"It wouldn't be the first time in the history of this industry that there would be a correction, and that's fine, you know. So we would adjust, and we would be just fine in the end. But I don't see it at this point in time. Right now, I don't see any signs of a slowdown based on the projects that are in the market right now and the conversations and the plans that we're talking about with our customers," he said."
"There are pilots, but I also think there's a lot of actual, real value being created with production products. I mean, I can tell you from the standpoint of what we do in engineering inside of HPE Networking, more and more of our developers are getting far more efficient by leveraging copilots to write software and to verify software.""
HPE is capitalizing on booming demand for high-performance hardware to support AI development. Current market activity and customer plans show no immediate signs of slowdown despite heavy investment and elevated startup valuations. Market corrections remain possible and would be manageable through adjustments. A notable share of AI initiatives remains at the pilot stage, but production deployments are delivering tangible value. Networking engineering teams are increasing efficiency by using copilots to write and verify software. Confidence and quality in AI-assisted coding have improved over time as experience accumulates. New AI-focused technologies are being showcased at industry events.
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