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The Next Platform: In-depth coverage of high end computing

Oak Ridge Starts Weaving Together A Quantum, Classical HPC, And AI System Stack Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises Cisco Wins Over AI Customers With Merchant Silicon And Optics With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet Compute And Memory Price Hikes Drive IT Spending Way Higher Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up If You Can Make A Compute Engine, You Can Sell A Compute Engine Cleveland Clinic Simulates Large Proteins With Quantum-Centric Supercomputing Broadcom Helps CPU And XPU Makers Go Vertical With Compute Microsoft Committed To Doubling AI Infrastructure In Two Years Google Is A Full Stack AI Player, And Is Playing Well AWS Will Be An OEM, Just Like Google And Maybe Microsoft New Google Networks Tuned Up For GenAI Inference And Training Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others AI-Driven CPU Shortage Saves Intel’s Financial Cookies The GenAI Battle Shifts From Frontier Models To Agentic Platforms With TPU 8, Google Makes GenAI Systems Much Better, Not Just Bigger Cisco Scales Out Quantum Systems With A Quantum Network Switch The Second Time Will Be The IPO Charm For Cerebras Imagine An Army Of AI Minions Handling Incident Response AI Will Soon Drive A Third Of TSMC’s Business Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time How HPC And AI Digital Twins Accelerate Quantum Error Correction The Embrace Of AI In Design Transforms Cadence And Its Customers Nvidia Brings The Power Of Open Source AI Models To Quantum Computing Building The Imperfect Beast For Enterprises, GPUs Need Virtualization As Much As CPUs Ever Did CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth Rebellions AI Rings Up The Money To Rack Up AI Inference Systems Nvidia Software Pushes MLPerf Inference Benchmarks To New Highs Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion Classiq Says Quantum Is On Its Way, But Patience Is Needed Demonstrating The Scientific Usefulness Of Quantum Systems We Need Servers – Lots Of Servers. . . . Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU Riding The Memory Boom And Trying To Avoid The Bust Data Analytics Helps Make The Mighty Lionesses Roar Driving Down The AI System Roadmap With Nvidia The Open Agentic AI World According To Nvidia Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots IBM Unrolls Blueprint For Quantum-Classical HPC Computing Women Get Data-Driven Health Boost As The FA Tackles Sports Science Four Months Into Its Comeback, Zapata Stakes Its Claim In Quantum Software Eridu Cuts To The AI Networking Chase With High Radix Switch System HPE Works Harder And Smarter To Chase Datacenter Profits We Need A Proper AI Inference Benchmark Test How AI Is Boosting Gender Equality In High Performance Racing Custom Compute Engine Biz Growing More Than Marvell Ever Hoped Broadcom May Become The Biggest Counterbalance To Nvidia Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems With Cisco Outshift, Agentic AI Is Teed Up For the Internet Of Cognition Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching AI Servers Finally Dominate Dell’s Systems Business VAST Data: What Controls The Data Is More Important Than What Stores It So Far, Nobody Turns Tokens Into Money Like Nvidia SambaNova Pits Its Engineering Against Nvidia For Agentic AI Some More Game Theory, This Time On The AMD-Meta Platforms Deal AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 CPU-Only Compute Still Matters To A Lot Of HPC Centers Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Some Game Theory On That Nvidia-Meta Platforms Partnership AI Eats The World, And Most Of Its Flash Storage The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 The Memory Crunch Pinches Cisco’s Profits Only A Few AI Platforms Can Survive The Greatest AI Show On Earth Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Out And Eventually Scale Up Datacenter Spending Forecast Revised Upwards – Yet Again The Twin Engine Strategy That Propels AWS Is Working Well With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear AMD Finally Makes More Money On GPUs Than CPUs In A Quarter Dassault And Nvidia Bring Industrial World Models To Physical AI TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon Robotics Will Break AI infrastructure: Here's What Comes Next Oracle’s Financing Primes The OpenAI Pump Gartner Takes Another Stab At Forecasting AI Spending Microsoft Is More Dependent On OpenAI Than The Converse Big Blue Poised To Peddle Lots Of On Premises GenAI Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket Intel Is Still Struggling In The Datacenter, But It Could Get Better Is Nvidia Assembling The Parts For Its Next Inference Platform? TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI By Decade’s End, AI Will Drive More Than Half Of All Chip Sales Startup Quantum Elements Brings AI, Digital Twins To Quantum Computing D-Wave Makes Gate-Model Power Move With Quantum Circuits Buy Building The Future Of Software In The AI-Native Era Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
HPE’s Datacenter Networking Picture Comes Into Clearer Focus
Jeff Burt · 2026-06-18 · via The Next Platform: In-depth coverage of high end computing

Hewlett Packard Enterprise chief executive officer Antonio Neri took a moment during the bustle of the company’s Discover 2026 show this week in Las Vegas to look back to almost a year ago, when HPE finally closed its $14 billion acquisition of rival network vendor Juniper Networks after a bruising, year-plus long negotiation with the US Justice Department.

A decade before, HPE had bought Aruba Networks, giving it a networking play in branch and campus environments to complement what it offered in the datacenter. However, Neri said that in the years since, with enterprise cloud adoption continuing to expand and the rise of AI, we learned very quickly that the next big opportunity, the next big frontier of innovation – the networking layer of the stack – is going to be the next opportunity.”

The company needed to strengthen its core networking portfolio to keep up with rivals like Cisco Systems and Arista Networks, and Juniper with its lineup of datacenter switches and routers seemed like a good match. The growth in AI inference workloads and the emergence of AI agents made such a deal even more important.

“In my mind, [the Juniper acquisition] was perfectly timed,” he said. “Now we have a complete edge to core to cloud portfolio, perfectly tuned for the AI transition inflection point that we see, and that's similar to the rest of the portfolio, whether it's in cloud, storage, and servers, or whether it is in AI at scale with compute.”

As we noted when the Juniper deal closed, the question became about how the product portfolios would be integrated. The answers began coming relatively quickly. At HPE Discover Barcelona 2025 in December, Rami Rahim, former chief executive officer of Juniper who now is executive vice president, president, and general manager of HPE Networking, said the idea is to use the combination of Mist AI technology inherited from Juniper with the Aruba Central platform to fuel HPE’s strategy of the self-driving network, a plan to embed AI throughout the network fabric – from the cloud to AI datacenters and out to the edge – to create a network that can proactively configure, optimize, and heal itself with little to now human intervention.

At Discover this week, HPE continued the effort with a series of integrations – not only within the networking portfolio, but also between networking and compute – and new products. Mist AI is in the middle of much of the integration. It includes following through on Rahim’s promise to integrate Mist into Aruba Central, and Aruba Center into Mist, a key part of what HPE calls its “cross-pollination” integration strategy to unite the Juniper and Aruba portfolios.

The move will allow the two platforms to share agentic capabilities and hardware and drive consistencies across AI-native operations. Fueling this integration is the Marvis AI engine – another technology from Juniper – that acts as an AI network assistant to help with automated troubleshooting of the network. Marvis Actions is an AI-powered component that pinpoints the cause of network issues and can autonomously resolve the issue.

HPE is making Marvis Actions available for Aruba Central and is integrating its CX switching portfolio with Mist. Later this year, Marvis Actions will also come to Aruba Central. In addition, HPE is adding predictive analytics to Mist so it can proactively predict system failures and prevent network outages, as well as the ability to use an advanced reasoning AI agent for remediation tasks, bringing root case analysis for the datacenter network.

“Think of this as Marvis AI Engine for datacenter operations,” Rahim said. “We're combining telemetry, application flows, operational context, historical knowledge to understand rapidly the root cause and recommend next steps. Problems that once took hours, if not days, to diagnose can now be resolved literally in minutes or even proactively before anybody understands that there is an issue.”

In addition, HPE is integrating Mist Networking Data Center Assurance – a suite of cloud-based AIOps software used to automate, optimize, and secure private cloud and datacenter networks – with both HPE Compute Ops Management and GreenLake. Juniper networking technology also is being integrated into HPE AI Factories.

On the security front, HPE introduced the SASE (Secure Access Service Edge) Orchestrator, bringing together SD-WAN and SSE (Security Service Edge).

New hardware includes the QFX5140 switch for AI inference cluster and AI jobs at the edge – a way of ensuring AI inferencing can be done where the data is:

There is also the new QFX5250 Switch tray for AMD’s “Helios” AI server rack to enhance the performance of AI infrastructure at scale:

Neri added in the meeting with journalists afterward that HPE has a fantastic portfolio and that portfolio is equal or better than Cisco in many ways because we believe our architectures are modern, cloud-native and AI-driven.”

HPE isn’t the only vendor seeing the effect the rise of agentic AI and inference workloads will have on networks. At their Cisco Live 2026 event earlier this month, executives continued to build out its enterprise AI infrastructure stack to deal with emerging technologies like agentic AI and frontier AI models. Like their HPE counterparts, they stressed the foundational nature of networks in the stack and how they need to adapt to the growing agentic and inference workloads.

In an accompanying report about the impact of AI on wide area networks (WANs), Cisco noted that it goes beyond simply increasing traffic, though that is a concern. The report found that agents generate 450 percent more traffic per task than traditional tools do. That said, agents change the traffic itself, moving away from the human-paced video streams that traditional networks were expected to address.

“By 2035, one-quarter of network traffic is projected to be AI inference,” the report’s authors wrote. “These flows don’t behave like the web. They live longer, demand more upstream capacity, and operate at software speed, not human speed. The connectivity between agent logic and AI models effectively becomes the agent’s ‘spinal cord’ – a critical dependency whereby any network degradation directly impairs agent functionality.”

Neri said HPE understands the changes agentic AI and inferencing will bring to networks, and how important those networks are.

“There is always one core element of your infrastructure,” he said from the keynote stage. “With AI, that core element is the network. The performance of your entire architecture depends on it. Every byte, every token, every decision, all of it crosses the network, which is why today we are bringing the HPE Juniper network into our AI data solutions, enabling more efficient, high-performance AI environment. Whether you are a hyperscaler, service provider, or a neocloud, or a larger enterprise, you have more choice in how you connect and secure your largest AI investments.”