HPE

At GTC Berlin, Nvidia launched OpenShell: Vera Rubin NVL72 + BlueField-4 + Sentry to isolate and kill misbehaving AI agents in milliseconds. Dell, Cisco, HPE, Lenovo and Supermicro are building to it. Agent runtime is becoming a rack SKU.…

$SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after raising its fiscal first quarter…

Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026-28E. $DELL $HPE $NVDA $AMD $GOOGL…

Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The percentage of CIOs pulling planned 2027…

$SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago…

$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said…

The agent safety conversation just moved from the prompt to the silicon. NVIDIA shipped the Open Agent Safety Platform this week with over 100 partners, and the mechanism is the interesting part. OpenShell is a secure runtime that sets…

Goldman Sachs: Server Market Overall Server Market Projections > Market Expansion: The overall global data center server market is expected to grow to $1.5 trillion by 2030, driven by a 5-year CAGR of 39%. > AI vs. Traditional Growth: AI…

Morgan Stanley: By 2027, AI server MLCC demand will likely reach ~$1 billion, meaningfully above our previous forecast of ~$550 million by 2030. $NVDA $DELL $AMD $GOOGL $HPE

日立システムズとHPE、コンテナ型DCをモデル化-https://t.co/GyCvPlA1Yv 日立システムズとHPEはコンテナ型データセンター事業で協業を強化。標準構成の採用で導入期間を最短6か月に短縮し、AI向けGPU環境の導入・運用を支援する。 https://t.co/GJEcqnhw23

Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO…

Goldman Sachs is estimating global server revenue to reach ~$1.1 trillion in 2028, with majority of the revenue coming from NVL72 racks. $NVDA $DELL $HPE $SMCI https://t.co/pGooFvAVd4