HPE는 HPE Juniper 네트워크 장비를 도입하여 Oracle의 글로벌 AI 인프라 확대를 지원하기 위해 Oracle과의 협력을 확대한다고 발표했습니다.

HOUSTON, Sept. 4, 2026 — HPE has announced an expanded collaboration with Oracle to scale Oracle’s global AI infrastructure through the deployment of HPE Juniper Networking across its AI data centers. Building on more than a decade of joint engineering efforts between Oracle and Juniper Networks, the partnership encompasses networking support services and financing capabilities.

HPE Juniper Networking routing and switching platforms currently underpin critical components of Oracle Cloud Infrastructure’s (OCI) data center and edge networks, delivering the scale, performance, and availability required for Oracle’s global cloud operations. This foundation grows increasingly vital as OCI scales its AI superclusters. Large GPU clusters impose heavy demands on bandwidth, latency, congestion management, and fault recovery, while Oracle’s regional and edge networks must expand to interconnect these clusters with services, customers, and external networks worldwide.

“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.”

The expanded collaboration provides for a potential multi-year deployment of HPE Juniper Networking PTX and MX routing platforms, alongside QFX and EX switching platforms, across Oracle’s global data centers, accompanied by multi-year networking support services. Currently, MX and PTX routers handle segments of OCI’s edge network, while QFX switches operate across 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 essential 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 optimized for its specific needs.

“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 its AI infrastructure scales, Oracle and HPE are also collaborating on intelligent telemetry solutions that deliver deeper visibility into device and fabric behavior. Early detection of queue buildup, packet loss, traffic imbalances, and component degradation enables OCI to resolve issues more rapidly, minimizing their impact on GPU utilization and 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 agreement, HPE has issued Oracle warrants to purchase shares of HPE common stock.

About HPE

HPE (NYSE: HPE) is a leader in essential enterprise technology, combining 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 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 .