摩根士丹利：惠普_液冷未来
未来财务人研究院·2024-10-16 16:27
M Update Hewlett Packard Enterprise | North America October 11, 2024 01:14 AM GMT A Liquid Cooled Future HPE's AI Day focused on experience in liquid cooling, built over 50 years with Cray. Believe the growing need for liquid cooling, the pending Juniper acquisition and the Private Cloud Platform position the company to capture a bigger portion of the AI TAM than they are today, but timing TBD. Key Takeaways HPE sees a $171bn AI opportunity, growing at 25% CAGR from '23 - '27. Believe they can compete acros ...