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• Jun 17, 2026

  HPE Discover: Neri outlines an AI architecture built for agents

  HPE announced at HPE Discover 2026 in Las Vegas new AI-focused product and platform updates across networking, compute, storage and cloud.

  • Main announcement: HPE detailed cross-portfolio AI updates including new networking hardware (QFX switches, PTX 12,000 with 800G routing, SRX 4700 quantum-safe firewall at 1.44 Tbps, MX 301 edge router), compute (ProLiant DL 394 Gen 12; Private Cloud AI scaling to 256 GPUs with multi-node inference and a three-tier AI Factory), storage (Alletra MPX 10,000 as the Private Cloud AI storage layer with native MCP and Nvidia Certified Storage validation), and cloud/management (HPE CloudOps consolidation and Unleash AI program covering 60+ validated partners).
  • Background and specifics: Announcements include agentic governance (zero-code agent registration, three-tier identity model, Nvidia Open Shell, NeMo Cloud workflows, Zerto rollback), performance claims (AI training with one-quarter the GPUs vs prior Blackwell-generation platform; inference at one-tenth the cost per million tokens; 7 to 12x faster time to value vs custom environments), and an energy warning citing a projected 19 gigawatt U.S. power gap by 2028 and data centers accounting for nearly half of U.S. electricity demand through 2031.
• May 29, 2026

  Data Center Hardware Highlights: June 2026

  Blackstone and Google have launched a $5B TPU infrastructure venture.

  • $5B TPU venture: Blackstone and Google announced a $5 billion partnership to build TPU-focused AI infrastructure, signaling a move toward vertically integrated AI compute financed by private capital. The announcement is the central deal highlighted in May’s coverage.
  • Broader May highlights: Data Center Knowledge reports shifts across the stack in May: AI server vendors moving from silicon to services; Nvidia expanding spending beyond GPUs (including networking, cooling, power) and engaging with Iris Energy’s 5 GW pipeline; AMD posted 57% data center growth tied to accelerators; GPU rental pricing shows early compression; battery storage gains traction as diesel alternatives; and geopolitical risk (notably Iran) threatens PCB supply chains.
• May 13, 2026

  AI Server Market Update: Vendors Shift from Silicon to Services

  Data Center Knowledge reports that server vendors are shifting toward software, professional services, and AIOps to win enterprise AI customers.

  • Main announcement: Vendors including Dell, HPE, Lenovo, and Supermicro are emphasizing software management, professional services, AIOps, and liquid-cooling/packaged rack solutions to capture enterprise AI demand; IDC projects AI infrastructure spending to reach $487 billion in 2026 and surpass $1 trillion by 2029, while suppliers report large backlogs (e.g., Dell $43 billion AI backlog, HPE $5 billion AI systems backlog, Lenovo $15.5 billion AI server pipeline).
  • Background & details: The article is an industry analysis citing interviews and earnings: IDC reported the global server market at $444 billion (2025); vendors report specific results such as Dell $9 billion AI-optimized server revenue (Q4 FY2027) and Supermicro $10.2 billion sales (FYQ3 FY2026); it highlights enterprise skill gaps, GPU/memory supply constraints, and differentiation via integration, delivery speed, power & cooling, and services.
• May 1, 2026

  What Next Gen Chips Might Mean for Data Centers

  Data Center Knowledge presents analysis of semiconductor innovations for data centers.

  • Main finding: The article argues that semiconductor-level innovation (AI-optimized chips, energy-optimized and heat-tolerant designs, advanced packaging such as chiplets and 2D/3D, and offload silicon like DPUs/IPUs/SmartNICs) could reshape how data centers are built, powered, cooled, and secured; current adoption is constrained by x86 inertia and software compatibility challenges.
  • Background/details: The piece surveys existing technologies (GPUs, ASICs, FPGAs, ARM-based servers), highlights materials research (graphene, carbon nanotubes) as early-stage, and notes concrete operational benefits including reduced power draw and lower cooling/water use, but it does not announce specific commercial deployments or timelines.
• Apr 9, 2026

  Hyperscalers will own two-thirds of data center capacity by 2031

  Synergy Research Group reported that hyperscalers will account for 67% of all data center capacity by 2031.

  • Main announcement: Synergy Research Group says hyperscalers (Google, Microsoft, AWS) will reach 67% of global data center capacity by 2031, with enterprise on-prem data centers dropping from 56% in 2018 to 19% by 2031; the report also notes almost 60% of hyperscale capacity is in own-built facilities and non-hyperscale colocation accounts for ~20%.
  • Background & details: The article cites planned > $500 billion in capex by Google/Microsoft/AWS for AI infrastructure in fiscal year 2026, cites hyperscalers operating ~1,297 large data centers in Q3 2025 (1,360 by end-2025), references commitments such as the Ratepayer Protection Pledge (Google, Oracle, xAI, Meta, Microsoft, OpenAI, Amazon) and highlights electricity demand concerns (EIA: price hikes up to 79% in areas like Texas by 2027); it references expanded compute partnerships (Anthropic–Google/Broadcom; OpenAI–AMD) with multi-gigawatt capacity starting 2027.
• Apr 7, 2026 · IT Brief Asia

  Nutanix adds AI & cloud tools amid infrastructure push

  Nutanix has announced additions to the Nutanix Cloud Platform including new AI, Kubernetes on bare-metal, expanded storage and cloud management capabilities.

  • Main announcement: Nutanix introduced Agentic AI (early access) and NKP Metal (early access), made Unified Storage 5.3 and Data Lens 2.0generally available, and released Nutanix Cloud Manager 2.0 GA; it also launched a Foundation Central appliance to simplify AHV deployment on servers from Cisco, Dell, Fujitsu, HPE and Lenovo and expanded synchronous DR support for Dell PowerFlex and integration for Everpure //c FlashArray. These features target AI workloads, bare-metal Kubernetes, air-gapped on-prem deployments, and multisite/multidomain cluster management.

  • Background and details: The updates address server and storage supply constraints and aim to broaden deployment options (on-premise, edge, public cloud) including AWS GovCloud support; other planned ecosystem support includes AMD GPU-accelerated servers, Dell PowerStore, NetApp ONTAP, Lenovo ThinkSystem, additional Cisco integrations, zero-copy migrations from VMware vSphere Virtual Volumes to AHV vDisks, and a certified integration between Nutanix Database Service and MongoDB Ops Manager.

• Apr 3, 2026

  ‘Inference Is Bigger Than Any One Chip’ – d-Matrix CEO on GigaIO Deal

  d-Matrix has announced the acquisition of GigaIO’s data center business to internalize interconnect technology and accelerate delivery of rack-scale AI inference infrastructure.

  • Business action: d-Matrix completed a business unit acquisition of GigaIO’s data center assets (ownership of the unit’s related assets transfers to d-Matrix); financial terms were not disclosed; the deal builds on a collaboration that began in 2025 and integrates GigaIO’s SuperNode and FabreX PCIe fabric into d-Matrix’s inference stack (which also includes Corsair inference accelerators, JetStream networking, Aviator software, and the SquadRack reference architecture developed with Broadcom and Arista).
  • Background & implementation details: GigaIO will continue operating independently and refocus on edge computing; a team of systems engineers based in Carlsbad, California joins d-Matrix, establishing a new Southern California engineering presence; d-Matrix now operates six innovation hubs across North America, Europe, and Asia; target customers include hyperscalers, frontier AI labs, and enterprise deployments.
• Apr 2, 2026

  The Genesis Mission: How AI Supercomputing Is About to Reshape American Science and Energy

  The U.S. Department of Energy (DOE) has launched the Genesis Mission, chartered to double U.S. R&D productivity within a decade by deploying a platform combining high-performance computing, AI supercomputing, and quantum computing.

  • Main action: The DOE’s Genesis Mission is standing up national AI supercomputing infrastructure through the Genesis Consortium with 27 industrial partners, including Nvidia, Oracle, AMD, and HPE; Argonne will host a system with ~10,000 GPUs (operational this year), Oak Ridge will host a comparably sized cluster targeting 2026, and a 100,000-GPU cluster is planned for Argonne in 2027. The program pairs this compute platform with a portfolio of national challenges (energy, physical sciences, national security) and a university engagement effort to train future scientists in AI-enabled methods.
  • Background and concrete details: The initiative was launched by President Trump and chartered through the DOE; examples cited include fusion surrogate models that run thousands to tens of thousands times faster than traditional simulations, Grid FM from Brookhaven that could cut a ~20-year grid-simulation workload to two months, and DOE Office of Electricity efforts to reduce interconnection delays by addressing the 80–90% deficiency rate in interconnection applications. Named private partners and startups involved include Periodic Labs, Radical AI, and the Prometheus Project.
• Apr 1, 2026

  OpenAI Raises $122B to Expand AI Infrastructure, Broadens Cloud and Chip Strategy

  OpenAI has announced it raised $122 billion in a funding round valuing the company at $852 billion to expand compute capacity, cloud partnerships, and data center infrastructure.

  • Funding and purpose:$122 billion raised at an $852 billion valuation to support expanded compute capacity, cloud partnerships, and data center expansion; OpenAI also expanded its credit facility to $4.7 billion to provide additional flexibility for capacity investments.
  • Infrastructure and partners: OpenAI is working across Microsoft, Oracle, AWS, CoreWeave, and Google Cloud and using a mix of silicon platforms including Nvidia GPUs, AMD chips, AWS Trainium, Cerebras systems, and custom Broadcom silicon; the platform now processes more than 15 billion tokens per minute, and analysts named include Holger Mueller, Daniel Newman, and Matt Kimball.
• Apr 1, 2026

  With new Marvell deal, Nvidia is chasing the AI control layer

  Nvidia has announced a partnership with Marvell Technology and a $2 billion strategic investment in Marvell.

  • Main announcement: Nvidia and Marvell will integrate Marvell XPUs and scale-up networking with Nvidia NVLink Fusion, enabling customers to build “semi-custom” AI infrastructure that mixes non-Nvidia accelerators with Nvidia GPUs, LPUs, DPUs and Spectrum-X switches; Nvidia is investing $2 billion in Marvell as part of the deal. No specific implementation timeline is provided in the article.
  • Background and additional details: The partnership includes collaboration on 5G/6G AI-RAN (Aerial AI-RAN), advanced optical interconnects and silicon photonics; Nvidia has also announced other ecosystem investments (a combined $4 billion for photonics vendors Coherent and Lumentum and a $5 billion purchase of Intel stock) to expand NVLink-enabled architectures and broader ecosystem alignment.
• Mar 31, 2026

  Nvidia Deepens AI Push With $2B Marvell Deal

  Nvidia announced a partnership and a $2 billion investment in Marvell Technology to integrate Marvell’s custom silicon and interconnects into Nvidia’s NVLink Fusion ecosystem.

  • Partnership details: Nvidia is investing $2 billion and has unveiled a collaboration that pairs Marvell’s custom XPUs, NVLink-compatible scale-up networking, optical DSP and silicon photonics with Nvidia’s NVLink Fusion rack-scale architecture; Nvidia will supply Vera CPU, ConnectX NICs, BlueField DPUs, NVLink interconnect, and Spectrum-X switching platform. The announcement was unveiled today and positions Marvell as a semi-custom AI infrastructure enabler within Nvidia’s ecosystem.
  • Background and scope: The deal emphasizes heterogeneous AI architectures and expands NVLink beyond Nvidia-native silicon (Marvell will add NVLink support to its XPUs); the companies will also collaborate on silicon photonics, optical interconnects, and AI-RAN telecom deployments using Nvidia’s Aerial platform. No explicit multi-year timeline or implementation dates were provided in the article.
• Mar 24, 2026

  Interview: Akash Systems Bets on Diamond Tech to Crack AI’s Thermal Ceiling

  Akash Systems has announced commercial availability of its diamond-based cooling technology on AMD’s Instinct MI350 GPUs, backed by a reported $300 million launch order, and says the technology is already deployed on Nvidia H200 with planned support for Nvidia Blackwell.

  • Main announcement: Akash Systems reports commercial availability on AMD Instinct MI350 and a reported $300 million launch order; the company also states deployments on Nvidia H200 and planned support for Blackwell (future deployment). The announcement was presented in a published Q&A with co-founder and chief commercial officer Pamit Surana and frames the offering as a chip-level cooling layer complementary to rack/system liquid cooling.
  • Background and details: Akash emphasizes chip-level diamond thermal interfaces developed from work with NASA and DARPA, claims up to 10°C reduction under sustained workloads versus conventional materials, positions the solution as compatible with existing air-cooled data centers (avoiding full liquid retrofits), and highlights demand drivers: hyperscalers, higher GPU power densities (racks pushing beyond 100 kW), and faster deployment timelines. The article is an announcement/Q&A rather than a technical whitepaper; timelines for Blackwell support are described as “planned” without specific dates.
• Mar 23, 2026

  Super Micro Indictment Highlights AI Infrastructure Supply Chain Risks

  Super Micro Computer said co-founder and senior vice president Yih-Shyan “Wally” Liaw has resigned following a federal indictment that was unsealed on March 19 alleging a scheme to move systems containing Nvidia AI chips into China.

  • Main announcement:Yih-Shyan “Wally” Liaw resigned from Super Micro Computer following a federal indictment unsealed on March 19 that alleges a scheme to transfer systems containing Nvidia AI GPUs into China; the company publicly acknowledged the resignation in response to the indictment.
  • Background and context: The article documents how surging GPU demand, export controls, and supply-chain pressure intersect; analyst Matt Kimball highlights Super Micro’s historical positioning as a lower-cost, faster-to-market white-box vendor, raises concerns about governance and alleged ethical lapses, and notes that Nvidia was not implicated in the indictment.
• Mar 22, 2026

  Super Micro Indictment Highlights AI Infrastructure Supply Chain Risks

  Super Micro Computer announced the resignation of co-founder and senior vice president Yih-Shyan “Wally” Liaw following a federal indictment unsealed on March 19 alleging a scheme to move systems containing Nvidia AI chips into China.

  • Main action:Resignation of Yih-Shyan “Wally” Liaw after a federal indictment unsealed March 19 alleging an alleged scheme to transfer systems with Nvidia GPUs into China; the indictment document was linked in the article.
  • Background and context:Export controls on high-end GPUs, surging GPU demand, and Super Micro’s historical positioning as a faster, lower-cost white-box vendor (compared to Dell, HPE, Lenovo) are central; analysts (Matt Kimball) flagged supply-chain integrity, vendor governance, and procurement diversification as immediate implications for data center operators and enterprise buyers.