Arista Networks Inc. today announced it will acquire VeloCloud SD-WAN from Broadcom Inc., a deal that puts to bed ongoing reports that surfaced about six weeks ago. The purchase, for which a price wasn’t given but was reportedly about $1 billion, gives Arista a best-in-class software-defined wide-area network solution to complement its current high-end 7000 series router which run the Cloud EOS operating system. VeloCloud has a wide range of cloud-managed SD-WAN offerings with integrated security enabling Arista to reach another tier of customer.
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Now that Hewlett Packard Enterprise Co. and Juniper Networks Inc. this weekend settled with the U.S. Department of Justice, the $14 billion deal that will bring Juniper’s networking and security assets into the HPE portfolio will enable HPE to continue its transformation to a networking-first company. Many industry watchers, me included, had started to wonder if any agreement could be reached prior to the upcoming July 9 court date.
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Analysis: With HPE-Juniper deal now cleared, what’s ahead for customers?
One of the major announcements at contact-center-as-a-service leader NiCE Ltd.‘s Interactions user event in Las Vegas last week was a partnership with Snowflake Inc., the cloud-based data warehousing company. This might seem like a strange partnership as typical partners for contact center vendors include customer relationship management companies, service firms and the like, but this addresses a huge customer pain point, which is management of data.
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NiCE-Snowflake partnership addresses a significant AI customer pain point
Jeetu Patel, Cisco Systems Inc.‘s president and chief product officer, told me before last week’s annual user event that it would be “the most consequential Cisco Live of the past decade and perhaps longer.” There were a few reasons for Patel’s bullishness. The first is artificial intelligence. The core tenet of my research is that share shifts happen when markets transition, and Cisco’s ability to articulate its strategy now will allow it to rise when the AI tide does.
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Key takeaways from Cisco Live 2025
As zero-trust security vendor Zscaler Inc. held its user event, Zenith Live, this week in Las Vegas, Chief Executive Jay Chaudhry sought to shift the company’s traditional narrative. In his Tuesday keynote, rather than focus on Zscaler as a replacement for virtual private networks and firewalls — though that was clearly articulated as well — Chaudhry (pictured) emphasized how zero trust everywhere could unlock the potential of artificial intelligence.