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HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies

Jingyue Hsiao, DIGITIMES Asia, Taipei 0

Credit: AFP

Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply prompted contract and pricing changes to protect margins and secure...

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