Schwab Network 对 $HPE 的判断变化

uh that whole group, not just Dell itself, if you look at HPE, if you look at AVT, everything that's supplying a lot of the components of the AI trade, which there's so much discussion of who the winning model will be, it seems like the components of of of that business are still very strong.

So there's definitely a lot of accumulation there

HPE emerges from a record quarter with another upward revision of expectations, but a big part of the story is the demand for artificial intelligence from enterprises and sovereign customers all the way to large-scale deployments like Oracle.

But the question now is how this demand will, of course, translate into more sustainable growth in revenues and margins in the future. I mean, congratulations on all this success this quarter, from record orders to record revenue and profitability.

And he raised expectations, of course, once again . So, from your position as a financial manager, what actually drives confidence that HPE can maintain this level of demand, and therefore growth, in the future?