We attended Extreme Networks’ Investor and Analyst Day at NASDAQ’s New York City facilities earlier this week. The company was decidedly upbeat and emphasized that it has an opportunity to pursue customers currently served by its competitors. The company reiterated that its Extreme Platform ONE (its cloud and AI management… Read More »Extreme Networks Holds Upbeat Investor and Analyst Day
How Ethernet, AI Infrastructure, and ecosystem partnerships are driving a $70B+ market shift Introduction Networking plays a key role in AI buildouts. From a user’s perspective, we might see this as a faster response time or better results, but behind the scenes, the network plays the vital role of connecting… Read More »Cisco and the Future of AI Networking
This morning, HPE closed on the Juniper deal, following the surprise announcement over the weekend that HPE had settled with the US Department of Justice (DOJ) right before the planned trial was to begin. HPE CEO Antonio Neri and former Juniper CEO Rami Rahim held a call with press and… Read More »HPE Closes Juniper Acquisition
We joined as both as an attendee and a panelist at the Wi-Fi NOW event at the Computer History Museum in Mountain View, CA. Some of the main themes were the rise of AI Networking, experiences of Managed Service Providers and Network as a Service, Wi-Fi service roaming, and the… Read More »Enterprise Wi-Fi Innovations at the Wi-Fi NOW Event
Scale-out (Backend) and Frontend Al Achieve Record Revenue with 2025 Expected o Exceed $10B Networks need to be specifically designed for AI workloads in order to achieve maximum performance. We can’t just use traditional networking. 2024 showed this with the rapid growth in InfiniBand, significant enhancements and purpose-built Ethernet products,… Read More »Ethernet AI Networking Revenue Surges over 150% Y/Y, Bandwidth over 200% Y/Y in 2024
Today, Alcatel-Lucent Enterprise (ALE) and Celona announced a partnership where ALE will sell Celona’s Private 5G systems. Additionally, ALE will integrate the Celona offering into its management systems so that customers will enjoy both systems but manage them more easily. The benefit to ALE customers will be that the combined… Read More »ALE and Celona’s Private 5G Collaboration
We attended primarily the Atmosphere Track of the Discover partner conference in Las Vegas, where HPE Aruba Networking announced significant new developments. Among the new technology announcements were Private 5G radios, Observability-related integrations, IoT Gateway enhancements, and SASE. Of course, we attended HPE CEO Antonio Neri’s keynote at the Las… Read More »HPE Discover Atmosphere 2024: AI Networking Emerges
We attended an analyst meeting with Juniper, focusing on its growing Enterprise business. The company held its meeting at the University of Texas – Dallas, an important university customer. The company has multiple large enterprises that have recently signed up with the company on multi-year WLAN, Switch, and SD-WAN projects,… Read More »Juniper Analyst Meeting Promotes Enterprise
