Is Arista’s ‘blue box’ bash gaining a darker shade of hybrid?
A recent neocloud implementation shows a need for color flexibility
Analysis - Earnings
In-depth analysis of networking, cloud, and AI infrastructure trends
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AI to drive billions in edge compute investments
'We are expecting a strong demand for these kinds of services and this kind of infrastructure,' IDC's Alexandra Rotaru said
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Nokia confident of post-Infinera optical network nudge
'I think we are pretty well situated,' Nokia's Manish Gulyani said
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What’s up with private 5G?
'I think we have five to seven years of great growth ahead of us,' Celona CEO Rajeev Shah said
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Cisco deals deadlines for partner program overhaul
The new Cisco 360 Partner Program will be fully instituted by early next year
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Can Broadcom extend VMware deals into AI opportunity?
Broadcom CEO Hock Tan said 70% of its largest 10,000 customers have now adopted the VMware Cloud Foundation platform.
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HPE slashes jobs, gets Juniper court date
HPE CEO Antonio Neri said the job cuts 'will better align our cost structure to our business mix and long-term strategy'
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EchoStar tackled one financial hurdle while another awaits
"We are cognizant of what financial needs we have ... and we do intend to stay ahead of our needs with whatever means we have," CEO Hamid Akhavan said. -
Nutanix steals hundreds of VMware customers
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.”
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Broadcom’s VMware partners feel margin squeeze, report states
A William Blair report noted 'newfound disillusionment from partners about Broadcom squeezing them on margins'
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Should Broadcom be eyeing Intel?
Analysts see opportunity and humongous hurdles. -
What’s next for HPE’s Juniper ambitions?
“I do think this deal will get done. It's obviously going to have a longer tail to it," Moor Insights & Strategy's Will Townsend said.
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Broadcom’s AI opportunity dwarf its VMware vehicle
CEO Hock Tan stated that artificial intelligence is set to become Broadcom’s dominant semiconductor driver over the next several years. -
Cisco, Nvidia, Broadcom power AI hype in 2024
Seemingly every technology related news release over the past 12 months contained a least one reference to artificial intelligence
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Can Nvidia AI jolt Verizon’s edge, private 5G push?
Verizon is tapping Nvidia to power enterprise services running over the carrier’s 5G private network and mobile edge compute infrastructure.
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Broadcom bounces VMware operating concerns
Broadcom shrugged off the ability to grow the VMware business despite ongoing customer unrest. -
Nokia data center, API focus grows; RAN struggles
While Nokia is making headway in the data center and cloud API space, its more traditional telecom radio access network business continues to battle
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Can Juniper save HPE’s Intelligent Edge?
"We expect that 50% of operating profit going forward will come from Juniper," HPE CFO Marie Myers said.
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How long does it take to leave VMware?
It could be a month or it could take several years. -
Microsoft, Google cloud growth trumps AWS
Overall growth is set to hit record levels in 2025. -
HPE-Juniper, Cisco networking chaos has enterprises nervous
“I've had customers put things on hold right now, and not just the Juniper side but both sides,” Forrester's Andre Kindness said.
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Microsoft mauls Amazon, Google in cloud AI engagement
IoT Analytics did add that all three can claim a market victory. -
Is Lumen the template for NaaS success?
The company has signed up more than 400 network-as-a-service customers over the past year, which CEO Kate Johnson noted was “a good start for sure.”
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Amazon, Microsoft, Google ride AI-fueled cloud surge
But logistical challenges remain. -
Broadcom pushes VMware vSphere value update – will it work?
That attentiveness could be critical to Broadcom maintaining positive sentiment from its customers, many of whom are suffering through sticker shock.