Since its founding in 2004, it’s arguable that no network vendor has made better switches than Arista Networks Inc. That was true then and remains true, as its prowess in this area helped it ride the cloud boom and the artificial intelligence wave. That model is changing as AI scales. Today, ahead of next week’s Open Compute Project Global Summit in San Jose, Arista announced an expansion of its AI network strategy from switches to rack scale.
For most of its two-decade history, SailPoint Inc. has been the company that tells enterprises who should have access to what. At Navigate 2026 in Austin this week, it argued that it now needs to be the company that stops the wrong access the moment it happens. The keynote opened with an orchestra to illustrate the harmony that emerges when discrete components work together.
Every information technology leader I talk to has an artificial intelligence story about customer experience. Almost none has an outcome story. That gap is now measurable. Talkdesk Inc., in partnership with NewtonX, surveyed 252 director-level-and-above leaders in customer experience, IT, operations and AI strategy at midmarket and enterprise organizations across four regions.
A little over a year after closing the Juniper Networks acquisition, Hewlett Packard Enterprise Co. today used its Networking Investor Day to argue that networking is no longer a supporting act at HPE. It’s the growth engine. The numbers shown to investors support that. HPE says its combined networking business will grow from $9.3 billion in fiscal 2024 to about $11.3 billion in fiscal 2026, with operating profit rising from $1.6 billion to $2.5 billion over the same period.
Every major security shift ultimately comes down to one question: Who or what is allowed to do this? For most of the past two decades, the answer was a person with a username and password. In the artificial intelligence era, the answer increasingly is an agent, and most organizations have no idea how many agents they have, what they can reach, or who is responsible for them.