Hewlett Packard EnterpriseHPE

HPE's AI and server systems pass their bill of materials straight to the chip and memory makers.

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Theme · AI servers

Where the cash goes~$26B / yr · FY2025

Cost of goods (suppliers)$22B

R&D$2.3B

Dividends$1.7B

Money flows left → right · hover a node · click to open the stock.AI AcceleratorsComponentsMemory

Most exposed to HPE's spend

NvidiaNVDACurated
GPUs for HPE Cray AI systems.
AI Accelerators
IntelINTCCurated
Server CPUs.
Components
MicronMUCurated
Memory and storage.
Memory
AMDAMDCurated
EPYC CPUs and accelerators.
AI Accelerators

Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.