HPE schedules Q4 conference for Nov 23
The company has set the date for its next quarterly earnings call.
🟢 HPE — 2026-11-07
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
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Q4 Earnings Conference set for Nov 23
HPE has officially scheduled its fiscal fourth-quarter results call.
US House asks Nvidia CEO for briefing
Jensen Huang is requested to explain reported links to a former executive.
Extreme Networks explores sale
The networking firm is reportedly considering a sale of the company.
AMD data center revenues surge 97%
Strong Q3 earnings highlight the massive growth in AI-driven data center demand.
AMD Medusa Point leaks
Geekbench sightings reveal new APU family samples with 6, 8, and 10 cores.
AMD confirms "Data Center First" strategy
CEO Lisa Su confirms data center earnings now exceed gaming, with a record $4.3B quarter.
HPE ranked among cheapest AI data center plays
Market analysis positions HPE as a high-value entry point compared to other AI infrastructure providers.
IBM, AMD, and Oak Ridge unveil Quantum platform
A new collaboration focused on Quantum Error Correction.
On-premises HPC and AI-for-Science sales hit $16.5B
Revenue for specialized AI and science servers is outpacing shipment volumes.
Cisco builds "Enterprise AI Factory"
Modernization of infrastructure to scale economics and security for internal AI production.
Bullish long-term price projection for HPE
A financial model projects a potential average price of $89.72 by 2030.
Dell vs. Nvidia valuation gap
Analysts are comparing cash flow and margins as chip and server stocks face volatility.
Sovereign AI for regulated industries
HPE is targeting finance, healthcare, and government sectors with integrated compute and governance solutions.
AWS adds NVIDIA GPU Partitioning
Support for Multi-Instance GPU (MIG) on SageMaker Inference endpoints to optimize compute utilization.
Microsoft winds down Oracle AI rental
Microsoft is reassessing $80B in outside contracts after declining to renew older Nvidia chip rentals.
SpaceX shifts revenue focus to AI computing
Elon Musk states government work will drop below 10% of revenue as AI compute rentals grow.
HPE launches "AI Development All-in-One"
In partnership with OrientAI, HPE introduces a pre-integrated on-premises appliance for sovereign AI and compute power.
HPE launches "AI Development All-in-One" machine
In partnership with OrientAI, HPE is deploying on-prem sovereign AI infrastructure and AIDC centers for highly regulated sectors like finance and healthcare.
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Extreme Networks stock surges on acquisition rumors
Cisco, Fortinet, and NetApp are cited as potential suitors.
AI server stocks rebound
HPE, Dell, and Super Micro saw gains as markets recovered from election-related sell-offs.
HPE Q4 earnings call scheduled
The company will discuss results for the fiscal quarter ended October 31 on November 23.
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Tech rebound boosts HPE and Dell
Both stocks recovered following a dip caused by US midterm election results.
HPE launches "AI Development All-in-One"
In partnership with OrientAI, HPE is deploying integrated on-prem infrastructure for Agentic AI.
SMCI vs. Dell and HPE
Analysis of whether Super Micro's Nvidia collaboration can disrupt HPE's AI server position.
HPE stock potentially undervalued
Analysts suggest HPE may be up to 42% undervalued following its raised outlook.
SpaceXAI plans 6GW Arizona data center
Construction for the massive facility could begin in March 2027.
TSMC considers AI memory chips
At Nvidia's request, TSMC is drafting plans for 3D DRAM to compete with Samsung and SK Hynix.
Extreme Networks explores sale
Reports indicate the networking software and equipment maker is considering an acquisition.
OpenAI plans to acquire Pierre
The move expands OpenAI's capabilities in automated code review and understanding via Codex.
Kihan launches Constitutional Computing
A new mathematically based architecture designed to bring enforceable authority to enterprise AI agents.
HPE and NVIDIA expand Secure Agentic AI
A new joint initiative focuses on deploying secure, agent-based AI frameworks for enterprise operations.
Ubiquiti hits record $1B quarter
Revenue jumped 40%, signaling strong growth in enterprise-grade networking.
VAST Data reports $10B in AI infrastructure commitments
Massive deployments from 14 customers signal a historic buildout in data infrastructure.
Extreme Networks explores sale
The networking firm is weighing a potential acquisition amid growing dealmaking in the AI infrastructure sector.
SMCI vs. Dell and HPE
Analysis examines if Super Micro's NVIDIA collaboration can disrupt the market share of HPE and Dell.
HPE Networking EdgeConnect integration
The platform is now tied into HPE Mist and HPE Aruba Central, enhancing the AI networking rollout.
Extreme Networks explores sale
The networking software and equipment maker is reportedly seeking a buyer.
On-premises HPC market grows 20%
Despite flat shipments, revenue in the on-prem HPC sector is rising, with Dell currently leading.
Nvidia H200s stalled in Hong Kong
Approximately 600,000 chips are stranded due to Chinese government import approval delays.
Arista Q3 earnings beat
Despite the beat, the CEO sees no material scale-up in Ethernet revenue for the coming year.
Political headwinds for data centers
Midterm election results may lead to increased scrutiny of data center capacity in key US states.
Google announces $17bn Wyoming data center
The campus will utilize fuel cells and gas generation with carbon capture.
AI infrastructure bottleneck shifts to power
The industry is facing critical shortages in power, permits, and public support for new data centers.
Local AI on HP OmniBook Ultra
Real-world testing shows high performance for open-weight models running locally with zero token fees.
Nokia predicts AI will drive 50% of network traffic by 2035
The surge is expected to be driven by agents and humanoid AI.
OpenAI discovers 948 Linux Kernel vulnerabilities
An autonomous AI pipeline successfully exploited nearly 1,000 root vulnerabilities.
Strategic shift in HPE investment narrative
Integration of EdgeConnect with Mist and Aruba Central is redefining the company's market positioning.
Preparing unstructured data for AI
Technical focus on providing business context to unstructured data to make it "AI-ready" for enterprise tools.
Dell CEO warns AI infrastructure gap
quality(80)/p7i.vogel.de/wcms/f7/da/f7daae3311e9e1fe27b41d0c394ab144/0133708180v1.jpeg) — Tim van Wasen states the "pilot phase" is over, but two-thirds of German IT leaders find their infrastructure unoptimized for AI workloads.
Buoyant launches Kinference
An open-source inference control plane for Kubernetes to reduce token spend and manage self-hosted GPUs.
Ocient raises $100M Series C
Funding will advance AI solutions specifically for petabyte-scale environments.
Hybrid AI adoption trends
Enterprises are increasingly combining local and cloud resources to optimize cost and performance.
Arista prepares for 10GW AI systems
The networking giant is scaling infrastructure to support massive AI power requirements.
Tighter AI regulatory landscape
Post-midterm trends suggest increased scrutiny on data center build-outs and AI data usage.
Bechtle acquires Bespoke XYZ
quality(80)/p7i.vogel.de/wcms/3a/45/3a4540ae6b1fc753e3acac18469f2c97/0134388219v2.jpeg) — The acquisition of the UK AI specialist adds Microsoft AI, Analytics, and Power Platform expertise.
HP appoints Emma Walmsley as CEO
quality(80)/p7i.vogel.de/wcms/f7/27/f7276cbbddd7d4989ebb47a57af88a7f/0134371636v1.jpeg) — The former GSK chief will take the helm of HP on January 4, 2027.
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SAP and HPE partner for space-based AI
The companies aim to deploy tabular AI capabilities in orbit for enterprise use.