Cisco’s share over the last four years has been hovering around 55%, but it sees rising competition from Arista, Extreme, HPE, and Juniper, Dell’Oro's Sameh Boujelbene said.
“These are some of the requirements we're getting from enterprises as far as what would make this more useful: mass migration and more migration,” Red Hat's James Labocki said.
“We really believe that the edge is the next frontier for digital transformation for organizations around the world,” Dell Technologies' Varun Chhabra said.
CEO Arvind Krishna noted a strong boost from the Americas and parts of Asia that aligned with a broader economic recovery tied to the roll out of COVID-19 vaccines.
“Obviously we work in a much more distributed environment," HPE CEO Antonio Neri said. "That's why we believe our Aruba business is a digital transformation engine for our customers."
The “multi-year, multi-million-dollar investment” from both entities will include launching a VMware Cloud Migration Factory to automate the migration of computing workloads to a cloud environment.
VMware denied a link to the SolarWinds cyberattack; Oracle and Cybereason combine their cloud and security products; and Microsoft is reportedly developing custom silicon for its Azure cloud.
“We have an approach that looks at the technology as a general-purpose technology for massive digital transformation, especially in the enterprise,” Verizon's Nicki Palmer said.