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HEWLETT PACKARD ENT.

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Commented by Lars Winter on September 4th, 2026 | 07:40 CEST

Data, Chips and the Big AI Business: Aspermont, Broadcom and Hewlett Packard in our Stock Check

  • Digitization
  • bigdata
  • AI
  • Software
  • chips

Artificial intelligence is about more than the race to develop the fastest processor. High-quality data, networks and servers are equally important. Broadcom and Hewlett Packard Enterprise are already generating billions from the expansion of AI infrastructure. Australian micro-cap Aspermont, by contrast, is only at the beginning of its transformation—with correspondingly significant opportunities and risks. We take a closer look at these three interesting stocks in our stock check.

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