Major AI labs adopt shared robots.txt opt-out
Google, Microsoft, OpenAI, and Anthropic will honor a single rule to exclude site content from AI training.
🟢 HPE — 2026-10-31
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Altman meets Samsung
OpenAI CEO discussed DRAM limitations with Samsung leadership following comments on global memory shortages.
OpenAI cuts funding target
The company has lowered its latest funding round goal by $10B to approximately $20B.
Europe's AI power bottleneck
Outdated grid infrastructure is preventing the full utilization of renewable energy for surging data center demand.
Nvidia may guarantee debt for Nscale/Anthropic DC
Potential multi-billion dollar guarantee for a West Virginia data center dedicated to Anthropic.
DirectX 12 receives major Raytracing update
Microsoft's Agility SDK 1.620 improves GPU efficiency and shader delivery.
Apple Intelligence arrives in China
Launch scheduled for December via iOS 27.3, utilizing Alibaba’s Qwen model for Siri.
Databricks and SAP expand AI partnership
Integration of Genie, Lakeflow, and Unity Gateway into SAP Databricks to improve business data accessibility.
Amazon's $80B AI hardware credit
Amazon establishes a supplier financing facility to borrow against AI hardware purchases through 2028.
Big Tech AI spend hits $3 trillion
Alphabet, Meta, Microsoft, Amazon, and Oracle have committed record sums to data centers and equipment.
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HPE Q3 2026 Earnings hit records
The company reported record revenue, gross margin, and operating profit driven by exceptionally strong demand and a record backlog.
Fujifilm invests $64M in magnetic tape
Expansion driven by the surge in AI storage demand.
Sovereign Supply Chains in AI
The AI arms race is shifting focus toward national control of hardware and component supply chains.
HPE extends AI networking push
Market assessment follows the integration of EdgeConnect with Mist and Aruba Central.
Intel suffers historic crash
Intel shares sank 30% in a single day, triggering a global semiconductor rout.
HPE and Nvidia advance secure Agentic AI
New innovations in the HPE AI Factory with Nvidia portfolio focus on secure deployment in enterprise and industrial environments.
HPE stock pulls back 7.1%
Shares faced pressure due to integration steps and valuation concerns despite strong earnings forecasts.
Analyst downgrade hits HPE
Shares declined as analysts questioned if the recent AI-driven rally pushed valuation too high.
TBC launches Mischief AI video model
A new image-to-video model based on biological neuron insights that claims 5x speed increases.
Secunet launches KI-Cloud
quality(80)/p7i.vogel.de/wcms/cd/1f/cd1f9ef7677a7dbf00d5af8d24199c6c/0134168117v1.jpeg) — A secure AI cloud for government classified information using Red Hat, Deepset, and Nvidia.
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HPE links network platforms
Strategic consolidation of networking assets to enhance infrastructure synergy.
T-Mobile targets 6G leadership
The CTO claims the carrier will be the first to launch 6G in the US.
Enterprise AI Infrastructure Guide
A new decision framework for matching specific enterprise AI workloads to the correct deployment and infrastructure models.
Enterprise cloud spending surges
Infrastructure spending jumped 55% YoY in Q3, marking the 12th consecutive quarter of growth.
Intel fab explosion costs $600m
The chipmaker reports significant losses from an Israel plant incident while eyeing 14A customer wins.
The "Network Wall" challenge
Analysis suggests current switch scaling is failing to keep pace with AI data center demands.
Schneider, NVIDIA & HPE launch Physical AI for process plants
New edge-based AI agents target energy and process industries to optimize industrial operations.
Huawei Gains as Nvidia China Shipments Drop
quality(80)/p7i.vogel.de/wcms/9b/13/9b131b331430ed3bedae63ef34cdda06/0134217589v2.jpeg) — US export controls led to a 44% drop in Nvidia shipments to China, benefiting Huawei's AI accelerators.
RTX 5080 with 24GB VRAM rumored for December
New Nvidia GPU leaks suggest a launch by January 2027.
Google ACE for agentic isolation
Agent Compute Engine provides infrastructure-based sandboxing for AI agents using TPUs.
HPE unifies AI networking
The company is integrating HPE Networking EdgeConnect with Mist and Aruba Central to streamline AI-driven network management.
Z2RAM memory innovation
Nagare Labs develops a new memory type combining SRAM speed with higher NAND-like density.
Nvidia acquires Hugging Face
quality(80)/p7i.vogel.de/wcms/81/9a/819adb7cadebdca44f2df3489c98c1f0/0133922559v1.jpeg) — The deal, expected to close in H1 2027, integrates the leading open-model platform into Nvidia's ecosystem.
Intel's data center growth vs. PC crisis
Strong data center revenue was offset by a weak PC market and poor future outlook.
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Nvidia unveils DSX POD
A modular AI factory reference design housed in shipping containers, integrating compute, liquid cooling, and networking.
GitLab Orbit GA launch
New tool for AI agents that reduces hallucinations by up to 45x and token usage by 4.5x.
Komprise and Spectra Logic data tiering
New automated tiering between disk and tape to manage the AI-driven memory crisis.
Monte Carlo launches Bayes
An AI teammate designed to fix production AI agents and their underlying data.
Microsoft Azure Growth
quality(80)/p7i.vogel.de/wcms/9a/c7/9ac7251d77793b1f6bf571f35db008ac/0134248789v1.jpeg) — Microsoft starts FY26/27 with strong growth, with Azure revenue increasing nearly 20% YoY.
Mistral releases Le Chonk
The new open model for coding ranks alongside Codex GPT-6.1 Terra in performance.
GitHub massive infra expansion
Added 4 million CPU cores and 160 petabytes of storage to meet AI development demand.
OpenAI seeks Google TPUs
OpenAI plans to buy Google Tensor Processing Units to reduce dependency on Nvidia for training and inference.
CPU Performance for Agentic AI
New technical guidance on evaluating hardware specifically for agentic AI workloads.