HPE

Recent news

• Oct 1, 2026

  HPE’s Rahim: Pace of change in the data center is ‘extraordinary’

  HPE has announced updated long-term networking and AI infrastructure targets at its annual Networking Investor Day.

  • The company said it expects cumulative AI network orders for fiscal 2026 to top $3 billion, raised its fiscal 2027 networking revenue outlook to high-teens to low-20s growth, and projected data center networking revenue to grow at about 50% CAGR through fiscal 2029.
  • HPE also said it won a $1.2 billion AMD Helios order from Vultr, and highlighted its integrated AMD Helios package, which combines Juniper/HPE networking, Broadcom Tomahawk 6 silicon, and UALoE for scale-up Ethernet networking; HPE said the Helios networking opportunity could exceed $1 billion over the next two years with $200 million+ in trade orders already received.
• Oct 1, 2026

  Memory squeeze set to tighten through 2028, Micron says

  Micron Technology has warned that the memory shortage will remain tight through 2027 and 2028, with supply-demand conditions expected to worsen further.

  • CEO Sanjay Mehrotra said in prepared remarks for the fiscal fourth-quarter earnings call that memory and storage supply-demand conditions will be much tighter in calendar 2027 and 2028 than in 2026, and that Micron has no line of sight to when supply and demand will rebalance.
  • CFO Mark Murphy said inventory and supply remain extremely tight; Micron said it has already committed more than 75% of its 2027 output, while pricing for DRAM and NAND has continued rising, and industry analysts expect further increases in 2027 and 2028.
  • The article is a news report/commentary drawing on Micron’s earnings-call remarks and analyst forecasts, not a new standalone product or project announcement.
• 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.