HPE reports Q1 revenue up 18% YoY to $9.3B, vs. $9.37B est., Cloud and AI revenue down 2.7% YoY to $6.3B but reports an AI server backlog of $5B
HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% YoY to $4.5B, and forecasts Q1 revenue below est.
Juby Babu / Reuters :
Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night
vendor-neutral suite runs nightly and tracks performance changes over time Tae Kim / Barron's Online : Nvidia Touts Software Advantage in Beating Rivals Like AMD Dion Harris / NVIDIA : NVIDIA Blackwel...
Sources: the US DOJ fired two of its most senior antitrust enforcers after disagreements related to defusing its lawsuit against HPE over its $14B Juniper deal
Dismissals come after disagreements over settling case against HPE, which hired allies of President Trump
A London judge rules that HPE lost ~£730M after acquiring Mike Lynch's Autonomy, after a 2022 fraud finding against Lynch, who died in 2024; HPE was seeking $4B
Hewlett Packard Enterprise Co. lost around £730 million ($985 million) after it bought Mike Lynch's firm Autonomy Corp. …
HPE unveils several business changes, including forming a strategy committee and appointing a new board member, as it agrees to work with Elliott to boost value
or end with a breakup of the company David Marino-Nachison / Yahoo Finance : HPE Seeks ‘Additional Value Creation’ After Pact With Activist Investor Elliott Hewlett Packard Enterprise Co / StockTitan ...
Datadog is joining the S&P 500, replacing Juniper Networks after HPE completed its $13.4B Juniper acquisition, before trading begins on July 9; DDOG jumps 10%+
Datadog Inc (NASDAQ:DDOG) is set to join the S&P 500 index effective … Sarah Fielding / Fast Company : Datadog is joining the S&P 500. Here's what that means and why it matters PR Newswire : Datadog S...
The DOJ settles its lawsuit challenging HPE's $14B acquisition of Juniper; HPE must divest Instant On and license the source code for Juniper's Mist AI software
The U.S. Department of Justice has settled its lawsuit challenging server maker Hewlett Packard Enterprise's (HPE.N) …
The Ultra Ethernet Consortium, whose members include AMD, Cisco, HPE, and Intel, publishes its 1.0 specification for enhancing Ethernet standards for AI and HPC
Pensando Pollara provides up to 400 Gbps performance Tanj Bennett / SemiAnalysis : The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE Ultra Ethernet Consortium : Ultra...