--- title: "Hewlett Packard Enterprise Upgrades AI-Specific Network Equipment; Siemens Energy Becomes New Customer" type: "News" locale: "en" url: "https://longbridge.com/en/news/289966238.md" description: "Hewlett Packard Enterprise releases the QFX series of switches designed specifically for AI inference; expands cooperation with NVIDIA by adding more integrated support for NVIDIA chips, and announces that Siemens Energy will adopt its private cloud solution jointly built with NVIDIA. HPE CEO states, \"Networking is core to the enterprise adoption of AI.\"" datetime: "2026-06-16T21:05:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289966238.md) - [en](https://longbridge.com/en/news/289966238.md) - [zh-HK](https://longbridge.com/zh-HK/news/289966238.md) --- # Hewlett Packard Enterprise Upgrades AI-Specific Network Equipment; Siemens Energy Becomes New Customer Hewlett Packard Enterprise (HPE) is betting on accelerating demand for AI infrastructure, launching dedicated switches for inference workloads and announcing that Siemens Energy will adopt its private cloud solution jointly built with NVIDIA. Company CEO Antonio Neri stated this week that networking is the core foundation for the enterprise adoption of AI. HPE’s performance forecast released earlier this month exceeded Wall Street expectations, driven precisely by a significant surge in AI demand for server and networking products. Siemens Energy will deploy the AI technology portfolio co-built by HPE and NVIDIA to run simulation programs and manage engineering tasks in a private cloud environment. Analysts believe that the implementation of such enterprise-level AI deployment cases is a direct reflection of traditional corporate customers accelerating their embrace of AI, and also validates HPE’s strategic logic of entering the AI market with networking at its core. HPE’s stock closed down 0.91% on Tuesday, having risen 47% over the past month. ## Inference-Dedicated Switches Targeting Scale-Up Markets Hewlett Packard Enterprise unveiled the HPE Juniper QFX series of switches at its annual conference, designed specifically for AI inference workloads. This product targets "scale-up" network scenarios—increasing computing power or capacity within a single system, rather than improving performance by connecting more machines. In such architectures, users need to interconnect multiple AI chips at high speed and rapidly transfer data between them to ensure the response speed of AI models during the inference phase. The QFX series is designed precisely to meet this need. This product line is built on the networking technology foundation acquired through HPE’s approximately $13 billion acquisition of Juniper Networks last year, representing the latest outcome of HPE aligning Juniper assets with AI demands. ## Deepening NVIDIA Partnership, Layout for AI Agent Ecosystem Hewlett Packard Enterprise simultaneously expanded the scope of its cooperation with NVIDIA, adding more integrated support for NVIDIA AI models, agent tools, and chips. NVIDIA’s GPUs currently handle the vast majority of AI model training and inference tasks globally, having become an indispensable core partner in the AI infrastructure sector. Antonio Neri stated in an interview: > "Our judgment is that the core foundation lies in networking. If enterprises cannot connect the right infrastructure, appropriate computing power, and corresponding workloads and data, they cannot truly realize the transformation toward AI agents." He pointed out that corporate customers are accelerating the implementation of AI, increasingly leveraging AI agents to autonomously handle tasks such as programming, customer service, and finance. The case of Siemens Energy is a specific microcosm of this trend. ## Competitive Landscape: Cisco and Broadcom Compete in the Same Arena In the networking equipment market, Hewlett Packard Enterprise faces direct competition from Cisco, while Broadcom plays the dual role of both competitor and partner, depending on the product and service category. Both companies are increasing investments and updating their networking product lines to compete for AI business. Notably, NVIDIA and Cisco also maintain a close cooperative relationship, which somewhat complicates the competitive landscape. Whether HPE can win a larger share in the AI networking market by leveraging Juniper’s technological accumulation and deepened cooperation with NVIDIA remains to be tested by the market. ### Related Stocks - [ENR.DE](https://longbridge.com/en/quote/ENR.DE.md) - [HPE.US](https://longbridge.com/en/quote/HPE.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [CSCO.US](https://longbridge.com/en/quote/CSCO.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [HPE-C.US](https://longbridge.com/en/quote/HPE-C.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [08:47 ETdeepset Joins HPE's Unleash AI Program to Accelerate Sovereign Agentic AI](https://longbridge.com/en/news/290200766.md) - [Nvidia Supply Chain Gets A Boost As Coherent Expands Texas AI Manufacturing Facility](https://longbridge.com/en/news/290038332.md) - [Chip startup Tensordyne expects $200 million in orders for AI system to rival Nvidia](https://longbridge.com/en/news/289795764.md) - [SharonAI Raises $1.6 Billion to Expand NVIDIA AI Infrastructure](https://longbridge.com/en/news/290066574.md) - [HPE Expands Self-Driving Networks Across Edge, Campus, Data Center, and AI Factories | HPE Stock News](https://longbridge.com/en/news/289947669.md)