HPE at Discover 2026: Networking, Utilization, and Hybrid Quantum
At HPE Discover 2026, Data Center Knowledge senior news writer Shane Snider covered Hewlett Packard Enterprise's broader AI infrastructure strategy, including the company's bet on hybrid quantum-supercomputing architectures and a networking-first approach to improving AI performance, alongside an emphasis on infrastructure utilization.
AI Data Centers Squeeze Memory Supply, Coalition Warns
A cross-sector coalition of trade associations warned policymakers that the rapid buildout of AI data centers is straining global memory supply. As deployments scale, memory is increasingly becoming a potential chokepoint alongside GPUs and power availability.
Nvidia Overtakes Rivals in Data Center Ethernet Switching, IDC Says
New data from IDC shows Nvidia has surpassed its competitors in the data center Ethernet switching market, extending its reach beyond AI accelerators. The milestone fits Nvidia's broader end-to-end AI infrastructure strategy, spanning compute, networking, and software.
AWS Launches Graviton5-Powered EC2 Instances for AI and HPC
AWS introduced new EC2 instances powered by its Graviton5 processor, underscoring that CPUs remain essential within modern AI computing stacks. The launch reflects growing industry recognition that top-tier performance depends on balancing GPUs with complementary compute such as CPUs.
Qualcomm Lands Meta CPU Deal, Unveils AI Data Center Platform
Qualcomm's new partnership with Meta and the unveiling of its own AI data center platform mark a significant push by the company into hyperscale infrastructure. The announcement signals broadening competition, as more chipmakers seek roles beyond traditional server CPUs.
Sources
- Data Center Hardware Highlights: July 2026 — Data Center Knowledge