OpenAI launches GPT 5.6 'Ultrafast' mode
The new mode increases the speed of the frontier model by 14x.
🟢 HPE — 2026-08-13
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
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HPE wins DOJ settlement approval for Juniper deal
The court approved the settlement, clearing a major hurdle for the acquisition of Juniper Networks.
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US Space Force unveils Makau supercomputer
The 2.64-petaflop system utilizes 74 advanced GPUs for space and cyber operations.
Seedance 2.5 AI Video Generator updates
ByteDance's new video model implements stricter controls to block Hollywood intellectual property.
AI server pipeline validates market demand
Strong results from Lenovo, Dell, and Supermicro indicate a broad end-market surge for AI infrastructure.
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HPE Wins Approval for DOJ Settlement on $14 Billion Juniper Deal
A court has approved the settlement with the US Justice Department, clearing a major hurdle for the Juniper Networks acquisition.
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Lenovo Infrastructure Growth Lifts HPE
Strong AI server demand across the sector is driving positive sentiment for HPE's infrastructure business.
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Hardware stocks split following Lenovo results
While HPE and Dell rose on AI server optimism, Cisco saw a dip.
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AI Server Boom Fuelled by Lenovo and SMCI
The broader AI server market is seeing a surge in valuation and demand, impacting HPE's competitive landscape.
HPE stock surges 8%
Shares climbed following a blockbuster earnings report from Lenovo, signaling strong sector demand.
Lenovo's AI spending wave
A 43% jump in Lenovo's revenue, with AI-related sales hitting $9.3 billion, suggests a massive infrastructure spending cycle.
Agentic AI to boost networks
Dell'Oro Group reports that agentic AI and inference will supercharge front-end network growth.
Nvidia forms Physical AI Coalition
Seven Japanese industrial giants joined the coalition, signaling massive demand for physical AI.
Morgan Stanley upgrades hardware outlook
Surging memory costs are triggering a procurement rush among enterprise customers.
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Box Inc. exceeds Q4 FY2025 guidance
Revenue grew to $280M with an operating margin of 27.3%.
The "Mythos Effect"
Cisco warns that Anthropic’s bug-finding model is forcing customers to replace unsupported networking kit.
Cisco's networking supercycle
CEO Chuck Robbins reports strong Q4 results fueled by AI-related hardware and software.
GITEX Ai Türkiye Event
A major tech event in Istanbul will spotlight Eurasia's rising AI capabilities next month.
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Cisco AI outlook disappoints
Investors reacted poorly to Cisco's $7.5 billion AI data center sales projection.
Cisco's AI revenue outlook disappoints
AI sales are projected to make up only 10% of Cisco's total revenue for fiscal 2027.
Lenovo Q1 revenue jump
The world's largest computer maker saw a 43% revenue increase, beating forecasts.
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IQM targets commercial quantum scale
The company is pushing superconducting quantum systems despite widening losses.
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Cisco reports record Q4 networking growth
Strong AI infrastructure demand drove a 28% YoY increase in networking revenue.
Grok 4.6 leaked in Cursor
A brief appearance of the model suggests a 256k context window is coming.
Lenovo reports 43% revenue jump
The computer maker sees record growth driven by the AI boom.
HPE hits new 52-week high
The stock cleared $58.79, removing overhead resistance.
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Supermicro results boost Nvidia
Upbeat earnings provided a positive read-through for the broader AI ecosystem.
OpenAI releases GPT-5.6 family
The new frontier models include "Luna," the smallest version available to free users.
Quantum computing stocks rebound
Industry stocks have returned 45.4% year-to-date as of August 11.
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Infleqtion reports record Q2 revenue
The company saw 116% YoY growth amid accelerating demand for quantum-adjacent technologies.
Zacks highlights HPE and Dell
Analysts are closely monitoring price action and performance for the leading enterprise server providers.
Rackspace struggles with debt
Q2 results show flat revenue and a heavy $2.8 billion debt burden.
HPE and NVIDIA champion Sovereign AI
The partners emphasize the need for curated data and compliance in regulated industries.
HPE shares rise on AI server guidance
Stock gained 3% following a positive read-through from Super Micro's blowout outlook.
Demand for AI-native security chiefs surges
Research shows a 256% increase in demand for AI-focused CISOs and CSOs.
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Micron reports booming HBM demand
High Bandwidth Memory revenue rose 245% driven by AI data center requirements.
HPE shares rise on AI server guidance
Stock climbed 3% following blowout AI server outlooks across the sector.
Celona integrates AI-managed private 5G and Wi-Fi 7
The platform aims to reduce complexity and cost for enterprise wireless adoption.
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Supermicro reports 93% YoY revenue growth
Strong Q4 results strengthen the bull case for AI server providers.
SMCI surges 15% after earnings beat
A massive single-session move resets the debate around AI server demand.
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Super Micro Q4 results spark mixed reactions
The company saw stock rises despite varying analyst views on its outlook.
Morgan Stanley upgrades HPE to Overweight
Analysts raised the stock rating and set a $69 price target, sparking a 3.9% jump.
Quantum commercial progress
Analysts compare IonQ, D-Wave, and Rigetti following Q2 earnings.
HPE schedules Q3 FY2026 earnings call
The company will review financial results for the quarter ending July 31, 2026.
Quantinuum reports Q2 2026 results
The quantum leader announced its latest financial performance.
Hyperscalers may corner enterprise hardware
Opinion piece suggests the AI boom is accelerating the shift of workloads to big cloud.
LiteLLM supply chain attack impacts 2,500 orgs
A major security breach exposed over 430,000 CI/CD pipelines.
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NEC XON highlights network's role in AI
General Manager Anthony Laing argues that AI cannot exist without robust networking.
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Supermicro stock jumps on Q1 outlook
Strong forward-looking guidance suggests continued momentum in AI hardware.
HPE UK focuses on partner predictability
The company is implementing more predictable hardware pricing via its "Power of One" strategy.
Rimini Street expands Agentic AI
The company is integrating Agentic AI into its ERP support services.
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Amazon AWS accelerates to 28% growth
Q1 2026 results show AWS reaching record operating margins amid AI demand.
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Microsoft cloud revenue hits $49.1B
Q1 FY2026 results show 26% cloud growth and increased CapEx for AI infrastructure.
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HPE delivers record Q3 revenue
Revenue hit $9.1B (up 18% YoY) driven by AI and the closing of the Juniper Networks acquisition.
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Supermicro tops Q4 expectations
Strong results and guidance provide a positive signal for the broader AI server market.
NVIDIA proposes AI Factories as asset class
The company is pushing for AI compute infrastructure to be treated as an investable asset.
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Demand for AI-native security chiefs surges
Research shows a 256% increase in demand for AI-focused CISOs.