Antonio Neri

speaker

188 appearances 2 recordings 2 series first heard Dec 2025 last heard 18 Jun

Antonio Neri’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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Bloomberg Tech · Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal · 5 Dec 2025 podcast

And ultimately, we will be ready to deploy as soon as these data centers are ready to accept the systems.

But also the working capital takes also longer to get through.

Well, there are customers already in the current generations, the generations before that feel now I need to get another bump in performance so that I can lower my cost per token training as I go forward.

So it can be a combination of both.

And depending on where they are in the build out of the data center, it makes sense for them to go to the next generation.

But also we see an interest in getting the choice and the flexibility to build these data centers the right way.

And that's why we at HP now with the addition of Juniper, we are becoming a networking center company.

And this past week, just in Barcelona, I came back yesterday,

we announced a number of amazing technologies that allows customers to adopt, whether it's NVIDIA or whether it is AMD, and we announced the first scale-up Helios switch that allows them to adopt this technology.

So it can be a combination of things, depending on where they are in that build-out cycle.

Yeah, absolutely, Cara.

Well, look, I'm very pleased that we returned the entire server segment, inclusive of AI, to approximately 10% operating profit in Q4, which was our commitment since Q1.

And regarding cost of commodities, it's first to, we need to recognize that the cost of commodity will be driven by the shortages we are going to experience in the latter part of 26, starting the second half, particularly in DRAM and obviously as well NAND.

And we already enacted price increases in the month of November, and we already factor what we think is going to happen, at least the best line of sight we have, in our guidance.

And that's why not only we reaffirmed the revenue guidance, but we also raised our non-GAAP EPS guidance, considering what we see going forward.

Yeah, I think enterprises are accelerating adoption.

I give you my own example here at HP.

We already have 100 plus use cases in production using AI across a number of functions and business units.

And obviously, we use AI for our own products.

which is one poor differentiator for us in the market.

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