• The HPE ProLiant Compute DL394 Gen12 server was launched at the Computex event in Taiwan.
• The new server addresses the compute demands of performance AI and data processing workloads with “industry-leading” agentic AI CPU performance, memory bandwidth, and low latency, HPE said.
• The NYSE said it would scale its capacity using these servers, which will be available in fall 2026.

Shares of enterprise computer solutions provider HPE (HPE) are in focus on Monday after the company announced a new server featuring an Nvidia chip capable of handling heavy agentic AI workloads, ahead of its first-quarter earnings report.

At the time of writing, HPE stock was up more than 7% premarket and on track to open at a fresh record high.

The New Server

HPE introduced the HPE ProLiant Compute DL394 Gen12 server at Computex, a popular annual tech and computer trade show held in Taiwan. The server boasts Nvidia’s Vera CPUs and HPE’s enterprise-grade security features and dashboard for managing and automating server farms. HPE said The New York Stock Exchange has already shown significant interest in utilizing HPE’s latest offering to bolster its operations.

“NYSE processes more than 1.1 trillion messages per day, and in collaboration with Redpanda and HPE, using NVIDIA Vera CPUs, we will be scaling our capacity while further optimizing latency to power a high-performance, resilient, and AI-ready market infrastructure,” said Lynn Martin, President of NYSE Group.

“Agentic AI has arrived, and it needs a new CPU,” said Jensen Huang, founder and CEO, NVIDIA. “Vera was built to orchestrate AI factories—delivering 2x the efficiency and faster task completion than x86. With HPE ProLiant Compute DL394 Gen12, enterprises can put Vera to work, and NYSE shows what purpose-built AI infrastructure can do in the world’s most demanding environments.”

The new server will be available in fall 2026, HPE said.

HPE Q1 Expectations 

HPE is scheduled to report its first-quarter earnings after the closing bell on Monday. According to Fiscal AI, the consensus estimates are $9.77 billion for revenue and $0.53 for earnings per share.

In a research note dated May 29, Morningstar highlighted that HPE, which derives about half of its revenue from server sales, is diversifying and focusing on growing its networking business, as evidenced by its recent acquisition of Juniper Networks.

The firm said HPE can expect the IT hardware space to remain very competitive over the long term, “with growth and margins being somewhat limited, while networking will remain a more attractive market,” which can help increase gross margins. 

What Does Retail Think About HPE

On Stocktwits, retail sentiment toward the HPE stock remained in ‘extremely bullish’ territory over the last 24 hours. One user on the platform expressed their excitement about the new server and the upcoming earnings.

Another user on the platform said HPE stock could also double up as a quantum computing play.

HPE stock has risen more than 79% so far this year and has more than doubled in value over the past 12 months, outperforming the benchmark S&P Index.

For updates and corrections, email newsroom[at]stocktwits[dot]com.