HPE Boosts Forecast on Positive Networking Outlook
THE SO WHAT
A $1.2 billion Vultr order and a raised networking forecast say more about AI data gravity than HPE itself—bandwidth and switching are becoming the choke point for cloud and AI-native providers. If you're planning large-scale model or agent deployments, treat network architecture and vendor lock-in as first-order constraints, not an afterthought.
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