Published: 24 April 2024
HPE announced an intent to acquire Juniper in January 2024 to expand its networking and security product portfolio with enriched routing, AIOps and segmentation capabilities. Rival product managers can use the next 12 to 18 months to prepare for competition and gain early-mover benefits.
Juniper and HPE Aruba Networking are the top two vendors in the “hands-off NetOps” use case for campus networking, so, with its acquisition of Juniper, HPE has the potential to emerge as a strong competitor in AI networking. This will challenge rival providers to find disruptive ways of delivering NetOps and NetSecOps.
The Juniper networking products (i.e., data center switching and core routing) are designed for better scale in speed and capacity. This makesHPE a promising AI infrastructure fabric provider and creates opportunities in the AI data center market.
Pending the acquisition’s closure, the breadth of HPE’s portfolio across
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