AMD RDNA 5 may use GDDR7
Linux driver patches suggest upcoming AMD graphics cards will adopt the newer memory standard.
🟢 HPE — 2026-09-22
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Cyera raises $1.4bn for AI agent policing
Massive funding round to address trust and security for AI agents in the Global 2000.
Tensormesh showcases KV Caching
New caching-accelerated inference optimization for enterprise AI to be presented at The AI Conference 2026.
OpenAI launches GPT-6 Sol and Luna
New frontier models released with 50% lower pricing per token and task.
Cadence expands ChipStack AI
A new agent automates front-end digital design and verification for power, performance, and area (PPA).
Nutanix acquires Ryax Technologies
The deal aims to accelerate agentic AI initiatives through smart scheduling and performance optimization.
Xiaomi releases MiMo-V2.6 open-weight models
The phone maker launches Pro and Flash models claiming top-tier open-weight intelligence.
EU and 21 countries call for frontier AI oversight
A joint statement demands tighter controls and mandatory testing for the most powerful AI models.
Apple targets enterprise AI with $20k Macs
Apple is marketing high-end Mac Minis/Studios as a cost-effective alternative to renting data centers for AI workloads.
📰
HPE and QuEra partner for fault-tolerant quantum computing
The collaboration aims to integrate quantum capabilities directly into on-premises HPC environments.
BDx breaks ground on 120MW AI Campus in Indonesia
A major infrastructure expansion slated to go live in early 2027.
Claude Opus 5.5 released
Anthropic's new frontier model delivers Fable 5.1 performance with a 40% reduction in cost.
Alibaba unveils Zhenwu V900 AI chip
A new proprietary chip slated for Q1 2027 as part of a plan to hit 20GW cloud capacity by 2032.
HPE and QuEra integrate fault-tolerant quantum computing
The partnership brings neutral-atom quantum capabilities directly into on-premises HPC environments.
Palo Alto Networks launches GPT-5.6-Cyber security testing
A new subscription service uses GPT-5.6 and Claude Mythos for continuous AI-driven vulnerability hunting.
📰
HPE Networking Day in Suzhou
Focus on "Self-Driving Network" vision to enable autonomous enterprise digital transformation.
📰
Enterprise AI routing becomes critical
As agents enter workflows, the ability to route tasks to the most economical and reliable system is becoming a key competitive advantage.
Sovereign AI overcomes compliance hurdles
New frameworks are emerging to balance regulatory requirements with the need for local AI innovation.
Rhea1 80-core CPU arrives
The European processor from SiPearl is finally being deployed in the Jupiter Exascale system.
Google partners with Kairos Power for SMR
A 50MW Small Modular Reactor is slated for completion by 2030 to power Google's AI needs.
T-Mobile and Reliance Jio achieve 5G SA roaming
The first 5G Standalone roaming connection has been enabled via Syniverse.
Vodafone and Ericsson test network-integrated AI
Successful trials of real-time translation and noise cancellation embedded directly within the mobile network.
Trevenque Group deploys HPE Private Cloud AI
The cloud provider is utilizing HPE services to move AI from proof-of-concept to production-ready services.
Trevenque Group adopts HPE for Sovereign AI
The provider is integrating HPE infrastructure to bring sovereign AI capabilities to its cloud services.
EU Data Center efficiency rules
The European Commission has proposed new mandatory disclosure rules for energy and water efficiency in data centers.
Jet2 implements Agentic AI
The tour operator partnered with Adobe to use agentic AI for personalized holiday recommendations and support.
📰
HPE and QuEra bring fault-tolerant quantum to on-prem HPC
Integration of neutral-atom quantum computing into HPE Cray environments for on-premises high-performance computing.
TSMC expands chip packaging
New state-funded complex in Kaohsiung aims to resolve bottlenecks in substrate and interposer production.
Preconfigured blueprints simplify Agentic AI
New industry approaches are reducing the infrastructure complexity required to deploy production-ready autonomous agents.
Qualcomm Snapdragon Summit focuses on AI PCs
The 2026 summit will prioritize AI agents and the evolution of the AI PC.
Grok 4.7 vs GPT-6 Astra
SpaceXAI's new model offers cheaper tokens but higher cost per task compared to the latest frontier models.
MindWalk deploys OpenFold3 on AMD GPUs
A production deployment in Vultr Cloud is utilizing AMD hardware for AI-driven drug discovery.
Accelerated server sales spike
GPU/XPU system shipments are accelerating, with average system costs around $140,000.
HPE raises fiscal 2026 guidance
The company updated its financial outlook following strong AI-driven demand, with stock holding near $60.74.
📰
LG Energy Solution qualifies for NVIDIA DSX
Their BESS offering is now "DSX Ready," accelerating time-to-power for large-scale AI applications.
NVIDIA and Einride partner for autonomous trucking
Collaboration utilizing NVIDIA Hyperion to advance electric freight automation.
Nvidia invests $3B in SB Energy
Nvidia is backing the data center developer to secure power and infrastructure for AI scaling.
OpenAI calls for global AI standards
The company is urging the US to lead international efforts on reporting AI incidents and safety.
📰
Google launches Gemini-First laptops
The new "Googlebook" integrates Android, ChromeOS, and Gemini AI features.
AI server market rally
HPE and Dell saw stock ticks upward as the AI server bid concentrates among top-tier providers.
Morgan Stanley favors Dell for on-prem AI
Dell is cited as the "best athlete" positioned to benefit most from the acceleration of on-premises AI adoption.
Gartner warns of AI governance failure
60% of organizations may fail at AI governance by 2027 if they ignore data culture and stakeholder readiness.
Edge AI market growth
The Edge AI software market is projected to reach $120.31 billion by 2032.
Startups shift to open-weight models
High costs of proprietary AI agents are pushing firms like Harvey toward cheaper open-weight alternatives.
Anthropic eases safeguards for Life Sciences
The new LSVP program allows verified researchers more permissive access to Mythos, Opus, and Sonnet models.
📰
AMD hits $1 trillion valuation
The chipmaker reaches the milestone driven by massive AI demand.
Qualcomm powers Googlebooks
Snapdragon X Elite processors are being integrated into the first wave of Google's AI laptops.
Nokia expands AI-RAN partnerships
The vendor is accelerating the momentum of AI-native Radio Access Networks with new carrier deals.
Ciena Waveserver deployment on Echo cable
New 400GbE and 800GbE services are being enabled via the subsea cable platform.
Top AI-Server Portfolio
Analysts identify Dell, SMCI, and HPE as the three most robust manufacturers for an AI-server investment strategy.
Edge AI software market to hit $120B
MarketsandMarkets predicts a CAGR of 34.1% for edge AI software through 2032.
LG centrifugal cooling for AI
A new oil-free magnetic cooling system designed specifically for the high heat loads of AI data centers.
AI-Server Portfolio strategy
Analysts suggest a combined position in Dell, SMCI, and HPE to capture the full spectrum of the AI server market.
HPE identified as core AI-Server portfolio pick
Analysts recommend HPE alongside Dell and SMCI for exposure to the AI infrastructure boom.
Fast Lta launches on-prem AI appliance
quality(80)/p7i.vogel.de/wcms/26/7c/267cfcd7b47904ce303fc30b74b9d341/0133283047v1.jpeg) — A new 4-HE appliance featuring up to three GPUs and integrated vector database for local enterprise AI.
BrainChip launches AKD1500 PCIe card
A new ultra-low power card for edge AI evaluation with self-learning capabilities.
Qualcomm chips enter Googlebooks
Snapdragon X Elite processors are being supplied to Dell and HP for the new Android-based notebook category.
AI drives server pricing
quality(80)/p7i.vogel.de/wcms/84/f2/84f2c3a2841edda6785de644db6b3109/0133438919v1.jpeg) — Record demand for AI systems is pushing both sales volumes and hardware prices upward.
Analysts target HPE, Dell, and SMCI for AI portfolios
Surging demand and record backlogs make these three the primary targets for AI server investment.
First impressions of GPT-6 Astra
Early reviews highlight a mix of enthusiasm and composure regarding the new frontier model's capabilities.
China pushes AI+manufacturing models
New large models and agents are being unveiled in Hefei to handle real production workflows.
Ethernet switch market surge
Demand for AI infrastructure is driving explosive growth in the router and switch market, though component shortages persist.
GPT-6 Robot Safety concerns
A new benchmark shows 97% of dangerous commands were executed, sparking warnings about frontier model safety.
AMD hits $1 trillion market cap
The chipmaker joins the trillion-dollar club driven by massive AI-driven demand.
GlobalFoundries and Marvell optical deal
A multi-year agreement to increase silicon germanium capacity for next-gen optical technologies.
HP Inc. warns of 2027 PC slump
Shares slid after a sobering reality check regarding the future of the personal computer market.
Enterprise-specific AI needs
Industry analysis emphasizes that businesses require AI tailored to proprietary knowledge over commoditized frontier models.
Huawei upgrades AI Fabric
The Stellar AI Fabric solution is being enhanced to support agentic AI computing networks.
IBM and ETH Zurich quantum project
A new quantum computer in Lugano will be accessible to private firms and higher education.
OData deploys liquid cooling in LatAm
A $630m project to implement Aligned's DeltaFlow liquid cooling in Brazil and Mexico.
Verizon tests 4GHz band for 6G
FCC request filed to explore spectrum for future 6G use cases.
Agentic AI boosts CPU server demand
quality(80)/p7i.vogel.de/wcms/f4/49/f4490c19aeb82fd09e9045c18076bb47/0133431778v2.jpeg) — The rise of agentic AI is renewing the importance of CPUs alongside GPUs in edge and server systems.
📰
HPE stock reacts to AI growth and raised expectations
Market sentiment is shifting positively based on revised earnings forecasts.
Cloud Repatriation trend grows
quality(80)/p7i.vogel.de/wcms/9e/4b/9e4bf726769cf7fdb9b2bdb10f1a9c66/0133043895v1.jpeg) — A 2026 Bitkom report indicates 85% of German companies feel too dependent on US cloud providers, driving a shift back to on-prem.
📰
Marvell debuts 2nm optical tech
New 2nm 400G/lane and 1.6T ZR technologies are being showcased to optimize AI data center infrastructure.
TSMC advanced packaging park
Taiwan has broken ground on a new facility in Kaohsiung to enhance AI chip packaging.
Salesforce introduces AIforce and Koa
quality(80)/p7i.vogel.de/wcms/90/ef/90ef1d697c811e5b6461f912fc59aa11/0133410611v2.jpeg) — Salesforce is transforming its CRM into an interface for AI agents with a new reasoning model called Koa.
📰
iPronics and BSC advance programmable networking
A new partnership integrates programmable optical networking within GPU/HPC infrastructure for next-gen AI.
HPE expands Oracle AI partnership
HPE is deploying Juniper Networking within Oracle's AI data centers to scale global AI infrastructure.
OpenAI launches GPT-6 Astra
OpenAI declares the arrival of the AGI era, though benchmark results are currently being debated.
Edge AI Software market projected to hit $120B
MarketsandMarkets predicts significant growth in the edge AI sector through 2032.
GenAI transforms Ethernet switching
The boom in generative AI is accelerating the evolution and demand for high-performance Ethernet switching.