Applied Materials vs Hewlett Packard Enterprise

Applied Materials — Hardware · Public · 3 of 3 figures sourced  |  Hewlett Packard Enterprise — Hardware · Public · 2 of 2 figures sourced

Relationship

SEMVision H20 and HPE Compute XD690 both list model training; both also serve buyers who need to buy data-centre AI compute; smaller scale (public).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 shared capabilitiesShared product typeSmaller scale

3 shared capabilities — Across all their products, both list data analysis, model training and workflow automation.

Ludbee capability tags · every product each company sells

Shared product type — Both ship application, hardware and platform.

Ludbee product records

Smaller scale — Hewlett Packard Enterprise: Public, against Applied Materials: Public.

Ludbee stage bands · public, late-stage or early-stage

Aligned comparison

FieldApplied MaterialsHewlett Packard Enterprise
StagePublicPublic match
Founded19672015 48 yrs later
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerApplication, Hardware, PlatformApplication, Hardware, Infrastructure service, Platform
HeadquartersSanta Clara, USASpring, USA

Capability overlap

Shared · 3

Data analysisModel trainingWorkflow automation

Not verified for Hewlett Packard Enterprise · 4

Evaluation and observabilityIndustrial automationSemiconductor manufacturing equipmentVisual inspection

Recorded for Applied Materials. Hewlett Packard Enterprise’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Applied Materials · 3

AI compute hardwareModel inferenceServer systems

Recorded for Hewlett Packard Enterprise. Applied Materials’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Applied Materials

Application

SmartFactory AI Predictive MetrologyApplication

Fab software that uses machine learning to predict metrology measurement values in real time with confidence scores, reducing reliance on physical measurement and auto-retraining models when drift is detected.

SmartFactory AI Run-to-Run Advanced Recipe TuningApplication

Software that augments existing run-to-run process control with machine learning models that recommend recipe parameter adjustments for high-mix, low-volume and nonlinear processes.

SmartFactory Defect ClassificationApplication

AI-based fab software that automatically detects and classifies wafer inspection images into more than 100 defect categories, replacing manual and rule-based defect review.

Platform

AIxPlatform

Applied's Actionable Insight Accelerator platform, which combines chamber sensors, inline metrology, digital twins and machine learning algorithms to optimise semiconductor process recipes from millions of wafer and chip measurements.

SmartFactory AI IQworksPlatform

Data and model management platform that covers the full AI/ML lifecycle for fabs, from data preparation and model building through deployment and drift monitoring, without requiring coding expertise.

Hardware

Enlight 3 Optical InspectionHardware

Brightfield optical wafer inspection system whose third-generation ExtractAI technology pairs its scan data with SEMVision eBeam review to separate yield-killing defects from millions of nuisance signals.

KinexHardware

Integrated die-to-wafer hybrid bonding system for HBM, AI accelerators and co-packaged optics, with an AIx-powered software suite providing predictive maintenance, die-level traceability and multi-binning.

SEMVision H20Hardware

Cold field emission eBeam defect review system that integrates deep learning AI to automatically extract and classify yield-killing defects from wafer inspection data.

VistaraHardware

Modular wafer-processing platform holding four to twelve mixed ALD, CVD, epitaxy and etch chambers, instrumented with thousands of sensors that feed Applied's AIx software for machine-learning recipe acceleration.

Hewlett Packard Enterprise

Application

HPE Aruba Networking CentralApplication

Cloud-native network management and AIOps for HPE Aruba Networking wired, wireless and SD-WAN devices, with AI-driven insights, self-driving automation and a GreenLake copilot, deployable as a cloud service, on-premises, as-a-service or in a virtual private cloud.

HPE Marvis AIApplication

AI network assistant that answers network questions in natural language and, when permitted, resolves WLAN, LAN, WAN and data-centre issues autonomously.

HPE OpsRamp SoftwareApplication

Hybrid cloud observability and AIOps software that unifies monitoring of on-premises, multicloud and AI workloads, uses an AI-powered Operations Copilot to cut alert noise and guide resolution, and automates routine fixes.

Mist AIApplication

Cloud AI-native networking platform from Juniper (now HPE) that applies AI models to network telemetry for proactive insights, recommendations and automated resolutions across wireless, wired and WAN, with the Marvis AI assistant on top.

Platform

GreenLake IntelligencePlatform

An agentic AIOps system HPE sells to its GreenLake subscription customers to automate and operate IT/network infrastructure.

Hardware

HPE Compute XD690Hardware

8-GPU air-cooled server with NVIDIA Blackwell Ultra (B300 HGX) accelerators for large AI model training, tuning and inferencing, part of NVIDIA AI Computing by HPE.

HPE ProLiant Compute DL380a Gen12Hardware

4U rack server for AI inference supporting up to ten double-wide NVIDIA GPUs and Intel Xeon 6 processors.

HPE ProLiant Compute DL384 Gen12Hardware

Rack server for generative AI workloads with up to two NVIDIA GH200 NVL2 superchips, used to train and deploy larger AI models and as a building block of HPE Private Cloud AI.

HPE ProLiant Compute DL585a Gen13Hardware

10U rack server for production AI with two AMD EPYC 9006 processors and up to eight double-wide GPUs, for inference, RAG and agentic AI workloads.

HPE ProLiant Compute XD685Hardware

8-GPU server for large AI model training with a choice of NVIDIA or AMD Instinct accelerators and AMD EPYC 9005 processors.

No counterpart

Hewlett Packard Enterprise sells these in a stack layer with no product recorded for Applied Materials yet — nothing on the other side to compare them against.

Infrastructure service

HPE Private Cloud AIInfrastructure service

Turnkey private AI stack co-engineered with NVIDIA, sold as integrated compute, storage and networking with a console to deploy, monitor and govern enterprise AI agents and models.