Network Break

Latest Episodes:

NB462: HPE Spends $14 Billion For Juniper Networks; Starlink Tests SMS Via Satellite Jan 15, 2024

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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 »

NB461: 2024 Trends – AI Beyond LLMs, Cisco Vs. Everybody, Next-Gen IT Workers, And More Jan 09, 2024

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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 »

NB460: VMware Ditches Perpetual Licenses; GenAI Is Coming To Network Ops Dec 18, 2023

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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 more »

NB459: IBM Aims To Own The Quantum Realm; Amazon Hitches A Ride With SpaceX Dec 11, 2023

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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 »

NB458: Broadcom Debuts On-Chip Neural Net, Lays Off VMware Staff; Okta Breach Gets Worse Dec 04, 2023

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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 »

NB457: Broadcom, VMware Tie The Knot; Nvidia SuperNICs Target AI Ethernet Acceleration Nov 27, 2023

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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 »

NB456: China Flexes Tech Muscles With 1.2Tb Backbone; Will CISOs Mitigate Risk Or Liability? Nov 20, 2023

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China demonstrates the strength of its home-grown technology industry by announcing a 1.2Tbit Internet backbone that stretches 3,000 kilometers, Fortinet warns of a 9.8 severity bug in its SIEM product, and Nvidia and Dell roll out ready-made models and infrastructure for enterprises to build their own generative AI apps. HPE Aruba Networking releases a new... Read more »

NB455: Extreme Announces ZTNA Offering; Palo Alto Networks Spends Big On A Browser Startup Nov 13, 2023

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Extreme Networks is jumping into Zero Trust Network Access, Palo Alto Networks is reportedly spending more than half a billion dollars to acquire a corporate browser startup, and Forrester predicts as much as 20% of VMware’s customers may jump ship after the Broadcom acquisition completes. Arista touts a strong third quarter, while F5 forecasts a... Read more »

NB454: Is Bad InfoSec Now Securities Fraud? Nov 06, 2023

Show notes

We discuss potential repercussions for security executives after the SEC charges Solar Winds’ CISCO with fraud, examine a new SD-LAN offering from Versa Networks that aims to integrate security controls into a campus fabric, and discuss a new open-source tool from Cloudflare for scrubbing sensitive authentication tokens from HAR files. Extreme Networks posts strong revenues... Read more »

NB453: Cisco Invests In Quantum Networking; SmartNIC Sales Surge; Intel Unplugs Another Business Oct 30, 2023

Show notes

Today's episode includes Cisco patching a critical vulnerability affecting IOS-XE gear, startup Prosimo releasing a cost calculator to help network engineers track their public cloud networking costs, and Juniper integrating its SD-WAN to the AWS cloud WAN. We also cover Cisco's investment in a quantum networking startup, growing DPU sales, and Intel divesting from pluggable optical modules.

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