Hewlett Packard Enterprise
HPEQ4 2022Derived3% AI
AI Revenue %
3%
AI Fair Value
$808.0M
AI Revenue (Q)
$208.5M
Total Revenue (Q)
$7.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 (ended October 31, 2022). This is the annual 10-K filing. Full-year FY2022 total net revenue was $28,496M (derived: $20,625M for 9 months + Q4). The HPC & AI segment included AI systems alongside HPC, data analytics, and transaction processing. Pre-ChatGPT launch (November 2022). AI-specific demand within HPC & AI was modest. The segment description mentions 'exascale supercomputers' and 'large-scale AI applications' but AI was not yet the dominant driver. Estimated HPC & AI quarterly revenue ~$825M, with ~25% attributable to AI-specific workloads = ~$206M. Math: $206M / ~$6,900M Q4 revenue = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
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 for government and commercial customers globally
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