Rise of the "Neoclouds"
Research shows over 300 specialized cloud providers now offering GPU capacity to bypass traditional bottlenecks.
🟢 HPE — 2026-10-10
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Legal warnings on AI data center debt
Law firm Quinn Emanuel warns that the rapid boom in AI infrastructure debt could lead to significant lawsuits.
Super Micro contractor pleads guilty
A former contractor admitted to smuggling AI servers into China.
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HPE launches four new servers
A strategic hardware expansion aimed at capturing more AI infrastructure market share.
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Global Memory Shortage
Rising demand from AI giants like OpenAI and Meta is driving global RAM price hikes.
HPE 10x Return in 10 Years
Analysis shows a massive valuation surge for HPE, with most gains occurring in the last 12 months.
US government grants 60-day extension for Instant On divestiture
HPE has more time to sell the Instant On business as a condition of the Juniper acquisition.
Oxide raises $445 million for "Cloud-in-a-box"
The startup sells ready-made server racks to companies wanting to own their cloud infrastructure.
AI agents for networking automation
New industry focus on agentic AI capable of identifying, fixing, and closing network tickets autonomously.
HPE Q3 revenue jumps 33.7% to $12.21 billion
Strong growth driven by AI infrastructure demand and server sales.
micro1 commits $1bn for AI agent training data
The startup will spend $1 billion licensing operational data from companies to build specialized AI agents.
Anthropic partners with CrowdStrike and Hitachi
Claude frontier models will be deployed to protect critical infrastructure including power grids and water utilities.
GF FDX Fusion Platform
Globalfoundries unveils a new FD-SOI platform optimized for physical AI performance.
Asus Wi-Fi 8 Router Launch
The ROG Rapture GT-BN98 brings Wi-Fi 8 to the market for high-throughput gaming and enterprise use.
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HPE Stock Hits All-Time High
Shares reached a record high of 73.28 USD, driven by surging AI infrastructure demand.
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Keysight introduces AI test tools
New validation solutions for AI infrastructure will be showcased at the OCP 2026 summit.
HPE stock surges 191% in one year
Market growth attributed to a growing AI backlog and surging server demand.
Absolute Security acquires FirmGuard
The move aims to strengthen firmware foundations for secure and compliant enterprise AI.
Nvidia RTX Spark Launch Celebration
Notebooks featuring the new RTX Spark chips will hit the market on October 16.
NTT Data opens AI Factory in Munich
quality(80)/p7i.vogel.de/wcms/e7/8a/e78a865fb2492123dca6baf96053bb4b/0133802361v2.jpeg) — A new facility allowing enterprises to test AI systems under production conditions with concrete cost models.
Globalfoundries expands Dresden plant
The "Sprint" project aims for a capacity of over one million 300mm wafers per year by 2028.
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Nvidia Pledges $1B to US Science
Nvidia plans seven new Blackwell-based supercomputers for the Department of Energy.
Global PC market drops 20.1% in Q3
IDC reports a significant decline in worldwide shipments, impacting the broader hardware sector.
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HPE secures $1.2 billion Vultr contract
A massive infrastructure deal that has provided a significant boost to the company's stock.
Nvidia Eyes Investment in d-Matrix
Reports suggest Nvidia plans to invest in the inference chip startup, targeting a $5bn valuation.
HP EliteBoard G1a
A unique hybrid device featuring a full Ryzen PC integrated into a keyboard chassis.
Bitdeer AI signs 67MW cloud agreement in Malaysia
The 10-year lease is specifically engineered for GB300 NVL72 deployments.
SpaceX seeks $40bn for Nvidia chips
Plans to build AI data centers in space for the "Starmind" project.
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HPE Morpheus VM Essentials free for first year
A strategic move to lower the entry barrier for virtualized infrastructure management.
Nvidia pledges $1bn to US Science
Investment focused on AI and quantum computing leadership, including seven new DOE supercomputers.
GlobalFoundries secures $2bn TSMC deal
GF will manufacture interposers for TSMC in a major five-year agreement.
Kioxia High-Performance SSDs
Kioxia unveils new data center SSDs reaching 20 million IOPS at the OCP Global Summit.
Broadcom showcases AI Networking at OCP Summit
Presentation of new co-packaged optics and AI-specific networking hardware.
Huawei Ascend chips outsell Nvidia in China
Local AI accelerators are gaining market share despite performance gaps.
Tensor Machines launches open-source AI compute benchmark
A new tool to measure the true cost of AI output by linking GPU performance to power consumption.
Microsoft Surface Laptop Ultra
A new AI-focused laptop featuring Nvidia's RTX Spark chip and 128GB of unified memory.
HPE and Also expand partnership
quality(80)/p7i.vogel.de/wcms/98/b4/98b4016c2fae302c86fa35d4f8d72ad9/0133783238v1.jpeg) — The distributor's portfolio now includes Juniper's routing, switching, and security solutions following the acquisition.
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Morgan Stanley Sees 30% Upside
Analysts project significant growth potential for HPE stock driven by AI infrastructure demand.
Distributed AI Training challenges
Analysis of the networking difficulties involved in coordinating thousands of GPUs across multiple datacenters.
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HPE and Also expand partnership
The two companies strengthen their collaboration to drive enterprise technology distribution.
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Next-generation ProLiant servers launched
New hardware iterations focused on enhancing AI infrastructure capabilities.
HPE unveils next-gen ProLiants for AI Era
The company is refreshing its server portfolio specifically to meet the demands of generative AI workloads.
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Liquid Cooling for Mizuho
HPE implements advanced liquid cooling infrastructure for Mizuho to support high-density AI workloads.
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HPE ProLiant Gen13 launches with AMD EPYC Venice
New server lineup includes the DL585a with eight GPUs and the DL525 featuring 256 cores.