Oracle

NetApp Unveils Novus, AI Data Engine Upgrades to Power Agentic AI

NetApp (NASDAQ: NTAP) introduced Novus, a disaggregated storage architecture for large AI factories and GPU clusters, boasting zettabyte-scale file systems and performance up to 100 TB per second. The company also enhanced its AI Data Engine to activate heterogeneous enterprise data across various storage systems and clouds without migration, offering new metadata capabilities free for six months. Additionally, NetApp expanded its hybrid-cloud management, security, and recovery tools, alongside strengthening partnerships with Oracle Cloud, Google Cloud, and Microsoft Azure to support diverse AI workloads.

NetApp CEO George Kurian: ‘We Are Light Years Ahead Of Everybody Else’ In Cloud, AI

NetApp CEO George Kurian asserts that NetApp is "light years ahead" of competitors in cloud and AI, positioning the company as an intelligent data infrastructure provider rather than just a storage vendor. He highlights NetApp's native integrations with major hyperscalers, new partnerships with Oracle Cloud and SAP, and strategic acquisitions like DataPelago and Peak:AIO to enhance its AI data infrastructure capabilities. Kurian emphasizes the importance of hybrid cloud environments and the role of channel partners in delivering NetApp's advanced solutions to customers.

NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

NetApp (NTAP) stock reached record highs following announcements of expanded strategic partnerships with SAP, Oracle, and Supermicro at its INSIGHT 2026 conference. These collaborations aim to optimize GPU utilization, accelerate analytics, and streamline data management for AI and enterprise cloud deployments. Key initiatives include enhanced storage for SAP Cloud Infrastructure, a new managed storage service within Oracle Cloud Infrastructure, and a technical collaboration with Supermicro to address AI model demands.

NetApp (NASDAQ:NTAP) Sets New 12-Month High - Still a Buy?

NetApp (NASDAQ:NTAP) recently hit a new 52-week high of $209.28, driven by strong quarterly earnings and AI-related growth initiatives, including a partnership with Oracle and new infrastructure products for GPU-intensive workloads. While the company reported impressive EPS and revenue figures that surpassed expectations, concerns arise from the stock trading above the consensus analyst target of $193.86 and recent insider selling by the CEO, leading to a mixed sentiment of "Hold" among analysts.

Is Liberty Global’s (LBTYA) $5B AI Bet the Ultimate Telecom Pivot?

Liberty Global is undergoing a strategic pivot, aggressively divesting mature assets to fund high-conviction venture bets in AI, exemplified by its $875 million investment in Positron AI. While the company faces operational challenges in its legacy telecom business, such as subscriber losses and restructuring risks, its venture strategy aims to leverage AI infrastructure growth. The article explores whether this dual identity—legacy telecom operator and agile AI investor—will ultimately re-rate Liberty Global's valuation.

Hewlett Packard Enterprise Raises AI Networking Outlook, Targets $800M in Juniper Synergies

Hewlett Packard Enterprise (HPE) has increased its AI networking outlook and synergy targets following its acquisition of Juniper Networks. The company now expects $800 million in annual run-rate cost savings by fiscal 2028, up from $600 million, due to faster-than-expected integration. HPE also raised its fiscal 2026 cumulative Networks for AI orders outlook to over $3 billion and projects high-teens to low-20% networking revenue growth in fiscal 2027, driven by strong AI data-center demand, Helios shipments, and an Oracle infrastructure agreement.

Verizon Elects Charles Phillips to its Board of Directors

ServiceNow (NOW) Ties AI Agent Security More Closely to Its Platform

ServiceNow (NYSE:NOW) and Reco have partnered to integrate AI agent security directly into the ServiceNow AI Platform, aiming to provide unified visibility and continuous security coverage for AI agent activity. This collaboration reinforces ServiceNow's strategy to become a central orchestration layer for enterprise AI workflows, rather than just a software vendor. While important, investors should consider this development alongside other company strategies and its valuation based on future cash generation.

Nvidia GPU Demand Is So Extreme, Even Bad Cloud Infrastructure Is Selling, SemiAnalysis Says

Demand for NVIDIA Corp. GPUs is so high that even cloud providers with subpar infrastructure are finding customers willing to pay high prices, according to SemiAnalysis. The report indicates "ridiculous backwardation" in the market, with buyers paying steep premiums for immediate compute access rather than waiting. This extreme demand is also evidenced by companies signing four-year contracts for H100 capacity, suggesting that older Nvidia GPUs will retain significant value.