… If my model is right, and I obviously think it is pretty close, then AI/HPC server sales – what HPE used to call APU system sales – were down 39.2 percent to $517 million, and that was down from a pretty weak $850 million in AI/HPC server sales in the year ago period and down 40.4 percent sequentia… …
… This is the first time that Robbins & Co broke out the latter category, and we did a little backwards extrapolating that pretty much shows why only now is sales to this latter group becoming material. …
… Infrastructure Solutions Group, including all sales of servers and switching and support, had $19.6 billion in sales in Q4 F2026, up 72.7 percent, and operating income was $2.9 percent, up 41.4 percent and representing 14.8 percent of that revenue. …
… Server Storage Connectivity – all that other datacenter chippery for peripherals – had maybe $1.1 billion in sales, up 13.3 percent, while chips on the Wireless division had maybe just under $2 billion in sales, off a point and a half. …
… That leaves the Embedded group, which sells FPGAs and which had $873 million in sales, up 6.1 percent, with $338 million in operating profit, which is 38.7 percent of sales. …