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HPE
Data center news, project activity, and monthly briefings for HPE.
Editor's picks
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ST 10476 2026 ADD 38
The European Commission published the Digital Decade 2026 country report for Finland.
- Main announcement: The Commission’s staff working document assesses Finland’s digital performance and issues recommendations and funding summaries, noting concrete budgets and project timelines such as 14 roadmap measures totalling EUR 559 million, the digital part of Finland’s RRF evaluated at EUR 526 million, and an estimated total economic impact of EUR 2.07 billion from RRF digital measures. It highlights infrastructure and technology milestones including LUMI supercomputer expansion (new data centre construction started January 2026, production readiness expected spring 2027) and the government allocation of EUR 79 million for the Kvanttinova pilot (2024-2027).
- Background and implementation details: The report documents policy actions and project-level developments: FiCCC operational and signed a MoU with Nordic and Baltic competence centres (December 2025); 110 edge nodes deployed by 2025 (Edge Node Observatory); Finland allocates 29% of its RRP to digital (EUR 0.5 billion) and cohesion policy contributes EUR 0.4 billion for digital transformation. It records private and public investments (e.g., Tesi/Verda EUR 55 million funding; Nokia & NestAI strategic investment EUR 100 million), and sets timelines for eID/EUDI Wallet deployment and cloud security rules (consultation spring 2026, final rules by autumn 2026).
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ST 10476 2026 ADD 36
The European Commission published the Digital Decade 2026 country report for Denmark (SWD(2026) 155 annex), assessing Denmark’s progress on digital targets, listing measures and budgets, and issuing recommendations.
- Main action: The Commission’s country report presents Denmark’s performance against Digital Decade KPIs and budgets, highlighting connectivity (e.g., 97.74% VHCN coverage in 2025), AI uptake (42.03% of enterprises in 2025), and roadmap funding of EUR 1.07 billion (with EUR 832 million public). It documents national measures, budget allocations and policy agreements (e.g., Telecommunications Policy Agreement June 2025, national cyber agreement 2026-2029).
- Background and implementation details: The report lists concrete funding and initiatives: RRF digital allocation EUR 382 million (incl. EUR 13 million for digital infrastructures), Denmark allocates EUR 0.4 billion (28%) of its RRP to digital, chips support via DKK 140 million (2025) + DKK 40 million (2026) from Innovation Fund Denmark, a DKK 211 million political cyber agreement for 2026-2029, and the launch/targets of projects such as the POEM Technology Centre, the Magne quantum computer (ready end-2026/early-2027) and the 55 North fund (target EUR 300 million).
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Hotter Than a Hot Tub: The 45°C Breakthrough to Cool AI’s Biggest Machines
NVIDIA announced the Rubin generation of AI infrastructure, the world’s first servers to achieve 100% closed-loop liquid cooling and to operate coolant up to 45°C, enabling substantial energy and water savings (blog published Jun 21, 2026).
- Main announcement: NVIDIA’s Rubin platform and the NVIDIA DSX AI factory reference design describe a 100% liquid-cooled server architecture running coolant up to 45°C, eliminating server fans and enabling chiller-less operation in favorable climates; the blog states the design can reduce facility cooling water use to near zero and cites a potential savings of over $4 million annually for a 50-megawatt hyperscale facility that adopts liquid cooling.
- Background and supporting details: The article notes Motivair (Schneider Electric) as an ecosystem partner, cites industry context that cooling can account for up to 40% of data center electricity use and that raising chiller plant temperatures by 1°C can cut cooling energy costs by ~4%; it quantifies conventional water use as ~2.6 million gallons per megawatt per year for cooling-tower systems and describes closed-loop dry-cooler designs requiring chillers only ~1% of the year in some climates.
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NVIDIA, Telecom Leaders Build AI Grids to Optimize Inference on Distributed Networks
NVIDIA and multiple telecom operators announced the deployment and commercialization of geographically distributed “AI grids” at NVIDIA GTC 2026.
- Announcement details: NVIDIA and major operators (including AT&T, Comcast, Spectrum, Akamai, Indosat Ooredoo Hutchison, T‑Mobile) unveiled plans to convert existing distributed network sites into AI grids, leveraging roughly 100,000 distributed network data centers and tapping more than 100 gigawatts of potential AI capacity over time; partnerships cited include AT&T with Cisco and NVIDIA (IoT AI grid), Comcast with NVIDIA, Decart, Personal AI and HPE, and Akamai expanding Akamai Inference Cloud across 4,400+ edge locations using NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs.
- Background and ecosystem: The announcement references the NVIDIA AI Grid Reference Design and an ecosystem of partners (Cisco, HPE, Armada, Rafay, Spectro Cloud); use cases called out include IoT/public-safety, real-time vision, cloud gaming, media rendering and localized sovereign deployments (e.g., Indosat running Sahabat-AI within Indonesia). No specific monetary values or contract prices are disclosed in the article.
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NVIDIA DSX Air Boosts Time to Token With Accelerated Simulation for AI Factories
NVIDIA announced NVIDIA DSX Air at GTC 2026, a SaaS simulation platform to build full-stack digital twins of AI factories and accelerate deployments.
- Main announcement:NVIDIA DSX Air is a software-as-a-service platform that provides high-fidelity digital simulations of NVIDIA hardware (GPUs, SuperNICs, DPUs, switches) and integrates with partner solutions via open, API-based connectivity, enabling customers to validate compute, networking, storage, orchestration and security and reduce time to first token from weeks/months to days/hours.
- Background & implementation details: Partners and customers (examples: CoreWeave, Siam.AI, Hydra Host) are already using DSX Air; GTC demos included a multi-tenant RTX PRO Server simulation with Netris (network orchestration), Rafay (host orchestration), NVIDIA Run:ai (GPU allocation), a VAST AI Operating System video RAG pipeline demo, and security validations with Check Point, TrendAI Vision One, and Keysight running on simulated BlueField DPUs.
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EcoStruxure™ IT solutions deliver on vision: Reflecting on 2025 and looking ahead to 2026
Schneider Electric announces a 2026 roadmap and product enhancements for EcoStruxure IT.
- Main announcement: Schneider Electric announced upcoming 2026 enhancements across the EcoStruxure IT portfolio, including NetBotz 250A expanded sensor/pod support (leak rope and up to 12 expansion sensor pods in early 2026), a NetBotz TAA offering for U.S. government clients, DCE scalability to up to 4,000 devices under SNMPv3, full Web UI goals for DCE/ITA, a planned 3D engine and AR mobile application for IT Advisor, and rollout of AI-driven IT operations (anomaly detection, data agents, battery insights).
- Background and details: The post is a Schneider Electric blog announcement (published February 18, 2026, author: Bjarke Fenger) summarizing 2025 progress and planned 2026 features: licensing simplification (from >300 commercial references to 9), mySchneider portal integration, ISO 27001 certification for IT Expert, Motivair liquid-cooling monitoring integration, addition of CUE (Carbon Usage Effectiveness) reporting, and deeper integrations with HPE, Dell, ServiceNow, Power Monitoring Expert, and EcoStruxure Building Operation. This is a forward-looking corporate roadmap announcement, not a third-party transaction report.
Recent news
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Pittsburgh Supercomputing Center awarded $10m by NSF for Bridges-3 supercomputer
The National Science Foundation has awarded the Pittsburgh Supercomputing Center $10 million for Bridges-3, the next generation of its flagship supercomputer.
- NSF funding: PSC said the award will support Bridges-3, built by HPE with Nvidia B200 GPUs, high-core-count AMD CPU nodes, an all-flash Lustre file system, and Nvidia InfiniBand networking.
- Timeline and context: Construction is expected to begin at PSC’s new data center in early 2027, with the system slated to come online in the summer of 2027; PSC said it will expand on Bridges-2 and serve a range of scientific workloads including modeling, simulation, data analytics, and AI.
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Nvidia unveils Vera Rubin platform targeting AI, HPC infrastructure
Nvidia has launched the Vera Rubin rack-scale CPU+GPU supercomputer platform at ISC High Performance 2026 in Hamburg.
- Main announcement: Nvidia unveiled the Vera Rubin platform combining Vera CPUs, Rubin GPUs, NVLink-C2C interconnects, ConnectX-9 SuperNICs, and BlueField-4 DPUs in a rack-scale system with direct liquid cooling, supporting up to 144 GPUs per rack and claiming >7 exaflops AI and 5 petaflops FP64 performance; the launch was made public at the ISC High Performance 2026 conference in Hamburg.
- Deployment and partners: Several research centers announced plans to deploy Vera Rubin: LRZ will use it in the Blue Lion exascale-class HPE Cray system (entering service in 2027, ~30x current LRZ compute), NERSC will use Vera Rubin tech in Doudna (built by Dell Technologies at Lawrence Berkeley National Laboratory), and Los Alamos National Laboratory selected Vera Rubin for three systems (Mission, Vision, Veritas); Dell and Super Micro announced NVL4-based Vera Rubin systems at the event.
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HPE Interview: Why Data Center Efficiency Is Now Core to IT Decisions
HPE principal technologist Andrew DesRochers says customers are shifting conversations from sustainability rhetoric to operational efficiency as AI deployments collide with limits in energy, cooling, and water.
- Main announcement/action:Andrew DesRochers (HPE) states that energy availability, cooling infrastructure, resource utilization, and utility timelines are now primary drivers of IT and site-selection decisions as AI moves from experimentation to production; this perspective was shared in an interview at HPE Discover 2026.
- Background and details: Customers are increasingly evaluating alternatives such as direct liquid cooling, waterless cooling, and even high-voltage DC; operators are focusing on measurement and analytics, distinguishing training vs. inference workloads, and considering utility interconnection timelines and community scrutiny of water consumption when planning deployments.
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Cowboy Space and the Case for Orbital AI Data Centers
Cowboy Space Corporation (formerly Aetherflux) has rebranded, raised $275 million in a Series B at a reported $2 billion valuation, and unveiled a vertically integrated plan to build solar-powered AI data centers in low Earth orbit while developing its own launch vehicle.
- Main announcement: Cowboy filed with the FCC for the “Stampede Data Center System“ — a proposed 20,000-satellite non-geostationary constellation operating in dawn-dusk sun-synchronous shells (≈700–1,000 km), and says launches could begin as early as 2028; the company also reports it raised $275 million in Series B funding at a $2 billion valuation and aims for a vertically integrated rocket-plus-data-center architecture.
- Background and implementation details: The company describes each orbital vehicle as potentially 20,000–25,000 kg, producing roughly 1 MW and supporting ~800 onboard GPUs; it plans an initial satellite later this year to demonstrate space-to-Earth power beaming, and CEO Baiju Bhatt has said the first integrated rocket-and-data-center launch is unlikely before late 2028, with further regulatory approvals (including FAA launch authorization) still required.
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Supermicro’s New AI Campus Embodies the Industrialization of AI Infrastructure
Supermicro announced the opening of its largest U.S. Data Center Building Block Solutions (DCBBS) campus near its San Jose headquarters on April 27, 2026.
- Main announcement: The new DCBBS campus spans ~32.8 acres and more than 714,000 square feet, becomes Supermicro’s fourth Bay Area location, expands the company’s regional footprint to nearly 4 million square feet, and will support advanced system design, domestic manufacturing, testing, service, and global distribution for Supermicro’s AI infrastructure portfolio. The facility includes 10 MW of on‑campus power capacity and is positioned as a rack‑scale, liquid‑cooled AI integration and validation hub.
- Background and related details: Supermicro frames this as a move from server manufacturing to rack-scale DCBBS integration, part of a global footprint spanning Taiwan, Malaysia, and the Netherlands; the company reported fiscal 2025 net sales of $22 billion (up from $15 billion the prior year), projected fiscal 2026 revenue of at least $33 billion, and in early May projected quarterly revenue of $11–$12.5 billion. On May 6, Supermicro signed a non-binding MOU with NANO Nuclear to explore pairing microreactor generation (KRONOS platform) with Supermicro’s liquid‑cooled AI systems (no commercial deployment timeline announced).
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Switch storm coming: Gartner forecasts price hikes, long lead times for enterprise data center switches
Gartner has warned that switch vendors are pivoting engineering and physical resources toward AI data centers, causing higher prices and longer lead times for general-purpose data center customers.
- Main announcement/action: Gartner report authors (including Andrew Lerner) state vendors are “aggressively pivoting resources” to AI infrastructure networks, predicting switch price increases of 15% to 40% and lead times of 3–9 months (up from 1–2 months in mid-2025); the report frames AI spending to surpass general-purpose data center networks in 2026 and more than double through 2029.
- Background and details: The report and analysts (Zeus Kerravala, ZK Research) note constrained engineering talent, memory and laser supply; only about 200 companies operate high-end AI data centers versus roughly 100,000 traditional data center organizations, and AI players collectively spend three times what smaller companies spend. Gartner recommends actions such as extending equipment lifecycles, better utilization, certified refurbished programs (Cisco, HPE), exploring other vendors, cloud/colocation migration, and ordering early if buying new switches.
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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.
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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.
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Cisco extends its Enterprise Agreement to include Nutanix Cloud Platform
Cisco has extended its Enterprise Agreement to include the Nutanix Cloud Platform, adding Nutanix HCI to Cisco’s EA licensing and services program.
- Main announcement: Cisco has officially extended its Enterprise Agreement (EA) to include Nutanix Cloud Platform (HCI), providing customers with predictable pricing, price protection for the EA term, and flexible, true-forward consumption (ability to increase Nutanix usage during the year and pay at the annual anniversary) without renegotiating contracts.
- Background and implementation details: Cisco and Nutanix have had a multi-year partnership (Cisco ended development of HyperFlex in 2023 and handed HCI to Nutanix); the vendors deliver products such as Cisco Compute Hyperconverged with Nutanix (combining Cisco hardware and Nutanix Cloud Platform), tightened Intersight–Nutanix integrations, support for Nutanix GPT-in-a-Box, and e-bonded global support and remote cluster deployment capabilities (per World Wide Technology commentary).
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How Stadium Data Centers Power Fans, Operations, and Broadcast
HPE deployed a multi-site, redundant core for the Milano Cortina Olympics and HPE and Cisco executives outlined stadium data center and networking architectures prepared for the 2026 FIFA World Cup.
- Main announcement/action: HPE deployed a multi-site, redundant core across two locations with fiber and WAN connectivity to roughly 40 venues for the Milano Cortina Olympics; the end-to-end architecture combined HPE and Juniper technologies with Mist AI cloud management, Juniper MX backbone routers, and Juniper SRX firewalls to provide redundant, AIOps-enabled venue networks.
- Background and further details: Stadiums typically run two physically isolated data centers (an IT data center for ticketing/guest services and a media data center for high-bandwidth broadcast); live production can reach 100 Gbps for 8K/16K workflows, and AI-enabled edge systems (AIOps, Media eXchange Layer) are being adopted ahead of the 2026 World Cup across 16 stadiums in Canada, the United States, and Mexico; HPE/Cisco technologies were also noted at venues including Levi’s Stadium, Mercedes-Benz Stadium, and others.
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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.
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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.
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Dell, HPE, and Others Unveil AI Innovations at GTC 2026
Dell announced advances to its Dell AI Factory, including the Dell Data Orchestration Engine and new storage and server roadmaps.
Main announcement:Dell announced the Dell Data Orchestration Engine (no-code/low-code) powered by Dataloop, plus Dell Lightning File System (now available) and Dell Exascale Storage for deployments exceeding 10 petabytes; Dell PowerEdge systems with Nvidia RTX PRO 4500 Blackwell Server Edition are shipping now and the Dell AI Factory with Nvidia Modular Architecture will begin in April 2026. Dell also plans availability timelines: PowerEdge R9822 and M9822 Vera CPU servers in September 2026 and the PowerEdge XE9812 (Vera Rubin NVL72) in the second half of 2026.
Background and other details:HPE announced HPE AI Grid and Private Cloud AI (air-gapped options) with Private Cloud AI scaling up to 128 GPUs, and timeline notes: HPE Vera Rubin NVL72 rack-scale available December 2026 and the HPE Cray Supercomputing GX240 Vega CPU blade in 2027. Storage vendors: NetApp launched NetApp AI Data Engine (AIDE) co-engineered with Nvidia; Everpure extended Evergreen//One to FlashBlade//EXA and announced a Data Stream beta launching later in 2026; VAST Data released pre-built open-source pipelines for Nvidia AI blueprints.
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NVIDIA Debuts Vera CPU to Anchor Next Phase of AI Infrastructure
Nvidia has launched the Vera CPU, a processor designed to serve as the orchestration/control plane for agentic AI, unveiled at GTC 2026.
- Launch details: Vera was unveiled at GTC 2026; built on Nvidia Grace architecture with 88 custom Arm-based “Olympus” cores (each core can run two tasks via Spatial Multithreading), LPDDR5X memory delivering up to 1.2 TB/s bandwidth, and a second-generation Scalable Coherency Fabric; tightly integrated with Rubin GPUs via NVLink-C2C (up to 1.8 TB/s coherent bandwidth) and positioned as the host CPU for HGX Rubin NVL8 systems.
- Scale & ecosystem: Rack-scale Vera systems support up to 256 liquid-cooled CPUs and >22,000 concurrent CPU environments; ecosystem and early adopters named include Meta Platforms, Alibaba, ByteDance, Oracle Cloud Infrastructure, CoreWeave, Nebius Group, Lambda, and OEMs Dell Technologies, HPE, Lenovo, Supermicro; Nvidia and analysts claim lower power than x86 and a design optimized for agentic and reinforcement-learning orchestration.