Blog
RSA Conference 2024: More AI, Less XDR
This week, along with many others, we attended the RSA Conference 2024 at the Moscone Center in San Francisco. We were surprised at how few companies highlighted XDR marketing campaigns, especially compared to the activity at RSAC 2023. Unsurprisingly, Artificial Intelligence (AI) was the more prominent marketing message. We also… Read More »Blog
Fortinet Accelerate 2024 Emphasizes the “Platform”
We attended Fortinet’s annual Accelerate conference, joining a record-setting 4,000+ attendees to learn more about the company’s latest advancements. The main message we took from Accelerate was Fortinet’s emphasis on its “platform” capabilities across its broad portfolio. Security Fabric Platform: Fortinet showcased its expansive product line. The company’s platform strategy,… Read More »Blog
Spotlight on Secure Identity Systems and MFA
This week, news is breaking that hackers are finding new ways to exploit Apple’s password reset functionality, a type of multi-factor authentication (MFA) technology deployed with consumers and using “push notifications” to iPhone and iPads. If Hackers penetrate the systems by tricking users, valuable iCloud accounts, and the data can… Read More »Blog
Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too
Today, Cisco completed its acquisition of Splunk, many months ahead of its initial estimates at the time of the deal announcement. Over the years, we have tracked Splunk’s exposure to Observability, SIEM, SOAR, and other reportable segments. What’s interesting is that on a pro-forma basis, when we add up Cisco… Read More »Blog
AI/ML Networking Driving Need for Silicon Diversity
Cloud Operators Continue to Push for Silicon Diversity as We Enter the 51.2 Tbps Switch Era As we engaged with Cloud Operators over the past two quarters, the shift away from COVID-19 supply constraints and toward next-generation build-outs became apparent in a changing of priorities. In our 4Q reports, one… Read More »Blog
1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030
Traditional data center networking bandwidth continues to grow at 30-40% per year. However, the AI/ML networking bandwidth will grow by more than 100% per year for the rest of the decade. In order to keep pace, networking speeds will increase at a more rapid pace through 2030. Early 2024 demonstrations… Read More »Blog