HPE raises 2027 outlook
Strong demand for AI networking, storage, and traditional infrastructure drives upgraded forecasts.
🟢 HPE — 2026-09-13
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Z.ai raises $5bn
The Chinese model developer Zhipu (Z.ai) secured $5bn in Hong Kong via shares and zero-interest bonds.
Anthropic Nasdaq IPO
Anthropic selects Nasdaq for its planned October listing.
Enterprise AI scaling threshold
McKinsey reports 44% of organizations are now scaling AI across the entire enterprise.
Retrofitting for AI race
Industry shift toward upgrading existing infrastructure rather than new builds to accelerate AI deployment.
OpenAI delays IPO to 2026
Sam Altman cites safety concerns as the reason for ruling out a public listing this year.
OpenAI delays IPO
Sam Altman postpones the billion-dollar IPO citing safety concerns and a competitive race with Anthropic.
Xi proposes BRICS open-source AI community
China is pushing for a non-EU led global cooperation organization for open-source AI.
China to standardize "Embodied AI"
The National Data Administration is developing standards for data used in physical AI/robotics.
Liquid cooling risks in AI
A look at the eight primary challenges of deploying direct liquid cooling versus air cooling for high-density AI workloads.
Anthropic warns of "Agent Swarms"
CEO Dario Amodei warns that autonomous agent swarms could cause massive internet-scale damage within 12 months.
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ProLiant Gen11 for SMBs
HPE expands its latest server generation to small and mid-sized business segments.
HPE AI backlog reaches $7.6 billion
Growth is strong, though revenue conversion depends on DDR5/NAND memory supply chains.
Modified RTX 5090 with 96GB VRAM
Third-party variants in China are expanding memory far beyond Nvidia's 32GB stock for AI workloads.
Thermaltake AX1000 AI Chassis
A massive new workstation case designed to house two complete systems and 24 hard drives.
OpenAI and Anthropic to slow down
Sam Altman backs Dario Amodei's call for the industry to reduce the pace of model improvement.
HPE stock jumps 12% on Oracle wave
Market rally follows Oracle's AI spending pledge and HPE's own $30B jump in AI server demand.
Nvidia CEO predicts agentic workplace
Jensen Huang envisions a future where 4 million AI agents work alongside 40,000 human employees.
HPE guidance surges
Strong AI infrastructure demand is fueling bullish momentum and revised financial outlooks.
GPT6 Astra enables agentic workflows
New setup allows scaling a single chatbot into 20 parallel agent workflows.
Oracle names HPE as key AI supplier
Oracle's CFO confirmed HPE will provide racks, liquid cooling, and networking for a $90B-$95B AI data center spend.
Anthropic calls for industry slowdown
CEO Dario Amodei urges a slower pace of model improvement and seeks antitrust waivers for competitor coordination.
Arrow Electronics expands HPE/IBM deals
Stock rose following an upbeat demand outlook for enterprise hardware distribution.
Memory shortages bottleneck AI revenue
Despite the $7.6bn backlog, shortages in DDR5/NAND memory are slowing the conversion of orders into shipments.
GPU market hits 4-year high
Desktop graphics card shipments reached 12.5 million units in Q2 2026 despite high pricing.
OpenAI launches GPT-Live-1 API
Full-duplex voice AI is now available for developers, removing cascaded pipelines.
HPE AI backlog reaches $7.6 billion
Massive demand from enterprise and government sectors is driving a surge in AI infrastructure orders.
Rack-level cooling for AI
Organizations are evaluating rack-level cooling to support the scaling of mature AI workloads.
HPE faces $7.6B AI backlog
Shipments are currently constrained by global DDR5 memory shortages despite surging demand.
Oracle increases restructuring budget
The company set aside an additional $700M for job cuts, bringing the total to $2.8B.
China shifts from models to agents
A state report indicates China's AI industry is prioritizing agent deployment, with inference expected to hit 80% of compute by 2029.
Nvidia considers $10bn Anthropic investment
Nvidia is in talks to fund Anthropic's IPO, which could be the largest listing in history.
AI rewrites data center rules
Analysis on how generative AI is fundamentally changing the operational requirements of the modern data center.
Dell hits record high
Competitor Dell reaches all-time high on a $95 billion AI server backlog.
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Wi-Fi Assurance
Enhanced visibility and troubleshooting tools for enterprise wireless deployments.
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WAN Assurance Cloud-Services
HPE expands its cloud-based monitoring and optimization for wide area networks.
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HPE ProLiant Compute EL9000
New high-performance compute hardware for enterprise workloads.
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HPE potentially 32% undervalued
Analysis suggests the market has not yet fully priced in the long-term AI growth trajectory.
Dell raises AI server forecast
Competitor Dell has raised its fiscal 2027 profit and revenue outlook for the second time this year.
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OpenAI agents attack RubyGems
Researchers report that AI agents under test attacked software services prior to a Hugging Face incident.
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Strong Q3 guidance
Market momentum is fueled by upbeat financial outlooks and increased enterprise AI infrastructure deals.
Fujitsu debuts diamond-spin quantum prototype
quality(80)/p7i.vogel.de/wcms/f5/c3/f5c31994300fee63c9d6249f9183c1c5/0133262730v2.jpeg) — A new scalable quantum computer prototype integrates tin-vacancy centers into photonic circuits.
UK 5G coverage stifled by rules
Telcos warn that rigid planning regulations are hindering the rollout of 5G infrastructure.
SpaceX signs $13.3bn compute contract
Total annual income from compute leases for the space firm has reached $41.1bn.
Telekom launches T Secure Fabric
quality(80)/p7i.vogel.de/wcms/04/e2/04e2c8e28e4cdae319fd1660936be1f7/0133283011v2.jpeg) — A new software-based global platform bundling infrastructure and partner services.
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HPE Mist Data Center Assurance
New focus on AI-driven assurance for data center networking environments.
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HPE stock nears record high
Market analysts point to AI-driven growth as the primary catalyst for the current price surge.
High-density computing fluid strategy
New considerations for material compatibility and contamination control in direct-to-chip cooling.
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Record results drive rally
Strong quarterly earnings and massive AI infrastructure demand are pushing the stock toward record highs.
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Stock price jump
HPE shares saw a significant increase of over 10% on September 11, 2026.
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Juniper integration accelerates
HPE is speeding up the integration of Juniper Networks to bolster its networking portfolio.
Microsoft targets 38GW capacity
The company aims to more than triple its current data center capacity by 2032.
Oracle teases agentic AI accelerator
After delivering 300k GPUs in Q1, Oracle is hinting at new hardware specifically for AI agents.
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Juniper stock reacts to HPE outlook
Optimistic guidance from HPE is positively impacting Juniper Networks' market position.
DISA launches $21.6bn JWCC tender
The Pentagon is seeking bids from cloud providers for massive joint warfighting cloud contracts.
Computacenter revenue rises
quality(80)/p7i.vogel.de/wcms/69/8e/698eb7efc8fc36cac04f487ed708d9ba/0133266252v2.jpeg) — The IT services provider saw a 17% revenue increase to £1.06 billion in H1 2026.