Friday, September 11, 2026
AI 인프라 · 뉴스 & 분석
컴퓨트·클라우드리포트
컴퓨트·클라우드 · 리포트

HPE와 Oracle는 기가와트 규모 AI 인프라 구축을 지원하기 위해 네트워킹 협력을 확대한다.

HPE 하드웨어와 오라클 클라우드 네트워킹 간의 통합 강화는 랙 단위 효율성을 높이고 대규모 분산 AI 클러스터의 병목 현상을 줄일 것입니다.
통신사Slicast · September 3, 2026 · 미국 · 출처: rutlandherald.com
중요도 65

Hewlett Packard Enterprise (NYSE: HPE) today announced an expanded collaboration with Oracle to accelerate the scaling of Oracle’s global artificial intelligence infrastructure through the deployment of HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. This partnership builds on more than a decade of joint engineering efforts between Oracle and Juniper Networks and encompasses dedicated networking support services alongside tailored financing capabilities.

Currently, HPE Juniper Networking routing and switching platforms underpin critical components of OCI’s data center and edge networks, delivering the scale, performance, and availability essential for Oracle’s worldwide cloud operations. This foundational architecture is becoming increasingly vital as OCI scales its AI superclusters. Massive GPU clusters impose stringent demands on bandwidth, latency, congestion management, and fault recovery, while Oracle’s regional and edge networks must expand to seamlessly connect these clusters with enterprise services, end users, and external networks globally.

“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,” said Rami Rahim, executive vice president, president and general manager, Networking, HPE. “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.”

Under the expanded agreement, Oracle will undertake a potential multi-year deployment of HPE Juniper Networking PTX and MX routing platforms, alongside QFX and EX switching platforms, across its global data centers, supported by long-term networking services. Today, MX and PTX routers already manage segments of OCI’s edge network, while QFX switches operate multiple layers of the regional data center fabric. The newest QFX switches will deliver the high-density connectivity, dynamic load balancing, and advanced congestion management necessary for large-scale RoCEv2 (RDMA over Converged Ethernet version 2) AI backend networks. Maintaining a unified HPE Juniper Networking foundation across these domains streamlines engineering and operations while allowing each environment to be precisely optimized for its unique workload requirements.

“Building AI infrastructure at Oracle’s scale requires an integrated ecosystem where every layer of the stack works together,” said Mahesh Thiagarajan, executive vice president, Oracle Cloud Infrastructure. “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.”

To sustain high performance and resiliency as OCI’s AI infrastructure grows, Oracle and HPE are also developing intelligent telemetry solutions that provide deeper visibility into device and fabric behavior. By enabling earlier detection of queue buildup, packet loss, traffic imbalances, and component degradation, this enhanced monitoring allows OCI to resolve issues more rapidly and minimize disruptions to GPU utilization and overall network availability.

“Every microsecond matters to AI models and agents,” said Praveen Jain, senior vice president and general manager, data center and AI networking, HPE. “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.”

As part of the commercial terms, HPE has issued Oracle warrants to purchase shares of HPE common stock.

Hewlett Packard Enterprise (NYSE: HPE) is a leader in essential enterprise technology, bringing together the power of AI, cloud, and networking to help organizations achieve more. As pioneers of possibility, our innovation and expertise advance the way people live and work. We empower our customers across industries to optimize operational performance, transform data into foresight, and maximize their impact. Unlock your boldest ambitions with HPE. Discover more at www.hpe.com.

Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve risks, uncertainties, and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of Hewlett Packard Enterprise Company and its consolidated subsidiaries (“Hewlett Packard Enterprise”) may differ materially from those expressed or implied by such forward-looking statements and assumptions. The words “believe”, “expect”, “anticipate”, “guide”, “optimistic”, “intend”, “aim”, “will”, “estimates”, “may”, “likely”, “could”, “should” and similar expressions are intended to identify such forward-looking statements. All statements other than statements of historical fact are statements that could be deemed forward-looking statements, including but not limited to any statements regarding any projections, estimations, or expectations of orders and their sizes, revenue (including annualized revenue run-rate), margins, expenses, investments, or performance of Hewlett Packard Enterprise’s offerings; any statements of the plans, strategies, and objectives of management for the future of the aforementioned collaboration; any statements concerning the expected development, performance, or competitive performance relating to Hewlett Packard Enterprise’s products or services; any statements concerning technological and market trends, the pace of technological innovation, and adoption of new technologies; any statements regarding current or future macroeconomic trends or events and the impacts of those trends and events on Hewlett Packard Enterprise or the third-parties with whom we do business; any statements of expectation or belief, including those relating to future operational and financial performance of Hewlett Packard Enterprise; and any statements of assumptions underlying any of the foregoing.

Risks, uncertainties, and assumptions include the need to address the many challenges facing Hewlett Packard Enterprise’s businesses; the competitive pressures faced by Hewlett Packard Enterprise’s businesses; risks associated with executing Hewlett Packard Enterprise’s strategy; the impact of macroeconomic and geopolitical trends and events; the need to effectively manage third-party suppliers and distribute Hewlett Packard Enterprise's products and services; the protection of Hewlett Packard Enterprise's intellectual property assets, including intellectual property licensed from third parties and intellectual property shared with its former parent; risks associated with Hewlett Packard Enterprise's international operations (including from geopolitical events and macroeconomic uncertainties); the development of and transition to new products and services and the enhancement of existing products and services to meet customer needs and respond to emerging technological trends; the execution and performance of contracts, including the aforementioned collaboration, by Hewlett Packard Enterprise and its suppliers, customers, clients, and partners, including any impact thereon resulting from macroeconomic or geopolitical events, including inflation and rising commodity costs; the hiring and retention of key employees; the impact of changes to privacy, cybersecurity, environmental, global trade, and other governmental regulations; changes in our product or intellectual property portfolio; the judgments required in connection with determining certain financial metrics; allowances for recovery of receivables and warranty obligations; and other risks that are described in Hewlett Packard Enterprise’s Annual Report on Form 10-K for the fiscal year ended October 31, 2025, subsequent Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, and in other filings made by Hewlett Packard Enterprise from time to time with the Securities and Exchange Commission.

As in prior periods, the information set forth in this press release reflects statements based on information available at this time. While Hewlett Packard Enterprise believes these statements to be reasonable, results could differ materially from the statements above. Hewlett Packard Enterprise assumes no obligation and does not intend to update these forward-looking statements, except as required by applicable law.

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