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AI & Enterprise

Super Micro shares jump 15 percent on $60 billion in new AI server orders, margin upgrade

Super Micro Computer shares surged 15 percent after the company released a preliminary update projecting sharply higher gross margin for fiscal 2026 fourth quarter and reporting record new orders. It forecast gross margin and adjusted gross margin of 15 to 17 percent, above its prior outlook. The company kept its revenue view but said it secured more than $60 billion in new orders in the quarter, with the backlog at a record as of June 30.

AI & Enterprise

AI investment spurs growth in servers, PCs and memory, lifting enterprise hardware market

The spread of artificial intelligence is emerging as a new growth driver across the enterprise hardware market, as companies and cloud providers race to build AI infrastructure. Demand for AI servers is lifting results at major IT firms, while storage vendors and PC makers also benefit. Memory makers gain from surging needs for high-bandwidth memory used in AI servers. Concerns that AI would hurt software firms appear limited, as many reposition AI as a growth engine.

AI & Enterprise

HPE expands hybrid cloud for AI workloads with unified management of VMs and Kubernetes

Hewlett Packard Enterprise announced private cloud, storage and cyber resilience offerings aimed at supporting AI workloads. The fourth-generation HPE Private Cloud uses HPE Morpheus software to manage virtual machines and Kubernetes containers through a single interface. It adds support for the latest HPE ProLiant Compute Gen12 servers and integrates Veeam backup and recovery software and the HPE Zerto disaster recovery platform. HPE also added file storage support to its Alletra Storage MP X10000 platform and updated Zerto Software 10.9.