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Rigetti expands quantum roadmap
The company is increasing commercial deployments and strategic government partnerships.
🟢 HPE — 2026-08-12
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
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Zacks upgrades HPE to "Buy"
The rating change reflects an upward trend in earnings and potential for portfolio growth.
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Rackspace financial struggles
The company faces a "double trap" of negative EBIT and a $2.8 billion debt burden.
HPE and NVIDIA promote Sovereign AI
The partners emphasize the need for reliable, curated data to overcome compliance challenges in regulated industries.
HPE shares rise on AI server guidance
HPE stock climbed 3% following a strong outlook for AI server demand.
Celona integrates private 5G and Wi-Fi 7
A new AI-managed platform aims to reduce complexity in enterprise wireless adoption.
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Celona integrates AI into private 5G and Wi-Fi 7
The platform aims to reduce complexity and cost for enterprise wireless adoption.
Super Micro stock surge
Shares jumped 15% following a strong earnings report that resets the AI server market debate.
Morgan Stanley upgrades HPE to Overweight
Analysts raised the stock rating and set a $69 price target, driving a morning share jump.
Q3 FY2026 Earnings Call scheduled
HPE will host a live audio webcast to review financial results for the quarter ending July 31, 2026.
Hyperscalers eyeing enterprise hardware
Opinion piece suggests big cloud providers may eventually dominate the enterprise hardware market via AI.
Demand for AI-native security chiefs spikes
Research shows a 256% increase in demand for AI-focused CISOs and CSOs.
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NEC XON highlights network's role in AI
General Manager Anthony Laing argues that the network is the "forgotten hero" essential for AI functionality.
LiteLLM supply chain attack impacts 2,500+ orgs
A compromise via the Trivy hack distributed malware across 430,000 CI/CD pipelines.
Supermicro stock jumps on Q4 results
SMCI saw significant gains following a strong Q1 outlook and earnings beat.
SpaceX invests in AI via Cursor acquisition
The company is leveraging AI to drive new revenue goals beyond rocket launches.
Rimini Street expands Agentic AI ERP
The company is adding C-suite leadership to scale its third-party support and agentic AI offerings.
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Amazon AWS accelerates growth
AWS reached 28% YoY growth with record operating margins in Q1 2026.
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Extreme Networks Q1 FY2026 growth
Revenue rose 15% YoY to $310M, exceeding guidance.
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Snowflake Q2 FY2026 product revenue hits $1.09B
Product revenue grew 32% YoY with a strong net revenue retention rate of 125%.
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Microsoft reports record FY2025 results
Annual revenue reached $281B, with Microsoft Cloud contributing $168B.
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HPE delivers record Q3 FY2025 revenue
Revenue hit $9.1B (up 18% YoY) driven by AI, hybrid cloud, and the closing of the Juniper Networks acquisition.
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Microsoft Azure AI growth
Azure revenue grew 35% YoY, with 16 percentage points attributed directly to AI services.
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HPE reports record Q3 revenue
Revenue hit $9.1B (up 18% YoY) driven by AI, networking, and the closing of the Juniper Networks acquisition.
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GPU clusters drive demand for lossless fabrics
AI is placing unprecedented demands on data center networks, requiring 400 and 800 Gbps speeds.
Nvidia proposes AI Factories as asset class
NVIDIA is pushing to treat AI compute infrastructure as an investable asset class.
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Quantinuum projects 2026 revenue growth
the company expects $28M-$32M as Oracle deploys Helios on OCI.
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Demand for AI-native security chiefs surges
Research shows a 256% increase in demand for AI-focused CISOs and CSOs.
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Agentic AI emerges as new computing playbook
The industry is moving from passive conversational assistants toward AI that can take autonomous action.
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Super Micro sees strong underlying AI demand
Despite supply delays in cooling and networking, demand for SMCI products remains robust.
Quantinuum Q2 revenue jump
Revenue rose 279% YoY to $8 million, driven by quantum computing advances.
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Supermicro beats Q4 earnings
SMCI trounced Wall Street targets and provided strong guidance for the current quarter.
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Extreme Networks platform transition
analysts suggest a recent selloff misreads the company's shift toward Platform ONE and subscriptions.
Quantinuum reports Q2 results
The quantum computing leader announced its financial performance for the quarter ended June 30.
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Supermicro earnings beat
the AI infrastructure provider trounced Wall Street targets for fiscal Q4.
IBM and Together AI partnership
a $240 million deal to provide open-source AI inference workloads in the cloud.
Supermicro guidance hits $72B
gross margins nearly doubled to 17.5%, signaling strong demand for AI servers.
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Supermicro stock jumps on results
The company reported Q4 results after the bell, exceeding expectations.
Quantinuum reports Q2 2026 results
the quantum computing leader released its latest financial performance data.
Quantinuum Q2 results
revenue grew 279% YoY with new leadership in fault-tolerant quantum computing.
Nvidia releases Nemotron 3.5 Lightning
A new open model focused on specialized, local agentic AI and on-premise efficiency.
HPE UK channel boss on partner ease
HPE is focusing on simplifying partner experiences to drive channel resonance.
Enterprise AI shifts toward open models
large organizations are increasingly favoring open AI models to protect proprietary data.
Supermicro beats Q4 earnings
SMCI topped earnings expectations and provided strong Q1 guidance.
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Quantinuum revenue grows 279% YoY
Q2 revenue reached $8M, with full-year 2026 guidance raised to $28M–$32M.
Anthropic adopts AI watermarking
the move is intended to ensure compliance with the EU AI Act.
Dell valuation concerns
Analysts suggest Dell may be overvalued at 21.92X P/E despite the AI boom.
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Azul appoints CPO for agentic AI
Kenny Johnston joins to accelerate an AI-first Java roadmap focusing on agentic AI and enterprise platforms.
Healthcare adopts agentic AI foundations
Organizations are leveraging scalable foundations to implement agentic AI for improved patient care.
Nvidia Nemotron 3.5 Lightning
a new open model focused on specialized, local agentic AI.
Anthropic implements watermarking
Claude now defaults to watermarking AI content to combat deepfakes.
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Everpure secures hyperscaler deal
the company's stock climbed following a second major design win for DirectFlash.
Rigetti focuses on fidelity
RGTI's Q2 call highlighted government support and higher Cepheus fidelity.
OpenAI introduces Daybreak tiers for exploit development
New access levels (Daybreak Red/Blue) allow reduced safeguards for specific cybersecurity research.
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OpenAI expands Daybreak platform
the gated access tier now ships GPT-5.6-Cyber to strengthen cyber defense.
HPE stock activity
Hewlett Packard Enterprise was noted among stocks making significant moves yesterday.
Azul names Kenny Johnston CPO
the enterprise Java leader appoints a new Chief Product Officer for its AI-first strategy.
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DESI releases 5.6-trillion-pixel universe atlas
the largest 2D map of the sky ever made is now freely available.
HPE stock sees movement
Hewlett Packard Enterprise was noted among stocks making significant moves yesterday.
Claude complies with EU AI Act
Anthropic is adding C2PA metadata to media to meet transparency rules.
OpenAI expands Daybreak platform
Along with the new model, OpenAI is increasing organizational access to its cybersecurity AI tools.
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Nvidia record Q2 revenue
the chip giant reported $46.7B in revenue with a 56% YoY increase in data center growth.
GPT-5.6-Cyber for security professionals
the new purpose-built AI is designed for approved defenders to find real vulnerabilities.
Super Micro Q4 earnings preview
Analysts are projecting $11.2B in revenue for the AI infrastructure provider.
Supermicro as AI infrastructure test
The Q4 report serves as a critical benchmark for the broader AI infrastructure market.
GPT-5.6-Cyber identifies V8 vulnerabilities
The new OpenAI model has already been used to uncover previously unknown vulnerabilities in Google’s V8 engine.
Daybreak Red Access Tier expanded
quality(82)/2dcb42bf99444cbc8e0debfdfd30acc2) — OpenAI is providing trusted defenders with frontier vulnerability tools via the new gated access tier.
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Arista Networks AI growth
Ethernet and ASIC growth is surging due to the AI capex boom.
OpenAI balances "Critical" capabilities
The release of GPT-5.6-Cyber follows a pause on Astra, highlighting a rigorous vetting process for high-risk AI capabilities.
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OpenAI launches GPT-5.6-Cyber
a frontier cybersecurity model achieving 95% completion on advanced tasks.
LEAP 2025 AI investments
over $7.5 billion in tech and AI investments were announced during the global event.
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Rippling sues Runlayer over AI patents
the HR tech firm alleges data-related patent infringement by the AI startup.