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Antonio Neri
Chief Executive Officer, President & Director, Hewlett Packard Enterprise Co

ASL: Keynote by Antonio Neri – Architecting AI starts with your network

🎥 Jun 16, 2026 📺 HPE ⏱ 52m
AI is driving the largest infrastructure buildout in history, and the network is both its critical enabler and defining constraint. HPE ...
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About Antonio Neri

Antonio Neri, CEO of Hewlett Packard Enterprise, has been active in public appearances and earnings calls discussing the company's growth driven by demand for AI infrastructure. In June 2026, Neri reported a "record breaking" second quarter, citing strong demand across HPE's portfolio in networking, cloud, and AI. He stated that the company raised its fiscal 2026 guidance and provided an early outlook for fiscal 2027, which he attributed to the "durability of the demand" and a pipeline that "remains multiples of the current backlog." Neri described the Juniper acquisition as a "home run" and noted that the combined portfolio is strengthening HPE's market position. At HPE Discover 2026, Neri highlighted the role of networking as a critical enabler and bottleneck for AI, and announced new products and partnerships, including a quantum computing alliance with six companies. He discussed the shift toward "agentic AI" and the "agentic enterprise," stating that AI adoption has accelerated in the last six to nine months. Neri also addressed financial strategy, saying HPE expects to return to two times leverage by the end of fiscal 2026 and return approximately 75% of free cash flow to shareholders starting in 2027. He characterized the current period as a "technology platform shift" driven by AI agents and emphasized that "the future belongs to the fast."

Source: AI-verified profile updated from Antonio Neri's recent appearances. Browse all interviews →

Transcript (11 segments)
✨ AI-enhanced transcript with speaker attribution
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Narrator0:05
What does it mean to be an architect? An artist, a scientist, an engineer, a visionary who designs with intelligence, creativity, and precision in every angle. From the first inspiration to the first lines, from blueprints to breakthroughs. Today, we're in a new AI era where you can be an architect. We're here to make everything you can imagine possible with a foundation designed for what's next. It starts with your network: intelligent, secure, and self-driving. Then cloud, hybrid by design with flexibility and control across your entire estate. And AI, transforming your business faster than ever. So, whether you're architecting AI for a data center, an agentic enterprise, or a vision of tomorrow, you can build what's next and change the way we work and dream. Opportunity is all around us, and you hold the key to what's possible. We're here to give you the intelligent, secure foundation to build upon, so you can unlock your boldest ambitions. Let us show you how. Now, are you ready to discover what's next?
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Host2:19
Please welcome to the stage HPE President and CEO, Antonio Neri.
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Antonio Neri2:35
Good morning. It is great to be here with you. HP Discover is where we showcase what is next. Today, we are witnessing one of the largest technology platform shifts in history. Workloads and applications are now being driven by both end users and AI agents, fundamentally transforming how we design, build, serve customers, and operate businesses. I have always been drawn to how things work. Architecture teaches you to think in systems. Architecting for AI demands the same focus and discipline; AI is only as strong as the data foundation beneath it. Across networking, cloud, and AI, HPE delivers the essential building blocks for your AI-ready foundation: networking to connect infrastructure at scale, cloud with hybrid models, and AI to turn data into intelligence. Architecting for AI starts with your network. With Juniper Networks, we extend leadership into the data center. Our goal is to deliver the best user and operator experience through self-driving networks that fix problems securely before impact, make rollouts faster, and transform network management. Nobody is left behind on the road to self-driving.
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Video Speaker6:05
A humorous video featuring Mercedes drivers discussing HPE's self-driving network, explaining its self-optimizing, self-protecting, and self-healing capabilities.
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Antonio Neri7:12
I talked to both drivers, and they enjoyed the video. Every AI architecture needs more compute. With HPE ProLiant Gen12, you get performance for AI inference. Agentic AI demands fast orchestration, continuous evaluation, and real-time data access. We expand with the new ProLiant Compute DL394 Gen12, powered by NVIDIA Vera CPUs, for low-latency memory access and coherence. As AI moves beyond the data center, compute needs to move with it; we have edge compute solutions for rack and distributed environments. AI also needs always-on systems like HPE NonStop for fraud detection and autonomous operations. Storage is critical; the Alletra Storage MPX 1000 makes data accessible for AI pipelines, supporting native file and object storage. Software is key; with HPE Cloud Ops, we unify operations through Morpheus, OpsRamp, and Zerto. Security and resilience must be built in; HP ILO Silicon Root of Trust provides secure attestation, and Zerto with cyber resilience vault protects data. Networking and security converge with zero trust architectures and SASE. GreenLake cloud offers a unified experience across hybrid estates, and GreenLake intelligence brings agentic AI to hybrid IT operations.
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Video Narrator13:32
A video demonstrating GreenLake intelligence, showing how it uses AI for network operations, VM migration, and root cause analysis in real time.
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Antonio Neri15:14
Is that an amazing advancement? It's just the beginning. At Discover, you can see GreenLake Intelligence in action. Architecting for AI takes more than technology; it requires the right people, processes, and partnerships. Our services team helps with AI transformation. HPE Financial Services aids modernization with better economics and lifecycle management. This week is an opportunity to explore our full-stack AI foundation through demos, sessions, and conversations.
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Vultr Speaker17:12
A video from Vultr highlighting their partnership with HPE, emphasizing how HPE networking enables scalable AI infrastructure globally.
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Antonio Neri18:53
Thank you to Vultr. Our partnership expands with NVIDIA. The network is the core element for AI performance. We bring HP Juniper network into AI data solutions. For model training, we introduce the QFX 5250 switch for AMD Helios architecture, connecting 72 GPUs per rack with high bandwidth. For scale-out, the QFX 5250 is the world's highest performance switch. PTX routing family excels at data center interconnect. SRX 4700 firewall provides security. We support every layer of networking architecture. With the AI grid with NVIDIA, we enable real-time AI services. For inference, MX 301 router and QFX 5140 switch bring AI to the edge. AI transforms campus networks with self-driving capabilities; we lead in Gartner Magic Quadrant for wired and wireless LAN. At Milano-Cortina Olympics, HPE delivered flawless network performance. Aruba CX switching comes to HPE Mist, and Marvis Actions to HPE Aruba Central. Now, the agentic enterprise: AI agents transform work, needing security, governance, trusted data, and scalable infrastructure. Private Cloud AI is enhanced for agentic workloads with governance, data integration, and multi-node inference. We expand with new configurations and partnerships. Examples include St. Jude, Blue Star, and Ryder Cup. Our AI factory solutions cater to enterprises, service providers, and sovereign entities. We collaborate deeply with NVIDIA for accelerated computing. Confidential computing is standard. For sovereign AI, we include defense-grade security. Power is a critical challenge; we address it with research and innovation. HP Labs advances computing with AI and quantum. We build a hybrid quantum platform. Our partners are crucial; thank you. As you experience Discover, remember to architect deliberately, start with a network, and choose HPE. You don't have to build alone.
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Siemens Energy Speaker45:10
A video from Siemens Energy discussing how AI drives growth in energy infrastructure, using HPE technology for innovation, efficiency, and predictive maintenance.
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Antonio Neri47:03
I want to thank Siemens Energy for tackling the power challenge. The future will be defined by how efficiently we power, cool, and connect AI. Research is critical; HP Labs has shaped enterprise computing for six decades. We apply AI to improve AI systems, making them more scalable and sustainable. Our system expertise across compute, networking, storage, software, and security gives us an advantage. With GreenLake Intelligence, we develop predictive self-driving intelligence. We advance quantum computing with initiatives like the Quantum Scaling Alliance and distributed quantum simulation. We announced an expanded collaboration for hybrid quantum. These advancements accelerate solutions for complex challenges. Our mission is to advance how people live and work. We have covered architecting for AI and the agentic enterprise. Our partners help bring ideas to life. Thank you to all sponsors and partners. As you experience Discover, remember to architect deliberately, start with a network, and choose HPE as your partner. You don't have to build this future alone. We provide the intelligent foundation. Thank you very much.