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HP Inc. raises fiscal 2026 outlook
HP Inc. (separate from HPE) lifted its free cash flow guidance to between $3.0B and $3.2B.
🟢 HPE — 2026-09-18
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
AI data centers called "largest infrastructure project"
Gartner notes that AI center expansion could reach $2.67 trillion by 2026.
Dnotitia unveils Vector Data Processing Unit (VDPU)
The company announced first ASIC samples of dedicated vector silicon for server-scale AI infrastructure.
Concerns over HPE order fulfillment
Analysts question if HPE can maintain growth if it cannot ship the volume of orders currently on the books.
Gartner forecasts 49.5% growth in AI spending
Global AI spending is expected to reach $2.7 trillion in 2026, driven by infrastructure and software embedding.
California considers AI "kill switch"
Governor Newsom has ordered a study on safety laws, including a mandatory kill switch for frontier models.
Siemens and P&G deploy AI quality inspection
A global rollout of AI-based inspection is being implemented across P&G's manufacturing sites.
62% of businesses struggle with AI storage
A Seagate study highlights a critical readiness gap in infrastructure to meet AI data demands.
IQM deploys Spark quantum computer in Brazil
The Finnish firm's first South American deployment is at the Eldorado Research Institute.
Applied Materials invests $5bn in India
A massive push to bolster chip research and manufacturing capabilities.
VodafoneThree deploys Ericsson 5G Core
The UK rollout focuses on a dual-mode core refresh.
EU introduces new AI labeling
quality(80)/p7i.vogel.de/wcms/a5/b2/a5b2be62147fe310806084a87d077607/0133398085v2.jpeg) — The European Commission is implementing three new labels to distinguish AI-generated content from human-made media.
Cisco and Nvidia push Splunk AI
quality(80)/p7i.vogel.de/wcms/ad/e2/ade28b220e53b278a0b00c8832ba748c/0133372157v2.jpeg) — New developments include a local Splunk AI based on Nvidia hardware and expanded AWS cooperation.
Huawei predicts 100k-fold token increase by 2035
A new forecast suggests an exponential explosion in AI compute and token consumption.
Huawei pivots to "Agentic World"
Huawei is focusing on massive machine scale and agentic AI frameworks to compete with Nvidia's ecosystem.
Home MCP opens to Claude and OpenClaw
Google's new protocol enables external agents like Claude to manage real-life home automation.
Crusoe raises $3.9bn for AI data centers
Nvidia is among the new investors funding the massive build-out of AI infrastructure.
AI-Native Telecom market growth
Shift toward autonomous networks is creating new opportunities in AI-RAN and sovereign AI.
$67.4bn private network investment wave
AI is driving a massive shift in how enterprises invest in private infrastructure.
800 VDC for data center cooling
Industry discussions highlight the move to 800 VDC to handle higher rack densities driven by AI.
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Juniper integration remains a market focus
Solid financial figures continue to support the strategic integration of Juniper Networks into HPE.
Sheila Rohra joins as Hybrid Cloud COO
The former Hitachi Vantara CEO returns to HPE to lead hybrid cloud operations.
OpenAI launches Astra for Law
A new specialized legal research index and AI tool designed for legal professionals.
Raindrop raises $50m for AI agent monitoring
Funding focused on detecting and fixing AI agents that fail during production.
Beacon acquires Haize Labs
Acquisition aimed at improving the reliability and utility of AI agents for Fortune 500 businesses.
Strong earnings and guidance drive rally
Recent stock gains are supported by improved financial outlooks and AI-driven demand.
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HPE hits new all-time high
The stock has reached a record peak following a series of positive AI-driven market movements.
HPE raises quarterly dividend 9.6%
The increase to $0.1425 signals management confidence in cash flow during the Juniper integration.
Sector-wide advance boosts HPE
The company gained 8% alongside a general lift in the enterprise technology sector.
Nvidia showcases Vera Rubin efficiency
New advancements in the DSX Platform focus on optimizing tokens per watt for AI factories.
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HPE outperforms competitors
The stock rose nearly 8% in a single session, beating the broader S&P 500 gain.
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HPE outperforms competitors
The company saw a nearly 8% jump in a single session, beating the S&P 500.
Dell CAIO discusses enterprise AI struggles
Insights from the AI Infra Summit highlight the difficulties of real-world AI rollouts in large organizations.
Bull beats HPE for Lumi AI Supercomputer
A major next-gen AI supercomputer contract was awarded to Bull over HPE.
Nokia and Microsoft develop agentic data foundation
The partnership aims to accelerate network automation through a unified, agent-driven data layer.
Advanced AI Society joins Linux Foundation
Launch of an open verification ecosystem for agent security and "Proof-of-Control."
Huawei introduces OceanStor M900
New context memory storage designed specifically to accelerate AI inference.
Crusoe raises $3.9bn for modular data centers
Funding to deploy compute infrastructure directly at spare power sources.
AI server hardware bid broadens
Investors are shifting focus from chips/memory to server makers like HPE, Dell, and Super Micro.
HPE shares surge 9%
Stock rallied to $61.64 as investor interest broadens across the AI server hardware sector.
Nvidia expects to double chip sales
Jensen Huang predicts a significant increase in volume for the coming year.
Lightmatter joins Open CPX MSA
The company introduced the Passage L20 optical module to advance open optical interconnects.
Claude Code adds AI orchestration
New project features coordinate threads and memory, though high-end benefits remain cloud-only.
Intel Nova Lake-H spotted in HP notebook
A leaked HP EliteBook X G3i 14 reveals the next-gen Intel CPU in a real-world device.
EU Cyber Resilience Act creates MSP opportunities
quality(80)/p7i.vogel.de/wcms/cd/9d/cd9d24f3551da3ca8a04b8d68f179984/0133347161v1.jpeg) — New reporting deadlines starting Sept 2026 drive demand for managed security services.
OpenText and Cohere partner for Agentic AI
The collaboration combines trusted enterprise data with Cohere's North platform to orchestrate AI agents.
Dell AI backlog surges
Competitor Dell sees server revenue doubling, signaling a massive hardware bid across the sector.
Rebellions partners with ai& for Japan
The AI chip startup is deploying RebelRack infrastructure in the Japanese market.
Next-gen AI data center efficiency
New research highlights 800VDC protection as a key to unlocking efficiency in high-performance AI clusters.
Infineon sells memory business to Winbond
quality(80)/p7i.vogel.de/wcms/a8/b5/a8b5e97d259dbc235f93bc7566f0cca8/0133386619v1.jpeg) — A $1.1 billion deal for NOR-Flash and F-RAM assets.
Google Home MCP for AI Agents
Google introduces an interface allowing third-party AI agents to control smart home devices directly.
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Acceldata launches xFactory
New platform for building governed AI applications and agents on federated data.
Nokia and Microsoft expand AI partnership
Development of an agentic, unified data foundation to accelerate network automation.
Open CPX MSA releases CPO/NPO specs
New specifications for high-density, pluggable co-packaged optics.
AI Energy Management Alliance formed
Google, Nvidia, and Emerald AI partner to support demand response in data centers.
Salesforce pushes Agentic AI for partners
quality(80)/p7i.vogel.de/wcms/03/b0/03b0d2260a564ddc145f361fc50f5891/0133244671v2.jpeg) — The company is repositioning AI agents as "team members" rather than simple tools.
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OpenAI launches GPT-6 Astra for legal
A new industry-focused platform targeting law firms with specialized AI capabilities.
Huawei accelerates Ascend 960 timeline
The new AI chips are now expected in Q1 2027, potentially disrupting the high-end accelerator market.
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Cloud and AI numbers drive growth
Strong performance in AI-related segments has led to upgraded analyst ratings for HPE.
Nvidia previews Vera Rubin at MLPerf
New benchmarks showcase the potential of the upcoming Rubin architecture.
Nvidia showcases Vera Rubin efficiency
New advancements in the DSX platform focus on optimizing tokens per watt for AI factories.
Novo Nordisk and Anthropic partner for drug discovery
Claude will be used to accelerate the development of new medicines and AI-driven software.
Scotland imposes hyperscale data center moratorium
New plans for large-scale facilities are paused pending new planning guidance.
Infleqtion and Nvidia advance Quantum computing
Partnership successfully reduces the physical-to-logical qubit ratio.
TotalEnergies and Mistral partner
A €100 million contract to develop specialized AI models for oil and gas exploitation.
Solving the AI Memory Wall
New technical discussions emerge on overcoming memory bottlenecks that plague high-performance AI systems.
ZBook Ultra G3a with 192GB RAM
HP's new high-end notebook features the AMD Gorgon Halo platform and massive memory for mobile workstations.
Cisco, Stackit, and Controlware collaborate
quality(80)/p7i.vogel.de/wcms/de/50/de50048461e8de696ad7b504ec7f8d1d/0133363461v2.jpeg) — A joint effort to deliver integrated network and cloud solutions.