NB467: More AI Assistants Emerge; Nvidia’s AI Goldmine Spurs New Competitors
Take a Network Break! This week we cover financial results from Palo Alto Networks (good, but next quarter’s softer forecast resulted in a drubbing), Cisco (not good), and Nvidia (so good that Wall St...
26 Feb 202445min
NB466: Identifying The Most-Hated ISP; Should AI Write Your Security Policies?
Take a Network Break! We start with an FU on return-to-office policies, and then dive into some announcements from Cisco Live in Amsterdam. Cisco is rolling out rack and blade servers with Nvidia Tens...
12 Feb 202452min
NB465: Dell Terminates VMware Resale Deal; Return-To-Office Orders Backfire Says Study
This week on Network Break we discuss Dell terminating its resale agreement of VMware as Broadcom looks to streamline OEM agreements, a new Wi-Fi AP and cloud-managed switches from Extreme, and the fi...
5 Feb 202450min
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
