HPE potentially 34% undervalued
Analysts suggest HPE stock is undervalued despite its recent run, citing fresh AI demand.
🟢 HPE — 2026-09-19
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
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HPE shares surge on AI order intake
Strong quarterly results and a significant increase in AI-related orders have driven the stock price up.
OpenAI compute costs skyrocket
Internal presentations suggest compute bills could reach $856bn, with significant negative free cash flow expected through 2030.
US-China AI guardrail talks
Trump and Xi discussed AI safety in a meeting attended by Sam Altman, Jensen Huang, and Tim Cook.
Claude used to breach OpenAI internal code
Researchers used Anthropic's Claude to chain weaknesses and access OpenAI employee accounts.
Alterion unveils Helix for AI Agent Governance
A new platform using small language models to provide real-time risk and intent monitoring for enterprise AI agents.
Meg Whitman to lead Albertsons board
The former HPE CEO has been named executive chair of the Albertsons board.
HPE hits new 52-week high
The company reached a fresh yearly peak alongside other AI infrastructure peers like Dell.
Saturn Cloud integrates NVIDIA Run:ai
The partnership enables GPU fleet orchestration to turn infrastructure into inference businesses.
AI cloud provider Nscale files for IPO
The infrastructure specialist for AI models is seeking a public listing.
AI data center build-out termed "largest infrastructure project"
Gartner estimates $2.67 trillion in global investment for AI data centers by 2026.
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Rise of the self-driving network
Industry shift toward autonomous network management to keep pace with AI-driven data demands.
Concerns over HPE shipping capacity
Analysts question if HPE can fulfill the massive backlog of AI orders.
Dnotitia debuts Vector Data Processing Unit
New ASIC samples for server-scale vector silicon aim to optimize AI infrastructure.
Disney appoints Character.AI CEO as CTO
Karandeep Anand takes the helm of Disney's technology strategy following a legal dispute.
Gartner forecasts AI spending to hit $2.7T
Global AI spending is expected to grow 49.5% in 2026, driven by infrastructure and software embedding.
Loudoun County pauses data center applications
A 12-month moratorium has been introduced in a major US data center hotspot.
California considers AI "kill switch"
Governor Newsom has ordered a study on safety laws for frontier models, including emergency shutdown mechanisms.
Nexperia partners with Tata for India chip production
The Dutch chipmaker will manufacture products at Tata facilities in Dholera and Jagiroad.
Siemens and P&G deploy global AI inspection
The two giants are rolling out AI-based quality inspection across manufacturing operations.
Revolut plans dual London and Nasdaq listing
The fintech giant is preparing for a public offering on both major exchanges.
62% of businesses struggle with AI storage
A Seagate study reveals a massive readiness gap in handling the data demands of generative AI.
IQM deploys Spark quantum computer in Brazil
The first Finnish quantum system has been deployed in South America at the Eldorado Research Institute.
Applied Materials invests $5bn in India
The investment includes a 140-acre research park to bolster semiconductor ambitions.
VodafoneThree deploys Ericsson 5G Core
The UK network refresh implements Ericsson's latest dual-mode core infrastructure.
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Critical vulnerability in Microsoft Fabric
CVE-2026-69843 allows a CVSS 10.0 authentication bypass without user interaction.
EU introduces three new AI labels
quality(80)/p7i.vogel.de/wcms/a5/b2/a5b2be62147fe310806084a87d077607/0133398085v2.jpeg) — The European Commission implements new markings to distinguish AI-generated content from human work.
Cisco, Nvidia, and AWS push Splunk AI
quality(80)/p7i.vogel.de/wcms/ad/e2/ade28b220e53b278a0b00c8832ba748c/0133372157v2.jpeg) — New local Splunk AI based on Nvidia hardware was unveiled at .conf26.
Oracle signs 1.7GW wind energy deals
Major agreements with RWE and Engie will support Oracle's Texas operations.
Private 5G spending to hit $84.7bn
Investment in private industrial networks is projected to quintuple over five years due to AI.
Rise of AI-Native Telecom markets
The industry is shifting toward AI-RAN and sovereign AI orchestration through 2032.
Sheila Rohra joins as Hybrid Cloud COO
The former Hitachi Vantara CEO returns to HPE to lead hybrid cloud operations.
$67.4bn wave of private network investment
AI is triggering a massive shift in how companies invest in private infrastructure and connectivity.
HPE shares gain nearly 8%
The stock closed at $61.04 on September 17 following positive momentum.
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Juniper integration remains a market focus
Investors are closely monitoring the synergy and financial impact of the HPE-Juniper merger.
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HPE stock surges on strong AI figures
Market reaction is positive following robust growth in AI-related revenue.
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HPE opens with 7.8% gain
The stock saw a sharp pre-market jump before the start of the trading day.
HPE stock rallies on strong earnings
Stronger than expected Q3 fiscal 2026 earnings and raised guidance drive share price growth.
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HPE hits new all-time high
The stock reached a record peak following strong AI-driven financial results.
HPE raises quarterly dividend by 9.6%
The increase to $0.1425 signals management confidence in cash flow during the Juniper integration.
NVIDIA showcases Vera Rubin efficiency
New advancements in the DSX Platform focus on optimizing tokens per watt for AI factories.
Dell CAIO discusses enterprise AI struggles
Dell's Chief AI Officer highlights the difficult journey of rolling out AI across a 100,000-employee organization.
Nokia and Microsoft partner for Agentic AI
The two firms are developing a unified data foundation to accelerate autonomous network automation.
Huawei launches OceanStor M900
New context memory storage is designed specifically to accelerate AI inference.
Bull beats HPE for Lumi AI Supercomputer
HPE loses the contract for the next-generation Lumi AI supercomputer to competitor Bull.
Intel Nova Lake spotted in HP EliteBook
Leaked benchmarks show the next-gen Intel CPU appearing in an upcoming HP notebook.
Cyber Resilience Act creates Managed Service opportunities
quality(80)/p7i.vogel.de/wcms/cd/9d/cd9d24f3551da3ca8a04b8d68f179984/0133347161v1.jpeg) — New reporting deadlines under the CRA are driving mid-sized companies toward professional IT security services.
Delos Data expands Nonstop AI portfolio
The company secures over $100M in funding to scale its AI reference architectures and servers.
Infineon sells memory business to Winbond
quality(80)/p7i.vogel.de/wcms/a8/b5/a8b5e97d259dbc235f93bc7566f0cca8/0133386619v1.jpeg) — A $1.1 billion deal sees Infineon exit the NOR-Flash and F-RAM market.
Google Home MCP opens to AI agents
A new interface allows third-party AI agents to control Google Home systems directly.
Salesforce pushes Agentic AI for partners
quality(80)/p7i.vogel.de/wcms/03/b0/03b0d2260a564ddc145f361fc50f5891/0133244671v2.jpeg) — The company is repositioning AI agents as "new team members" rather than simple tools.
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Strong Cloud and AI numbers boost HPE
Analyst upgrades and positive financial data are driving stock growth.