Hewlett Packard Enterprise
HPEQ1 2023Derived3.5% AI
AI Revenue %
3.5%
AI Fair Value
$919.7M
AI Revenue (Q)
$273.3M
Total Revenue (Q)
$7.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (ended January 31, 2023). Total net revenue was $7,809M, up significantly from prior year Q1 of $6,961M. The HPC & AI segment continued to operate separately from Compute. ChatGPT launched in late November 2022, but enterprise AI server procurement cycles are long -- minimal impact on this quarter's revenue. However, AI workloads were gradually increasing as a share of HPC & AI segment revenue. The segment description notes AI-powered technologies and an open-source machine learning platform. Estimated HPC & AI segment ~$875M with ~30% AI-specific = ~$263M. Math: $263M / $7,809M = 3.4%, rounded to 3.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue 7,809
10-Q Q1 FY2023, Condensed Consolidated Statements of Earnings
AI Products Identified (Ring 1)
HPE Cray EX supercomputersHPE Apollo GPU serversHPE open-source ML platform
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Compute segment (ProLiant, Synergy)HPC workloads (non-AI)Transaction processing (NonStop)Mission-critical compute (Superdome Flex)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI