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
Multi-Gig (2.5 Gbps/5.0 Gbps), Service Renewals, and Subscriptions are Key to a 2025 Market Rebound Incline Village, Nevada – February 7, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus networking, and cloud markets, indicates that the Enterprise/Campus Ethernet Switch Market… Read More »Campus Switch Market to Enter Significant Digestion Period in 2024; According to 650 Group
HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nev.– Jan. 29, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the… Read More »Campus Ethernet Switch NaaS Market Grows 60% Y/Y to New All-Time High in 3Q’23, According to 650 Group
HPE Portfolio Will Now Span Super Computing, Servers, Storage, Campus Networking, Security, and Internet Routing with a big focus on AI/ML Today, HPE announced its intent to acquire Juniper. The deal is expected to close in late 2024 or early 2025. Once the deal closes, HPE plans to have Rami… Read More »HPE Plans to Acquire Juniper for $14 B in Cash
HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nevada – July 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into… Read More »Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group
Smartswitch/Programmable Switch market expected to grow at over 100% CAGR through 2027 Today, AMD announced a flurry of new data center and AI related products during a session aimed at highlighting Pensando’s progress in the past year since its acquisition. At the time, we felt AMD+Pensando was a good match.… Read More »AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day
At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23
tAruba HPE has taken a forward thinking approach to data centers and virtualized infrastructure while rounding out its solutions. Extending Greenlake into the campus and extending Aruba into the data center. The company this week has added new entrants to its family of CX Ethernet switches for Leaf and Spine network… Read More »Aruba HPE Expands CX Data Center/Campus switch Lineup — Intros Fabric Composer
Enterprise and Data Center Switching markets shatter old records Portola Valley, California – Feb. 26, 2019 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center and cloud markets, indicates that the Ethernet Switch Market grew 10% Y/Y on strong campus and… Read More »Ethernet Switch Market Surges Past $31B in 2018, According to 650 Group
Western Digital Corporation, also known as WDC, held its investor meeting yesterday. We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash
