Energiatárolás

2025 Energy Storage Revolution: Breakthrough Batteries, Gravity Systems & Hydrogen Powering the Future
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2025-ös energiatárolási forradalom: áttörést jelentő akkumulátorok, gravitációs rendszerek és hidrogén hajtja a jövőt

Az IEA előrejelzése szerint a globális energiatárolási kapacitásnak 2030-ra el kell érnie az 1 500 GW-ot, ami a jelenlegi szint 15-szöröse, és ennek a bővülésnek a 90%-át az akkumulátorok adják majd. 2024-ben az energiatárolás rekordnövekedést ért el, ami még nagyobb 2025-öt vetít
augusztus 29, 2025

Technology News

  • HPE Analyst Day: AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 4:32 PM EDT. At its investor day, Hewlett Packard Enterprise will outline its long-term AI growth strategy and the impact of the Juniper Networks acquisition. Management expects Juniper to lift revenue growth into the mid- to high-single digits, supported by an AI backlog of $3.7B. With HPE stock near record highs in 2025, analysts will assess how the deal shapes fiscal 2026 guidance and a three-year framework, including EPS growth in the low double digits to low teens. The event will also cover capital allocation versus debt paydown and the competitive dynamic in AI servers with Dell, as HPE positions its data-center business for continued growth and a clearer AI strategy.
  • HPE Analyst Day to Highlight AI Growth Outlook Amid Juniper Deal
    October 14, 2025, 4:30 PM EDT. HPE will present its long-term targets at the investor day, emphasizing its AI growth strategy and the impact of the Juniper Networks deal. Citi estimates the merger could lift growth to mid/high-single digits, underpinned by an AI backlog of about $3.7 billion. The stock recently reached fresh highs as investors weigh EPS trajectories and capital returns. UBS projects fiscal 2026-2028 EPS in the low-double digits to high-teens, though the Juniper inclusion adds complexity. Competition in AI servers with Dell remains a key dynamic for HPE's data-center business, as the DOJ approved the $14B acquisition.
  • HPE Analyst Day to Outline AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 4:28 PM EDT. HPE will host an investor day focused on its long-term AI strategy following the Juniper Networks acquisition. Analysts expect revenue growth in the mid to high single digits aided by the Juniper deal, supported by an AI backlog of $3.7B. HPE stock recently hit an all-time high as investors weigh improvements in AI server demand and margins pressure in the core server business. UBS and Citi analysts forecast EPS growth in the low double digits to low teens for fiscal 2026-28, though consensus sees higher mid-teens. Competition with Dell in AI servers remains a key dynamic. Investors will look for 2026 guidance, a three-year framework, and capital allocation plans.
  • HPE Analyst Day Signals AI Growth Outlook After Juniper Deal
    October 14, 2025, 4:26 PM EDT. At its upcoming investor day, Hewlett Packard Enterprise will outline its long-term AI growth strategy and the impact of acquiring Juniper Networks. Analysts, led by Citi's Asiya Merchant, expect the Juniper addition to lift long-term revenue growth to mid- to high-single digits and to highlight an AI backlog of $3.7 billion. HPE stock has risen this year ahead of the event, signaling optimism on the agenda. The company's EPS growth target for fiscal 2026-2028 is under close scrutiny, with UBS cautioning for a low-to-mid teens range versus consensus. Competition in AI servers with Dell Technologies remains a talking point, even as the DoJ cleared the $14B deal. The day will also frame cash deployment and capital return plans.
  • HPE Investor Day Focuses on AI Growth Outlook Amid Juniper Deal
    October 14, 2025, 4:24 PM EDT. During the HPE investor day, analysts will seek a longer-term growth view after the Juniper Networks deal and to sharpen the company's AI strategy. Citi notes the backlog in AI is $3.7 billion and expects long-term revenue growth in the mid-to-high single digits, aided by Juniper integration and ongoing demand across segments, even as the core server business faces margin pressure. UBS peers foresee EPS growth for fiscal 2026-2028 in the low double digits to the low teens, though still below consensus. The stock has rallied to fresh highs this year, with a Composite Rating around 82 and a B Accumulation/Distribution. Competition with Dell in AI servers remains a key headwind and focus area for guidance.