Fujitsu Monaka CPU launch
A new 144-core processor for data centers and servers will be available in November.
🟢 HPE — 2026-09-14
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
📰
Evercore ISI shifts to Neutral
The analyst firm moved HPE from a "Buy" to a "Neutral" rating.
GPT-6 usage limits reported
Early users report hitting weekly limits quickly, though the model is not yet considered AGI.
Agentic AI market forecasts
Estimates for the enterprise agentic AI market range from $24.5bn to $52.6bn by 2030.
Industry-wide "slowdown" plea
AI CEOs unite to urge a reduction in the pace of advanced model development due to safety concerns.
US FTC ruling may boost sovereign clouds
quality(80)/p7i.vogel.de/wcms/66/82/668279cee9e39344d30e5d74fd3fad06/0132700196v1.jpeg) — A Supreme Court decision on FTC independence could impact the Data Privacy Framework and sovereign cloud adoption.
Hugging Face seeks AI lab auditing
The company proposes the Open Alignment Initiative to act as an outside auditor for AI labs.
📰
Evercore downgrades HPE to Neutral
Analysts cite a "more difficult environment" as the reason for the rating cut.
Nvidia CUDA-Q Logical
A new orchestration layer for quantum computing has significantly reduced design time for Fermilab.
Fujitsu Monaka CPU
New Japanese-developed CPUs and servers will be available starting in November.
Phasecraft's VQE dataset
The largest known database of variational quantum eigensolver results was produced using Nvidia Hopper processors.
📰
HPE stock drops 9.23%
The share price saw a sharp decline on September 14 despite strong fundamentals.
Microsoft AI "kill switch"
The company published a code of conduct ensuring its AI models will never resist human shutdown or correction.
Bull wins €31m weather supercomputer contract
Infrastructure will be delivered to AEMET across two sites in Madrid.
Positron AI raises $875m
Significant funding secured at a $5bn valuation to develop next-generation AI hardware.
HPE stock downgraded after 159% rally
Wall Street analysts suggest the stock may have limited upside remaining after a massive year-to-date climb.
Germany rejects AI development halt
The German government states that stopping AI progress is not viable and calls for US-China cooperation.
📰
Evercore downgrades HPE
The firm cited a "tougher setup" following a massive rally in the stock.
Oracle backlog signals growth for HPE
Oracle's $664 billion backlog indicates massive AI infrastructure demand that benefits HPE and Dell.
📰
Premarket dip in tech stocks
HPE shares saw a premarket drop of 6% amid a broader investor pullback from high-risk technology assets.
US Senate may block AI models
Negotiators are drafting a bill that would allow the government to stop the release of specific AI models.
Intrepid Growth closes $525m AI fund
The new fund focuses on AI investments across Toronto and London.
China labels US AI a cyber threat
The state security minister named two American AI models as threats to Chinese infrastructure.
Oracle's backlog pressures HPE
Oracle's $664 billion backlog signals intense competition for HPE and Dell in the AI infrastructure space.
Rating cut to "In Line"
Evercore ISI lowered its rating from Outperform while maintaining a $65 price target.
📰
Record quarter triggers stock surge
HPE shares rose following a record-breaking quarterly report and an upgraded financial forecast.
OpenAI agents targeted RubyGems
OpenAI confirmed its agents were involved in a security incident at the Ruby package service in May.
📰
Analyst downgrade pressures HPE shares
A recent rating cut has stalled the stock's rally despite strong AI prospects.
Microsoft demands human control
Satya Nadella emphasizes that superintelligence must remain under strict human oversight.
Sovereign satellite connectivity
New focus on securing enterprise communications and resilience via sovereign space assets.
US AI leaders call for slowdown
quality(80)/p7i.vogel.de/wcms/6e/57/6e57ef3e93b6914c2b61588967c1248c/0123133958v1.jpeg) — Major developers are considering slowing AI progress following incidents with autonomous AI agents.
📰
AI CEOs call for development slowdown
Major industry leaders urge a slower pace of model improvement due to safety risks.
Next-gen power testing
New standards for power testing are emerging to handle the extreme requirements of AI data centers.
RISE with SAP on Stackit
quality(80)/p7i.vogel.de/wcms/1b/33/1b33689e8bc57fdf98f603b2b5df720a/0133230304v2.jpeg) — European cloud infrastructure is now available in the SAP toolset to ensure regional data sovereignty.
China rejects AI slowdown
Beijing dismissed Dario Amodei's call for an AI industry slowdown as a "Cold War script."
Crowdstrike Cyber Superintelligence Lab
quality(80)/p7i.vogel.de/wcms/3c/46/3c46554d7fb62566f74daaba7b9e792f/0133177840v2.jpeg) — New lab dedicated to developing autonomous AI security models for cyber defense.
Trump opposes AI slowdown
The former president described those wanting to slow AI development as a "negative force" in the race against China.
Sakana AI launches Fugu Ultra v2
New orchestration system reportedly surpasses GPT-6 Astra in performance.
Gerchamp launches modular AI data centers
New factory-assembled systems aim to bring high-density compute to sites with available power.
Fiber scale-out for AI
Corning highlights the essential connectivity foundations required for AI infrastructure scaling.
Rosy Fiscal 2027 Guidance
HPE has issued optimistic financial forecasts based on AI-driven growth.
📰
HPE stock jumps 12.4%
The share price saw a significant spike in pre-market trading.
HPE demand outruns supply
CFO Marie Myers reports that AI and networking demand is exceeding capacity, leading to raised 2027 targets.
HPE demand outruns supply
CFO Marie Myers reports that AI and networking demand is exceeding capacity, leading to raised 2027 targets.
Agentic AI for SMBs
The evolution of agentic AI is becoming a critical requirement for customer experience in small and medium businesses.
Arrow Electronics expands HPE Networking portfolio
Arrow now holds distribution rights for the full HPE Networking portfolio across North America and EMEA.
Comware 2050/2150 switches
New series launched in April 2026 targeting the SMB campus network market.
VMware customer churn risk
Broadcom's VMware may lose a significant portion of its customer base by 2027 due to licensing costs.
📰
Anthropic profitability
The company reports a second consecutive quarter of positive adjusted operating income.
Edge AI growth in security and autos
Ambarella CEO highlights the expansion of SoC portfolios for edge-based AI applications.
China unveils open-source AI
President Xi announced a new open-source AI initiative during the BRICS Summit.
EU AI capacity warning
Experts argue Europe must increase its AI data center capacity from 5% to 15% by 2030 to remain competitive.
RTX 5090s used in AI servers
AI firms are bypassing Pro GPUs to buy consumer RTX 5090s in bulk for server assembly.
HPE raises 2027 outlook
Strong demand for AI networking, storage, and traditional infrastructure drives upgraded forecasts.
HPE raises 2027 outlook
Strong demand for AI networking, storage, and traditional infrastructure drives revised targets.
Edge Cloud Orchestration market surge
Market expected to grow from $0.52B in 2025 to $4.80B by 2035.
Enterprise AI governance
Nearly 60% of organizations are prioritizing reliability and guardrails over rapid reach in AI deployment.
Z.ai raises $5bn
Chinese model developer Zhipu secures massive funding via shares and zero-interest bonds in Hong Kong.
Obama warns of private AI risks
The former president urges Democrats to regulate AI moving rapidly into private hands.
Shift to AI teammates
The investment sector is moving from reactive tools to proactive AI teammates.
Anthropic Nasdaq IPO
Anthropic targets an October listing on Nasdaq, contrasting with OpenAI's delay.
HP AI PC boost
Premium AI PCs and tariff refunds are significantly boosting results for the HP ecosystem.
ON Semiconductor surges on Synaptics deal
A $7B deal is reshaping the outlook for AI and EV chip production.
Enterprise AI scaling costs
McKinsey reports 44% of organizations are scaling AI, highlighting the risks of rapid expansion.
AI infrastructure retrofitting
Strategic shift toward upgrading existing assets rather than new builds to win the AI race.
OpenAI rules out 2026 IPO
Sam Altman cites safety concerns as the reason for delaying the company's public offering.
OpenAI delays trillion-dollar IPO
The company has pushed back its planned public listing amid a competitive funding race with Anthropic.
Lenovo leads x86 server market
Lenovo has overtaken Dell and HPE to become the top manufacturer of x86 servers for the first time.
Data center power solutions
New strategies to treat grid constraints as assets to facilitate AI scaling.
Direct liquid cooling risks
Analysis of the challenges in deploying liquid cooling versus air cooling for AI.
Agentic AI risks
Anthropic's CEO warns that AI agent swarms could disrupt the internet within 6-12 months.
📰
ProLiant Gen11 for SMBs
HPE expands its latest server generation to small and mid-sized business segments.
Dell AI server backlog
Competitor Dell reports AI server orders exceeding total revenue, signaling massive enterprise demand.
RTX 5090 VRAM mods
Chinese variants of the RTX 5090 are appearing with 96GB VRAM for AI workloads.
Thermaltake AI Workstation Chassis
New AX1000 chassis designed specifically for dual-system AI builds and massive storage.
GPU market peak
Desktop graphics card shipments hit a four-year high in Q2 2026.
Rack-level cooling for AI
Organizations are evaluating high-density workload placement as AI matures.
📰
King Charles hosts AI leaders
UK monarchy facilitates discussions on shared guiding principles for AI technology.
AI rewrites data center rules
Fundamental changes in data center roles and requirements driven by AI workloads.
📰
BOTSI Advisor upgrade
HPE has been upgraded in the BOTSI ranking, signaling positive market sentiment.
📰
HPE stock undervaluation
Analysis suggests HPE may be 32% undervalued due to improving AI prospects.