Hewlett Packard Enterprise
HPEQ2 2023Derived3.5% AI
AI Revenue %
3.5%
AI Fair Value
$947.4M
AI Revenue (Q)
$244.1M
Total Revenue (Q)
$7.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (ended April 30, 2023). Total net revenue was $6,973M. The HPC & AI segment was still separate from Compute. The generative AI wave was building momentum but enterprise procurement was still in early stages. AI workloads within HPC & AI were growing but from a modest base. The 10-K for FY2023 would later mention LLM-related products. Estimated HPC & AI segment ~$850M with ~30% AI-specific = ~$255M. Math: $255M / $6,973M = 3.7%, conservative round to 3.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue 6,973
10-Q Q2 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