📢 𝗝𝗨𝗦𝗧 𝗜𝗡: HPE and Oracle Expand Partnership to Scale Global AI Data Center Infrastructure - $Hewlett Packard Enterprise(HPE.US) $Oracle(ORCL.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗛𝗣𝗘 and 𝗢𝗿𝗮𝗰𝗹𝗲 expand collaboration for global AI infrastructure.

➤ Oracle plans multi-year deployment of 𝗛𝗣𝗘 𝗝𝘂𝗻𝗶𝗽𝗲𝗿 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴.

➤ Deployment will span 𝗢𝗿𝗮𝗰𝗹𝗲 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀 globally.

➤ Agreement covers 𝗣𝗧𝗫, 𝗠𝗫, 𝗤𝗙𝗫 and 𝗘𝗫 networking platforms.

➤ Latest QFX switches will support large 𝗥𝗼𝗖𝗘𝘃𝟮 AI backend networks.

➤ Technology targets higher bandwidth, lower latency and advanced congestion management.

➤ Collaboration includes multi-year 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 services and financing capabilities.

➤ Companies are developing intelligent telemetry for deeper 𝗔𝗜 𝗳𝗮𝗯𝗿𝗶𝗰 visibility.

➤ Enhanced monitoring aims to improve 𝗚𝗣𝗨 utilization and network availability.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands HPE's exposure to one of the industry's largest 𝗔𝗜 𝗯𝘂𝗶𝗹𝗱𝗼𝘂𝘁𝘀.

➤ Strengthens Oracle's networking foundation as 𝗢𝗖𝗜 𝗔𝗜 𝘀𝘂𝗽𝗲𝗿𝗰𝗹𝘂𝘀𝘁𝗲𝗿𝘀 scale.

➤ Highlights networking as a critical bottleneck for increasingly large GPU clusters.

➤ Multi-year deployment could create sustained demand for 𝗛𝗣𝗘 networking products and services.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗥𝗮𝗺𝗶 𝗥𝗮𝗵𝗶𝗺, Executive Vice President, President and General Manager, Networking, HPE:

“Oracle is building AI infrastructure at extraordinary scale, and HPE is uniquely positioned to support OCI with one of the industry’s most comprehensive networking portfolios for AI data centers. Together, we are advancing a high-performance networking architecture that helps Oracle address the traffic management, power, space, and operational requirements of increasingly large AI environments.”

𝗠𝗮𝗵𝗲𝘀𝗵 𝗧𝗵𝗶𝗮𝗴𝗮𝗿𝗮𝗷𝗮𝗻, Executive Vice President, Oracle Cloud Infrastructure:

“Building AI infrastructure at Oracle’s scale requires an integrated ecosystem where every layer of the stack works together. HPE Juniper Networking has been an important part of our cloud architecture and now plays a key role in our AI clusters, regional data centers, and edge networks with the scale, performance, and reliability our customers expect.”

𝗣𝗿𝗮𝘃𝗲𝗲𝗻 𝗝𝗮𝗶𝗻, Senior Vice President and General Manager, Data Center and AI Networking, HPE:

“Every microsecond matters to AI models and agents. Through high-performance networking and our work with Oracle on deeper fabric visibility, we are helping OCI detect bottlenecks faster, maintain network availability, and improve the efficiency of AI infrastructure.”