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Network World First Look
July 03, 2025
HPE finalizes Juniper acquisition, forms new AI-centric networking unit
HPE has finally closed its $14B acquisition of Juniper Networks and is combining it and Aruba into a new HPE Networking business unit with a dual-pronged strategy: AI for networks and networking for AI.
Arista Buys VeloCloud to reboot SD-WANs amid AI infrastructure shift
Arista adds SD-WAN puzzle piece as Broadcom offloads a loose end from its VMware acquisition.
Dutch court forces Broadcom to support VMware migration after 85% price hike backlash
The Dutch Ministry of Infrastructure and Water Management has won a legal victory in the latest pushback against Broadcomâs controversial VMware licensing changes.
OpenAI tests Google TPUs amid rising inference cost concerns
Although OpenAI says that it doesnât plan to use Google TPUs for now, the tests themselves signal concerns about inference costs.
Understanding CASBâs role across the network edge
As enterprises embrace SASE for seamless, secure access, CASB emerges as a foundational pillar, delivering essential data protection, compliance, and threat visibility.
Data center capacity continues to shift to hyperscalers
On-premises data centers are growing in volume, but their growth is outpaced by hyperscalers.
Oracle inks $30 billion cloud deal, continuing its strong push into AI infrastructure
The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent. But analysts say the move wonât impact its capacity to serve its other clients.
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