Market Cap Soars by 4 Trillion Won in a Day… Hidden Beneficiary Stocks in AI Infrastructure Rally

U.S. IT infrastructure firm Hewlett Packard Enterprise Co. (HPE) jumped more than 8% on the New York Stock Exchange, closing at $24.12. In a single day, its market capitalization swelled by roughly $3.1 billion (about KRW 4 trillion), lifting its total enterprise value to around $32 billion (approximately KRW 43 trillion), while trading volume topped 13 million shares—far above its norm.

In its fiscal 2026 first-quarter report released earlier this month, HPE posted about $9.3 billion in revenue and earnings that beat market expectations. Its core networking revenue surged over 150% year-on-year. On top of that, HPE wrapped up a roughly $2 billion (KRW 3 trillion) corporate bond issuance on March 23, securing funds for future AI infrastructure and networking investments—an additional catalyst for its revaluation.

Spun off from HP’s enterprise infrastructure division in 2015, Hewlett Packard Enterprise is a powerhouse in enterprise IT, offering servers, storage, networking equipment, and its hybrid cloud service GreenLake. Recently, HPE has deepened its collaboration with NVIDIA, leveraging AI servers and private-cloud AI solutions to aggressively pursue generative AI infrastructure demand from data centers, telecom operators, and enterprise clients.