HPE faucets into AI market demand with Nvidia Blackwell-powered servers
Hewlett Packard Enterprise (HPE) is capitalising on the surging demand for synthetic intelligence (AI)-driven know-how with the discharge of its newest Nvidia Blackwell-powered graphics processing unit (GPU) servers.
In line with IDC, servers with embedded GPUs, just like the Nvidia Blackwell structure, are projected to develop 46.7% year-over-year, representing nearly 50% of the full market worth.
The analyst initiatives a market worth enhance in 2025 of 39.9% reaching an analysis of $283.9bn, after world server market spend grew by 89% within the fourth quarter of 2024.
Nvidia says it’s promoting massive numbers of Blackwell GPUs to hyperscalers like Microsoft, which can have an effect on the lead time on supply of those chips to prospects like HPE, resulting in a possible delay within the pace with which the brand new HPE servers could be shipped.
In line with a In search of Alpha transcript of Nvidia’s first quarter of 2026 earnings name, the key hyperscalers are every deploying practically 72,000 Blackwell GPUs per week.
Nvidia chief monetary officer Colette Kress stated: “Microsoft has already deployed tens of 1000’s of Blackwell GPUs,” and the software program large is predicted to ramp as much as lots of of 1000’s of Nvidia GB200s, which use the Blackwell platform, to help OpenAI, the developer of ChatGPT and GPT-5, she stated.
A spokesperson for HPE informed Pc Weekly that “precise cargo occasions depend upon what number of methods a buyer has ordered, with bigger orders taking longer to fulfil”.
HPE stays a significant participant within the server house, with a 13% market share of the 2025 world server market, rivalling Dell Applied sciences’ 19.3% share. Nonetheless, worldwide prospects might face some further issues with this new embedded AI know-how as a result of export restrictions put in place by the US authorities.
US president Donald Trump’s administration introduced it will be permitting Nvidia to promote chips to the Chinese language market. That is a part of a deal that might see the earlier export restrictions overturned in favour of firms giving the US authorities 15% of gross sales income.
Trump clarified in a press briefing that this might not embrace the “super-duper superior” Blackwell chip, however a downgraded model of the highly effective GPU.
Though HPE clarified to Pc Weekly that it “adheres to the suitable export licensing insurance policies when delivery into any nation all over the world”, it stays unclear if this export tax had been imposed whether or not the corporate or the client can be liable to choose up the rise.
The HPE servers that includes the Blackwell know-how can be found for order in the present day and can start delivery globally on 2 September 2025.
