HPE

Recent news

• Sep 4, 2026

  AI data boom gives tape storage a new lease on life

  Network World has published commentary on LTO tape storage demand, citing 2025 shipment data and a 2026 first-quarter surge.

  • LTO says the industry shipped 160.3 exabytes of compressed tape capacity in 2025, down 9% from 176.5 exabytes in 2024, while Q1 2026 shipments rose 57% year over year.
  • The article attributes the rebound to AI-generated data growth, archival storage demand, and offline backups; it also explains tape’s low power use, high capacity, and air-gap security benefits.
  • This is a commentary article, not a first-time product or company announcement, although it quotes Hugues Meyrath, CEO of Quantum, on the strategic role of tape in data infrastructure.
• Sep 4, 2026

  When analyst benchmarks miss the mark: Why Nvidia doesn’t fit Forrester’s data center matrix

  Zeus Kerravala argues that Forrester’s latest Data Center Networking Solutions Wave misjudges Nvidia by applying a legacy enterprise framework to modern AI networking.

  • Kerravala says Forrester gave Nvidia a 1 out of 5 for vision and only 2% weight to AI infrastructure support, even though Nvidia scored 5.0 in the AI Infrastructure category.
  • He says Nvidia’s networking business is built around high-throughput AI fabrics, including Ethernet for AI, scale-across topologies, co-packaged optics, and integrated DPUs; he also notes Nvidia’s networking run rate is more than $11 billion.
  • This is an opinion/commentary article, not a company announcement. It references the Forrester Wave for Data Center Networking Solutions Q3 2026 and discusses how buyers should use more specialized evaluation frameworks for AI and high-performance compute.
• 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 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 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 29, 2026

  A 13-year-old flaw is exposing tens of thousands of data center management systems

  Lava has warned that tens of thousands of internet-exposed Baseboard Management Controllers (BMCs) in enterprise and data center servers remain vulnerable to a 13-year-old IPMI flaw. - Lava’s researchers found 36,872 BMCs reachable from the public internet, with 66% (24,650) exposing authentication hashes and over 30% tied to reused, factory-set, or predictable passwords.

  • The article says Supermicro and HPE servers were among the most impacted; Lava reported the findings to affected parties and Supermicro, which said it would review default password policy improvements, and Lava says Supermicro has since fixed the exposure.
• 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.
• Jul 15, 2026

  Quantum Meets the Data Center: Hybrid Systems Take Off

  The article explains a shift in quantum computing toward hybrid quantum-classical infrastructure and cites policy support, vendor roadmaps, and conference remarks rather than a single standalone company announcement.

  • The U.S. Department of Commerce announced more than $2 billion in incentives in May 2026 to accelerate quantum commercialization, including quantum manufacturing and utility-scale, fault-tolerant systems; the White House followed with a June 2026 Executive Order on the Next Frontier of Quantum Innovation.
  • The piece also cites vendor and industry developments: IBM outlined quantum-centric supercomputing in March 2026; Nvidia launched NVQLink at GTC 2026; HPE said in June 2026 it is working with multiple partners on hybrid quantum configurations; and AMD said it is working with OQC and JPMorgan Chase on quantum, AI, and HPC workloads.
• Jul 14, 2026

  US Air Force Research Lab to relocate TI-19 supercomputer from Ohio to Mississippi

  The US Department of Defense’s High Performance Computing Modernization Program (HPCMP) plans to relocate the TI-19 supercomputer from Wright-Patterson Air Force Base in Ohio to the Engineer Research and Development Center (ERDC) facility in Vicksburg, Mississippi.

  • Single-source notice says Hewlett Packard Enterprise will receive the relocation contract because it is the manufacturer of TI-19 and has the only access to the proprietary physical and logical interconnections needed to disassemble and reassemble the system.
  • A referenced 2016 presentation lists TI-19 as an FY21 system with 47 petaflops on a Cray EX architecture; the article notes the system was originally expected to run until 2024 and that Wright-Patterson recently unveiled the $20m Flyer supercomputer with 14 petaflops.
• Jul 13, 2026

  Data Center Hardware Highlights: July 2026

  Data Center Knowledge published a roundup of its most-read hardware coverage from June 2026, summarizing industry developments in AI infrastructure rather than announcing a single new project.

  • The article highlights HPE, Nvidia, IBM, AWS, QumulusAI, and Qualcomm as the main companies shaping a more systems-focused AI stack, with emphasis on networking, memory supply, CPU strategy, orchestration software, and chip design.
  • It references specific developments including Nvidia overtaking rivals in data center Ethernet switching per IDC, AWS launching Graviton5-powered EC2 instances, QumulusAI’s $124 million deal, and Qualcomm’s Meta CPU deal; the piece is a recap/commentary article and not a primary company announcement.
• Jul 10, 2026

  FLOPS vs Megawatts: Who’s Winning in 2026 Supercomputing?

  The article provides analysis and commentary on 2026 supercomputing buildouts, contrasting public exascale systems with hyperscaler AI campuses. It is not a first-time announcement by one entity, but a roundup of recent developments and milestones.

  • The piece compares public TOP500 systems and private hyperscaler AI campuses, highlighting that private builds are measured in hundreds of megawatts to gigawatts rather than HPL scores.
  • It cites several recent milestones, including Microsoft’s Wisconsin Fairwater campus, xAI’s Colossus 2, OpenAI and Oracle’s Stargate, and Meta’s Prometheus nuclear power agreements.
  • It also notes Alice Recoque installation in France under a €354.8 million EuroHPC JU contract with Eviden and mentions the next TOP500 list at SC26 in November.
• Jul 9, 2026

  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.
• Jun 22, 2026

  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.
• Jun 16, 2026

  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.