Episodes
Take a Network Break! This week we cover Hypershield, a new Cisco security product that uses technology from its Isovalent acquisition. We parse a blog from Broadcom CEO Hock Tan on the company’s VMware strategy, and discuss China’s latest counter-punch in its tech infrastructure fight with the United States. A KPMG survey reveals that executives... Read more »
Published 04/22/24
Published 04/22/24
Take a Network Break! This week we start with some FU on Intel drivers, and how FISA affects people outside (and inside) the US. In the news we cover Intel’s rollout of new XPU silicon and associated software as it tries to make up ground against Nvidia’s AI dominance, Zscaler’s acquisition of a microsegmentation startup... Read more »
Published 04/15/24
Take a Network Break! This week we start with some FU on Juniper’s Mist AI, the ConnectWise vulnerability, and the 25th anniversary of the Cisco Cat6. The US Cybersecurity & Infrastructure Security Agency (CISA) has proposed new rules that require organizations to report security incidents within 72 hours and ransomware payments within 24 hours. Intel... Read more »
Published 04/08/24
Take a Network Break! This week we try to peel back the layers on HPE’s announcement about new GenAI capabilties in Aruba Networking Central, parse Broadcom’s touting of its AI credentials, and feel conflicted about Intel sucking up billions in taxpayer dollars. South Korean chipmaker SK Hynix dangles a $4 billion investment promise to the... Read more »
Published 04/01/24
Take a Network Break! Nvidia announces new 800G switches, one for Ethernet and one for InfiniBand, for building AI fabrics. Nvidia also announces an “AI supercomputer,” a rack-scale pre-built bundle of Nvidia GPUs and CPUs connected via InfiniBand switches. The NaaS startup Meter announces new campus switches and what it calls a “digital twin” capability,... Read more »
Published 03/25/24
This week on Network Break we discuss a new on-prem version of NetBox Labs’ source-of-truth software with enterprise support, why Selector AI is adding an LLM to its operations and observability product, and whether a new Web application firewall from Cloudflare can protect LLMs against malicious prompts. Viavi Solutions consolidates the network testing space with... Read more »
Published 03/18/24
This week we discuss a new network observability offering from Arista that integrates network telemetry with application data, why startups such as Groq and Taalas think they can break Nvidia’s grip on the AI chip market, and how Microsoft is hedging its LLM bets. Amazon goes nuclear with the purchase of a reactor-powered data center... Read more »
Published 03/11/24
Take a Network Break! Johna Till Johnson joins as guest host while Greg Ferro enjoys some time off. We start with follow-up regarding damage to subsea cables in the Red Sea, and then dive into news. AT&T deals with the fallout of a major US outage, Vodafone also suffers outages in the UK, and Elisa... Read more »
Published 03/04/24
Take a Network Break! This week we cover financial results from Palo Alto Networks (good, but next quarter’s softer forecast resulted in a drubbing), Cisco (not good), and Nvidia (so good that Wall Street is nervous about how long the party’s gonna last). Prosimo and Nokia have announced generative AI assistants that claim to help... Read more »
Published 02/26/24
Take a Network Break! We start with an FU on return-to-office policies, and then dive into some announcements from Cisco Live in Amsterdam. Cisco is rolling out rack and blade servers with Nvidia Tensor chips, and Cisco is adding new features to its Digital Experience Monitoring capabilities. Verizon hopes to utilize its MPLS network as... Read more »
Published 02/12/24
This week on Network Break we discuss Dell terminating its resale agreement of VMware as Broadcom looks to streamline OEM agreements, a new Wi-Fi AP and cloud-managed switches from Extreme, and the fits and starts in US chip manufacturing. A new study finds Return-To-Office (RTO) mandates don’t improve productivity or company performance, but do drive... Read more »
Published 02/05/24
This week we discuss new products from Juniper including synthetic testing software for its Mist wireless networks and its first step toward integrating its Apstra data center software with AI. VMware clarifies its product strategy as customers face rising prices, and undersea cables in the Red Sea face potential threats. Nokia and Chinese mobile device... Read more »
Published 01/29/24
This week’s Network Break examines why Cisco bought eBPF startup Isovalent (hint: it’s about cloud-native networking), why Broadcom is cranking up pressure on VMware resellers and customers (hint: it’s about money), and why Google Cloud is sort of dropping fees for customers who want to exit the cloud (hint: it’s about getting out ahead of... Read more »
Published 01/22/24
Take a Network Break! On today’s show we spend most of the episode talking about HPE’s $14 billion bid for Juniper Networks. We discuss reasons for the deal, product overlap, potential upsides, challenges to integrating these two companies and their product lines, and more. We also talk about a successful test by Starlink to send... Read more »
Published 01/15/24
Take a Network Break! We start the new year by examining major themes and trends that we think will affect IT and networking in 2024. Topics include: AI beyond LLMs Whether open source can remain a viable model in a predatory tech environment Cisco vs. everybody Why IT can’t ignore geopolitics for strategic planning What... Read more »
Published 01/09/24
Broadcom’s VMware has announced an end to perpetual licensing, network automation provider Anuta Networks is adding generative AI capabilities to its Atom platform, and high-end firewall revenues dip but campus switch sales soared in Q3 2023. The Open Networking Foundation, which oversaw open projects around software-defined networking, is closing its doors and folding its projects... Read more »
Published 12/18/23
IBM has announced a new quantum processor and modular quantum computer in an effort to own the next generation of computing, Cisco unveils an AI assistant to help you untangle firewall rules, and Marvell debuts new DPUs for switches, firewalls, and other networking devices. The MEF looks for ways to stay relevant in the broadband... Read more »
Published 12/11/23
Broadcom’s latest Trident ASIC will include a neural net inference engine on the chip that can analyze traffic  and take action in the packet pipeline, but it’s up to customers to build rules and signatures based on their own training data. Broadcom has also announced it will lay off approximately 1,300 VMware employees. Identity provider Okta says a recent breach was worse than first understood; the company says thieves stole the names and emails of every user of Okta’s customer support...
Published 12/04/23
Now that Broadcom’s $69 billion VMware acquisition is complete, will Broadcom invest more in VMware to compete in multi-cloud or settle for profitable revenue collection from existing customers? Nvidia debuts a SuperNIC designed to accelerate Ethernet to support AI workloads and announces partnerships with server makers to bundle its NIC in an AI Ethernet stack. China launches a test satellite as part of a long-term plan to build a space-based broadband service, and India gives the go-ahead...
Published 11/27/23
China demonstrates the strength of its home-grown technology industry by announcing a 1.2Tbit Internet backbone that stretches 3,000 kilometers, Fortinet warns of a 9.8 severity bug in its SIEM product, and Nvidia and Dell roll out ready-made models and infrastructure for enterprises to build their own generative AI apps. HPE Aruba Networking releases a new branch appliance for wireless and SD-Branch, and we consider whether businesses should rely on Starlink after recent outages. A...
Published 11/20/23
Extreme Networks is jumping into Zero Trust Network Access, Palo Alto Networks is reportedly spending more than half a billion dollars to acquire a corporate browser startup, and Forrester predicts as much as 20% of VMware’s customers may jump ship after the Broadcom acquisition completes. Arista touts a strong third quarter, while F5 forecasts a tougher road ahead as its backlog clears. We cover all these stories, plus some listener follow-up, in today’s Network Break podcast. Sponsor:...
Published 11/13/23
We discuss potential repercussions for security executives after the SEC charges Solar Winds’ CISCO with fraud, examine a new SD-LAN offering from Versa Networks that aims to integrate security controls into a campus fabric, and discuss a new open-source tool from Cloudflare for scrubbing sensitive authentication tokens from HAR files. Extreme Networks posts strong revenues for fiscal Q1 2024 but still gets digned by Wall Street for a weaker Q2 outlook, Fortinet sees share prices dip after...
Published 11/06/23
Today’s episode includes Cisco patching a critical vulnerability affecting IOS-XE gear, startup Prosimo releasing a cost calculator to help network engineers track their public cloud networking costs, and Juniper integrating its SD-WAN to the AWS cloud WAN. A tech CEO will go to jail over a scheme to fraudulently collect and resell IPv4 addresses, password manager 1Password says it thwarted an intruder making use of an Okta breach, and Fortinet adds a new security appliance and increases its...
Published 10/30/23
Take a Network Break! This week we cover a serious vulnerability in Cisco’s IOS XE network OS, new hardware firewalls from Juniper including a 1.4Tbps beast, and a whitebox offering from Drivenets for building a data center fabric for AI workloads. Palo Alto Networks adds new feature to its cloud platform for secure application development, Broadcom begins shipping a 25.6Tbps routing chip to take on custom routing silicon, and the US FCC takes its next step toward reinstating network...
Published 10/23/23