AT&T recommitted to its SDN goal; Arista will be within striking distance of its $100M campus revenue target; and Nvidia, Digital Realty teamed up on AI.

Server shipments reached 3.3 million during the first quarter of 2020, driven by heightened demand from hyperscale and cloud providers in response to the pandemic.

In addition to reporting earnings, the company also announced a new switch abstraction interface product for customers deploying SONiC software on Arista’s switching platform.

"Our network teams both kept the current systems running smoothly and have continued to deliver on our long-term innovation strategy," AT&T's Scott Mair said.

The new Data Hub product gives enterprises access to Nvidia’s AI infrastructure inside Digital Realty’s colocation facilities.

Nutanix furloughed 25% of its workforce; IBM targeted 5G and edge deployments; and Microsoft Azure Sentinel scored a MDR win.

Much of that poise relies on the success of Oracle’s Gen 2 Cloud, a bare metal framework that it started building in 2016 and released in 2018.

The group has support from seven operators and 24 vendors, though it's noticeably lacking support from the three largest RAN vendors.

Open Systems’ customers liked the Sentinel technology, but wanted the threat detection and response capabilities as a managed service.

“Our competitors edge offerings are more limited and focused on being an on-ramp into their public clouds," said IBM Cloud CTO Hillery Hunter.

Cisco debunked security myths; Nvidia bought Cumulus; and T-Mobile claimed 5 standalone 5G firsts.

Complexities were abundant and corralling vendors for a virtualized, cloud-native, open radio access network required intensive work.

Together with Mellanox, Nvidia says Cumulus’ open networking platform will help accelerate the development and adoption of the software-defined data center.

Today’s 5G networks are effectively piggybacking on 4G LTE, but T-Mobile and others soon plan to change that framework.

AT&T selected Stankey as its new CEO; Google to slow hiring; Cisco vowed no job cuts; plus the latest headcount hirings, promotions, and staff changes.

Palo Alto Networks purchased CloudGenix at the end of March for $420 million in a bid to bolster its Prisma Access offering.

AWS topped $10 billion in Q1; Cisco squashed yet another SD-WAN bug; and Fortinet CISO talked ‘new normal’ needs for cloud security.

“If we hadn't done virtualization, this would have been a multi-week, multi-month effort to bring in new capacity," Verizon's Srini Kalapala said.

While Cisco says it is not aware of any malicious use of the vulnerability, with 20,000 customers around the world using Cisco SD-WAN, the high-severity bug remains notable.

Amazon CEO Jeff Bezos said that the company will spend $4 billion or more — all of its expected Q2 profit — on COVID-19 related costs.

“You need to be the owner of your own destiny and this disaggregation strategy needs to be looked at as a holistic end-to-end story,” said Rakuten Mobile's Tareq Amin.

VMware claimed SD-WAN dominance over Cisco; Cisco SD-WAN struck back against VMware; and Nokia stared down a hostile takeover bid.

“My advice to companies right now is to really think about what will happen next,” said Fortinet VP and Global Field CISO Jonathan Nguyen-Duy.

Nokia pinned its a $200M decline on COVID-19; Microsoft Cloud and stock surged; and Infovista gained hybrid-WAN capabilities.