Quantum computing in data centers
Analysis on integrating 1,000x more reliable quantum computation into the broader DC ecosystem.
🟢 HPE — 2026-11-01
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Google runs Gemma 4 in orbit
A prototype data center satellite successfully executed an AI model in space.
6 GHz band expansion
Ofcom opens more spectrum for Wi-Fi, impacting high-performance networking deployments.
Salesforce acquires Rune Technologies
A strategic national security deal to integrate AI software for military supply planning.
France proposes data tax
The National Assembly voted for a €0.055 tax per gigabyte sent to users by content providers.
DeepSeek open-sources Super-Agent
An experimental AI coding agent capable of reading team chats is now available on GitHub.
Baseten valuation hits $30bn
The AI inference startup is raising $2bn, doubling its previous valuation.
OpenAI cuts funding target by $10bn
Market signals suggest a potential cooling in the AI funding boom.
📰
AI Payoff in Earnings
Major firms like Santander and Novartis report that AI is now tangibly boosting revenue and cutting operational costs.
HP ZGX Fury AI Workstation
HP doubled AI workloads on its new ZGX Fury workstation through a collaboration with Infinity.inc.
Nvidia cuts Vera Rubin HBM4 bandwidth
Per-GPU bandwidth reduced by 12.7% to 19.2 TB/s, impacting total rack throughput.
India's Sovereign AI shifts to apps
The focus in India is moving from base models to application-layer deployment with 20 new backed proposals.
HPE integrates cloud network management
HPE revealed the integration timeline for Aruba Central, EdgeConnect, and Mist, with HPE Mist expected to support HPE Networking by 2026.
HPE Partners with Brentford FC
A new partnership aims to upgrade the Gtech Community Stadium's digital infrastructure to enhance fan experience.
Big Tech Buybacks Plummet
Share buybacks from Microsoft, Alphabet, Amazon, Meta, and Oracle fell 83% as cash is diverted to AI infrastructure.
AWS AI Spending Surge
AWS grew 39%, but Amazon's free cash flow dropped to minus $42.4bn due to massive AI investments.
AI Infrastructure Drives Growth
HPE revenue rose 34% in Q3, beating expectations alongside Dell due to massive AI infrastructure demand.
Dell shares drop 9.5%
Hardware provider Dell sees a sharp decline following Intel's warnings about the PC market.
AI Buildout Crowding PC Memory
Intel flags that the AI infrastructure boom is consuming memory supplies, contributing to the PC market slowdown.
Unified AI training opt-out
Google, Microsoft, OpenAI, and Anthropic agree to honor a single robots.txt rule for AI training exclusion.
European Power Bottleneck
Outdated grid infrastructure is preventing Europe from scaling AI data centers despite high demand.
Fritz! guarantees 6-year updates
A new product support policy ensures a minimum of six years of updates for all new router models.
DirectX 12 Raytracing update
Microsoft released the largest Raytracing and GPU efficiency update since 2018.
Intel Stock Crash
Intel shares dropped nearly 29% following a weak Q4 guide and concerns over 2027 free cash flow.
AI Dividing Big Tech
S&P 500 earnings are up 30%, but a clear divide is emerging between AI "winners" and "losers" among the hyperscalers.
Nvidia Vera CPU benchmarks
New Vera processors show superior Python performance over Intel and AMD, strengthening Nvidia's AI infrastructure pitch.
📰
HPE Q3 2026 Earnings Record
HPE reported record revenue, gross margin, and operating profit driven by exceptionally strong demand and a record order backlog.
Sovereign AI supply chains
The AI arms race is increasing the strategic importance of nationalized hardware and software supply chains.
Secunet Launches Classified AI Cloud
quality(80)/p7i.vogel.de/wcms/cd/1f/cd1f9ef7677a7dbf00d5af8d24199c6c/0134168117v1.jpeg) — A secure AI cloud for government authorities using building blocks from Nvidia, Red Hat, and Deepset.
T-Mobile Racing to 6G
The CTO claims the carrier will be the first to launch 6G infrastructure in the US.
Virgin Media O2 may use BT network
Reports suggest a potential pause in independent fiber buildout in favor of BT infrastructure.
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.
Cloudera CTO on AI Governance
Sergio Gago highlights that governance remains a primary barrier for enterprises despite increased AI investment.
Black October Cyber-Risk
Experts analyze a wave of AI-accelerated exploits targeting old vulnerabilities in October 2026.
Intel Foundry Losses
Intel reports a $600m loss from a fab explosion in Israel, though 14A customer announcements are expected soon.
The Network Wall
Analysis of why current switch scaling is failing to keep pace with the demands of AI data centers.
Huawei Gains in China
quality(80)/p7i.vogel.de/wcms/9b/13/9b131b331430ed3bedae63ef34cdda06/0134217589v2.jpeg) — US export controls have led to a 44% drop in Nvidia shipments to China, benefiting Huawei's AI accelerators.
RTX 5080 Rumors
The Nvidia GeForce RTX 5080 with 24 GB GDDR7 memory is rumored for a December launch.
Texas Grid Funding
99% of likely Texas voters support requiring data centers to fund power grid upgrades.
Google Agent Compute Engine (ACE)
Google introduces infrastructure-based agentic security by rooting sandboxes directly in its TPUs.
Intel shares slide on PC market weakness
quality(80)/p7i.vogel.de/wcms/0b/4d/0b4d805f083897ab108e0c175df2cd24/0134261660v1.jpeg) — High memory prices and supply chain issues are impacting PC sales and Intel's revenue.
Z2RAM Memory Breakthrough
Nagare Labs developed a new memory process combining SRAM speed with higher density.
Nvidia Acquires Hugging Face
quality(80)/p7i.vogel.de/wcms/81/9a/819adb7cadebdca44f2df3489c98c1f0/0133922559v1.jpeg) — Nvidia is set to acquire the open-model platform, with the deal expected to close in the first half of 2027.
Intel Data Center Growth vs PC Slump
Intel saw a 21% revenue increase driven by data centers, though a weak PC market continues to drag on the stock.
GitLab Orbit GA
The new tool for AI agents reduces hallucinations by up to 45x and token usage by 4.5x.