Oracle
Oracle Cloud Infrastructure (OCI): cloud and AI data center capacity, with large RDMA-based GPU cluster networks.
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OpenTelemetry Collector v0.161.0 Released with K8s Attributes Processor v1 and Oracle Enhanced Telemetry
OpenTelemetry Collector v0.161.0 shipped on September 16, updating core collector components and advancing the k8sattributesprocessor to v1. Oracle DB receiver now captures enhanced SQL query plan details with runtime execution statistics from V$SQL_PLAN_STATISTICS_ALL. Changes maintain backward compatibility while expanding observability signal richness.
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Oracle Plans HPE Juniper Rollout Across Global AI Data Centers
Oracle plans to extend HPE Juniper networking across its global AI data centers as OCI superclusters scale. The multiyear deployment covers routing, switching equipment, support services and financing. HPE raised its fiscal 2026 revenue growth forecast to 34%-37% after record quarterly sales driven by AI servers and networking demand.
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HPE and Oracle deepen networking collaboration to accelerate gigawatt-scale AI infrastructure
HPE announced an expanded collaboration with Oracle to deploy HPE Juniper Networking across Oracle's AI data centers. The partnership builds on over a decade of engineering work and includes networking support services, with Juniper platforms providing scale, performance, and availability for Oracle Cloud Infrastructure's global AI superclusters.
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Hot Interconnects 2026: AI Networking Converges Around Scale Up, Scale Out and Scale Across
Hot Interconnects 2026 highlighted convergence of Scale Up, Scale Out and Scale Across networking for AI infrastructure, with over 1,500 registrations and 1,000+ live attendees examining whether these three architectural domains are blurring together as AI workloads distribute across racks, campuses and data centers.
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AMD Advancing AI 2026: Venice Zen 6 EPYC CPUs and Helios Rack-Scale AI System Launch
AMD's Advancing AI 2026 opened with the commercial debut of EPYC "Venice," the first x86 server processor to enter volume production on TSMC's 2-nanometer process node, alongside the Instinct MI450-series GPU accelerators and the Helios rack-scale AI system. The EPYC 9006 "Venice" family offers CPU core counts of up to 96-core/192-thread on chips with "Zen 6" cores, and up to 256-core/512-thread on chips with compacted "Zen 6c" cores. For infrastructure teams evaluating multi-socket fabric deployments, AMD now has a complete current-generation AI stack on the market backed by commitments from Meta, Microsoft, Oracle, and OpenAI.
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Arista Networks Q2 2026 Earnings Alert: Deferred Revenue Jumps $643M as 7060XE7 Supply Ramps
Arista reported $2.71B Q1 revenue (35.1% YoY growth) with the 1.6Tbps 7060XE7 platform now in commercial deployment at Meta, Microsoft, and Oracle, but deferred revenue jumped $643M to $3.63B due to wafer fab shortages and extended lead times beyond 52 weeks. KeyBanc, Bank of America, and Morgan Stanley all raised price targets to $200, citing strong AI networking demand despite supply constraints.
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AI Infrastructure Reckoning: Treasury Identifies AI as Systemic Risk; Semiconductor Supply Chain Tensions Escalate
Career Treasury analysts concluded the AI boom is too entrenched to unwind quietly and a downturn would ripple through stocks, private credit, data-center debt and utilities. The ECB gave every significant European bank until October 31 to prove it can take an AI-powered punch, and the UK put AWS, Google Cloud, Microsoft and Oracle under supervision reserved for firms that can break the financial system. Section 232 investigations into semiconductors and critical minerals are expected to reach critical junctures in July 2026, with findings that could trigger new tariffs, import restrictions or domestic content requirements.
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Broadcom showcases industry-leading AI infrastructure solutions at OFC 2026
Broadcom announced expanded AI infrastructure solutions at OFC 2026, including volume shipments of Tomahawk 6 (102.4 Tbps), third-generation co-packaged optics (CPO), 400G/lane optical DSP, and leadership in the Optical Compute Interconnect (OCI) standard. The company demonstrated an end-to-end portfolio spanning scale-up, scale-out, and scale-across networking for gigawatt-scale AI clusters.
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Arista Networks Launches 7060XE7 Series: 1.6Tbps AI Networking Platform for Rack-Scale Deployments
Arista announced the 7060XE7 Series, a 1.6Tbps networking platform designed for rack-scale AI infrastructure. The platform is already deployed at Meta, Microsoft, and Oracle, delivering significant improvements in AI cluster networking density and performance. This represents a critical shift in AI fabric architecture from scale-out to integrated rack-scale design.
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Oracle Fusion Cloud SCM Launches Four Agentic Applications + AI Agent Studio for Autonomous Supply-Chain Workflows
Oracle announced four new Fusion Agentic Applications (Inventory Planning Command Center, Supplier Qualification Workspace, Production Readiness Workspace, Kanban Administrative Workspace) and an AI Agent Studio to build, connect, and run reusable agents inside Oracle Fusion Cloud SCM. The apps autonomously progress routine supply-chain work inside existing enterprise controls, enabling procurement and manufacturing teams to automate recurring decisions without rebuilding core systems.