AI SystemsHPE cumulative AI systems orders increased to $8.3bn from $6.7bn in the previous quarter.
Cost SavingsThe announced cost takeout and an additional $450mn from a potential acquisition could provide almost $800mn in total savings or approximately $0.60 in EPS, which is extremely meaningful.
NetworkingIntelligent Edge, specifically Aruba Networking, was a positive area with revenue up 2% quarter over quarter and operating profit increasing significantly.