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… Take a look: You can see how the GenAI boom and then the acquisition of Juniper Networks in the past two quarters have helped push up the revenue line for the servers, storage, switching and now routing, security, systems software, and financing that HPE sells into the datacenter. …
… In the quarter, HPE posted $10.68 billion in sales, up a very solid 40 percent thanks to the addition of Juniper Networks to its books, the fourth and final quarter where this will be an easy compare, as well as to the pickup in traditional server sales as well as AI server sales. …
… In the meantime, Arista Networks has to sell switches and router-ish gear to hyperscalers, cloud builders, and enterprises, and it is doing that just fine despite some very intense competition from Cisco and Nvidia and now with Juniper Networks inside of Hewlett Packard Enterprise trying to get a b… …
… Capuano has been on the marketing and sales side of tech companies, starting at Motorola in 1992, ending up at Juniper Networks a few years later after an acquisition, and worked for Cisco Systems and then Infinera after that for more than a decade before doing a stint at Pluribus Networks, a maker… …