--- format: "aidr-story-markdown/v1" id: "6cdcd7fc58b3055a698ba06003e39ac39ff97a92371d714c62648da0f22bc0d5" canonical_url: "https://aidr.today/6cdcd7fc?lang=en" title: "HPE Wins $1.2B Vultr Order for First AMD Helios AI Racks" lang: "en" requested_lang: "en" available_langs: ["en","vi"] translation_fallback: null fallback_fields: [] published_at: "2026-09-30T12:39:22.000Z" category: "Infra" topics: ["funding"] source_urls: ["https://marketbrief.now/ai/hpe-wins-12b-vultr-order-for-first-amd-helios-ai-racks-3191f4af","https://huggingnews.com/ai/hpe-wins-12b-vultr-order-for-first-amd-helios-ai-racks-3191f4af"] summary: "Hewlett Packard Enterprise will provide AI infrastructure to the cloud services company Vultr using new hardware developed by AMD. The purchase is worth $1.2 billion and marks the first order for the AMD Helios AI Rack platform. Vultr stated that AI demand \"continues to outpace available capacity,\" providing a first real-world proof point for the scalability of the Helios architecture. HPE shares rose 4.2% premarket as the company raised its networking revenue growth guidance for FY27 to high-teens to low-20s% and its cost synergy target from the Juniper acquisition to $800 million annually by FY28, up from $600 million. Data center networking is projected to lead growth with a low-to-high 50s% CAGR through FY29, while the overall networking segment is forecast for a high-teens CAGR in the same period." --- # HPE Wins $1\.2B Vultr Order for First AMD Helios AI Racks > [Open the canonical story]() **Published:** 2026-09-30T12:39:22.000Z **Category:** Infra **Topics:** funding ## Summary Hewlett Packard Enterprise will provide AI infrastructure to the cloud services company Vultr using new hardware developed by AMD\. The purchase is worth $1\.2 billion and marks the first order for the AMD Helios AI Rack platform\. Vultr stated that AI demand "continues to outpace available capacity," providing a first real\-world proof point for the scalability of the Helios architecture\. HPE shares rose 4\.2% premarket as the company raised its networking revenue growth guidance for FY27 to high\-teens to low\-20s% and its cost synergy target from the Juniper acquisition to $800 million annually by FY28, up from $600 million\. Data center networking is projected to lead growth with a low\-to\-high 50s% CAGR through FY29, while the overall networking segment is forecast for a high\-teens CAGR in the same period\. ## Sources - [Story source]() - [Story source]()