Intel shares plunge 20%
Memory shortages and data center supply issues led to a revenue forecast below analyst expectations.
🟢 HPE — 2026-10-29
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Komprise and Spectra Logic automate data tiering
New solutions to keep data searchable for AI while controlling storage costs on disk and tape.
Baseten releases joey-1 decision model
A low-cost 2B open-weights model that returns probabilities rather than text for efficient AI decision-making.
Cohere raises C$7bn in Series E
The Toronto-based AI firm is now valued at C$35.7bn with backing from Nvidia and the Canadian government.
Monte Carlo launches Bayes
An AI teammate designed to fix production AI agents and their underlying data.
Marvell in talks to acquire Lumentum
A potential deal for the laser technology essential for data movement between AI chips.
FuriosaAI raises $620m for AI inference chips
The Seoul-based Nvidia rival is now valued at $2.9 billion following a Series D round.
Serval raises $150m to disrupt ServiceNow
The startup aims to replace traditional ITSM with autonomous AI agents.
Alphabet's $1tn AI commitment
Quarterly filings reveal massive future spending on computing, energy, and data centers.
Alphabet market value drops $511bn
Shares fell 12% following reports that AI-mode searches are less profitable.
Google releases Gemini 4 Carbon
A new frontier model specifically optimized for cybersecurity and long-form coding.
Mistral releases Mistral Large 4
The 1 trillion-parameter open-weights model is now available on Hugging Face with improved performance.
Hud launches agentic rollouts
New tools to automate the planning, testing, and production deployment of AI-written code.
GitHub expands infrastructure
Added 4 million CPU cores and 160 petabytes of storage to meet AI development demand.
Mistral "Le Chonk" leads coding benchmarks
The new model ranks alongside GPT-6.1 Terra for programming tasks.
OpenAI to purchase Google TPUs
OpenAI seeks to reduce Nvidia dependency by utilizing Google's custom AI accelerators.
Microsoft reports record revenue
Cloud growth remains strong, fueled by OpenAI as a primary customer.
AI agent autonomy outpaces security
A growing gap exists between the decision-making power granted to agents and the ability to audit them.
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HPE targets $800M in Juniper synergies
The integration of Juniper Networks is expected to yield significant cost and operational efficiencies.
Alphabet growth
Revenue increased by 25% with Gemini reaching 1 billion users.
Google launches Gemini 4 Carbon
A new frontier model specifically optimized for long-form coding tasks and cybersecurity.
Extreme Networks fined for sanctions breach
The firm faced penalties for inadvertently channeling equipment to a Russian missile contractor.
Google Cloud revenue doubles to $30.7bn
Alphabet's cloud division beats forecasts due to aggressive AI infrastructure adoption.
Samsung reports record $80bn quarterly profit
Massive growth driven by surging demand for HBM and AI memory chips.
New framework for evaluating CPU performance for Agentic AI
Technical analysis on the hardware requirements needed to power autonomous AI agents.
DeepSeek and Moonshot utilize GPT-6 Astra
Reports indicate Chinese AI firms relied on OpenAI's next-gen model for training their latest iterations.
Fujifilm increases data tape production fivefold
A strategic bet that magnetic tape remains essential for massive AI storage needs.
Cloudera pivots to on-premises AI
The company is differentiating itself by prioritizing private AI deployments over public cloud.
OpenAI explores Google TPU deal
A strategic move to diversify compute access and reduce reliance on single-vendor chip supplies.
Liquid cooling reliability
Technical focus on sustaining engineering for high-density AI cooling systems.
Amazon acquires Globalstar
The FCC approved the $11.5B deal to expand Amazon's satellite infrastructure (Project Leo).
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HPE leverages ServiceNow for Cloud and AI support
New partnership to enhance the delivery of support services for AI and cloud infrastructure.
DOJ investigates Nvidia's Hugging Face deal
US regulators are examining the $12.9B acquisition for potential competition issues in AI distribution.
Amazon Leo acquires Globalstar
The FCC approved the $11.5bn deal to expand satellite infrastructure.
AMD invests $1bn in Meta
Partnership expansion as AMD's Helios rack systems begin running at Meta.
Oracle targets $30B free cash flow by 2029
Significant financial growth driven by AI infrastructure demand.
Intel and Oracle expand Xeon on OCI
A multiyear collaboration to scale Intel-based computing in the Oracle cloud.
Virtana introduces AI Agent Orchestration
New capabilities using MCP and A2A protocols to automate IT incident diagnosis and remediation.
Tata Communications invests $450m in AI-ready fiber
Deployment of 10,000km of fiber in India to support massive data center connectivity.
IBM launches agentic security stack
A new infrastructure-anchored approach to controlling AI agents from outside their orchestration environment.
Prophecy launches DataGPT
Converts AI conversations into governed, visual data workflows for Claude, ChatGPT, and Copilot.
Cloudera launches Blueprints with NVIDIA Agent Toolkit
Ready-to-deploy AI solutions for enterprise data across cloud, data centers, and the edge.
Intel's $2.3B Quantum bet
A decade-long investment strategy to secure a lead in quantum computing.
Enphase and Infineon deploy 900V GaN switches
A "world's first" deployment of solid-state transformers specifically for AI data centers.
Fujifilm quintuples magnetic tape production
The AI boom is reviving demand for tape storage for long-term data archiving.
Nvidia and Meta deepen partnership
A $3 billion investment focusing on the development of personal AI agents.
High failure rate of Enterprise AI
Reports indicate 70% of enterprise AI initiatives fail due to organizational disruption rather than model quality.
Ethernet's critical role in AI scaling
Analysis on why Ethernet is becoming the backbone for AI factories to prevent packet loss at scale.
Oracle launches AI Security Mesh
Utilizes OpenAI frontier models to identify and fix security vulnerabilities in enterprise environments.
Cisco updates partner incentives for AI era
quality(80)/p7i.vogel.de/wcms/f6/fe/f6fec48cbf82ac69985a0e877071d2ec/0134177177v2.jpeg) — The company is introducing new profitability models and making Cisco IQ available to all partners.
SK Hynix reports record profits
HBM and DRAM demand for AI is so high that supply is practically sold out through 2029.
SK Hynix achieves record profits
quality(80)/p7i.vogel.de/wcms/88/40/88406378589bdee2655a3a5f7069ce51/0134199212v2.jpeg) — The semiconductor boom now accounts for roughly half of South Korea's economic growth.
Meta becomes primary customer for AMD Epyc Venice
Meta is scaling its AI server fleet with millions of AMD Epyc processors.
Google unveils Genie 4 world model
A new model capable of generating interactive real-time simulations with synchronized audio and dialogue.
PCB shortage looms
The AI boom is causing price spikes and availability issues for printed circuit boards.
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HPE integrates AI into network and security management
The company is unifying its management layers with AI to streamline operations.
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Hybrid search for agentic AI
New technical guidance on context engineering to build more reliable agentic AI systems.
Intel Nova Lake early benchmarks
Pre-series samples show promising high performance-per-clock for the next-gen CPU.
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Mercedes F1 & HPE 2026
Insights into the technical partnership and data-driven approach for the Circuit of the Americas.
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HPE integrates EdgeConnect into Mist and Aruba Central
A strategic move to unify edge connectivity with HPE's cloud-native networking platforms.
EU AI Act implementation updates
quality(80)/p7i.vogel.de/wcms/6a/a5/6aa5a8dc39d4f7b9c62e06d032d8cc58/0133708032v1.jpeg) — High-risk obligations are shifted to late 2027/2028, but data training rules (Article 10) remain immediate.