Rise Internet represents who we are today and where we're headed. We believe great internet service isn't just about speed or technology. It's about responsiveness, local customer service, honest pricing and a promise to keep improving. Strong internet isn't a luxury utility confined to big city living, it's an essential service that supports work, education, health care and daily life.
HPE has direct visibility into memory supply chains in a way that most companies don't. When they say the shortage runs longer than expected, that's not speculation. It's procurement reality. HPE's server segment actually declined 2.7% year over year despite the company being at the center of enterprise AI infrastructure, with memory constraints identified as the reason.
Typically, headcount growth has been required for revenue growth but AI is changing that relationship. Corporate America is increasingly signaling a decoupling between revenue growth and headcount growth, with executives from companies like Snowflake and Shopify describing how AI tools are allowing them to do more with smaller teams.
Our vision is that AT&T becomes the highway upon which commerce and AI workloads traverse. That ambition is framed internally not so much as a pivot but as an escalation. McElfresh describes the decision as a reaffirmation of a role the company has played for decades: investing in the systems that made the modern internet possible in the first place.
