HPE has been awarded a multi‑year contract to construct two high‑performance computing systems for Oak Ridge National Laboratory (ORNL). The systems, named Discovery and Lux, will provide a second‑generation exascale supercomputer and an AI cluster, respectively.
The Discovery system will be built on the HPE Cray Supercomputing GX5000 platform, featuring AMD EPYC “Venice” processors, AMD Instinct MI430X GPUs, and HPE Slingshot networking. It will also incorporate the K3000 storage system with embedded DAOS software. Discovery is scheduled for delivery in 2028, with user operations beginning in 2029.
The Lux AI cluster will use HPE ProLiant Compute XD685 servers that are directly liquid‑cooled and equipped with AMD EPYC CPUs, AMD Instinct MI355X GPUs, and Pensando networking. Lux is expected to be installed at ORNL in early 2026.
The contract represents a public‑private investment of more than $1 billion, with an anticipated budget of $500 million for Discovery alone. The partnership also involves key technology partners such as AMD and Oracle Cloud Infrastructure, and is sponsored by the U.S. Department of Energy.
The deal reinforces HPE’s leadership in the supercomputing market, following its construction of ORNL’s current Frontier supercomputer. It also supports the company’s strategic shift toward AI‑driven and hybrid‑cloud solutions, including its GreenLake platform and AI factories.
For investors, the contract signals HPE’s ability to secure large, high‑profile projects that generate multi‑year revenue streams and strengthen its portfolio of high‑performance, energy‑efficient infrastructure.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.