Hewlett Packard Enterprise
HPEQ3 2022Derived3% AI
AI Revenue %
3%
AI Fair Value
$744.6M
AI Revenue (Q)
$208.5M
Total Revenue (Q)
$7.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q3 FY2022 (ended July 31, 2022). Total net revenue was $6,951M. HPE operated with separate Compute and HPC & AI segments. The HPC & AI segment includes AI systems (Cray EX supercomputers, Apollo GPU servers), but also HPC, data analytics, transaction processing (NonStop), and mission-critical compute (Superdome Flex). Pre-ChatGPT quarter -- AI workloads were a minority of the HPC & AI segment. The HPC & AI segment historically generated approximately $800-900M per quarter in total (based on FY2022 annual segment data of ~$3.3B). Of that, pure AI workload systems (GPU-accelerated training/inference) were a small fraction, conservatively estimated at 25-30% of HPC & AI revenue, giving ~$225M AI revenue. Math: $225M / $6,951M = 3.2%. Rounding conservatively to 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue 6,951
10-Q Q3 FY2022, Condensed Consolidated Statements of Earnings
HPC & AI business offers integrated systems comprised of software and hardware designed to address High-Performance Computing, Artificial Intelligence, Data Analytics, and Transaction Processing workloads
10-K FY2022, Item 1 Business Description
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