
Can Nokia be a data center alternative?
"[Customers] want something different and, frankly, the incumbents are not delivering," Nokia's Mike Bushong said.
“I think Broadcom is committed to their investment, but that’s not the same as being committed to the VMware brand,” RedMonk's Rachel Stephens wrote.
ABI Research predicts 80 million RedCap modules will be shipped into the market over the next five years.
“Once you see the AI-Native, you can’t unsee it," Juniper Networks' Jeff Aaron said of the vendor's artificial intelligence-powered networking product.
“It's all kind of consolidating to the big groups who are well capitalized [and can] do this stuff,” JLL's Andy Cvengros said of the edge market.
"We want to make sure we're setting the stage with the market of our intention," Dell's Drew Schulke said.