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Recent news

• Oct 15, 2026

  Honeywell Technologies beefs up Forge platform with operational AI capabilities

  Honeywell Technologies has announced Forge Cognition, a self-contained agentic AI and simulation platform for facility operations across buildings, campuses and industrial operations.

  • The platform was introduced in partnership with Nvidia and Dell Technologies and connects to existing deployments to add AI capabilities, enabling agents to discover, contextualize and analyze equipment behavior.
  • Honeywell says the system will deliver smarter alarm management, predictive asset health and energy intelligence; pilots are underway at sites in Nashville, Dubai, Singapore, Bangalore, Richardson (Texas), and Santa Clara (California), with Nvidia campus testing showing up to 90% fewer unnecessary alerts and up to 10% lower energy use.
• Oct 13, 2026

  AMD unveils Helion as agentic AI fuels demand for data center CPUs

  AMD has announced Helion, an open blueprint for AI data center racks designed to give CPUs a larger role in AI agent workloads and to let customers configure GPU resources around inference needs.

  • The architecture is based on Open Compute Project (OCP) specifications and supports CPU-only racks with sixth-generation EPYC processors and up to 32,768 cores, as well as enterprise racks with up to 16 Instinct MI350P GPUs.
  • AMD cited up to 102 Tbps networking bandwidth as a planned rack capability, said Helion supports air and liquid cooling, and plans to contribute the specification to OCP; partner-developed rack configurations are expected in November 2026.
  • Infrastructure vendor support statements were published from Cisco, Dell Technologies, HPE, and Lenovo; analysts said the design could improve CPU/GPU scaling and challenge Nvidia, but noted software maturity, ROCm compatibility, network latency, and total cost of ownership remain key hurdles.
• Oct 13, 2026

  Trump Honors Microsoft’s CEO After Vance Drops an H-1B Visa Hammer on the Company

  The White House honored major technology leaders while Vice President JD Vance separately criticized Microsoft over H-1B visa use and said the company was being suspended from a program for skilled foreign workers.

  • JD Vance said Microsoft had abused the visa system, citing 6,000 U.S. worker layoffs last year alongside 6,300 H-1B visas and almost 3,000 green cards; Microsoft said most H-1B applications were to extend or change status for existing employees.
  • President Donald Trump awarded the National Medal of Technology and Innovation to Satya Nadella and gave National Medal of Science awards to Elon Musk, Sergey Brin, Jensen Huang, and Lisa Su; he also praised AI and data center investment as helping the U.S. economy.
• Oct 5, 2026

  From automated response to reasoning: Building confidence in AI-driven NetOps

  BackBox VP of product and engineering Richard Phillips argues for a governed, human-in-the-loop approach to probabilistic automation in network operations.

  • The article explains how AI-driven automation can combine probabilistic reasoning with deterministic execution for network resilience, including vulnerability prioritization, remediation, backups and updates.
  • It cites the $15,000 per minute average cost of downtime and says teams should test discrete automations in labs, set exception-based alerts and checkpoints, and validate each step before production deployment.
• Sep 29, 2026

  UK AI Cloud Company Nscale Raised $3.36 Billion in Pre-IPO Financing, Plans United States IPO to Raise $3 Billion at $50 Billion Valuation with Earliest IPO Listing in 2026 Q4, Launched in 2024 by Founder Josh Payne, Investors Include Sandton Capital Partners, Kestrel 0x1, Blue Sky Capital Managers, Florence Capital, Blue Owl Managed Funds, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72 & T.Capital

  Nscale has announced plans to raise pre-IPO financing and pursue a US IPO, according to the article, which also references earlier funding rounds and a prior Nvidia investment.

  • Nscale is reported to be seeking $3.36 billion in pre-IPO financing and planning a United States IPO to raise $3 billion at a $50 billion valuation, with the earliest listing in 2026 Q4.
  • The story also says Nscale was launched in 2024 by Josh Payne and previously received $674 million (£500 million) from NVIDIA, after raising $155 million in Series A funding in 2024 December and $30 million seed funding in 2023 December.
• Sep 6, 2026

  UK AI Cloud Company Nscale to Raise $3.5 Billion in Pre-IPO Financing, Plans United States IPO to Raise $3 Billion at $50 Billion Valuation with Earliest IPO Listing in 2026 September, Launched in 2024 by Founder Josh Payne, Investors Include Sandton Capital Partners, Kestrel 0x1, Blue Sky Capital Managers, Florence Capital, Blue Owl Managed Funds, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72 & T.Capital

  Caproasia reports that UK AI cloud company Nscale is planning a pre-IPO financing round and an eventual US IPO, while also summarizing prior funding rounds and investor participation.

  • Nscale is reported to be raising $3.5 billion in pre-IPO financing and planning a United States IPO to raise $3 billion at a $50 billion valuation, with the earliest listing expected in September 2026.
  • The article also says Nscale was launched in 2024 by Josh Payne, raised $1.1 billion in Series B funding in September 2025, and previously received $674 million (£500 million) from Nvidia plus $155 million in Series A and $30 million in seed funding.
• Sep 4, 2026

  HPE’s record Q3: AI infrastructure, networking demand drives growth, but supply constraints tap the brakes

  HPE reported a record third-quarter result driven by AI, networking, and server demand.

  • HPE revenue reached $12.2 billion, up 34% year over year; CEO Antonio Neri said the company booked more orders than any prior quarter and set a record backlog.
  • HPE said AI systems orders of $2.4 billion rose over 30% sequentially; CFO Marie Myers said HPE expects networking revenue to grow 13%-17% and cloud and AI revenue to grow 14%-18% in fiscal 2027.
  • Neri said routing and data center switching demand accelerated, while supply constraints in DDR5, DDR4, NAND, and high-bandwidth memory continue to limit fulfillment; HPE is seeking multi-year supply agreements and offering alternative configurations.
• Sep 3, 2026

  Dell’s $95B AI backlog shows the infrastructure crunch is far from over

  Dell Technologies has reported a record AI backlog and said supply constraints are limiting its ability to meet demand for servers, storage, and related infrastructure.

  • The company said it has $95 billion in AI orders waiting to be filled, booked nearly $61 billion in AI server orders in the three months ending July 31, and received more than $130 billion in AI server orders over the last 12 months.
  • On its earnings call, COO Jeff Clarke said demand is broadening across enterprise customers, neoclouds, and sovereign cloud providers; Dell also said its AI Factory customer count surpassed 6,500, including 3,300 sign-ons in the last three quarters.
• Sep 2, 2026

  VMware by Broadcom: Product, service and support news

  Broadcom has announced multiple VMware-related product and support changes, including a new AI infrastructure stack and a slower release cadence.

  • At VMware Explore in Las Vegas on Aug. 31, 2026, Broadcom announced the VMware AI Factory, a new packaged AI infrastructure stack, plus a new agent governance platform and an open-source security portfolio.
  • Broadcom also said enterprises will be able to run production AI on-premises with VMware Private AI Cloud; separately, VMware’s release cycle is shifting from 2 years to 3 years, and VCF 9.0 support is being extended to 6 years instead of 5.
  • The article is a timeline and analysis of Broadcom’s VMware strategy since the May 2022 acquisition announcement; it also references earlier deals, lawsuits, licensing changes, layoffs, and other market reactions.
• Aug 31, 2026

  Private AI cloud, agentic infrastructure dominate VMware Explore

  Broadcom has announced VMware AI Factory, AgentMinder, and new TrueSource open-source security services at VMware Explore in Las Vegas.

  • Broadcom said VMware AI Factory is a packaged AI infrastructure stack built on VMware Cloud Foundation, supporting Nvidia and AMD accelerators, certified servers from Cisco, Dell, Lenovo, Supermicro, and more than 150 models.
  • Broadcom also announced AgentMinder for AI-agent governance, upcoming AI gateways and agentic security features across VCF Private AI Services, Tanzu Platform, Avi Load Balancer, and vDefend, plus TrueSource Trusted Artifacts and TrueSource Data Services for open-source software security; several offerings are available today, while others are coming later this year or were already part of VCF.
  • The article is a news report and analysis based on Broadcom statements and media briefings, not a standalone company press release; it also mentions Flexential building offerings on top of VMware AI Factory early next year.
• Aug 23, 2026

  UK AI Cloud Company Nscale Plans United States IPO to Raise $3 Billion at $50 Billion Valuation with Earliest IPO Listing in 2026 September, Launched in 2024 by Founder Josh Payne, Investors Include Sandton Capital Partners, Kestrel 0x1, Blue Sky Capital Managers, Florence Capital, Blue Owl Managed Funds, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72 & T.Capital

  Nscale has been reported to be planning a United States IPO and earlier 2026 listing after raising large rounds of funding and receiving a major Nvidia investment.

  • The company is reported to be planning to raise $3 billion at a $50 billion valuation, with the earliest IPO listing in September 2026.
  • Nscale was launched in 2024 by Josh Payne and reported funding includes $1.1 billion Series B in September 2025, $674 million (£500 million) equity investment from Nvidia, $155 million Series A in December 2024, and $30 million seed funding in December 2023.
• Aug 11, 2026

  IT infrastructure shortages are real and lasting. Here’s how to cope

  Network World has published an analysis of IT infrastructure shortages affecting enterprise AI, networking, storage, and compute planning.

  • The article cites analysts and vendors saying memory shortages are driving lead-time extensions to 6, 12, or 18 months, with memory prices up 50% to 200%, PC prices up 35% to 45%, and some server prices up over 125%.
  • It also reports enterprise network equipment pricing is projected to rise over 20% in 2026 and by a further 3% to 5% into 2027, with no price reduction expected until end-2027; examples and advice are drawn from Gartner, TD SYNNEX, WWT, Backblaze, Cisco, and Equinix.
• Aug 10, 2026

  Out of band, out of mind: DEF CON research calls IPMI a ‘sanctioned backdoor’ into enterprise networks

  HD Moore, co-founder of runZero, disclosed new BMC and IPMI vulnerabilities at DEF CON 34, along with an open-source scanning tool called OOBscan.

  • Moore said his research found 123 confirmed vulnerabilities across 35 draft advisories affecting eight vendors, including HPE iLO, Supermicro IPMI, Dell iDRAC 10, and OpenBMC.
  • The presentation said about 51,000 devices responded to IPMI on an internet-wide scan, with roughly 23,000 to 25,000 exposing crackable password hashes; the article also says runZero released OOBscan on GitHub.
  • Context: this is a conference disclosure / security research presentation, not a product launch or financial announcement.
• Jul 22, 2026

  Oracle expands Cloud@Customer with new database service for mid-sized workloads

  Oracle has announced Base Database Cloud@Customer, a managed database offering for running databases, applications, VMs, and AI agents in customers’ own data centers.

  • The new hybrid cloud service combines Base Database Service and Data Infrastructure Cloud@Customer X11; Oracle says it is now generally available and is aimed at enterprises that need data residency, regulatory compliance, and low latency.
  • The platform uses two Oracle X11 compute servers with shared all-flash storage, offering up to 60 usable processor cores, 660 GB memory per server, 47.2 TB storage, and 10/25 GbE networking; Oracle did not provide pricing.
  • The article frames the launch as especially relevant for regulated industries and for private AI behind the firewall, while noting that analysts expect adoption mainly among existing Oracle customers.