Browsing Tag
Hewlett Packard Enterprise
56 posts
Supermicro (SMCI) lifts quarterly revenue estimate to $19bn as AI server demand surges
Super Micro Computer expects September-quarter revenue to exceed its previous guidance by approximately 27% at the midpoint, while its anticipated gross margin has also improved. The announcement strengthens the company's AI infrastructure growth outlook, but final earnings, customer concentration and cash conversion remain important tests.
AMD’s new Helion AI rack could change data center economics. Why is CPU power back in focus?
Advanced Micro Devices has introduced Helion, an open rack-scale architecture for agentic AI workloads, expanding its infrastructure strategy beyond GPU-intensive artificial intelligence computing.
HPE lands $1.2bn Vultr AI order as Juniper synergies climb to $800m
Hewlett Packard Enterprise has secured its first order for AMD Helios AI Rack systems in a $1.2 billion deal with Vultr while sharply increasing its networking growth forecast and raising expected Juniper Networks cost synergies to $800 million.
HPE lands $1.2bn Vultr AI order as Juniper synergies climb to $800m
Hewlett Packard Enterprise has secured its first order for AMD Helios AI Rack systems in a $1.2 billion deal with Vultr while sharply increasing its networking growth forecast and raising expected Juniper Networks cost synergies to $800 million.
Lenovo Group Q1 revenue jumps 43% to $26.9bn on AI infrastructure demand
Lenovo Group's Q1 revenue jumped 43% to $26.9bn as ISG nearly doubled and AI sales reached $9.3bn, extending momentum against Dell and HP in AI servers.
Rigetti Computing deepens HPE and Pittsburgh Supercomputing Center partnership with NSF-backed TangleLab quantum testbed
Rigetti anchors NSF-funded TangleLab with HPE and PSC, but the 2027 build-out and Cepheus commercial traction will decide the rerating case.
HPE stock gained 3%, but its next test goes beyond the AI server rally
HPE shares joined a broader artificial intelligence infrastructure rally while a U.S. Department of Energy selection strengthened the company’s own supercomputing narrative.
IBM Power S1112 lands as the entry point for on-prem AI inference at IBM i shops
IBM (NYSE: IBM) launches Power S1112 server, Autonomous Operations AI agent and Bob Premium for IBM i one day after the disappointing Q2 update.
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset with 20% bandwidth gain
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset for AI data centers, 20% bandwidth gain. Q2 fiscal 2026 earnings July 27 as memory interface scales.
Penguin Solutions (PENG) delivers Q3 fiscal 2026 double beat, raises FY26 revenue growth to 22% on agentic AI demand as Integrated Memory jumps 111%
Penguin Solutions (PENG) posts Q3 double beat, raises FY26 revenue growth to 22% on agentic AI demand. Shares up 8.5% AH, Integrated Memory jumps 111%.