“With complete and knowledge middle options together with compute, storage, and networking. HPE brings years of expertise in high-performance computing, together with interconnect applied sciences like Slingshot, liquid cooling options and GPU servers that each one apply to the present AI knowledge middle revolution,” Rahim wrote. “By combining with our intent-based automation answer Apstra that has already been simplifying prospects’ DC operations around the globe, and our QFX switches and PTX sequence routers, we shall be positioned to be a pioneer within the improvement of a complete answer for patrons constructing AI knowledge facilities.”
The deal may also affect bigger competitor Cisco and others akin to Excessive, Arista, Fortinet and others.
“Past giving HPE extra depth in AI, Juniper additionally brings strengths in communication service supplier infrastructure. Juniper’s RAN Clever Controller (RIC) platform and cellular community operator set up base may very well be a boon to HPE’s telecommunications enterprise unit, complementing HPE’s latest acquisition of Athonet to additionally present non-public mobile networking providers for enterprises,” wrote Will Townsend, vice chairman and principal analyst Patrick Moorhead, Founder, CEO and chief analyst of Moor Insights and Expertise in a weblog in regards to the potential for a HPE/Juniper purchase. “It’s additionally value noting that one among HPE’s rivals, Dell Applied sciences, has matured its telecom choices. Buying Juniper might function a defensive technique to permit HPE to take extra telecom share and thwart Dell’s efforts—which, till lately, was solely promoting frequent off the shelf (COTS) servers to cellular community operators. Dell’s providing has matured,” Townsend and Moor acknowledged.
The deal isn’t all about AI nevertheless, as Juniper has different fascinating expertise HPE doesn’t akin to its Apstra knowledge middle automation software program. Apstra works by preserving a real-time repository of configuration, telemetry and validation info to make sure a community is doing what the group desires it to do. Firms can use Apstra’s automation capabilities to ship constant community and safety insurance policies for workloads throughout bodily and digital infrastructures.
Because it purchased Apstra in 2021, Juniper has been bolstering the platform with options akin to automation, clever configuration capabilities, multivendor {hardware} and software program help, and improved environmental analytics, with the purpose of creating the system extra engaging to a wider vary of enterprise data-center organizations. Bringing HPE into that blend might make the expertise much more engaging.
With all that mentioned, there’s a important overlap between the HPE Aruba Networking and Juniper networking portfolios, Townsend and Moor acknowledged. “Severe roadmap rationalization might want to happen, and indubitably, some options shall be sunsetted. There may also probably be a discount in power as enterprise and repair supplier networking product groups and inner channel gross sales and advertising and marketing personnel are blended,” Townsend and Moor acknowledged.
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