VMware’s Gelsinger rode a tech, software, cloud high; NetApp nabbed Spot; and the coronavirus clobbered SD-WAN revenue growth.

Coronavirus Cleaves SD-WAN Revenue Growth

Huawei, Nokia, and Cisco all saw their respective market share drop, while Ericsson was flat and ZTE managed to gain share.

“COVID-19 makes digital transformation more important — not less,” Gelsinger said. “This is a permanent change. We’re not going back.”

Rakuten Mobile isn’t going far, less than 10 miles in fact, for the procurement of its 5G core.

The company claims these new appliances will help to support a wider array of operator use cases while lowering the cost of ownership.

Fear not slow migrators, legacy technologies are not obsolete – yet.

The partnership is intended to allow service providers to more quickly and cost effectively develop and deploy flexiWAN-based SD-WAN offerings.

The new Dell EMC Ready Solutions use the Bitfusion feature in vSphere 7 to manage and allocate a pool of virtual GPU accelerators, which can then be shared across

Dell and Nutanix execs shared their visions of a new normal; Equinix expanded into Canada; COVID-19's hit on the SD-WAN supply chain.

Dell and Nutanix executives say the future of work will be more flexible — and will further blur the lines between work and home life.

IBM reportedly cut thousands of jobs; HPE slashed salaries; Microsoft revamped Its Azure VMware platform; Juniper claimed wins over Cisco.

With 5 million CPU cores, 50,000 GPUs, and 483 petaFLOPs of cumulative performance, IBM claims it's the largest public-private computing partnership ever created.

Supply chain disruptions are affecting SD-WAN vendors and managed service providers differently. While some report few if any issues, others have experienced shortages and delays.

Cisco paid $1 billion for ThousandEyes; VMware posted stronger-than-expected Q1 results; and Zscaler bought Edgewise Networks.

Todd McElhatton, who currently serves as SVP and CFO of SAP’s Cloud Business Group, will join cloud-based subscription management platform provider Zuora.

“The growth of the open networking ecosystem will be essential to meeting enterprise coverage and services needs in the 5G era," GSMA CTO Alex Sinclair said.

The acquisition comes a month after Zscaler reached a deal to buy Cloudneeti, a cloud security posture management company.

The vendor also notably did not announce any drastic operating cuts tied to the ongoing economic uncertainty.

Vendor revenues from ethernet switch and router markets hit $9.1 billion, dropping to the lowest level since the first-quarter of 2013, according to Synergy Research Group.

“We have seen that COVID-19 is not stopping customers from their cloud migration projects with customers leaning on VMware Cloud on AWS to meet their needs,” CEO Pat Gelsinger

'This is a big step in removing the delineation between private and public networks,' analyst Zeus Kerravala said

There is ongoing debate among the big RAN vendors around the use of commoditized hardware and interfaces to program the RAN.

The move builds on Docker Inc.’s migration from an infrastructure company to a support company.