Mitch Wagner

HPE said Aruba Central and Mist will remain separate platforms, with Mist for cloud and Aruba Central | HPE said Aruba Central and Mist will never merge. Instead, the platforms will share AI engines and hardware as HPE fights Cisco for campus share.

HPE's self-driving network detects and fixes 70-80% of potential issues on its own, said networking ch | HPE networking chief Rami Rahim said the network resolves most issues autonomously, but security and compliance changes still need humans.

HPE won a $1.2B order from Vultr for AMD Helios racks with six Juniper scale-up switch trays each

Apelogic CEO Boris Renski compares today's crowded AI agent governance market to cloud infrastructure | Everyone agrees AI agents need guardrails. No one agrees whose. Apelogic's Boris Renski sees cloud history repeating itself.

Ericsson laid out a road map for operators to build AI businesses on 5G before 6G arrives

Orange Business shifted sensitive AI work to open-weight models it runs itself, with sovereignty outwe | Sovereignty concerns are motivating Orange Business to move sensitive AI workloads onto open-weight models it runs itself.

Digital Realty is widening hiring to bring in master electricians, HVAC techs and people with no tech | As AI data center construction outpaces the supply of electricians and technicians, operators are getting creative to fill the gap.

Graphiant CEO Ali Shaikh said carriers are moving fast to take advantage of AI, defying their history | Carriers have a reputation for caution, but Graphiant CEO Ali Shaikh said AI has pushed them to move fast over the past year.

Lightyear launched an agentic AI service that automate telecom quoting and installation for enterprise | Lightyear's AI agents automate quoting and installing enterprise network services.

Grokstream's founders built the AIOps vendor on machine learning after finding rules-based expert syst | Grokstream CEO Casey Kindiger says machine learning, not rules, tames CSP operational complexity.

Palo Alto Networks built NOVA, an agentic AI research system, that found 14,090 unreported vulnerabili | After its AI found 14,090 unreported open-source flaws, Palo Alto is shipping firewall software that protects before a patch exists.

Many neoclouds split GPU orders between Nvidia and AMD at rough parity, VAST Data's John Mao said

AI infrastructure growth is increasingly constrained by skilled labor, according to executives at Schn | AI data center boom exposes labor crunch

The White House accused Moonshot AI of covertly distilling Anthropic's Fable 5 to build Kimi K3, its 2 | Washington accused China's Moonshot of IP theft, Nvidia rallied 77 companies behind open-weight AI and Anthropic denied seeking a ban. Here's a rundown.

Open models win where data control, cost and vendor leverage matter most, according to executives from | Open-weight AI models give enterprises data control, lower costs and leverage over frontier labs — but Chinese models carry regulatory risk.

AMD launches Helios racks, Instinct MI400 series GPUs and 6th Gen EPYC "Venice" CPUs as one integrated | AMD launched Helios racks, MI400 GPUs and 6th Gen EPYC CPUs, with Anthropic, OpenAI and Meta detailing deployments from the keynote stage.

AT&T launches OTel 2.0, a more advanced family of open source telecom AI models trained on AMD har | AT&T launches OTel 2.0 open source telco AI models trained on AMD silicon, as the carrier's AI usage passes 1 trillion tokens per month.

AMD launches Helios, a 72-GPU rack built on UALink over Ethernet, Pensando DPUs and AI NICs rather tha | AMD launches its Helios AI rack on open Ethernet networking, claiming 30% better token economics than Nvidia as gigawatt customer deals mount.

Schneider Electric and AMD released their first co-engineered reference design for deploying Helios ra | Schneider Electric and AMD released a prevalidated blueprint for deploying AMD's new Helios AI racks, easing the path to AI factory buildouts.

Arista is the No. | Arista leveraged the AI buildout to take the No. 1 spot from Cisco in data center switching. Now it's facing off against the Nvidia AI colossus.