Blog
Our take On Ciena’s Pluggables Strategy
We attended two separate presentations made by Ciena last week and have reflected on the comments made by the company. In summary, Ciena advocated using both pluggables like ZR and ZR+ as well as high-performance optical transport systems (its main business) together to construct cost-effective networks. The mix and match… Read More »Blog
HPE Aruba’s Purchase of Silver Peak Strengthens Edge and Branch Portfolio
Alan Weckel: 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 want single-pane… Read More »Blog
Nokia Enters the Hyperscaler Switching Market with New Hardware Platform and Operating System
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 »Blog
Cisco Joins the 25.6 Tbps ASIC club with new Cloud Scale ASIC
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 »Blog
Microsoft Acquires CyberX Labs and Enters the IoT/OT network Security Market
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 »Blog
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
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 »Blog