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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 »Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too

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 »1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030

Starlink and Peplink Partner To Offer Maritime SD-WAN

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

Arrcus Highlights Strong AI/ML platform for Ethernet Switches

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

Aviz Extends Funding to $10M with Cisco Investments, Accton, and Wistron

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SONIC- start up Aviz of San Jose announced this week its latest funding round, now reaching $10M, to work to accelerate customer momentum for its multi-vendor, GenAI-based networking stack along with adoption of SONiC based open networking CEO Vishal Shukla quoted in SDX Central:“Our DNA is community-first. We want to… Read More »Aviz Extends Funding to $10M with Cisco Investments, Accton, and Wistron