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
Last week’s RSA Conference was all about XDR (Extended Detection and Response). Compared to previous shows and marketing efforts of the past couple of years, where there was a primary focus on SASE, this year’s show saw a surge in XDR-related marketing. One could say XDR is the new SASE… Read More »RSA Conference Focuses on XDR
At this year’s partner event, Atmosphere 2023, HPE Aruba discussed its strategy and logo changes. First, Phil Mottram, who leads the HPE Aruba / Intelligent Edge group, explained the significance of adding recent acquisitions of Axis Security (SSE Security) and Athonet (5G Core / Private 5G). Phil explained that Aruba… Read More »HPE Aruba Atmosphere 2023 Emphasizes Strategy Change
Bandwidth Forecast to Grow at over 100% Through 2027 as AI Networking Approaches $10B in Market Size The AI/ML market surged into the spotlight early this year as many people saw the potential of AI with ChatGPT. However, AI networks have already been thriving for the past two years. In… Read More »InfiniBand and Ethernet Switch Markets Thrive with AI/ML Support
Huawei chose to address two main themes in its keynotes at HAS2023, a focus on basic R&D and the importance of Artificial Intelligence (AI). Like last year’s presentations, the company continues to emphasize its ongoing efforts to develop new science and algorithms to keep Huawei ahead of competitors. For instance,… Read More »Huawei Analyst Summit 2023 Review
AI/ML and New Product Announcements Drive Industry Forward NVIDIA’s GTC 2023 was a robust set of hardware and software announcements that pushed AI/ML further into society and helped transform many verticals. The pace of innovation since the last GTC was noticeable, with end-customers making huge improvements because of AI and… Read More »NVIDIA GTC 2023 Unleashed – Accelerate Everything
Comcast Business is expanding rapidly and shared its views in a recent analyst meeting in Philadelphia that we attended. Last year, it added $800M of revenues compared to the prior year, and at this meeting, management is pointing to its expectations to hit $10B of revenue soon. The company excels… Read More »Comcast Business is taking on security
Fortinet’s management team spoke to a packed house at its series of customer and partner-focused keynotes and emphasized its strengths in Secure Networking and its exposure to Operational Technology (OT). The company communicated the concept of network and security convergence, that the intersection between Enterprise Networking and Cybersecurity is a… Read More »Fortinet Accelerate 2023 Conference Focuses on Secure Networking and Operational Technology
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
112 Gbps SERDES and 800G to the Server to Help Propel AI/ML Growth During DesignCon 2023, many demos highlighted the 800G ecosystem. Specifically, 112G SERDES-based products will help drive 800G and higher links to the server. Our forecasts in servers indicate that most unit growth over the next five years… Read More »AI/ML to Drive Significant Networking Bandwidth Growth in 2H23 and into 2024
