
Big Tech commits $3 trillion to AI build-out
Alphabet, Meta, Microsoft, Amazon, and Oracle are investing heavily in data centers and energy.
ddNews Β· news about Hewlett Packard Enterprise (HPE) β products, AI,

Alphabet, Meta, Microsoft, Amazon, and Oracle are investing heavily in data centers and energy.

Massive internal push to use Codex and ChatGPT for client software engineering.

New legislation prevents AI from pretending to be human when interacting with children.

a new image-to-video model claiming 5x speed increases via biological computing insights.
quality(80)/p7i.vogel.de/wcms/cd/1f/cd1f9ef7677a7dbf00d5af8d24199c6c/0134168117v1.jpeg) β A secure cloud for government authorities using building blocks from Nvidia, Red Hat, and Deepset.

The startup behind the Devin AI coding agent is considering a new funding round.
further consolidation of networking capabilities to streamline enterprise operations.

Q3 data shows the 12th consecutive quarter of growth in infrastructure spending.

A technical decision framework for matching specific AI workloads to deployment models.

forecasts $4.15bn quarter as AI data centers drive chip demand.

significant losses reported alongside a shift toward 14A customer announcements.

analysis on why current switches are failing to scale fast enough for AI data center demands.
The stock saw a significant drop on Friday afternoon.

the new GPU with 24GB GDDR7 memory may launch as early as December.
HPE has integrated Networking EdgeConnect with its broader AI networking portfolio.

Massive investment in AI infrastructure leads to investor concern over spending levels.

Clifford Chao joins from Lightmatter to lead OpenAI's custom silicon efforts.

New memory technology from Nagare Labs aims to combine SRAM speed with significantly higher density.

HP, Asus, and Acer move production to lower costs amid AI-driven memory price hikes.
Strategic consolidation of networking platforms to streamline enterprise deployment.

Chairman Young Liu confirms a new tie-up is in the works following meetings with Sam Altman.
quality(80)/p7i.vogel.de/wcms/81/9a/819adb7cadebdca44f2df3489c98c1f0/0133922559v1.jpeg) β the deal, expected to close in H1 2027, integrates the leading open-model hub into Nvidia's ecosystem.

a paid tool for fans to create song versions is planned for early 2027.
HPE and Astrolab are deploying the Spaceborne Computer-4 to the Lunar South Pole in late 2026.

despite data center growth, a weak PC market and poor outlook cause stock volatility.

a massive security breach suspected to be linked to North Korea.

management focus is moving toward providing AI with necessary context and access controls.

New AI agent infrastructure that claims to reduce hallucinations by up to 45x and token usage by 4.5x.

Filing reveals booming demand for Claude and highlights the need for CIOs to measure AI ROI.

Supply issues in the data center unit and PC chip outlook led to a 20% stock drop.

Sam Altman suggests self-replicating data centers built by AI-controlled robots are "within grasp."

New integration addresses the AI memory crisis by keeping data searchable across disk and tape.

The partnership now accounts for approximately 11% of Microsoft's total revenue.
The company is actively linking EdgeConnect with Mist and Aruba Central to strengthen its AI-driven infrastructure.

A 2B open-weights decision model offering high-speed responses at $0.01 per million tokens.

The Toronto-based AI firm receives backing from Nvidia and the Government of Canada.

An AI teammate designed to fix production AI agents and their underlying data.

The deal targets Lumentum's laser technology used for data movement between AI chips.

The Seoul-based AI inference chip maker reaches a $2.9bn valuation.

Dell is bolstering its cyber resilience to challenge HPE and Cisco in the AI server market.

Growth is primarily driven by AI infrastructure and the shift toward 400G/800G upgrades.

Investigation into the arson attack against a Polish satellite station yields significant arrests.
quality(80)/p7i.vogel.de/wcms/9a/c7/9ac7251d77793b1f6bf571f35db008ac/0134248789v1.jpeg) β Strong start to FY26/27 driven by cloud expansion and OpenAI integration.

Key forecasts include the rise of agent swarms and "disposable software."

The integration of HPE Networking EdgeConnect with HPE Mist and HPE Aruba Central optimizes user experiences from edge to cloud.
Market focus shifts to the upcoming earnings release for the $80.1 billion company.

Massive AI data center build-outs are impacting short-term cash flow despite growth.

The new open-weights model for coding ranks alongside Codex GPT-6.1 Terra.

Added 4 million CPU cores and 160 petabytes of storage to meet AI development demand.

To reduce dependence on Nvidia, OpenAI plans to use Google's Tensor Processing Units for training.

The integration of EdgeConnect with Mist and Aruba Central streamlines the SASE and wired access portfolio.

Growth is heavily driven by the cloud boom and OpenAI's massive compute spending.

A growing gap exists between the decision-making power granted to AI agents and the ability to audit them.

The partnership focuses on Helios rack-scale systems with a planned capacity of up to 6 GW.
The company outlines significant cost and operational savings following the Juniper acquisition.

Growth is fueled by 1 billion Gemini users and a surge in AI-driven search queries.

Increased hyperscaler demand strengthens Cisco's competitive position against HPE and Arista.

A new frontier model specifically optimized for long-running coding tasks and cybersecurity.

new technical guidelines for matching hardware to agent-based workloads.
the company is transforming its Cloud and AI support services using ServiceNow's platform.
HPE is using ServiceNow to transform support services for its Cloud and AI business units.

A multiyear collaboration to increase Intel Xeon-based computing capacity on Oracle Cloud Infrastructure.

New capabilities use the A2A protocol to automate IT incident diagnosis and remediation.

This tool converts AI conversations into governed, visual data workflows for Claude, ChatGPT, and Copilot.

New "Blueprints" allow enterprises to deploy AI agents across cloud, data centers, and the edge.

A decade-long strategic investment to secure a future in quantum computing.

The browser will ship local models using the new WebAI standard to reduce cloud dependency.

New hardware integrates a built-in Wi-Fi extender to improve home mesh coverage.
quality(80)/p7i.vogel.de/wcms/f6/fe/f6fec48cbf82ac69985a0e877071d2ec/0134177177v2.jpeg) β Cisco 360 and Cisco IQ are being rolled out to increase partner profitability in the AI era.
quality(80)/p7i.vogel.de/wcms/88/40/88406378589bdee2655a3a5f7069ce51/0134199212v2.jpeg) β The AI boom continues to drive massive growth for the South Korean memory maker.
New strategic alignment leverages AI to unify security and networking operations.