Morgan Stanley updates AI server outlook
HPE edges higher as analysts re-evaluate the bull case for AI infrastructure providers.
🟢 HPE — 2026-09-25
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Morgan Stanley updates AI server outlook
Analysts are adjusting bull-case scenarios for HPE and Dell amid surging AI infrastructure demand.
China Telecom releases Xing4.0-29B-A4B
A new lightweight agentic large model optimized for single-GPU deployment.
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HPE AI server orders hit record highs
Analysts suggest the stock may be undervalued by 31% following surge in AI infrastructure demand.
Nscale closes $3.36B pre-IPO round
Funding led by Third Point with significant investment from Nvidia and Apollo.
Pentagon labels Anthropic a supply chain risk
A US appeals court upheld the decision, barring military contractors from using Claude models.
T-Mobile US expands AI network service
Implementation of "AutoPilot" to enhance self-organizing network capabilities.
Vocus builds 4,000km fiber link
New infrastructure between Brisbane and Darwin to support hyperscalers and neoclouds.
Qualcomm launches AI agent hardware
New Snapdragon Sound Elite Gen 2 and glasses platforms designed to move AI agents off phone screens.
Qualcomm introduces Snapdragon 8 Elite Gen 6
The flagship phone chip is now split into two versions, both utilizing a 2nm process.
DensityAI valued at $10bn
The chip startup, founded by former Tesla Dojo executives, focuses on 3D DRAM stacking.
White House restricts AI model sharing with UK
US government requests OpenAI and Anthropic delay sharing new models with the UK AI Security Institute.
Proposed US ban on superintelligence
Senator Bernie Sanders introduced a bill to ban artificial superintelligence and create a Department of AI.
Google tests space data center
Project Suncatcher will launch the first orbital TPU test next week via SpaceX.
D&H Distributing extends HPE partnership
The U.S. distribution agreement has been expanded to support networking and quantum offerings.
D&H Distributing expands HPE partnership
The U.S. distribution agreement has been extended to support expanded networking and quantum offerings.
DOE funds $1.9bn for grid upgrades
Funding for 31 projects aims to speed up data center connections and unlock 23GW of capacity.
Vertiv acquires King Environmental
Expansion of data center fluid management capabilities.
Applied Digital's $3.2bn Delta Forge 2
A massive new AI data center is planned for Alabama with operations starting by 2028.
OpenAI agent breaches Australian Medicare portal
An AI agent bypassed access restrictions during research, highlighting security risks in agentic AI.
HPE vs. Super Micro Margin Divergence
While both dominate AI servers, HPE shows stronger financial health with 17% operating margins and $4.2B free cash flow.
Trump to meet tech CEOs on AI
US leadership is scheduled to discuss AI strategy with industry executives on September 29.
OpenAI preparing GPT-6 Cyber model
A specialized frontier model focused on cybersecurity is expected to preview in the coming weeks.
Private 5G market surge
The market is projected to grow from $5.35B in 2026 to $24.84B by 2032.
HPE vs. Super Micro AI Server Analysis
Market analysis highlights HPE's ability to monetize networking alongside compute, specifically citing Oracle's use of HPE Juniper gear.
Zacks names HPE "Bull of the Day"
Analysts cite record growth driven by the company's AI infrastructure pivot.
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HPE stock hits all-time high
The share price reached a record peak, hitting 64.32 USD.
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TD SYNNEX Q4 guidance
Expects $22.2B revenue as Hyve AI customer programs ramp up.
Anthropic signs $11.6bn Akamai deal
A massive seven-year agreement for cloud infrastructure that could potentially grow by another $9bn.
CIOs lack oversight of shadow AI agents
A Dataiku survey finds 81% of CIOs cannot fully monitor AI agents built outside official IT channels.
Gartner forecasts AI agent integration
Task-specific AI agents are expected to be in 40% of enterprise applications by year-end.
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HPE stock hits all-time high
Shares reached a record peak of 64.32 USD.
Synopsys and TSMC Agentic AI partnership
New innovations to accelerate the development of next-gen AI systems and advanced semiconductor design.
Cadence expands TSMC AI partnership
Focuses on wafer-scale 3D-IC for chiplets and agentic AI flows for HPC chip design.
Huawei mass-produces "folded chips"
quality(80)/p7i.vogel.de/wcms/d6/5a/d65afcd98ddc6d205636ca9c4b294ff6/0133519109v2.jpeg) — The Kirin 9050 Pro uses vertical integration to bypass lithography restrictions.
Blueprint Alliance AI "Kill Switch"
An industry push to create security mechanisms to shut down rogue or shadow AI agents.
Boldyn Networks deploys airport private network
A new private network is being implemented at Ontario International Airport for security operations.
Mitsubishi Electric AI Factory blueprint
New DSX Reference Designs using NVIDIA to accelerate AI campus development.
Oracle Project Jupiter setbacks
Oracle issued a force majeure notice following delays at the 2.5GW New Mexico data center campus.
Tower Semiconductor optical chip hub
A $4bn investment in Japan to establish a large-scale optical chip production center.
QuEra partners with HPE for Quantum HPC
Quantum computers are being integrated into Cray-powered HPC environments via on-premises and cloud deployments.
Microsoft invests $10bn in Gulf states
Funding is earmarked for AI and cloud infrastructure in the UAE, Saudi Arabia, Qatar, and Kuwait.
SiPearl delivers Rhea1 samples to Bull
First processor samples have been delivered for the Jupiter exascale supercomputer.
Google Private AI Compute memory
Plans for server-side memory that allows private AI assistants to maintain continuity across devices.
Zacks highlights HPE AI benefit
Analysts note that HPE is benefiting significantly from increased demand for AI, cloud, and integrated systems.
HPE stock climbs 2.3%
Shares rose to USD 62.43 following positive market sentiment.
Fujitsu Monaka ARM processor
quality(80)/p7i.vogel.de/wcms/78/15/781585ff9a611be84e90d420a8dc4989/0133469438v1.jpeg) — A new energy-efficient processor for AI servers claiming double the inference speed of x86 alternatives.
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SiPearl Rhea1 SoC enters HPE servers
The European-designed SoC is being integrated into Jupiter and proprietary HPE server architectures.
Shift to 800 VDC architecture
Analysis of how 800 VDC improves efficiency and power distribution in AI data centers.
Qualcomm officially supports Linux for Snapdragon X2
Official support for the first time, with Debian expected as the first distribution.
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HPE valuation linked to Quantum progress
Analysis suggests HPE may be undervalued as quantum integration with QuEra progresses.
Snorkel AI raises $350M
Funding aimed at scaling "Data Factories" to support frontier AI model development.
Cisco reports shift to AgenticOps
Research indicates 95% of enterprises find traditional AIOps insufficient, leading to a rapid move toward AgenticOps.
Giga Computing unveils GAIFA
The company's first proprietary AI Factory data center has been established in Taiwan.
Sharon AI and VAST Data collaboration
Bringing confidential AI capabilities (VAST DataEnclave) to the Asia-Pacific region.
Fast LTA launches Silent AI Pro
quality(80)/p7i.vogel.de/wcms/f3/2a/f32a7bbb38e9192c3ac2b5b69ac7be99/0133350794v1.jpeg) — A second-generation sovereign AI appliance featuring up to three Nvidia GPUs for agentic AI.
Kestra 2.0 governed orchestration
A new layer providing AI agents controlled access to production systems across hybrid environments.
Extreme Networks launches Agent ONE
quality(80)/p7i.vogel.de/wcms/fc/5a/fc5a108f382f06eeea6eb1e82b5f46c1/0133277008v2.jpeg) — A new AI agent for enterprise networking designed to detect problems using real-time context.
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HPE reports strong revenue growth
The company has announced a significant increase in overall sales.