Antonio Neri

Yeah, we're doing this while we're moving on water, which is unique.

It's a first for me.

Yeah.

Well, first of all, it's great to be here with you and be able to share the story with our audience.

This discovery was unique in the sense that it got us at the right time because of the closing of the Juniper transaction.

And most importantly, because we are seeing tremendous growth.

And that growth is fueled by the demand across networking, cloud, and AI.

So what we covered here at HP Discover was the intersection of the three.

And we spent quite a bit of time in the networking area because we talk about networking being the core foundation.

to enable this AI era, which ultimately will deliver the agentic enterprise.

So we talked about announcements across scale-up, scale-out, and scale-across networking, amazing solutions with our QFX fabric, both for AI at scale, as well as training and inferencing.

And then on the agentic enterprise, we brought the next generation of solutions as a part of our AI factory, which is our private cloud AI portfolio.

So a lot to talk about, but also we tease the future with the intersection between HPC and quantum computing.

Yeah, absolutely.

And we did it together with our partner ecosystem.

Well, remember, we have to talk about customer segments, right?

So in the cloud service provider model builder place, you can see that the amount of capex being invested is enormous, right?

I think it has been more than 150 gigawatts of power being announced.

And when you think about that, when it's all built, it will be, you know, 50 million GPUs very easily.

And that will basically train these frontier models.