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Direct-to-Chip cooling benchmarks
New data compares two-phase vs. single-phase cooling for NVIDIA B200 servers to optimize facility economics.
🟢 HPE — 2026-08-28
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
IBM study warns on AI agent readiness
Only 11% of C-level tech executives feel fully prepared for the deployment of AI agents.
Lambda raises $1B in private debt
Funding secured via JPMorgan to purchase Nvidia GPUs for lease to Microsoft.
Sovereign AI becomes strategic necessity
quality(80)/p7i.vogel.de/wcms/29/b1/29b1048a42a7f13825ef5286d031572a/0133022274v2.jpeg) — IDC study reveals a gap between executive ambition and actual implementation of sovereign AI.
US considers semiconductor tariffs
Potential new tariffs on data center servers could impact hardware costs and supply chains.
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HPE stock holds above $54
Shares remain stable following the release of strong financial results.
Salesforce introduces Slack Code
quality(80)/p7i.vogel.de/wcms/d9/54/d9547b94869c679307a21a5b1b3aea17/0132978027v2.jpeg) — New AI agents are being integrated into team collaboration for project-based coding.
a16z raises $1.1bn for AI physical layer
The Machine Age Fund will focus exclusively on AI hardware, chips, and data center infrastructure.
AI implementation gap persists
Research shows 91% of professionals feel their firms still fall short of AI ambitions.
SK Hynix warns of RAM shortages
Demand for memory is expected to remain tight through 2030, prompting new US fab investments.
New Jersey mandates data center reporting
New law requires facilities to report energy and water usage.
Nvidia pauses cloud revenue sharing
The chip giant is halting some deals to avoid potential antitrust scrutiny.
SoftBank seeks $10bn loan against OpenAI stake
Second major loan request to leverage its investment in OpenAI.
Nvidia pauses revenue-sharing program
The company has halted some credit transactions for AI cloud companies buying chips.
Nvidia introduces NVHBM
A new custom HBM technology that represents a major step in memory integration for AI.
Alibaba Cloud enters Brazil
Launch of first cloud region featuring agent-based AI services for local businesses.
Indosat launches AI-ready RAIA Grid
A fiber infrastructure spin-off embedding Machine Learning and Agentic AI.
Kioxia and Sandisk invest $31bn in Flash
Massive capacity increase for NAND-Flash memory to meet AI-driven demand.
Italy's data center grid requests hit 95GW
Massive surge in power demand for AI infrastructure compared to 1GW in 2021.
Anthropic walks away from $7bn MatX deal
The AI lab abandoned plans to acquire the chip startup MatX.
Starline scales AI power distribution
New smarter designs for power distribution to meet the "spikier" energy demands of AI clusters.
Nokia and Nvidia launch AI-RAN platform
quality(80)/p7i.vogel.de/wcms/d0/77/d077403dd499b101cc70ef9ef0a4a0b5/0132414710v1.jpeg) — A commercial platform allowing operators to increase capacity without replacing existing radio hardware.
Nvidia ships H200 chips to China
First shipments under new US licensing, though they represent less than 1% of data center revenue.
Judge voids Pentagon blacklist of Anthropic
A federal court ruled the national security risk designation was illegal retaliation.
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HPE valuation debate ahead of earnings
Analysts question if current optimism is already priced into the stock.
Schwarz Group invests €5.6bn in 1GW data center
The retail giant is expanding its cloud and AI capabilities via Schwarz Digits.
Anthropic's Model Hardware Standard
A new research preview for AI to safely operate physical factory and lab hardware.
HPE signs global WiFi patent deal
The company entered a multiyear licensing agreement with a blacklisted supplier to secure WiFi intellectual property.
Salesforce and Anthropic launch Claudeforce
A strategic partnership integrating Claude's reasoning into Salesforce's enterprise harness.
Claude integrates native browser
Anthropic removes the need for Chrome extensions by building a browser directly into Claude Cowork.
Uniphore and Tech Mahindra "Agentic AI Factory"
A new partnership to co-build and deliver agentic AI solutions for global enterprise clients.
Kyndryl and Broadcom expand Private Cloud alliance
Focus on delivering "Secure by Design" private cloud infrastructure for the AI era.
Clearlake Capital and Google Cloud partner for Full-Stack AI
The collaboration aims to deploy enterprise AI across Clearlake's portfolio companies.
Schwarz Group invests €5.6bn in German data center
A massive renewable-energy-powered facility will be built in Mecklenburg-Vorpommern.
SK Hynix $4bn US memory hub
Ground broken in Indiana for a high-bandwidth memory (HBM) packaging plant.
JPMorgan leads $5bn debt package for Volta
Funding secured for a major AI data center buildout.
Zero Networks expands Palo Alto integration
quality(80)/p7i.vogel.de/wcms/eb/9d/eb9d961d3823a1fd5be6a118c18a3324/0132971777v1.jpeg) — New combined solution for micro-segmentation and AI-driven security containment.
Cisco integrates Super Micro liquid-cooled servers
The move aims to bolster Cisco's AI product line and stabilize server demand.
Intel Foundry 14A progress
Intel claims the 14A process is the most significant advancement since 22nm.
Complexity risks in agentic AI
Experts warn that the interaction between multiple AI agents creates more risk than the agents themselves.
Claude integrates native browser in Cowork
Anthropic's chatbot can now navigate and interact with websites directly within the desktop app.
VCI Global launches Galatron AI
A prefabricated modular AI data center platform targeting up to 500MW of aggregate compute capacity.
OpenAI introduces agentic ChatGPT Work
The tool can now sign into web accounts autonomously to perform tasks.
Visa deploys autonomous security AI
A new open-source harness patches production code automatically before human review.
Shift toward data-layer governance
As AI agents gain autonomy, industry focus is shifting toward managing governance at the data layer rather than the application layer.
AWS deploys 2 million additional Nvidia GPUs
Massive infrastructure expansion through an enlarged partnership with Nvidia.
Intel's next-gen Xeon "Diamond Rapids"
quality(80)/p7i.vogel.de/wcms/af/1c/af1cf0506706446bd266aff11fd61533/0133023138v1.jpeg) — New architecture featuring up to 256 P-Cores without hyperthreading.
Kodiak AI and AMD collaborate
AMD EPYC processors will be used to power computing for autonomous trucking.
OpenAI's 3.2GW power deal
Georgia Power will construct new generation to supply a massive planned data center.
HPE vs. Cisco networking battle
Market analysis compares HPE's position against Cisco's strong hyperscaler AI orders and security portfolio.
Anthropic signs $45bn compute agreement
A massive deal with Nscale for 460MW of capacity at a West Virginia campus.
IBM unveils scalable quantum racks
quality(80)/p7i.vogel.de/wcms/a4/88/a4883d7d5d375de0aca7523aef681d90/0132868183v1.jpeg) — New modular cryostats aim to enable fault-tolerant quantum systems by 2029.
Nvidia secures $279bn in supplier orders
Record-breaking procurement to sustain massive data center growth.
LG CNS deploys direct-to-chip cooling
New cooling infrastructure implemented for Naver Cloud in South Korea to handle high-density AI workloads.
Nvidia revenue doubles
The chip giant reports record growth and increased monetization per gigawatt of data center capacity.
AMD Zen 6 "Olympic Ridge" confirmed
Technical documentation confirms Zen 6 processors and Medusa APUs for the AM5 socket.
Nvidia's network-centric computing
Analysis suggests the network is becoming as central to Nvidia's architecture as the GPU itself.
GLM-5.3-Flash emerges as workload leader
New model data suggests this flash model could handle up to 45% of typical AI workloads.
SandboxAQ open sources "Switch"
A new tool allowing AI agents to integrate into shared workspaces like Slack and Microsoft Teams.
Nutanix releases Enterprise AI (NAI) 2.8
General availability of updated hybrid cloud and AI platforms.
Salesforce CRM integrated into Claude
The "Claudeforce" expansion allows users to access CRM data directly within the Claude interface.
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HPE stock gains ahead of earnings
The share price remains strong as investors anticipate the financial results.
OliverAI scales OliverDB for Agentic AI
Pre-seed funding secured for a high-performance analytical data platform built specifically for AI agents.
Keepit introduces AI Truth Cloud
quality(80)/p7i.vogel.de/wcms/74/d5/74d573c51cabc3d79fb1324541daf93d/0132846096v2.jpeg) — A backup platform allowing enterprises to verify AI data sources and isolate testing environments.
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HPE options market volatility
Traders imply a 10% price movement following the upcoming quarterly earnings report.