
Enterprise Storage rebuilding around AI-ready data
IDC reports a 22.7% YoY increase in global external storage revenue driven by AI demand.
ddNews Β· news about Hewlett Packard Enterprise (HPE) β products, AI,

IDC reports a 22.7% YoY increase in global external storage revenue driven by AI demand.
A U.S. District Judge approved the $14 billion settlement, clearing a major regulatory hurdle.
OpenAI's preview offers massive speed increases via Cerebras hardware.
A new converged solution leveraging agentic AI targets the industrial AI scramble.
New spectrum availability is expected to triple wireless capacity for modern corporate environments.
A major AI investment surge is bringing a global tech event to Istanbul.
The Attorney General expressed disagreement with the federal court's decision to allow the merger.
The company has seen significant growth driven by the broader AI buildout.
A major security breach involving LiteLLM has left stolen corporate credentials active months later.
Security researchers warn that stolen credentials from the March attack may still be active.
SOCRadar reports that many organizations were exposed via Trivy rather than LiteLLM.
The company was highlighted as a standout based on price-to-book measures.

A judge has approved the final settlement, clearing the path for the $14 billion takeover.
The new open-weight model claims top performance in coding benchmarks.
Cisco expects AI sales to comprise roughly 10% of total revenue by FY2027.
The court rejected claims that the HPE-Juniper agreement was ineffective or corrupt.
The company reported adjusted net income of $1.1B, signaling strong AI demand.
Istanbul will host a major global tech event amid a surge in AI investments.

Despite record revenue and AI demand, Cisco shares dropped, creating a shifting landscape for HPE's networking rivals.

A US federal judge approved the acquisition despite concerns over undisclosed lobbying efforts.
Shares rose 1.75% during a favorable session for the broader tech market.
The merger represents a significant test of DOJ oversight regarding wireless competition in the current administration.

A new mode for GPT-5.6 Sol increases processing speed by 14x.
A new preview of GPT 5.6 Sol offers 14x speed increases to attract enterprise LLM procurement.

New evaluations of generative video platforms for product demos and studio-less content.
The court approved the settlement, clearing a major hurdle for the acquisition of Juniper Networks.
A new high-performance system utilizing 74 GPUs is now active for space and cyber operations.
The new system utilizes 74 advanced GPUs for complex cyber and space operations.
A new ultrafast tier on wafer-scale chips outperforms traditional GPU clouds.

ByteDance's new video model implements stricter controls to block Hollywood intellectual property.

Both firms are expanding infrastructure roles to meet AI data center demand.

SMCI's revenue guidance exceeded consensus, lifting peer hardware stocks.
The upcoming event will bring together global technology leaders to discuss AI.

Strong results from Lenovo and SMCI indicate a massive end-market surge for AI infrastructure.

Super Micro, Dell, and HPE all saw gains following Lenovo's strong quarterly report.
The analyst recommends these firms over SMCI for exposure to AI-optimized server revenue.
SMCI reported a strong quarter and outlook, though cash flow pressures remain a concern.
Taxpayer data for individuals and professionals was stolen in a significant breach.

Strong infrastructure revenue from Lenovo has sparked a rally in AI server stocks, including HPE.
Record infrastructure revenue from Lenovo has boosted investor confidence in the broader AI server sector.
HPE successfully defeated challenges from several states regarding the Juniper takeover.
Record infrastructure revenue from Lenovo has boosted confidence across the AI server sector.
HPE shares jumped 8% following Lenovo's record quarter, signaling strong AI server demand.
SpaceX is targeting 10 gigawatts of AI data center capacity by next year.
Analysts suggest the enterprise AI server market growth wave is only beginning.

The stock surge follows positive sector trends and strong AI server confidence.
Dell and HPE are seeing positive momentum as AI infrastructure demand accelerates.

New reports indicate physical AI and mission-critical networks will drive significant growth in the private 5G market through 2030.

Lenovo's 43% revenue jump suggests a new cycle of enterprise AI spending is underway.

Dell'Oro Group reports that the rise of agentic AI and inference will supercharge front-end networks.

New reports indicate mission-critical networks will scale to support physical AI and automation through 2030.

Jensen Huang signed seven Japanese industrial giants to secure long-term demand for physical AI.

Netlist has filed new patent infringement proceedings at the US International Trade Commission.

Surging memory costs are unexpectedly triggering a procurement rush among enterprise IT buyers.
Q3 FY25 results show AI is a primary driver for cloud revenue growth.
The company reported $280M in revenue with a 27.3% operating margin.

The rise of AI bug-finding models is forcing customers to replace unsupported networking hardware rapidly.

Demand for AI-related hardware is driving a multi-year growth cycle across the networking industry.

A new model version appeared briefly in the Cursor editor, hinting at upcoming specifications.