On September 30, Hewlett Packard Enterprise rose 7.25% in regular trading, trading at $66.31/share, with turnover of $142 million. The rally was driven by the announcement of a $1.2 billion deal with global private cloud infrastructure provider Vultr and an upward revision to its fiscal 2027 networking revenue growth guidance.

Under the agreement, Vultr will procure AMD Helios AI Rack by HPE systems for deployment at its U.S. cloud data centers, marking the first commercial order for this open-standard, high-density AI infrastructure platform. Vultr's CEO noted that high-performance AI compute demand continues to outstrip available market capacity, and the deployment will accelerate generative AI adoption. HPE also raised its fiscal 2027 networking segment revenue growth outlook to the high teens to low-20s percent range and increased its annual run-rate savings target to $800 million by the end of fiscal 2028, up from the prior $600 million target. Morgan Stanley highlighted that HPE's AI system backlog has reached approximately $7 billion, underpinning its optimistic fiscal outlook. Additionally, HPE announced full product-line support for NVIDIA BlueField-4 DPU and integration of NVIDIA OpenShell into its private cloud AI offerings, further deepening its AI infrastructure partnerships.

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