HPE — Supply Chain & Business Relationships

“Acceptance of order and production of HP branded server products … Hewlett Packard Enterprise Company”

— Inventec Annual report, filed 2026-05-27 TWSE (English translation of the Chinese original) · View source filing ↗

“Sunonwealth is a key supplier to the world's largest server brands, including DELL, HPE, Amazon AWS, Meta, and Microsoft.”

— Sunonwealth Electric Machine Annual report, filed 2026-05-25 TWSE (English translation of the Chinese original) · View source filing ↗

“Our CCS segment customers include Amazon Fulfillment Services, Inc., Meta Platforms, Inc., Google Inc., Ciena Corporation, Dell Technologies, Hewlett-Packard Enterprise, and IBM Corporation, Inc.”

— CLS 10-K, filed 2026-02-27 EDGAR · View source filing ↗

“HPE announced it will be one of the first system providers to adopt the AMD Helios rack-scale platform and deliver the Herder supercomputer powered by next-gen AMD Instinct MI430X GPUs and EPYC “Venice” CPUs.”

— AMD 8-K, filed 2026-02-03 EDGAR · View source filing ↗

“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“The data center and campus networking markets have historically been dominated by Cisco, with competition also coming from other large network equipment and system vendors, including Dell/EMC, Extreme Networks, Hewlett Packard Enterprise, Huawei, Juniper Networks, Nvidia, and white box networking vendors that utilize open-source operating systems.”

— ANET 10-K, filed 2026-02-17 EDGAR · View source filing ↗

“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”

— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗

“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”

— SMCI 10-K, filed 2025-08-28 EDGAR · View source filing ↗