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.
慧與科技公司（NYSE：HPE），目前正在收購瞻博網絡，交易金額爲$140億，計劃於10月10日舉辦人工智能日活動。
BofA Securities analyst Wamsi Mohan maintains a Buy rating for Hewlett Packard Enterprise and price target of $24.
美國銀行證券分析師Wamsi Mohan給予慧與科技買入評級，並設定股價目標爲$24。
The company can leverage its "unique history" in deploying larger systems at scale, Mohan says.
該公司可以利用其在大規模部署更大系統方面的「獨特歷史」，Mohan表示。
The HP Thesis: The company is the second largest in terms of market share for servers, Mohan said.
HP的論點：公司在服務器市場份額方面居於第二位，Mohan表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
"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.
「隨着人工智能服務器在企業和國家領域開始普及，我們預計慧與科技將受益於規模化、企業關係以及提供支持和服務的能力，」他補充道。
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.
人工智能服務器機架消耗傳統機架3至11倍的功率密度，這意味着「液冷將在行業內成爲必要」。分析師指出。
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.
慧與科技目前提供混合空氣和液體冷卻以及直至芯片的液冷。他進一步寫道，該公司「已經與合作設計浸入式液冷解決方案」。
Mohan expects the overall thermal management industry to surpass $16 billion by 2033.
莫漢預計整體熱管理行業將在2033年超過160億美元。
Price Action: Shares of Hewlett Packard Enterprise had risen by 0.46% to $20.96 at the time of publication on Tuesday.
股價走勢：週二發佈時，慧與科技股價上漲了0.46%，至20.96美元。
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Image: Shutterstock
圖片：shutterstock
