Each year, Aruba, a Hewlett Packard Enterprise company has its Atmosphere conference. This year the conference theme was “Journey to the Edge.” However, this year was also much different from previous conferences because Aruba completed the acquisition of Silver Peak last September. As a result of the acquisition, the conference had a significant focus on SD-WAN, the primary product of Silver Peak, and integration with Aruba. A critical new trend that the combined company is now pivoting towards is SASE, which Aruba includes in “Edge to Cloud Security.” Aruba is partnering with well-known companies to deliver a complete “Edge to Cloud Security” portfolio. Aruba’s broadening portfolio allows it to “land and expand” to customers and provide a more comprehensive portfolio. Portfolio growth is what other competitors to Aruba are doing because there’s a growing need to manage networking and security systems simultaneously as users and computing leave the campus environment. Additionally, the company made several new announcements to advance Aruba ESP (Edge Services Platform), like Aruba Central being available on-prem, ClearPass Policy Manager integration with the Aruba EdgeConnect SD-WAN edge platform, and IDS/IPS/UTM capabilities. The company also updated its partners on its growing AIOps capabilities and hinted that it would be making Wi-Fi 6E announcements “soon.”
Future announcements. Management hinted at some announcements that will come in the future. These include:
Updates. We felt some noteworthy comments came up during the show.
NVidia Announcements impact every industry, and every company in the world
Today's GTC keynote by Jensen unleashed significant enhancements across the NVidia portfolio.
NVidia did an excellent job of discussing verticals and giving examples with the company, clearly positioning itself as a leader in the data center space with expertise in ASIC development.
A clear theme throughout is that AI/ML is moving at a slightly faster pace than Moore's law, and in many cases, applications that used to take days to years can now complete in a fraction of the time. These advancements will forever change verticals, like transportation and healthcare.
We are just a few years away from having over 100 trillion parameter models. The results of such large datasets will change how we construct data centers. Not only will this milestone usher in technologies like silicon photonics, but we will also see new ways to power and cool these data centers. Moving data into the data center will drive significant growth in DCI using ZR/ZR+ options. End-users will not be aware of the cloud's computational power going into every aspect of their lives.
We see innovation in AI and the use of AI in enterprises as still in its infancy, and for markets like data center switching and servers, AI is an additional growth driver over the next few years. 650 Group looks forward to other GTC events this week.
In the keynote session of Huawei Analyst Summit 2021, there was a big focus on chip availability, both in prepared remarks and from questions fielded from the audience. Huawei Deputy Chairman, Eric Xu, as he has done in past years, answered questions from the audience. Huawei reiterated that it has enough B2B-focused chips, consistent with comments made one year ago today, which suggests that it stockpiled significant amounts of chips ahead of sanctions. Huawei expects to remain on US Entity List for a long time.