Technology Analyst and co-founder of 650 Group
Alan Weckel, 650 Group: This week, HPE Aruba announced its planned acquisition of Silver Peak for $925 million with an expected close date during HPE’s fiscal 2020, so we expect the deal to close in calendar 4Q20. SD-WAN is becoming a battleground for vendors as an increasing portion of enterprises… Read More »HPE Aruba’s Purchase of Silver Peak Strengthens Edge and Branch Portfolio
Today, Nokia announced the company’s entry into the Data Center Switching market with new hardware and an open Linux-based network operating system built from the ground-up to address the needs of hyperscalers. Similar to a startup approach, Nokia started in stealth and with an open whiteboard to create a brand… Read More »Nokia Enters the Hyperscaler Switching Market with New Hardware Platform and Operating System
At Cisco Live, Cisco announced its next Cloud Scale ASIC. Specifically, it announced it’s 25.6 Tbps (512x56G) ASIC for shipment in early 2021. Cisco became the third vendor to announce a 25.6 Tbps ASIC this year, which we see as a higher volume class of ASIC than 12.8 Tbps ASICs. … Read More »Cisco Joins the 25.6 Tbps ASIC club with new Cloud Scale ASIC
Microsoft acquired Israeli startup, CyberX Labs today in a move that gets Microsoft Azure into the IoT security market. We have been tracking CyberX for a couple years and have generally categorized it as an emerging player in the Operational Technology Access Control (OTAC) market. More recently, it has smartly… Read More »Microsoft Acquires CyberX Labs and Enters the IoT/OT network Security Market
Every day consumers put more data in the Cloud and enterprises increase their utilization of Cloud services to conduct business. The Cloud and the digital content it holds continue to make up an increasing portion of the world’s economy – even more so with COVID-19 causing a rapid shift and… Read More »Network Deployments of MACsec ARE Expanding Inside and Between Data Centers as more Links and Security Concerns are Driving Encryption at All Layers of the Network
Throughout the years, I’ve attended Aruba’s Atmosphere conferences. This year, I missed the in-person connections of the previous years, but Aruba did a great job transitioning over to a virtual event with engaging content…and some green screens. At Aruba’s user conference, Atmosphere, the company informed attendees of its new single-pane,… Read More »HPE Aruba Networks #ATMDigital conference wrap-up
On May 28, 2020, we published a paper that shows our thoughts on the importance of using contract tracing, hotspot tracking, and other services that can decrease the risk to employees who are returning to work after companies open up their doors. Please download this paper for more information. 650_group_may_28_2020_contact_tracing.pdf… Read More »Contact Tracing Using Wi-Fi and Bluetooth to reduce risk as Employees Return to Work
The big ideas unveiled at the conference were twofold. First, Huawei is promoting worldwide open standards as a counter to the likelihood that if it gets cut off from US-influenced technology, it may have to create its own, non-standard technology. Second, the company is promoting “F5G,” which is “fixed 5G,”… Read More »huawei Provides 2020 meeting Update
Microsoft announced that it will acquire Metaswitch, a telecom core software company with deep expertise in IMS Core, automation, containers and cloud-native telecom systems. The acquisition will complement Microsoft’s previously-announced acquisition (April 2020) of packet core and IoT software specialist, Affirmed Networks. Microsoft is positioning itself to become a viable… Read More »Microsoft Intends to Become The Alternative to Telecom Infrastructure with the Metaswitch Acquisition
112 Gbps is one of the most important building blocks for Ethernet Switching, and networking in general, for this decade and today Innovium announced a 25.6 Tbps ASIC based on the technology. 650 Group has been forecasting 112 Gbps in our reports for over three years and are excited to… Read More »Innovium’s TERALYNX 8 kicks off 112 Gbps SERDES Generation of Networking Products
