Name: HPE CEO: Governments Are Racing to Build Their Own AI Clouds—and They Want Them Now
Uploaded: 2026-01-21T15:24:00Z
Duration: 6 min 15 s
Description: Hewlett Packard Enterprise CEO Antonio Neri speaks with WSJ Leadership Institute President Alan Murray about why geopolitics and AI are now inseparable—and why governments are moving fast to build their own sovereign AI infrastructure.

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Hewlett Packard Enterprise CEO Antonio Neri speaks with WSJ Leadership Institute President Alan Murray about why geopolitics and AI are now inseparable—and why governments are moving fast to build their own sovereign AI infrastructure. Photo: Michael Claudio/WSJ

https://m.wsj.net/video/20260121/47b1ee1b-30a6-4430-9067-66e2af03c663/2/hls/manifest-hd-wifi.m3u8

Hewlett Packard Enterprise CEO Antonio Neri speaks with WSJ Leadership Institute President Alan Murray about why geopolitics and AI are now inseparable—and why governments are moving fast to build their own sovereign AI infrastructure.

HPE CEO: Governments Are Racing to Build Their Own AI Clouds—and They Want Them Now

I am here with Antonio Neri, the CEO of HPE. Antonio, thank you for spending a minute with us.

Thanks for having me.

What's your message in Davos this year?

Well, first of all, it has been a busy two days already, and clearly the tendency is up quite significantly. Obviously, this is a place where we can have a dialogue and talk about the issues and how, in my case, technology can help solve some of those issues.

Well, let's talk about that because I came here thinking AI would dominate the conversation the way it's dominated in most conversations for the last year. But it looks like here on day three, that geopolitics is really front and center. You've had some very tough speeches from President Macron, Mark Carney from Canada. You've got President Trump coming today. I read an interesting piece you wrote about digital sovereignty and how technology and geopolitics interact. Can you talk a little bit about that?

Absolutely. Obviously, we are living in an such an incredible time with the technology advancement about AI, but at the same time, we live also in a world with a lot of tension, and when I think about the potential of AI to solve some of the societal problems, so it also create other challenges. The intersection between geopolitics and AI is now stronger than ever, and that's why governments are all thinking about how they use this technology to protect themself and also create sovereignty to protect their own intellectual property, to create better outcomes for the society. And in that, you know, owning aspect of that technology stack is gonna be essential. And so-

And how do you do that?

Well, obviously it starts by collaborating and then investing. I think, you know, everyone wants to invest in owning parts of that technology, whether it's the model aspect where it's to protect the data, where it's obviously to create technology that are available to their citizens. But at the same time, they don't wanna rely on others like China or the United States, understandably. You know, they need to work with both at some point. But the reality is that over time, we're gonna see more investment locally to own their own destiny.

And HPE can help them do that?

Absolutely. Because HPE has already been in the market for long time delivering systems at scale. If you think about supercomputing, HPE has the trusted brand with governments around the world. And that's a way also to portray the United States, you know, you know, intellectual property. Because once we win one of those deals by the de facto, we provide secure and trusted technology with United States technology.

So do you spend a lot of your time here in Davos meeting with sovereigns and-

Yeah, in fact, the last two days, I met a lot of the governments talking about how we help them build sovereign AI clouds.

You know, what I find so fascinating about this is HPE came out of Hewlett-Packard, which was a global company. We've been through this era of globalization. So many companies got used to thinking about the world as a single marketplace. But I've had a number of conversations here in Davos with companies like yours who are thinking about how do you be a global company in a world that's de-globalizing? How do you be both global and local at the same time and earn the trust and confidence of individual countries? Clearly you're thinking a lot about that.

Yeah, and look, we serve 172 markets around the world. We provide core infrastructure that power fortune thousand companies, you know? When you swipe a credit card, there is a very, very high chance it's gonna go through one of our systems. When you make a phone call, it's going to go one of our systems. When you do large simulation modeling, it's gonna go through one of our systems. We power a lot of the cloud and infrastructure now, the networking side with Juniper. So we provide a lot of the basic core infrastructure, and we do it in a secure way. Our brand, Hewlett Packard Enterprise, is recognized in the market as a trusted brand because of our values, our ethics, and our people, and our culture as a whole. But ultimately, we need to operate in a global theater, and at the same time, we need to also adapt to the local requirements.

You could give individual countries the control they need.

Absolutely, in fact, our HPE GreenLake Cloud can be deployed in sovereign environments, totally disconnected, but still get access to the best technology, including AI in a way that they feel, you know, protected.

There seems to be a sense here in Davos, the 2026 is gonna be a critical year for corporate adoption of AI.

Yeah, diffusion.

Diffusion. You mentioned in that piece, the blog post you wrote for the World Economic Forum, the MIT study that showed really only, last year, only about one in 20 AI projects really-

Succeed. Yeah.

Succeed. What do we have to do to get a higher success rate?

Fail fast and improve, you know.

Fail faster, improve? That's your advice.

That's the advice. No, I'll say, look, the people who are embracing this technology and learning and failing are gonna be more successful than those that are gonna wait and see. And so my advice is that you have to embrace it. You have to be comfortable with failure. Obviously, you have to have the right governance around it. You have to seek for the right return on investment. But in our case, in our company, we already have more than 70 use cases deployed in a pipeline that hundreds of use cases our employees are submitting to us to deploy AI. Now, obviously, we go through a rigorous process to test it and making sure it follows the ethical values, you know, things like bias and data provenance and the like, but at the same time, you got to move fast. Because those who are adopting it are gonna be the winners. There's no clear, to me, it's very, very clear in my mind, that's gonna be the outcome here.

Antonio Neri, always fascinating to talk to you. Thank you so much for taking a few minutes. I hope you have a great week in Davos.

Yeah, same to you. Thank you.

Thanks.

Join Alan Murray, President of the WSJ Leadership Institute, at the World Economic Forum for insights executives need to lead through 2026. He speaks with the biggest names and decision-makers shaping the business world—and all of our lives.