HPE and Oracle Expand Cloud Networking Push for Global AI Data Centers

Hewlett Packard Enterprise (HPE) and Oracle are expanding their long-running collaboration as Oracle plans a multi-year global deployment of HPE Juniper Networking across its AI data centers. The agreement brings networking infrastructure deeper into Oracle’s cloud and data-center expansion as demand for AI computing continues to grow.

HPE networking moves deeper into Oracle’s cloud infrastructure

The expanded collaboration builds on more than a decade of engineering work between Oracle and Juniper Networks, which became part of HPE in 2025. HPE Juniper Networking equipment is already used across parts of Oracle Cloud Infrastructure (OCI), including data-center and edge networks. Under the new agreement, Oracle plans to deploy HPE’s PTX and MX routing platforms alongside QFX and EX switching platforms across its global infrastructure. The systems are designed to handle traffic between different layers of Oracle’s cloud and AI environments, from regional data centers to large AI clusters and edge locations.

For cloud operators, the network connecting servers and AI accelerators is becoming just as important as the computing hardware itself. Large AI workloads move enormous volumes of data between systems, making network capacity, reliability and visibility critical to keeping those workloads running efficiently.

Intelligent monitoring for AI data centers

The collaboration also includes intelligent telemetry capabilities intended to give Oracle greater visibility into network performance. The technology can help identify problems such as packet loss and traffic imbalances, allowing network teams to spot issues across large infrastructure deployments. HPE is also providing networking services and financing options as part of the expanded arrangement. Oracle’s deployment is expected to cover multiple layers of its infrastructure rather than being limited to individual AI clusters. The announcement comes as Oracle continues to expand its cloud infrastructure to support growing demand for AI services. HPE reported that its networking business generated $2.9 billion in third-quarter revenue, up 75% year over year, with AI-related demand contributing to the increase.

For Oracle, the partnership provides access to networking technology that can be deployed alongside its expanding cloud and AI infrastructure. For HPE, the deal gives its Juniper networking portfolio a larger role in one of the major global cloud platforms. As Oracle scales its data-center footprint, the ability to move data quickly and reliably between computing resources will remain a central part of that expansion. The HPE collaboration therefore extends beyond networking equipment, becoming part of the infrastructure supporting Oracle’s broader cloud and AI ambitions.