HPE Receives $1.2B Order From Vultr To Install AMD Helios AI Rack; Raises FY27 Networking Segment Revenue Growth Guidance Between High Teens To Low-20%

HPE has secured a $1.2 billion order from Vultr to deploy its AMD Helios AI Rack systems, marking the first order for this new technology. In conjunction with this announcement, HPE has raised its FY27 Networking segment revenue growth guidance to between high teens and low-20s percent, with an expected operating margin in the mid-to-high 20s percent range. To address strong demand and supply constraints, HPE has doubled its networking supply purchase commitments in the third quarter of FY26.