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Atlas Research Note

HPE Networking Day Takeaways on Open AI Infrastructure

Ben Bajarin · October 1, 2026

Creative Strategies | Event takeaway | September 30, 2026 Our Read Our attendance at HPE Networking Day reinforced our view that networking is becoming central to HPE's AI infrastructure strategy. Juniper gives HPE more points of entry into an AI deployment, from the connections inside a rack to the fabric between data centers. It also brings a stronger software and services relationship on top of that hardware.

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