Antonio Neri
President and CEO of Hewlett Packard EnterpriseWikipedia
21
MENTIONS
11
EPISODES
10
PODCASTS
Search complete. 21 mentions across 11 episodes found for "Antonio Neri".
Sep 7, 2026
Patrick MoorheadHOST
uh on this whole thing and that that hasn't been put uh in into the guide uh uh necessarily so a couple of the re-ratings uh you had it was kind of mixed you had evercore and piper and and morgan lowered it um you had barclays um barclays increase and you had a bunch uh you had a bunch of holds too
Daniel NewmanHOST
yeah i mean it didn't it didn't have the same sort of orders of magnitude backlog you know is seven or so billion i believe on on the ai server you know it's different business than 95 but give a ton of credit to ceo antonio neri who we both spoke to on earnings day um he is doing what he said which is all about margin and selectivity and he's like like you said improving the balance sheet and he's focused on delivering the kinds of uh projects for customers that are not price sensitive.
Daniel NewmanHOST
He's not focused on chasing that.
Daniel NewmanHOST
And I think that's good.
Felicity HannahHOST
And of course, with rapid growth, there come trade-offs.
Felicity HannahHOST
Antonio Neri, CEO of HPE, which is one of the world's largest suppliers of AI infrastructure, was chatting to Sean on Wake Up to Money yesterday.
Felicity HannahHOST
And he told us that the technology driving the AI boom is far, far ahead of any government policy to regulate it.
Antonio NeriSOUNDBITE_SPEAKER
The reality is that the government needs help from the private sector because they are not equipped to understand all this technology evolution because the technology in many ways is far ahead of the policy.
Felicity HannahHOST
Oh, I mean, naturally, naturally, it's very much my hobby, but I think our listeners may be...
Felicity HannahHOST
Well, some of our listeners, I'm sure.
Felicity HannahHOST
George, it's interesting listening to Antonio Neri there, sort of warning that the AI boom is beyond any government's policy to regulate it.
Felicity HannahHOST
I suppose you've got these enormous hyperscaler businesses.
Corey JohnsonHOST
Ask specifically about what's happening in the enterprise.
Corey JohnsonHOST
CU Antonio Neri talked about this moment that maybe I haven't been emphasizing enough in these quarterly calls because I'm hearing it on lots of them.
Corey JohnsonHOST
This agentic AI business.
Corey JohnsonHOST
Here's how I'm thinking about this before we get to the quote.
Corey JohnsonHOST
Every person could have 100 agents.
Corey JohnsonHOST
And we're starting to see that show up right now.
Corey JohnsonHOST
And Antonio Neri talked about that.
Corey JohnsonHOST
Our enterprises are hitting this inflection point where agentic AI, where AI agents are growing faster than users of computers.
Ed LudlowHOST
We're gonna break down the other earnings.
Ed LudlowHOST
We're gonna speak with the Snowflake CEO, Sridhar Ramaswamy, and the HPE CEO, Antonio Neri, later this hour.
Ed LudlowHOST
By the way, when we came to air, there were some headlines on the Bloomberg Terminal about chatbot outages.
Ed LudlowHOST
Curiously, the headlines all hit at the same time.
31 MINS LATER
Ed LudlowHOST
That's according to the company's status page.
Ed LudlowHOST
Coming up, HPH- HPE shares are falling despite booming AI demand and a raised outlook.
Ed LudlowHOST
We're gonna speak with HPE's CEO, Antonio Neri.
Ed LudlowHOST
This is Bloomberg Tech.
Shaun FarringtonHOST
They work with lots of governments, lots of businesses around the world.
Shaun FarringtonHOST
And the boss there, the chief executive, Antonio Neri, has told me... that political uncertainty in the UK has been a problem for investment in AI infrastructure here, that long-term projects like data centres need certainty and continuity, and political instability has been a problem for this.
Shaun FarringtonHOST
We're speaking as the company has issued results.
Shaun FarringtonHOST
They showed that their sales were rocketing.
Shaun FarringtonHOST
It continued many of those headlines in the world of AI that we've heard from the world of tech as well.
Shaun FarringtonHOST
So I started by asking Antonio Neri whether this spending on AI is actually sustainable.
Antonio NeriGUEST
we believe in this technology they went from proof of concept now to workflow transformation i don't see this as another i.t innovation i see that as an opportunity to transform your enterprise and obviously there is the sovereign part of this governments that understand that this technology can disrupt many things.
Antonio NeriGUEST
And therefore, they want to make sure they are protected.
Morgan BrennanHOST
And we're going to hear more on the results when HPE's CEO joins CNBC at 10 a.m. Eastern.
Morgan BrennanHOST
That's Antonio Neri.
Morgan BrennanHOST
Flip side, though, take a look at shares of Snowflake.
Morgan BrennanHOST
Those are soaring, and I do mean soaring, up 23% right now.
speaker_1UNKNOWN
Bloomberg Audio Studios Podcasts, radio, news.
Ed LudlowHOST
Joining us now is HPE CEO, Antonio Neri.
Ed LudlowHOST
Actually, for me, you raised forecasts a lot.
Ed LudlowHOST
What were the reasons behind that? What's changed?
Carl QuintanillaHOST
And then they announced this expanded multi-year networking partnership with Oracle.
Carl QuintanillaHOST
Joining us this morning in the first on CNBC interview is HPE president and CEO Antonio Neri.
Carl QuintanillaHOST
Antonio, good to have you.
Carl QuintanillaHOST
Good morning.
6 MINS LATER
Carl QuintanillaHOST
Appreciate it.
Carl QuintanillaHOST
Talk soon.
Carl QuintanillaHOST
Antonio Neri.
Carl QuintanillaHOST
Thank
speaker_3UNKNOWN
Well, it comes down to compliance and cash.
speaker_3UNKNOWN
Antonio Neri had a great anecdote about a global financial client.
speaker_3UNKNOWN
They wanted to deploy AI, but they panicked when they looked at the risk of piping their proprietary trading data through public cloud APIs.
speaker_3UNKNOWN
They went all in on an internal deployment just to keep control of their secrets.
Rob BlackHOST
Just a lot of questions right now.
Rob BlackHOST
Hewlett Packard Enterprises CEO Antonio Neri was on CNBC yesterday.
Rob BlackHOST
Remember, that's a stock that's down very similar to the business model of Dell, and Dell rose after earnings, and Hewlett Packard slipped about 6%.
Rob BlackHOST
So Hewlett Packard, CEO, said this morning, the company delivered record results across every metric.
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