Network Break

Take a Network Break! Johna fills in for Drew this week. We start with HPE adapting to the 5G market and unloading BSS/OSS tools to HCLTech. Dell financial results suggest AI problems. ISP Windstream replaces 600,000 routers destroyed by malware. France, Germany and the Netherlands lead the largest-ever police action against botnets with the help ... Read more »

Take a Network Break! Lots of hardware news in today’s episode. We start with a new data center Ethernet switch from Dell designed to accelerate workloads on AI Ethernet fabrics. Public cloud networking startup Alkira raises $100 million in funding. Broadcom announces a 400G NIC that targets AI workloads, and Allegro Packets announces a 400G ... Read more »

Take a Network Break! This week we discuss what IBM and Palo Alto Networks get out of a deal for Palo Alto Networks to buy the SaaS version of the QRadar SIEM from IBM, why LogRhythm is merging with Exabeam, and how Google is positioning its latest AI chip to take on the Nvidia juggernaut. ... Read more »

Take a Network Break! We begin the episode with some follow-up on edge AI chips, whether Packet Pushers should start a dedicated AI channel, and a clarification on AWS and VMware. On the news front, we discuss the soft launches of AI assistant from Extreme Networks and Gluware, and a new virtual appliance for Cisco’s ... Read more »

Take a Network Break! This week we cover a new microsegmentation offering from Arista, new GenAI assistants from Fortinet, and a GenAI firewall from Versa Networks to monitor and report on how organizations are using generative AI tools and applications. AWS will stop selling VMware Cloud on AWS (but you can still get it through ... Read more »

Take a Network Break! We welcome guest commentator Kyler Middleton of Day Two Cloud to discuss the IBM/HashiCorp deal, then pivot to new Wi-Fi 7 APs from HPE Aruba Networking, and discuss why a data center builder in Ireland is constructing a power generation plant alongside the generator–and powering it partly with vegetable oil. Noncompete ... Read more »

Take a Network Break! This week we cover Hypershield, a new Cisco security product that uses technology from its Isovalent acquisition. We parse a blog from Broadcom CEO Hock Tan on the company’s VMware strategy, and discuss China’s latest counter-punch in its tech infrastructure fight with the United States. A KPMG survey reveals that executives ... Read more »

Take a Network Break! This week we start with some FU on Intel drivers, and how FISA affects people outside (and inside) the US. In the news we cover Intel’s rollout of new XPU silicon and associated software as it tries to make up ground against Nvidia’s AI dominance, Zscaler’s acquisition of a microsegmentation startup ... Read more »

Take a Network Break! This week we start with some FU on Juniper’s Mist AI, the ConnectWise vulnerability, and the 25th anniversary of the Cisco Cat6. The US Cybersecurity & Infrastructure Security Agency (CISA) has proposed new rules that require organizations to report security incidents within 72 hours and ransomware payments within 24 hours. Intel ... Read more »

Take a Network Break! This week we try to peel back the layers on HPE’s announcement about new GenAI capabilties in Aruba Networking Central, parse Broadcom’s touting of its AI credentials, and feel conflicted about Intel sucking up billions in taxpayer dollars. South Korean chipmaker SK Hynix dangles a $4 billion investment promise to the ... Read more »

Take a Network Break! Nvidia announces new 800G switches, one for Ethernet and one for InfiniBand, for building AI fabrics. Nvidia also announces an “AI supercomputer,” a rack-scale pre-built bundle of Nvidia GPUs and CPUs connected via InfiniBand switches. The NaaS startup Meter announces new campus switches and what it calls a “digital twin” capability, ... Read more &#18...

This week on Network Break we discuss a new on-prem version of NetBox Labs’ source-of-truth software with enterprise support, why Selector AI is adding an LLM to its operations and observability product, and whether a new Web application firewall from Cloudflare can protect LLMs against malicious prompts. Viavi Solutions consolidates the network testing space with ... Read more »

This week we discuss a new network observability offering from Arista that integrates network telemetry with application data, why startups such as Groq and Taalas think they can break Nvidia’s grip on the AI chip market, and how Microsoft is hedging its LLM bets. Amazon goes nuclear with the purchase of a reactor-powered data center ... Read more »

Take a Network Break! Johna Till Johnson joins as guest host while Greg Ferro enjoys some time off. We start with follow-up regarding damage to subsea cables in the Red Sea, and then dive into news. AT&T deals with the fallout of a major US outage, Vodafone also suffers outages in the UK, and Elisa ... Read more »

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 Street is nervous about how long the party’s gonna last). Prosimo and Nokia have announced generative AI assistants that claim to help ... Read more »

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 Tensor chips, and Cisco is adding new features to its Digital Experience Monitoring capabilities. Verizon hopes to utilize its MPLS network as ... Read more »

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 fits and starts in US chip manufacturing. A new study finds Return-To-Office (RTO) mandates don’t improve productivity or company performance, but do drive ... Read more »

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 clarifies its product strategy as customers face rising prices, and undersea cables in the Red Sea face potential threats. Nokia and Chinese mobile device ... Read more »

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’s about money), and why Google Cloud is sort of dropping fees for customers who want to exit the cloud (hint: it’s about getting out ahead of ... Read more »

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, challenges to integrating these two companies and their product lines, and more. We also talk about a successful test by Starlink to send ... Read 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 viable model in a predatory tech environment Cisco vs. everybody Why IT can’t ignore geopolitics for strategic planning What ... Read more »

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 but campus switch sales soared in Q3 2023. The Open Networking Foundation, which oversaw open projects around software-defined networking, is closing its doors and folding its projects ... Read...

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 Marvell debuts new DPUs for switches, firewalls, and other networking devices. The MEF looks for ways to stay relevant in the broadband ... Read more »

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 signatures based on their own training data. Broadcom has also announced it will lay off approximately 1,300 VMware employees. Identity provider ... Read more »

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? Nvidia debuts a SuperNIC designed to accelerate Ethernet to support AI workloads and announces partnerships with server makers to bundle its NIC in an AI Ethernet stack. ... Read more »