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News and notes on AI, chips, and IT.

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HPE Raises Annual Outlook Amid Demand for AI and Networking… Third-Quarter Cloud & AI Revenue Hits $9 Billion

Hewlett Packard Enterprise (HPE) posted record-high revenue for the third quarter of fiscal year 2026, driven by demand for AI servers and networking equipment. The company also raised its full-year and next-fiscal-year outlook as the effects of its acquisition of Juniper Networks and increased data center investments were reflected simultaneously. Total third-quarter revenue was $12.2 billion, an increase of approximately 34% compared to the same period last year. Revenue in the Cloud & AI segment was $9.0 billion, while the Networking segment generated $2.9 billion.

Sep 3, 20267 min read

Robotics & emerging technology

Uber and Wayve Launch the UK's First Self-Driving Ride-Hailing Service in London

Uber and the British AI company Wayve have launched an autonomous ride-hailing service in London that’s available to the general public. The key point is that the service has moved beyond the stage of test vehicles simply driving on the roads; existing Uber users can now be assigned these vehicles as actual modes of transportation through the app. The service is launching with a small fleet of Ford Mustang Mach-E electric vehicles, each with a trained safety operator on board. Therefore, this phase is not yet fully driverless, with no human passengers on board. Supervised, not autonomous

Sep 3, 20267 min read

Security & privacy

OpenAI Develops Feature to Automatically Shut Down AI Agents When They Exhibit Abnormal Behavior

OpenAI has announced that it is developing an automatic shutdown feature that halts the operation of AI agents when the system detects risky behavior in agents using tools autonomously. This marks a significant shift, as the discussion on safety—which had previously been limited to evaluating model performance—is now moving toward technologies that monitor and halt systems during actual operation. This information came to light through OpenAI’s response to inquiries from U.S. House representatives. Along with the automatic shutdown feature, the company More strictly define the tools agents use and the steps they follow

Sep 3, 20268 min read

Semiconductors & infrastructure

Broadcom Forecasts AI Chip Revenue of $115 Billion in 2027… Expected to Double by 2028

Broadcom has once again significantly raised its long-term outlook for its custom AI accelerators and data center networking businesses. As more companies seek to design their own AI chips, this signals that not only NVIDIA’s general-purpose GPUs but also custom semiconductors and networking equipment are becoming key pillars of AI infrastructure investment. During a conference call following its earnings announcement, Broadcom projected AI semiconductor revenue of approximately $115 billion for fiscal year 2027. Previously, The 1,0 I mentioned

Sep 3, 20267 min read

Industry & policy

EU Court Upholds Microsoft Edge's DMA Exemption… Dismisses Opera's Lawsuit

The General Court of the European Union upheld the European Commission’s decision not to designate Microsoft Edge as a “gatekeeper” service under the Digital Markets Act (DMA). The lawsuit filed by Opera, which sought to have Edge included under the regulation, was dismissed. Although Edge met the quantitative thresholds set by the DMA, the Commission determined that it could not be considered a “significant gateway” through which the company gains access to end users. The court also took into account the rebuttal evidence submitted by Microsoft, There is no fault in the Executive Committee's decision

Sep 2, 20266 min read

Semiconductors & infrastructure

India's Yotta Plans IPO of Up to $1.5 Billion… to Expand GPU and Sovereign Cloud Services

Indian data center company Yotta Data Services is aiming to raise up to $1.5 billion (approximately 2 trillion won) through an initial public offering (IPO) scheduled for January through March 2027. The company announced that it plans to submit draft documents to Indian securities regulators in October. The funds raised will be used to repay debt, purchase GPUs, and expand sovereign cloud infrastructure that keeps data within India’s borders. As demand for AI computing grows rapidly, data center operators are also The massive investment in equipment

Sep 2, 20267 min read