It's all about enterprises making strategic infrastructure investment, CEO Jensen Huang said.

“All options are on the table at this point, which is a positive push for the renewable industry," JLL's Matt Landek said.

"We either were going to eventually have to pay the new licensing prices or find a different solution,” Kimley-Horn Technical Analyst Cayla Collins said.

CEO Rajiv Ramaswami said the vendor added “roughly about 700 customers in this quarter,” and that “the vast majority of them are probably VMware customers.”

“A Juniper deal without the Wi-Fi business still has merit" for Hewlett Packard Enterprise, noted Bloomberg Intelligence's Woo Jin Ho.

A William Blair report noted “newfound disillusionment from partners about Broadcom squeezing them on margins."

“What I'll say here is that I think both sides right now have pretty good arguments,” said Bloomberg Intelligence litigation analyst Jennifer Rie.

Analysts see opportunity and humongous hurdles.

“This year is all about making sure the product gets deployed, consumed," Broadcom's Prashanth Shenoy said.

SONiC, initially designed for hyperscalers, is now being adopted by enterprises for network transformation. Its open-source architecture offers flexibility and significant cost savings.

Less than 40% of executives were “highly satisfied” with the outcome of their cloud investments.

"That's the vision here is to get networks to that level," Amazon Web Services' telecom CTO Ishwar Parulkar said.

The program allowed Telus to comb through siloed data sources and eliminate more than 30% of unneeded data.

Public and private data center investment and interest surged in 2024.

The deal highlighted the disruptive nature large-scale merger and acquisition activity can have on the technology landscape.

SDxCentral readers were intrigued by altered VMware support and distribution plans.

Broadcom shrugged off the ability to grow the VMware business despite ongoing customer unrest.

While Nokia is making headway in the data center and cloud API space, its more traditional telecom radio access network business continues to battle.

Forrester Research Senior Analyst Alvin Nguyen explained that “tech execs need to pay attention to who Intel brings in as CEO."

CNAPP market surged 40% YoY in 2Q24, driven by demand for better visibility and governance of cloud assets.

Christmas comes three weeks early for developers, who will soon unwrap a wonderland of new software and hardware options.

Digital ecosystems are a powerful way to accelerate financial and purpose-driven outcomes. Here are 3 ways your digital ecosystem can spark progress.

CyberRatings' assessment focused on Amazon Web Services, Microsoft Azure, and Google Cloud Platform, and the results were strikingly poor.

It could be a month or it could take several years.