Will Townsend, Patrick Moorhead

HPE Aruba Finds Its Covid-19 Silver Linings In The Clouds And Beyond

I have followed many networking infrastructure providers throughout the pandemic. Hewlett Packard Enterprise (HPE) has been one of the standouts from my perspective based on its willingness to extend credit facilities and offer its solutions as a service for operating expense flexibility. Recently, the Aruba division commissioned a survey that polled IT decision-makers across the globe on several critical issues, including their its likely response to Covid-19. …

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NVIDIA AI Runs The Mlperf Table Again

Today, the industry standard AI benchmarking group, mlperf, released its 3rd raft of submissions for training AI networks, and just like the first two releases, NVIDIA swept a sparse competitive field in the category of commercially available hardware and software. Mlperf, comprised of some 80 companies and universities around the world, creates benchmarks to provide …

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Marvell Delivers Switching With An IQ At Scale Which Is Likely Bad News For Broadcom

I have been following Marvell for quite some time now and as our principal Patrick Moorhead expressed earlier today, the company “is on a roll.” This year, I provided my insights into an announcement that spanned its 5G solution set and significant wins with Samsung and Nokia. If interested, you can find that article here. This week, …

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Hewlett Packard Enterprise Snaps Up Silver Peak

This week, Hewlett Packard Enterprise (HPE) announced its acquisition of Silver Peak. I would like to provide my take on the nearly $1B purchase and what it means for HPE, Aruba and the company’s SD-WAN journey.     Why Silver Peak? By most accounts, privately-held Silver Peak is considered a leader in the SD-WAN space. It is a …

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Deconstructing The Real Impact Of Open RAN

There has been much discussion lately on the subject of Open Radio Access Network (Open RAN). Open RAN promises to bring disruption to operators in the form of lower capital expense, accomplished by the disaggregation of general-purpose hardware and software for base station deployment. The Telecom Infra Project (TIP) took a crucial step in February of this …

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How T-Mobile’s ScamShield Rises Above AT&T And Verizon Offerings

T-Mobile announced a new call fraud blocking service called ScamShield today. Fellow analyst Anshel Sag and I wanted to weigh in on the specifics, how it compares to existing offerings from AT&T and Verizon, and where we believe T-Mobile is delivering added value to its subscribers above its competitors. T-Mobile ScamShield  T-Mobile’s announcement is a …

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Hewlett Packard Enterprise Sharpens Its Edge At Discover 2020

Hewlett Packard Enterprise (HPE) held the digital version of its Discover event this week. Similar to the Atmosphere virtual event, held last week by HPE’s Aruba division, the “Intelligent Edge” was a core theme (see my coverage of the Aruba event here, if interested). Today I would like to share my edge and telco-related insights from Discover …

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Cisco Live! 2020 Goes Digital To Address COVID-19 And Inclusivity

I attended the first ever virtual Cisco Live! event this week from the comfort of my home, as did many of the Cisco executives that presented. Before COVID-19 hit in full force, I traveled the world to attend enterprise networking and mobility conferences. It has definitely been a dramatic change—I miss the personal interactions with attendees as …

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HPE Aruba Delivers A Networking Sixth Sense With Its ESP Platform

HPE Aruba held the digital version of its signature Atmosphere event this week. In an enlightened move, the company decided to have comedian and talk show host James Corden perform master of ceremonies duties, starting the event with some much-needed comic relief amid the coronavirus pandemic and recent social unrest. Not surprisingly, the “Intelligent Edge” …

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RESEARCH PAPER: Aruba Edge Services Platform

The need to support robust networking and new application services places incredible demands on today’s IT staffing. An inherently siloed legacy infrastructure with inconsistent hardware and software platforms spanning local and wide area networks requires excessive manual network operations. This reduces the network operator’s ability to manage device provisioning and ongoing operations. As a result, teams are unnecessarily taxed …

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Microsoft’s One-Two 5G Telco Punch

There has been quite a lot of activity lately tied to the public cloud provider push into the telco space. Amazon Web Services launched its Wavelength initiative at the last re:Invent event in December to help operators “supercharge” 5G networks by placing compute and storage resources closer to the network edge. Google Cloud recently announced …

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RESEARCH PAPER: Inseego: 5G Born In The U.S.A.

The United States government views the deployment of 5G networking as a strategic initiative that will unlock transformative enterprise services. The throughput and latency of 5G — a vast improvement over current 4G Long-Term Evolution (LTE) technology — will disrupt the market and accelerate digital transformation. Given the potential positive economic impact of 5G on …

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RESEARCH PAPER: Cisco Systems Delivers Multi-Domain, Modern Networking Infrastructure

Enterprises seek the ability to react quickly to business demands in the digital world. In response, IT professionals today face daunting tasks in deploying and managing networking infrastructure given resource and consumption constraints. Also, connectivity is no longer relegated to the confines of office walls or the traditional centralized datacenter. Rather, businesses require connectivity to …

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IBM’s Telco Cloud And Network Edge Journey

It has been almost a year since IBM closed its acquisition of Red Hat. I was initially skeptical of the announcement in the fall of 2018. Red Hat has been nimble and quick, disrupting the telco space with its Enterprise Linux, OpenStack, OpenShift, Cloudforms, and other open source platforms. I worried that Big Blue’s culture …

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RESEARCH PAPER: A10 Networks Delivers Comprehensive 5G Security

Mobile networks utilizing cellular technology play a pivotal role in the overall global communications fabric. Many, if not most, countries consider 4G LTE and 5G security vital to their overall national security due to the potential disruption of energy grids, transportation systems, financial markets, and borders. High-profile outages and attacks, in addition to the recent …

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RESEARCH PAPER: AT&T’s Legacy Of Innovation

The deployment of 5G will revolutionize fixed and mobile services with its ultra-low latency, blazing-fast throughput, and ability to support a massive number of connected devices. In addition to greater speed and responsiveness, 5G will redefine connectivity and the subscriber experience by enabling a new era of network-based intelligence, virtualization, and computational power at the …

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The Latest Chinese Supply Chain Restrictions And Its Impact To The Telco Industry

Creative Commons CC0 License US DEPARTMENT OF DEFENSE The trade debate between the United States and China has been hard fought by both sides since the beginning of 2018. Flash forward to the spring of 2019, and the U.S. began to place restrictions on Huawei to limit its ability to purchase needed components from U.S. manufacturers …

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Networking Providers Inject Needed Liquidity Into The COVID-19 Fight

COVID-19 continues to shock global markets, affecting nearly every sector of the U.S. economy. It has exposed a weakness in business continuity plans—organizations of all sizes are scrambling to support work from home. The need for reliable and secure collaboration is paramount. Last week I wrote about the efforts by networking infrastructure and service providers …

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Hewlett Packard Enterprise Aims To Deliver 5G Simplification

This week Hewlett Packard Enterprise (HPE) announced a set of initiatives aimed at simplifying operator deployments of 5G, including a new platform initiative, enhanced standards and tools, and open source collaboration. I recently spent time with executives from the company’s telecommunications division. I would like to share my insights into what I found to be …

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The Networking And Carrier Tech Industry’s Proactive Response To COVID-19

We are living in unprecedented times. As a product marketer and sales executive, I experienced the impact of other infectious diseases and viruses in tech such as SARS, the Avian flu and H1N1. However, in 2020 we live in an always connected, social media driven, instant news cycle. Has connectivity, the very topic area that …

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