an important part of our cloud architecture and\nnow plays a key role in our AI clusters, regional data centers, and edge\nnetworks with the scale, performance, and reliability our customers expect.”\n\nTo help OCI sustain high performance and resiliency as its AI infrastructure\nscales, Oracle and HPE are also collaborating on intelligent telemetry that\ndelivers deeper visibility into device and fabric behavior. Earlier detection\nof queue buildup, packet loss, traffic imbalances, and component degradation\ncan help OCI resolve issues faster and minimize their impact on GPU\nutilization and network availability.\n\n“Every microsecond matters to AI models and agents,” said Praveen Jain,\nsenior vice president and general manager, data center and AI networking, HPE.\n“Through high-performance networking and our work with Oracle on deeper\nfabric visibility, we are helping OCI detect bottlenecks faster, maintain\nnetwork availability, and improve the efficiency of AI infrastructure.”\n\nAs part of the agreement, HPE has issued Oracle warrants to purchase shares of\nHPE common stock.\n\nAbout HPE\n\nHPE (NYSE: HPE) is a leader in essential enterprise technology, bringing\ntogether the power of AI, cloud, and networking to help organizations achieve\nmore. As pioneers of possibility, our innovation and expertise advance the way\npeople live and work. We empower our customers across industries to optimize\noperational performance, transform data into foresight, and maximize their\nimpact. Unlock your boldest ambitions with HPE. Discover more at www.hpe.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.hpe.com%2F&esheet=54596901&newsitemid=20260902894449&lan=en-US&anchor=www.hpe.com&index=2&md5=003c4f3abadeb701e2702a23c298920c)\n.\n\nTrademarks\n\nOracle, Java, MySQL, and NetSuite are registered trademarks of Oracle\nCorporation. NetSuite was the first cloud company—ushering in the new era of\ncloud computing.\n\nForward-looking statements\n\nThis press release contains forward-looking statements within the meaning of\nthe safe harbor provisions of the Private Securities Litigation Reform Act of\n1995. Such statements involve risks, uncertainties, and assumptions. If the\nrisks or uncertainties ever materialize or the assumptions prove incorrect,\nthe results of Hewlett Packard Enterprise Company and its consolidated\nsubsidiaries (“Hewlett Packard Enterprise”) may differ materially from\nthose expressed or implied by such forward-looking statements and assumptions.\nThe words “believe”, “expect”, “anticipate”, “guide”,\n“optimistic”, “intend”, “aim”, “will”, “estimates”,\n“may”, “likely”, “could”, “should” and similar expressions are\nintended to identify such forward-looking statements. All statements other\nthan statements of historical fact are statements that could be deemed\nforward-looking statements, including but not limited to any statements\nregarding any projections, estimations, or expectations of orders and their\nsizes, revenue (including annualized revenue run-rate), margins, expenses,\ninvestments, or performance of Hewlett Packard Enterprise’s offerings; any\nstatements of the plans, strategies, and objectives of management for the\nfuture of the aforementioned collaboration; any statements concerning the\nexpected development, performance, or competitive performance relating to\nHewlett Packard Enterprise’s products or services; any statements concerning\ntechnological and market trends, the pace of technological innovation, and\nadoption of new technologies; any statements regarding current or future\nmacroeconomic trends or events and the impacts of those trends and events on\nHewlett Packard Enterprise or the third-parties with whom we do business; any\nstatements of expectation or belief, including those relating to future\noperational and financial performance of Hewlett Packard Enterprise; and any\nstatements of assumptions underlying any of the foregoing.\n\nRisks, uncertainties, and assumptions include the need to address the many\nchallenges facing Hewlett Packard Enterprise’s businesses; the competitive\npressures faced by Hewlett Packard Enterprise’s businesses; risks associated\nwith executing Hewlett Packard Enterprise’s strategy; the impact of\nmacroeconomic and geopolitical trends and events; the need to effectively\nmanage third-party suppliers and distribute Hewlett Packard Enterprise's\nproducts and services; the protection of Hewlett Packard Enterprise's\nintellectual property assets, including intellectual property licensed from\nthird parties and intellectual property shared with its former parent; risks\nassociated with Hewlett Packard Enterprise's international operations\n(including from geopolitical events and macroeconomic uncertainties); the\ndevelopment of and transition to new products and services and the enhancement\nof existing products and services to meet customer needs and respond to\nemerging technological trends; the execution and performance of contracts,\nincluding the aforementioned collaboration, by Hewlett Packard Enterprise and\nits suppliers, customers, clients, and partners, including any impact thereon\nresulting from macroeconomic or geopolitical events, including inflation and\nrising commodity costs; the hiring and retention of key employees; the impact\nof changes to privacy, cybersecurity, environmental, global trade, and other\ngovernmental regulations; changes in our product or intellectual property\nportfolio; the judgments required in connection with determining certain\nfinancial metrics; allowances for recovery of receivables and warranty\nobligations; and other risks that are described in Hewlett Packard\nEnterprise’s Annual Report on Form 10-K for the fiscal year ended October\n31, 2025, subsequent Quarterly Reports on Form 10-Q, Current Reports on Form\n8-K, and in other filings made by Hewlett Packard Enterprise from time to time\nwith the Securities and Exchange Commission.\n\nAs in prior periods, the information set forth in this press release reflects\nstatements based on information available at this time. While Hewlett Packard\nEnterprise believes these statements to be reasonable, results could differ\nmaterially from the statements above. Hewlett Packard Enterprise assumes no\nobligation and does not intend to update these forward-looking statements,\nexcept as required by applicable law.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260902894449/en/\n(https://www.businesswire.com/news/home/20260902894449/en/)\n\nMedia Contact: \n\nVictor O’Brien\n\nvictor.obrien@hpe.com (mailto:victor.obrien@hpe.com)\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-09-02T20:06:00.148023684Z","server_sent_at_ms":1788379560148},"received_at":"2026-09-02T20:06:00.234Z","source_url":"https://www.businesswire.com/news/home/20260902894449/en/"},"analysis":{"id":"123278","press_release_id":"134386","analysis_json":{"industry":{"label":"Technology Hardware, Storage & Peripherals","sector":"Information Technology"},"redFlags":["HPE issued Oracle warrants to purchase HPE common stock — size, strike, and vesting terms not disclosed (dilution overhang)","No financial terms, contract value, or revenue figures disclosed; deployment described only as 'potential' multi-year","All forward-looking deployment language is non-binding per the safe-harbor section"],"eventType":"partnership","narrative":"HPE announced an expanded collaboration with Oracle to scale Oracle's global AI infrastructure, with a planned multi-year, global deployment of HPE Juniper Networking across Oracle's AI data centers — described as one of the industry's largest AI infrastructure buildouts.\n\nThe deal covers potential deployment of PTX and MX routing platforms and QFX and EX switching platforms across OCI's edge, regional data center, and AI backend networks, alongside multi-year support services and financing capabilities, building on more than a decade of Oracle–Juniper engineering work.\n\nHPE and Oracle are also co-developing intelligent telemetry to detect fabric bottlenecks faster and protect GPU utilization. As part of the agreement, HPE issued Oracle warrants to purchase HPE common stock; no financial terms or deal value were disclosed.","sentiment":"bullish","agentHooks":{"shouldPost":true,"suggestedAngle":"HPE Juniper gear locked into Oracle's gigawatt-scale AI buildout — a marquee networking win for HPE, tempered by undisclosed warrant dilution and no financial terms."},"keyFigures":{},"quotedText":"Oracle is building AI infrastructure at extraordinary scale","namedEntities":{"people":[{"name":"Rami Rahim","role":"Executive Vice President, President and General Manager, Networking, HPE"},{"name":"Mahesh Thiagarajan","role":"Executive Vice President, Oracle Cloud Infrastructure"},{"name":"Praveen Jain","role":"Senior Vice President and General Manager, Data Center and AI Networking, HPE"}],"products":["HPE Juniper Networking PTX routing platforms","HPE Juniper Networking MX routing platforms","HPE Juniper Networking QFX switching platforms","HPE Juniper Networking EX switching platforms","Oracle Cloud Infrastructure (OCI)"],"companies":[{"name":"Hewlett Packard Enterprise (HPE)","ticker":"HPE","relationship":"filer; networking supplier to Oracle"},{"name":"Oracle Corporation","ticker":"ORCL","relationship":"strategic partner and customer; warrant holder on HPE common stock"},{"name":"Oracle Cloud Infrastructure (OCI)","relationship":"Oracle division deploying HPE Juniper Networking across AI data centers"},{"name":"Juniper Networks","relationship":"HPE-owned networking business (HPE Juniper Networking) at the center of the deal"}],"dollarAmounts":[]},"materialImpact":{"score":3,"reasoning":"Oracle plans a multi-year, global deployment of HPE Juniper Networking across one of the industry's largest AI infrastructure buildouts — a strategically significant customer win for HPE's networking segment. However, no financial terms or contract values were disclosed, the deployment is framed as 'potential,' and warrants issued to Oracle introduce unquantified dilution."},"tickerRelevance":{"others":[{"ticker":"ORCL","relevance":"partner/customer — Oracle is deploying HPE Juniper Networking globally and received HPE warrants"}],"primary":"HPE"},"globalImportance":50,"audienceRelevance":62,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"large-cap (S&P 500)","dilutionNote":"warrants issued to Oracle, unquantified","eventGravity":"strategic partnership expansion with marquee hyperscaler customer","sectorWeight":"AI infrastructure — high thematic interest","partnerBrandBoost":"Oracle association lifts visibility","financialTermsDisclosed":false}},"event_type":"partnership","event_type_secondary":null,"sentiment":"bullish","material_impact_score":3,"narrative":"HPE announced an expanded collaboration with Oracle to scale Oracle's global AI infrastructure, with a planned multi-year, global deployment of HPE Juniper Networking across Oracle's AI data centers — described as one of the industry's largest AI infrastructure buildouts.\n\nThe deal covers potential deployment of PTX and MX routing platforms and QFX and EX switching platforms across OCI's edge, regional data center, and AI backend networks, alongside multi-year support services and financing capabilities, building on more than a decade of Oracle–Juniper engineering work.\n\nHPE and Oracle are also co-developing intelligent telemetry to detect fabric bottlenecks faster and protect GPU utilization. As part of the agreement, HPE issued Oracle warrants to purchase HPE common stock; no financial terms or deal value were disclosed.","key_figures":{},"named_entities":{"people":[{"name":"Rami Rahim","role":"Executive Vice President, President and General Manager, Networking, HPE"},{"name":"Mahesh Thiagarajan","role":"Executive Vice President, Oracle Cloud Infrastructure"},{"name":"Praveen Jain","role":"Senior Vice President and General Manager, Data Center and AI Networking, HPE"}],"products":["HPE Juniper Networking PTX routing platforms","HPE Juniper Networking MX routing platforms","HPE Juniper Networking QFX switching platforms","HPE Juniper Networking EX switching platforms","Oracle Cloud Infrastructure (OCI)"],"companies":[{"name":"Hewlett Packard Enterprise (HPE)","ticker":"HPE","relationship":"filer; networking supplier to Oracle"},{"name":"Oracle Corporation","ticker":"ORCL","relationship":"strategic partner and customer; warrant holder on HPE common stock"},{"name":"Oracle Cloud Infrastructure (OCI)","relationship":"Oracle division deploying HPE Juniper Networking across AI data centers"},{"name":"Juniper Networks","relationship":"HPE-owned networking business (HPE Juniper Networking) at the center of the deal"}],"dollarAmounts":[]},"model_name":"glm-4.7","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-02T20:31:36.735Z","global_importance":50,"audience_relevance":62,"importance_components":{"tickerTier":"large-cap (S&P 500)","dilutionNote":"warrants issued to Oracle, unquantified","eventGravity":"strategic partnership expansion with marquee hyperscaler customer","sectorWeight":"AI infrastructure — high thematic interest","partnerBrandBoost":"Oracle association lifts visibility","financialTermsDisclosed":false}},"durationMs":117334,"modelName":"glm-4.7"}}