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 »Fortinet Accelerate 2024 Emphasizes the “Platform”
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 »Spotlight on Secure Identity Systems and MFA
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 »Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too
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 »AI/ML Networking Driving Need for Silicon Diversity
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 »1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030
It seems everywhere we went, we heard about the progress Intel has made in RAN and Core. Themeticlt, its progress is in Open RAN, but it goes beyond that. Samsung highlighted its Open RAN win with Canadian operator Telus, where baseband is running on unaccelerated Intel chips. We discussed Intel… Read More »MWC 24 was about Intel, Private Wireless and Satellite
650 Group Weighs in on SONiC cloud networking for Network World Aviz Networks this week has taken further steps to get SONiC open networks ready for enterprises to chase their #AI infrastructure and multi-cloud goals in and outside data centers. This means that as the technology matures, the market makes… Read More »SONiC Moving Past the Early Adopter Stage
SD-WAN router company Peplink became an Authorized Technology Provider for Starlink. The initial application of Peplink routers is on cruise ships, where its advanced hardware accepts links from multiple Starlink satellite terminals on large cruise ships, enabling over 1 Gbps capacity. Peplink had been working with Starlink hardware and made… Read More »Starlink and Peplink Partner To Offer Maritime SD-WAN
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
Ethernet Switches Deployed into AI/ML Use Case Expected to Exceed $10B by 2028; Grow at over 100% CAGR 2023 saw robust AI/ML networking growth, with InfiniBand and Ethernet networking surging. AI/ML deployments rapidly increased throughout the year as operators built out massive training clusters and began deploying inference engines to… Read More »Arrcus Highlights Strong AI/ML platform for Ethernet Switches
