NB464: Juniper Begins AI Push Into The Data Center; VMware Customers Confront Higher Prices
This week we discuss new products from Juniper including synthetic testing software for its Mist wireless networks and its first step toward integrating its Apstra data center software with AI. VMware...
29 Jan 20241h
NB463: Cisco Buys eBPF Startup For Cloud-Native Networking; Gartner Forecasts $5 Trillion In IT Spending
This week’s Network Break examines why Cisco bought eBPF startup Isovalent (hint: it’s about cloud-native networking), why Broadcom is cranking up pressure on VMware resellers and customers (hint: it’...
22 Jan 202454min
NB462: HPE Spends $14 Billion For Juniper Networks; Starlink Tests SMS Via Satellite
Take a Network Break! On today’s show we spend most of the episode talking about HPE’s $14 billion bid for Juniper Networks. We discuss reasons for the deal, product overlap, potential upsides, challe...
15 Jan 202447min
NB461: 2024 Trends – AI Beyond LLMs, Cisco Vs. Everybody, Next-Gen IT Workers, And More
Take a Network Break! We start the new year by examining major themes and trends that we think will affect IT and networking in 2024. Topics include: AI beyond LLMs Whether open source can remain a vi...
9 Jan 20241h 15min
NB460: VMware Ditches Perpetual Licenses; GenAI Is Coming To Network Ops
Broadcom’s VMware has announced an end to perpetual licensing, network automation provider Anuta Networks is adding generative AI capabilities to its Atom platform, and high-end firewall revenues dip ...
18 Dec 202357min
NB459: IBM Aims To Own The Quantum Realm; Amazon Hitches A Ride With SpaceX
IBM has announced a new quantum processor and modular quantum computer in an effort to own the next generation of computing, Cisco unveils an AI assistant to help you untangle firewall rules, and Marv...
11 Dec 202336min
NB458: Broadcom Debuts On-Chip Neural Net, Lays Off VMware Staff; Okta Breach Gets Worse
Broadcom’s latest Trident ASIC will include a neural net inference engine on the chip that can analyze traffic and take action in the packet pipeline, but it’s up to customers to build rules and sign...
4 Dec 202358min
NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration
Now that Broadcom’s $69 billion VMware acquisition is complete, will Broadcom invest more in VMware to compete in multi-cloud or settle for profitable revenue collection from existing customers? Nvidi...
27 Nov 202352min
