| Mobile Web

Search results for Hewlett Packard Enterprise

AI & Enterprise

Can they keep building? Data centre stocks on edge as AI slowdown talk grows

Concerns that AI model development could slow are shaking shares of companies that had ridden expectations for a U.S. data centre expansion. Wall Street is reassessing whether the investment boom driven by Anthropic and OpenAI can continue, after Anthropic CEO Dario Amodei proposed slowing frontier-model development. AI infrastructure stocks fell, including GE Vernova, Caterpillar, Vertiv and Oracle. Investors are also watching funding conditions, as hyperscalers return to bond markets and borrowing costs may rise.

AI & Enterprise

National supercomputer No. 6 to begin operation in December, researchers sought

South Korea\'s Ministry of Science and ICT is seeking researchers from industry, academia and research institutes ahead of the official launch of national supercomputer No. 6 in December. The ministry and KISTI will run a user call under a 2026 support programme from Sept. 9. Resources will be allocated across national strategy, R&D innovation and industrial innovation programmes. Applications for official service open on Sept. 28, with a pilot service planned from late October.

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.