HPE Boosts Networking Forecast on AI Demand | Bloomberg Businessweek

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We're going to keep our conversation going here about AI, the buildout that's uh being caused as a result of it. Um, as we talk to the CFO of Hulip Packard Enterprise, HPE, she joins us now. That's Marie Myers.

Great to have you with us. I know that you were listening to some of that conversation there. So maybe I could begin just by getting your perspective on sort of where things stand.

Of course you have heard uh those who are anxious about what this might mean for humanity, those on kind of the dumer end of of the spectrum here, but you are integrally involved here in the wider buildout of the systems that are buffeting and powering this this AI renaissance. How how are you feeling about this moment? How should we think about the moment from your vantage?

Well, good afternoon Dave Christina. It's an absolute pleasure to be with you this afternoon. And I've actually just come from our investor day here in Sunnyvil uh on our networking business.

And clearly, you know, we're in a in a moment of time where there's just phenomenal momentum driven by AI and architecture and and also just in terms of like, you know, how AI is really transforming work and our lives. I mean, I use AI personally every day and I've been a very strong advocate in my role as a CFO of HPE and actually building agents to help us run our own business and we've seen tremendous success and transforming, you know, workflows, frankly, that we've had for decades that perhaps were somewhat, you know, useful, but today I'm seeing just enormous change and it's really benefiting the way we work.