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AI Infrastructure

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HPE Raises Outlook as AI Backlog Tops $5 Billion, Shifts to Higher-Margin Orders

Management signals a margin-first approach under tight supply, with cost pressures persisting through 2027.

Red Hat Launches Unified ‘Metal-to-Agent’ AI Platform and Unveils AI 3.3, Deepening NVIDIA Collaboration

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

IIIT-Delhi, Marvell Launch ‘Networks for AI/ML Systems’ to Build Systems-Focused AI Talent

Ark Invest Sees AI Infrastructure Reaching $1.4 Trillion by 2030, Elevating Data‑Center and Cooling Providers

Nvidia’s Vera Rubin Hot-Water Cooling Rattles Data-Center HVAC Stocks

Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

Gorilla Technology Posts Record Q3, Shares Rise on Strong 2026 Outlook

Microsoft Fires Up Fairwater AI Superfactory, Linking Sites Into One Virtual Supercomputer

Nvidia Opens Vera Rubin AI Rack Design, Details Kyber Roadmap for 576‑GPU Systems

Super Micro Slides as 10-K Reiterates Material Weaknesses in Financial Controls

Apple Joins UALink Consortium to Challenge Nvidia's AI Hardware Leadership

Hewlett Packard Enterprise Lands $1 Billion AI Server Deal with Elon Musk's X

OpenAI Clarifies GPT-Next Confusion Amid Speculation on Future AI Models

Intel Unveils Revolutionary Optical Compute Interconnect Chiplet

Sam Altman Advocates for Global AI Infrastructure Expansion