Hewlett Packard Enterprise (HPE) reported better-than-expected second-quarter earnings driven by strong demand for its artificial intelligence (AI) servers and hybrid cloud solutions. CEO Antonio Neri highlighted that one-third of the company's orders this quarter came from enterprise customers, underscoring the growing momentum in the enterprise AI market. HPE's sales pipeline for its VM Essentials virtualization private cloud offering remains robust. The company’s stock has risen amid positive market conditions and AI-driven growth, though challenges remain in managing the pricing of its products. Meanwhile, Dell also reported progress in enterprise AI, securing $12.1 billion in AI server orders in the first quarter of fiscal year 2026 and ending the quarter with a $14.4 billion backlog. Dell’s infrastructure revenue increased 12% year-over-year, supported by demand for its next-generation Blackwell-based servers.