Nvidia Vera Rubin CPUs available on Oracle
New AI hardware deployments are now live on OCI.
🟢 HPE — 2026-10-27
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Intel Nova Lake benchmarks leak
Early pre-series results suggest high performance per clock for the 28-core samples.
Oracle launches Media Fabric
A new platform combining AI video/image models and a live-streaming network for brands.
ASM lifts 2027 sales forecast
Increased spending by AI chipmakers has led ASM to raise its revenue forecast to over €5.7B.
Oracle to offer Google TPU via OCI
Oracle becomes the first hyperscaler to provide Google's TPU AI chips outside of Google's own cloud.
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Oracle integrates ChatGPT and Codex
OpenAI tools are being added directly into Oracle's application stack for enterprise users.
Infineon builds first 300mm GaN fab
The world's first high-volume production for Gallium Nitride power semiconductors in Villach.
Oracle to integrate Cerebras AI computers
Starting in 2027, Oracle Cloud will offer services running on Cerebras hardware.
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Goldman Sachs raises HPE price target
The target for HPE stock has been increased from $75.00 to $80.00.
China tech giants secure 10-year memory deals
Alibaba, ByteDance, and Tencent are locking in long-term Samsung contracts for AI infrastructure.
Agentic network operations on the rise
Enterprise adoption of AI agents for network management is surging to handle increasing complexity and security risks.
Nidec announces 3.2MW in-row CDU
A new cooling unit for AI clusters entering mass production next year.
OpenAI slashes GPT-6.1 Terra pricing
Along with the launch, OpenAI has reduced model costs by 50%.
Cloudera launches AI Blueprints
New prebuilt accelerators integrated with the Nvidia Agent Toolkit aim to simplify enterprise AI development.
Oracle unveils agentic AI for ERP
New agentic applications are being introduced to simplify and accelerate ERP implementation.
Cohere warns of Qwen 3.8-Flash-Next risks
The U.S. firm flagged security concerns regarding the Chinese open-weight model used for on-premises AI.
Broadcom organizes $63bn funding for Anthropic
"Project North Star" will finance the purchase of Broadcom-developed Google TPUs.
Schneider Electric pilots Nvidia tech in Portugal
A new data center pilot uses Nvidia technology to optimize power and cooling operations.
HPE and Dell stocks face volatility
Both companies saw significant daily losses amid broader market concerns regarding AI investment returns.
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HPE integrates EdgeConnect into Mist and Aruba Central
Streamlining edge connectivity management within the Aruba/Mist ecosystem.
Anthropic files for IPO
The AI firm's SEC filing emphasizes a continued focus on safety.
Intel acquires Classiq for $2.3bn
The deal brings specialized quantum programming software into Intel's portfolio.
Intel acquires Classiq for $2.2bn
The move aims to make Intel a "full-stack quantum solutions provider."
Anduril and Qualcomm to build US-made laptops
The "BlueChip" line is targeted at government, defense, and emergency services.
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EdgeConnect integrated into Mist and Aruba Central
HPE streamlines its networking portfolio by merging EdgeConnect into its primary management platforms.
Memory and storage stocks slide
Despite strong earnings, stocks like Micron and Western Digital are seeing a downturn.
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HPE raises financial forecast
The company updated its outlook, positively impacting the stock price.
GPT-6.1 Terra outperforms GPT-5.6
The model is designed to make programming and computer operation faster and more cost-effective.
GPT-6.1 Terra adds cybersecurity capabilities
The model matches GPT-6 Astra in critical cybersecurity ratings while remaining faster and cheaper.
Infineon invests €1.1bn in GaN chips
The company is expanding its Austrian plant to produce gallium nitride power chips.
Nvidia invests $3bn in Meta for Muse agent
The partnership expands work on Meta's personal AI agent, Muse.
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HPE aims to bring AI models to the ISS
A strategic push to deploy enterprise AI capabilities in space environments.
EU AI Act deadlines shifted
quality(80)/p7i.vogel.de/wcms/6a/a5/6aa5a8dc39d4f7b9c62e06d032d8cc58/0133708032v1.jpeg) — High-risk obligations under the Digital Omnibus are pushed to December 2027 and August 2028.
Windows 11 adds APX support
A new toggle in Insider builds enables Advanced Performance Extensions for increased x86 performance.
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Scality launches AI Inference Factory
A new open-code software stack designed to bring enterprise AI inference on-premises.
OpenAI challenges Exponential Time Hypothesis
An internal OpenAI model claims to have refuted a core conjecture in computer science.
HPE prepares for the Agentic AI era
Strategic focus on reshaping enterprise infrastructure to meet the demands of agentic AI.
HPE AI compute heading to the Moon
HPE is partnering with NASA to deploy its Spaceborne Computer on a new lunar rover.
GPT-6.1 Terra adds advanced computer use
The new model features high visual reasoning to automate complex computer tasks.
Elon Musk warns "neoclouds" face debt market collapse
Claims that many AI infrastructure startups (e.g., CoreWeave, Nebius) may not survive as funding dries up.
OpenAI launches GPT-6.1 Terra
A faster, cheaper model designed for routine computer work and visual reasoning, replacing GPT-5.6 Terra.
HPE, NVIDIA, and Schneider Electric partner for Industrial AI
A strategic collaboration to deploy AI agents directly into manufacturing plants.
Nvidia Rubin specs show HBM4/NVLink slowdown
New specifications indicate a reduction in throughput compared to previous targets.
GPT-6.1 Terra performance gains
The new model offers 3x faster AI agents and a 50% reduction in pricing.
Cadence introduces Maestro AI models
A portfolio of domain-specific models specifically for agentic chip and system-design workflows.
Schneider, Nvidia and HPE partner for Physical AI
A strategic collaboration aimed at accelerating physical AI deployment within the process sector.
Cadence opens Nvidia-powered AI data center in Munich
The facility will support EDA, simulation, and sovereign AI cloud services.
Verizon's $2bn AWS AI deal
The carrier has signed a massive infrastructure agreement to bolster its AI capabilities.
Entire launches agent-first coding platform
A new Github competitor designed specifically for an era where agents write the majority of code.
Intel Q3 earnings expectations
Sustained demand for AI-related business units is expected to deliver solid growth.
Anthropic files for IPO with $417bn compute commitments
The filing reveals massive data center costs spread over the next 20 years.
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HPE earnings date set
The reporting date for the next financial results is confirmed for December 3, 2026.
Axis integrates cameras into private 5G networks
quality(80)/p7i.vogel.de/wcms/3c/8e/3c8ec7a42913674deb47be7c06791e6c/0133404001v1.jpeg) — The TP3604-E connects P32/P14 cameras to standalone 4G/5G networks with speeds up to 200 Mbit/s.
AWS capacity largely sold out through 2027
Amazon CEO claims a significant portion of 2028 capacity is already pre-sold.
Goldman Sachs predicts AI investment peak
Investment growth for hyperscalers is expected to peak this quarter.
ZutaCore's two-phase boiling cooling
New liquid-cooling technology for data centers is now available in ultra-thin cold plates.
AI equipment theft reaches $150m
Reports show a 34% increase in stolen data center equipment since 2024, primarily driven by fraud.
Bull delivers HLRE-5 supercomputer to Germany
The system will be powered by Nvidia GB200 Superchips and Vera CPUs for climate computing.
ServiceNow moves AI agents into production
quality(80)/p7i.vogel.de/wcms/1d/bb/1dbbd2b3287a7ec8e1d3d301d1b71ad0/0133892356v1.jpeg) — The company is shifting from experimental AI to integrating agents directly into productive business workflows.
Cadence and Nvidia automate EDA with AI
New AI models are being deployed to put electronic design automation (EDA) on "autopilot."
Vertiv Q3 earnings outlook
Expectations are high for growth driven by massive AI infrastructure demand and margin expansion.
Nvidia unveils OpenShell Architecture
A new reference architecture combining AI computing and hardware-based security to scale enterprise AI agents.
HPE prepares AI and supercomputing tests for the Moon
The Spaceborne Computer-4 will be deployed on the FLIP rover for AI and cybersecurity tests with NASA and Deloitte.
Mzansi Mind selects HPE for sovereign AI
The platform will use HPE infrastructure to run the Siya LLM and its Agentic AI framework.
TD Synnex offers HP ZGX Fury AI Station trials
quality(80)/p7i.vogel.de/wcms/ce/f7/cef7edd2e70c9d14fca67076d3d23256/0134109740v2.jpeg) — Partners can now test the platform for local AI projects and readiness checks in Munich.
Vodacom pushes for lighter AI regulation in Africa
The carrier urges South Africa to avoid simply copying the EU AI Act.
Broadcom adds HyperArmor to VMware Cloud Foundation
quality(80)/p7i.vogel.de/wcms/74/33/743313bc0eff6e62deca15e209452f80/0133949678v1.jpeg) — New software to protect ESX hosts against attacks and virtually shield vulnerabilities.
German government considers easing data center energy rules
Potential relaxation of efficiency and waste heat regulations to meet 2030 capacity goals.
Modders unlock GeForce Tensor performance
New mods bypass Nvidia's limits on GeForce GPUs to match workstation-level AI throughput.