Bloomberg Talks · Sep 30, 2026
With Marie Myers, CFO of Hewlett Packard Enterprise
Hewlett Packard Enterprise's orders for traditional servers, the general-purpose machines it has sold for decades, were up 70% from a year earlier in its last reported quarter, Marie Myers said.
The AI build-out is usually described as a market for specialized AI systems. Myers said companies that are now running AI models day to day, the stage known as inference, are buying ordinary servers too, and she pointed to a deal of about $3.5 billion with one enterprise customer.
"So, clearly inference is going to become an increasingly important tailwind in our traditional compute business." — Marie Myers
Marie Myers, CFO of Hewlett Packard Enterprise, on Bloomberg Talks, joined straight from the company's networking investor day in Sunnyvale, where HPE raised its revenue outlook. She has been with the company for nearly 30 years.
The full interview is covered here so you can skip it.
Here are the 8 takeaways that matter.
Key Takeaways
Traditional server orders were up 70% year on year, and Myers said inference is starting to drive them
One enterprise customer signed a deal of about $3.5B to run inference on traditional servers
The $1.2B Vultr order is HPE's first big deal for AMD's Helios AI rack
The rack's switch carries 1,700 copper cables
Buying Juniper gave HPE networking a place inside the data center that it did not have before
HPE raised its revenue outlook and its AI orders, and said it plans to take market share across its networking lines
Her finance team replaced a 300-plus-slide Monday deck that used to take weekends to build
HPE was one of the first companies to sell a liquid-cooled switch, using cooling know-how from supercomputers
Myers said AI adoption is in its early innings, with companies moving from proofs of concept to agents in use
1. A CFO Who Builds Agents
A host asked how Myers views the AI moment, given the worries of those she called "on kind of the doomer end of the spectrum."
Myers said she uses AI daily and builds agents to help run HPE's business
She described "phenomenal momentum" driven by AI and said it is changing both work and daily life.
"I use AI personally every day and I've been a very strong advocate in my role as a CFO of HPE and actually building agents to help us run our own business." — Marie Myers
She said HPE has had success reworking workflows that had been in place for decades and were only "somewhat useful," and that the change has been large.
She said responsibility is the part that matters most
"However, I'd say what's really important is the approach around responsibility." — Marie Myers
