Research Note: HPE’s New Full-Stack Enterprise AI Infrastructure Offerings

At the recent NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) and NVIDIA jointly introduced NVIDIA AI Computing by HPE, full-stack AI infrastructure offerings targeting enterprise deployment of generative, agentic, and physical AI workloads.
The solutions span private cloud AI platforms, observability and management software, reference blueprints, AI development environments, and new AI-optimized servers featuring NVIDIA’s Blackwell architecture.
Liquid Cooling is Front & Center at GTC 2025

One thing was clear at the just-wrapped NVIDIA GTC event: the race to cool the next generation of HPC and AI systems is intensifying.
Let’s take a quick look at some of our favorite announcements.
Research Note: Supermicro’s New Datacenter Scale Liquid Cooling

Supermicro recently announced a comprehensive, end-to-end liquid cooling solution for data centers. The solution encompasses critical hardware components such as Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers, and integrated management software.
Research Note: Lenovo ThinkSystem V4 & 6th Gen Neptune

Lenovo recently announced significant updates to its enterprise infrastructure portfolio, introducing the new ThinkSystem V4 servers and the latest generation of its Neptune liquid-cooling technology, designed to address the growing demands of HPC and AI workloads.