Hewlett Packard Analyst Is Bullish Ahead Of AI Day, $14B Juniper Networks Deal
Hewlett Packard Analyst Is Bullish Ahead Of AI Day, $14B Juniper Networks Deal
Hewlett Packard Enterprise Co (NYSE:HPE), currently in the process of acquiring Juniper Networks for $14 billion, is preparing to host an AI Day on Oct. 10.
慧与科技公司（NYSE：HPE），目前正在收购瞻博网络，交易金额为$140亿，计划于10月10日举办人工智能日活动。
BofA Securities analyst Wamsi Mohan maintains a Buy rating for Hewlett Packard Enterprise and price target of $24.
美国银行证券分析师Wamsi Mohan给予慧与科技买入评级，并设定股价目标为$24。
The company can leverage its "unique history" in deploying larger systems at scale, Mohan says.
该公司可以利用其在大规模部署更大系统方面的“独特历史”，Mohan表示。
The HP Thesis: The company is the second largest in terms of market share for servers, Mohan said.
HP的论点：公司在服务器市场份额方面居于第二位，Mohan表示。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
"As AI servers start to proliferate Enterprise and Sovereign, we expect HPE to benefit because of scale, enterprise relationships and ability to deliver support and service," he added.
“随着人工智能服务器在企业和国家领域开始普及，我们预计慧与科技将受益于规模化、企业关系以及提供支持和服务的能力，”他补充道。
AI server racks consume 3x to 11x the power density of traditional racks, which suggests that "liquid cooling will become a definite need within the industry," the analyst stated.
人工智能服务器机架消耗传统机架3至11倍的功率密度，这意味着“液冷将在行业内成为必要”。分析师指出。
Hewlett Packard currently offers hybrid air and liquid cooling as well as direct-to-chip liquid cooling. The company "has partnered to design immersion liquid cooling solutions," he further wrote.
慧与科技目前提供混合空气和液体冷却以及直至芯片的液冷。他进一步写道，该公司“已经与合作设计浸入式液冷解决方案”。
Mohan expects the overall thermal management industry to surpass $16 billion by 2033.
莫汉预计整体热管理行业将在2033年超过160亿美元。
Price Action: Shares of Hewlett Packard Enterprise had risen by 0.46% to $20.96 at the time of publication on Tuesday.
股价走势：周二发布时，慧与科技股价上涨了0.46%，至20.96美元。
Read More:
阅读更多：
- Why Hewlett Packard Stock Is Seeing Blue Skies
- 为什么慧与科技股票看涨。
Image: Shutterstock
图片：shutterstock
