EU Cyber Resilience Act deadline
Manufacturers face a September 11 deadline for software supply chain visibility.
🟢 HPE — 2026-09-03
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
HPE grants Oracle stock purchase rights
Oracle can buy $205 million in stock at a discounted rate as part of a strategic AI partnership.
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Stock Drop After Record Quarter
Shares fell despite a record quarter and raised forecasts.
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HPE Networking EdgeConnect
New connectivity solutions aimed at enhancing the network edge.
1-Click-Installer for local AI agents
New tools simplify the deployment of OpenClaw and Hermes agents on RTX hardware with 24GB+ VRAM.
Nvidia PAIR for local AI routing
The Personal AI Router allows AI workloads to be distributed across LAN-connected devices, including Macs with M4.
Nvidia RTX Spark N1X launch
New consumer-grade "mini-AI supercomputer" platform for Windows 11 on Arm arriving in October.
Stock falls 5% despite raised guidance
Supply chain constraints and margin concerns overshadowed the record quarterly performance.
Nvidia acquires Hugging Face for $12.93bn
The chipmaker takes over the primary open-source AI model hub while promising to keep it open.
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Analysts adjust HPE price targets
Evercore ISI, Raymond James, and Deutsche Bank updated targets, with some maintaining "Outperform" ratings.
HPE earnings top estimates via Oracle deal
Financial results surpassed expectations, bolstered by the strategic AI data center partnership with Oracle.
India considers removing Chinese telecoms kit
The government may initiate a "rip and replace" strategy for legacy Chinese equipment.
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CEO Neri Discusses Oracle Deal & AI
HPE's leadership provided updates on the Oracle partnership and the current pace of enterprise AI adoption.
VodafoneThree unveils SuperMobile 5G+ network slice
Introduction of dedicated national critical slices for enterprise use.
Equinix, Together AI, and Nvidia Partnership
Launch of the "Inference Exchange" to provide enterprises with secure, low-latency AI inferencing.
Meta Muse Spark 1.3 Launch
Meta unveils a new frontier-performance model, though full access remains limited for developers.
HPE lifts fiscal 2026/2027 targets
Guidance was raised following a surge in networking orders and broadening enterprise AI demand.
Bull to deliver AMD-powered Lumi-AI
A new AI supercomputer is slated for deployment in the second half of 2027.
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Raymond James raises price target
Target adjusted to $86 from $74, maintaining an "Outperform" rating.
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Morgan Stanley optimistic for 2027
Strong order growth supports a positive long-term outlook for the company.
Coworker.ai launches OM2
An organizational memory layer designed to reduce enterprise AI token consumption by 9x.
Oracle to deploy HPE Juniper networking globally
A multi-year deal for AI data centers that includes Oracle warrants to acquire HPE stock.
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BofA Bullish on 2027
Bank of America sees significant upside potential for HPE's forecasts through 2027.
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BofA sees upside through 2027
Bank of America analysts suggest potential for forecast upgrades over the next three years.
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BofA raises HPE price target to $88
Analyst maintains "Buy" rating following strong AI-driven sales.
Oracle deal boosts Q3 results
Earnings topped estimates partly due to the high-profile Oracle AI data center collaboration.
Google launches Gemini 3.8 Flash
New specialized models released for coding and cybersecurity tasks.
Bechtle Expands Nvidia AI Factory
quality(80)/p7i.vogel.de/wcms/94/d5/94d57800d499057ba46847eefd7ce542/0133049322v1.jpeg) — The partner is focusing on pre-configured AI infrastructure integrated into existing data centers.
Diraq and Equinix to deploy quantum computer
The first commercial quantum system is expected in a Sydney data center by October 2026.
Microsoft MAI-Transcribe-2
A new speech-recognition model that undercuts OpenAI and Google on price and speed.
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Mixed analyst price targets
Citigroup raised its target to $76 (Buy), while Wells Fargo lowered its target to $54 (Equal Weight).
AI-native networking for CX
HPE highlights how AI-powered networks can predict and prevent customer experience failures.
300MW AI data center campus planned in Mexico
Cuasar Capital is developing high-density infrastructure specifically for AI workloads in Durango.
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HPE Juniper Networking deployed in Oracle AI Data Centers
A strategic expansion of networking infrastructure specifically for AI workloads.
HPE stock slides despite blowout Q3
Shares fell 5% after-hours due to concerns over component shortages despite 34% revenue growth.
Fortinet acquires Virtue AI
quality(80)/p7i.vogel.de/wcms/4b/84/4b84cddc151008632c70e0ccb7c00a7d/0133146327v2.jpeg) — Move aimed at securing autonomous AI agents throughout their lifecycle.
Vara wins world-first CE mark for AI
A Berlin company received regulatory clearance for AI that can clear mammograms without a radiologist.
Texas regulates data centers
Republican candidates are pushing for stricter water usage rules for Big Tech infrastructure.
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Juniper shares gain on HPE growth
Market reaction reflects positive synergies following HPE's 34% revenue increase.
Snowflake beats revenue and profit expectations
Shares rose over 20% after hours despite one lagging metric regarding future growth.
CrowdStrike integrates GPT-5.6
The cybersecurity firm is deploying OpenAI's latest frontier model within a purpose-built cyber harness.
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Market volatility despite record results
Shares fell despite the record quarter, reflecting investor anxiety over supply bottlenecks.
HPE raises annual forecasts
Strong AI demand drove a beat on quarterly results, though shares faced pressure due to supply chain concerns.
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Market volatility
Stock pressure persists despite top-line numbers and a reported $3.5 billion deal.
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$3.5 billion deal reported
Significant strategic deal announced alongside Q3 results.
Competitive Valuation vs. Dell
Earnings review suggests HPE remains an attractive valuation play despite Dell's market visibility.
HPE vs Dell AI server boom
Analysts note HPE's focus on sovereign and enterprise customers may offer a better profit profile than Dell.
HPE and OmniOps partner for Sovereign AI
A new MoU signed at LEAP to advance sovereign AI infrastructure solutions in Saudi Arabia.
CEO Antonio Neri on Agentic AI
Neri states that accelerated enterprise AI and inferencing adoption are opening new market opportunities for partners.
HPE reports record Fiscal Q3 2026 results
The company cited accelerating demand for AI infrastructure as a primary growth driver.
Record quarter driven by Cloud & AI
The segment reported $9 billion in revenue, a 25.4% increase, reflecting the massive AI server boom.
HPE raises forecasts amid supply concerns
Despite beating expectations and raising annual guidance, shares faced pressure due to supply chain realities.
AI demand vs. supply chain
While forecasts were raised due to AI momentum, shares faced pressure due to ongoing delivery bottlenecks.
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Annual forecasts raised amid supply concerns
Despite surging AI demand, shares faced pressure due to ongoing supply chain bottlenecks.
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Post-Earnings Pressure
Despite record results, shares faced pressure due to margin and supply chain concerns.
Google Gemini 3.8 Flash for agents
New "workhorse" model released specifically for agentic tasks and multi-step software development.
OpenAI building automated shutdown
The company is developing capabilities to automatically kill AI agents to prevent breaches.
Microsoft Fabric enters US Gov Cloud
General availability starts October, specifically targeting agentic AI workloads.
HPE Raises AI Forecasts Amid Supply Concerns
Annual forecasts were increased following strong demand, though shares faced pressure over supply chain constraints.
CrowdStrike multi-agent investigations
New coordinated agent layers allow for autonomy ranging from human-in-the-loop to fully autonomous execution.
HPE rides AI server boom
The company is seeing a significant earnings beat driven by enterprise and sovereign AI customers.
Q3 Profit increase
Total earnings for the quarter reached $1.511 billion, or $1.06 per share.
Meta Muse Spark 1.3 release
Meta's new model closes the gap with OpenAI and Anthropic; weights for v1.2 remain open-source.
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HPE shares slide despite outlook boost
Stock price dipped in extended trading despite the raised full-year guidance and AI growth.
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HPE and Oracle deepen networking collaboration
Oracle will deploy HPE Juniper Networking globally for one of the industry's largest gigawatt-scale AI infrastructure buildouts.
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Supply constraints persist despite earnings beat
Despite strong financial results, HPE warns that hardware supply chain bottlenecks remain a challenge.
HPE reports record Q3 2026 results
The company saw a significant revenue beat of $12.21 billion, driven by accelerating AI demand.
Microsoft begins reporting Azure revenue in dollars
Azure grew 42% to $29.42B in the June quarter under a new reporting structure.
Revenue and Earnings Beat
HPE outperformed analyst expectations on both top and bottom lines.
HPE Q3 2026: AI demand doubles margins
Non-GAAP operating margin surged to 16.2% from 8.5% YoY, with full-year EPS guidance raised to $3.75–$3.85.
HPE and Oracle expand AI infrastructure partnership
The collaboration aims to accelerate the deployment of gigawatt-scale AI infrastructure globally.
Supply constraints shift from demand to memory
Fiscal Q3 results indicate that memory availability is now the primary bottleneck for HPE's AI growth.
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HPE Confirms AI Optimism
Following record quarterly results, the server giant reaffirms its strategic focus on AI infrastructure.
Meta launches Muse Voice Transcribe
New audio perception model offering real-time diarization for 20+ speakers at $0.18/hour.
Adobe for Slack integrates Firefly
Chat threads can now be converted into images and video, now subject to EU AI Act transparency requirements.
Google releases Gemini 3.8 Flash
Includes a specialized cybersecurity variant restricted to governments and trusted testers.
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Oracle stock options granted
HPE exceeds expectations and adjusts forecasts while granting options to Oracle.
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HPE Q3 Revenue hits $12.2 billion
The company reported a 34% increase in revenue, beating FactSet estimates of $11.97 billion.
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AI demand vs. delivery concerns
While demand forecasts are up, stock pressure persists due to supply chain constraints.
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FY26 EPS guidance raised
HPE now expects adjusted EPS between $3.75 and $3.85, exceeding FactSet estimates of $3.44.
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Q4 EPS Guidance
HPE expects a adjusted EPS range between $1.20 and $1.30 for the fourth quarter.
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Revenue beat vs. FactSet estimates
Reported revenue of $12.21 billion exceeded the expected $11.97 billion.
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HPE raises annual forecasts
Increased guidance driven by surging demand for AI servers and networking hardware.
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HPE raises full-year forecasts on AI demand
Management increased FY26 EPS guidance to $3.75–$3.85, though shares faced pressure due to supply chain constraints.
Wonderful raises $550M for Enterprise AI OS
Funding to scale an operating system designed to move companies from isolated AI use cases to org-wide transformation.
HPE earnings and revenue surpass estimates
The company delivered a +16.84% EPS surprise and slight revenue beat.
Coder launches Agent Relay with SpaceXAI
A new self-hosted environment allowing Cursor’s cloud agents to run directly on customer infrastructure.
Marvell AI business driven by optics
Optics continue to outperform custom chips in Marvell's AI-related revenue streams.
HPE reports Fiscal Q3 2026 results
The company beat revenue and earnings estimates, driven by strong growth in Networking and Cloud & AI.
Deutsche Bank initiates "Buy" rating
Analysts suggest a potential upside of 35.34% based on AI momentum.
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Juniper QFX5250 Series
Integration of Juniper's high-performance switching into the HPE ecosystem.
Apodex launches 1.1 Model
New open-weight model featuring reasoning and multi-agent collaboration for professional and scientific work.
DDC to cool Duos Edge AI infrastructure
Deployment of modular rack containment for high-density GPU platforms in Georgia.
Infineon and Skeleton partner on AI power
Combining CoolSiC semiconductors with power conversion systems for AI data centers.
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HPE forecasts FY27 revenue growth of 13%-17%
Management expects at least $5B in free cash flow driven by record orders and the Oracle deal.
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Arrow Electronics expands HPE networking distribution
Distribution rights for HPE's networking portfolio are extended across North America and EMEA.
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Juniper synergies face supply chain reality
Analysts note that while Juniper integration is promising, delivery timelines remain a critical factor.
Compu Dynamics Modular launches AI platform
New scalable modular infrastructure designed specifically for next-gen AI data centers.
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HPE Private Cloud AI
Continued strategic focus on on-premises AI infrastructure for enterprise data sovereignty.
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HPE Private Cloud AI
Continued focus on integrated on-prem AI infrastructure for enterprise deployment.
Electricity-free cooling prototype
German and Japanese scientists developed a solid-state cooling system for data centers.
ChronoScale and Microsoft partner on 50MW deployment
New North American infrastructure will be based on Nvidia GB300 NVL72 systems.
Cerebras begins 165MW data center construction
Work has started on a massive AI facility in Mikkeli, Finland.
Acer debuts RTX Spark Workstation
quality(80)/p7i.vogel.de/wcms/62/d4/62d42579ee4e823f7b3a78b76f71dcba/0133131878v1.jpeg) — New AI workstation utilizing Nvidia Superchips specifically designed for AI agents.
HPE upgrades Tottenham Hotspur Stadium
Rollout of AI-focused connectivity and WiFi 7 to enhance fan and operational experiences.
Google inks 396MW geothermal PPA
Partnership with Fervo in Utah marks the largest geothermal energy offtake in the sector.
Gartner: Only 22% of orgs have scaled AI
Report highlights a significant gap between AI investment and actual cross-business unit scaling.
Frontier models improve fact recovery
Research shows LLMs can recover up to 65% of missing facts simply by increasing "thinking" time.
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AI-powered Compute Ops Management
Integration of AI into server management to optimize infrastructure efficiency.
Anthropic releases Claude Fable 5.1 and Mythos 5.1
New frontier models arrive with a 75% cost reduction for Fable cache reads.
German AI Security Institute launches
quality(80)/p7i.vogel.de/wcms/d4/80/d480a2f72db037bc15e980f25d373f41/0131725834v1.jpeg) — A new federal institute in Berlin will focus on the safety and security of AI implementations.
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BofA Securities "Buy" rating
Bank maintains a positive outlook on HPE following the latest strategic shifts.
TeamViewer & ServiceNow partnership
quality(80)/p7i.vogel.de/wcms/21/12/211209f6fcc0c54d2276fe8a1844e9c4/0132466679v1.jpeg) — Integration of endpoint technology into ServiceNow's AI platform to enable end-to-end IT agent workflows.
VMware introduces Private AI Cloud
New "AI Factory" offerings target the shift of AI workloads back to on-premises infrastructure.