Hewlett Packard Enterprise secured a $1.2 billion order from cloud infrastructure provider Vultr for AMD Helios AI Rack infrastructure, the first major commercial deployment of the configuration. The systems use 72 AMD Instinct MI455X GPUs per rack and HPE networking technology for AI training and inference workloads. HPE also raised its fiscal 2027 networking revenue-growth forecast to the high-teens to low-20s percentage range from 14% to 17%, while increasing its Juniper Networks integration savings target to at least $800 million by the end of fiscal 2028. HPE shares rose 5% to close at $65 after reaching $67 intraday, although earlier reporting put the Wednesday close at $63.89 following a nearly 4% gain. The stock has risen about 170% since January, and analyst price targets average about $70.