Network Break

Latest Episodes:

NB472: HPE Adds GenAI to Aruba Central; Intel Eager to Slurp Billions in Subsidies Apr 01, 2024

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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 »

NB471: Nvidia Unveils 800G Ethernet, InfiniBand Switches For AI Fabrics; ‘Ghost Jobs’ Haunt Job Boards Mar 25, 2024

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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 »

NB470: NetBox Labs Adds On-Prem Support; ASML Vs. The Netherlands Mar 18, 2024

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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 »

NB 469: Arista Debuts Network Observability Service; Startups Aim To Break Nvidia’s AI Chip Grip Mar 11, 2024

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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 »

NB 468: Broadcom Checks SASE Box; Spirent Announces AI Traffic Emulator For Ethernet Networks Mar 04, 2024

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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 »

NB467: More AI Assistants Emerge; Nvidia’s AI Goldmine Spurs New Competitors Feb 26, 2024

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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 »

NB466: Identifying The Most-Hated ISP; Should AI Write Your Security Policies? Feb 12, 2024

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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 »

NB465: Dell Terminates VMware Resale Deal; Return-To-Office Orders Backfire Says Study Feb 05, 2024

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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 »

NB464: Juniper Begins AI Push Into The Data Center; VMware Customers Confront Higher Prices Jan 29, 2024

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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 »

NB463: Cisco Buys eBPF Startup For Cloud-Native Networking; Gartner Forecasts $5 Trillion In IT Spending Jan 22, 2024

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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 »

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