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  • Intelligence, Nvidia, The Compute Ledger

HPE AI Factory with NVIDIA Adds Vera CPU, Agent Toolkit, and Full Confidential Computing for Production Agentic AI

At HPE Discover Las Vegas (running through June 18), HPE and NVIDIA are expanding the HPE AI Factory portfolio to support the shift from agentic AI pilots to governed, production-scale deployments. The updates center on three pillars: a new CPU…

  • Narracomm
  • June 18, 2026
  • Intelligence, Nvidia, The Compute Ledger

NVIDIA Ecosystem Brings Causal AI, Real-Time Bidding, and Agentic Workflows to Cannes Lions

At Cannes Lions (June 22-26), NVIDIA partners are demonstrating production-ready AI infrastructure purpose-built for the shift from digital-era speed to AI-era autonomous operations in advertising and marketing. The core message from NVIDIA: enterprises no longer debate whether to adopt AI…

  • Narracomm
  • June 18, 2026
  • AWS, Intelligence, The Compute Ledger

Pennymac Expands AWS Strategic Agreement to Deploy Enterprise-Grade AI and Commercialize Plaisse Servicing Platform

Pennymac Financial Services, Inc. (NYSE: PFSI) is expanding its multi-year strategic agreement with Amazon Web Services to accelerate its transformation into an AI-driven mortgage technology leader and commercialize its proprietary mortgage servicing platform, Plaisse. The expanded deal focuses on generative…

  • Narracomm
  • June 18, 2026
  • AWS, Intelligence, The Compute Ledger

Zelis Selects AWS as Preferred Cloud Provider to Accelerate AI-Powered Healthcare Financial Modernization

Zelis, a leading provider of healthcare technology solutions, has named Amazon Web Services its preferred cloud provider to accelerate its cloud-first strategy and deploy agentic and generative AI tools across payments, claims pricing, and member engagement. The collaboration focuses on…

  • Narracomm
  • June 18, 2026
  • AWS, Intelligence, The Compute Ledger

Southwest Airlines Taps AWS as Preferred Cloud Provider, Targets AI- and Agent-Enabled Architecture by 2028

Southwest Airlines has named Amazon Web Services its preferred cloud provider and will transition from a largely on-premises environment to a cloud-based, AI- and agent-enabled architecture on AWS by 2028. The move accelerates modernization of Southwest.com and expands agentic AI…

  • Narracomm
  • June 18, 2026
  • Intelligence, The Compute Ledger

Aehr Test Systems Receives Follow-On FOX-XP Wafer-Level Burn-In Order from Major Silicon Photonics Customer for Hyperscale Data Center Optical Interconnects

Aehr Test Systems (NASDAQ: AEHR) announced on June 17, 2026, that it has received a follow-on production order for a fully automated FOX-XP wafer-level burn-in (WLBI) system from a major customer developing silicon photonics-based transceivers. The system is configured to…

  • Narracomm
  • June 17, 2026
  • Dell'Oro, Intelligence, The Compute Ledger

Dell’Oro: Data Center IT Semiconductor & Component Revenue Surged 116% YoY in Q1

Dell’Oro Group reported that worldwide revenue for Data Center IT Semiconductors and Components serving servers and storage systems rose 116% year-over-year in the first quarter of 2026. The market is now on pace for triple-digit growth across the full year.…

  • Narracomm
  • June 17, 2026
  • Google, Intelligence, The Compute Ledger

Google Launches TPU Developer Hub

Google has officially launched the TPU Developer Hub, a new educational resource positioned as the centralized destination for high-quality, actionable, and up-to-date guidance on Google Cloud TPU infrastructure and its supporting software stack. The hub, announced today on the Google…

  • Narracomm
  • June 17, 2026
  • AMD, Intelligence, Rackspace, The Compute Ledger

AMD and Rackspace Sign Deal for 30 MW Phased AMD AI Compute Deployment

Rackspace Technology and AMD have signed a definitive agreement for the phased deployment of 30 MW of AMD-based AI compute across Rackspace’s global data centers. The deal converts a May 7, 2026 memorandum of understanding into a binding contract and…

  • Narracomm
  • June 16, 2026
  • Cisco, Intelligence, Nvidia, The Compute Ledger

Equinix Expands Cisco + NVIDIA Secure AI Factory Deployment Across Globe

Equinix announced an expanded collaboration with Cisco and NVIDIA to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers. The move aims to give enterprise customers standardized blueprints and automation for AI infrastructure,…

  • Narracomm
  • June 16, 2026
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