HPE wants to turn supercomputing leadership into gen AI profits

HPE’s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its supercomputing IP, the public cloud players have a substantial lead in AI with a point of view that generative AI is fully dependent on the cloud and its massive compute capabilities. The question is can HPE bring unique capabilities...