Hewlett Packard Enterprise $HPE reported better-than-expected revenue and earnings for the second quarter, fueled by a surge in demand for servers tailored to artificial intelligence (AI) workloads and growth in its hybrid cloud segment. The company’s results underscore the increasing importance of advanced data center infrastructure in supporting generative AI (GenAI) applications, reflecting a broader industry shift towards AI-driven computing solutions.

The global semiconductor industry remains a focal point of technological progress and geopolitical friction. On Tuesday, the CEO of Taiwan Semiconductor Manufacturing Company $2330.TW emphasized that while U.S. trade policies have increased uncertainty, global demand for artificial intelligence (AI) technologies continues to outpace supply. This statement underscores a persistent imbalance between innovation and regulation, even as governments tighten export controls on advanced chipmaking.