Hewlett Packard Enterprise Co Investor Relations Summit at HPE Discover 2024 Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Michael Ng - Goldman Sachs - Analyst : Great. Thank you. Mike Ng from Goldman Sachs. I was just wondering if you could talk a little bit about the type of enterprise that might want to access AI services with HPE private cloud for AI versus buying and owning physical AI infrastructure for on-prem. And then with HP, private cloud for AI, delivering services and more of an AI as approach does that impact your ability to sell into AICSPs that might view you as a competitor? Thank you.

Question: Michael Ng - Goldman Sachs - Analyst : Antonio, thanks for the presentation. A really nice keynote and a really nice fireside informative for all of us. I guess when we step back and think about AI there's a lot of concern that and the industry broadly about profitability and if there is, this race to the bottom, clearly, you've shown a lot of IP, your liquid cooling expertise. So how do you think about profitability of the industry and if I could just ask about and for HPE, and just on the sovereign point, I heard you say about this being more supercomputer. Like why not sort of more broad than that in the context of sovereign? And what do you think the TAM is for Sovereign? Thank you.