Enterprise artificial intelligence is quickly transforming from a fresh concept to an integral part of modern business operations. As that happens, companies such as Juniper Networks Inc. have sought to capitalize, looking to its ecosystem to respond to the challenge of modern AI infrastructure.
In this context, ethernet remains the standard for networking, and large organizations have sought to standardize it to drive efficiency. Juniper’s data center networking solutions are well-suited to provide ethernet-based network infrastructure to power back-end generative AI clusters, according to Bob Laliberte, principal analyst at theCUBE Research.
“Given the massive power requirements of GPUs, it will be critical for organizations to leverage energy-efficient network infrastructure while still delivering the requisite performance,” he said. “Juniper has built out an AI lab and validated network designs with its ecosystem partners to enable organizations to accelerate the deployment of new AI clusters.”
How Juniper’s ecosystem responds to today’s challenges will be a key area of interest during the Seize the AI Moment event on July 23. The event will explore the advancements making enterprise AI a reality. Those subjects and more will be explored by Laliberte and theCUBE Research executive analyst John Furrier as they talk with networking experts across Juniper’s ecosystem about the future of AI infrastructure. Join us on July 23 for our coverage of the Seize the AI Moment event live on theCUBE, SiliconANGLE Media’s livestreaming studio. (* Disclosure below.)
HPE announced plans to acquire Juniper
In January, Hewlett Packard Enterprise Co. announced plans to acquire Juniper in a deal worth $14 billion. The deal is viewed as an effort to better position HPE in the AI industry. At the time of the announcement, Constellation Research Inc. analyst Holger Mueller said it made sense for HPE, given the fact that the company was looking for new growth drivers. In addition, acquiring Juniper could help to grow HPE’s Aruba Networks business.
“It looks like HPE intends to double down on networking in order to increase its total addressable market in the on-premises segment,” Mueller said. “Juniper comes with a growing cloud business and a substantial WAN business too, as well as its AI offerings. This is a good move for HPE and its investors, but it remains to be seen how the deal will stand up to regulatory scrutiny.”
In April, Juniper announced its first quarter 2024 financial results, with net revenues down 16% year-over-year and a decrease of 16% sequentially. Many customers remained impacted by macro headwinds and the digestion of previously placed orders, according to Juniper Chief Executive Officer Rami Rahim. However, the company is seeing a recovery in demand from its cloud customers, as well as another quarter of double-digit order growth in its Mist-led business.
“I remain optimistic regarding our long-term growth prospects, particularly as customers adopt our AI offerings, both for network operations and data center use cases,” Rahim said.
Juniper pursuing AI enhancements
Over the past year, Juniper has been adding a number of AI enhancements to its portfolio. In May, the company announced enhancements to its AI-Native Networking Platform, with a goal of adding value to its cloud-hosted products. The products use network assistant Marvis, as well as Mist AI, with an eye toward optimizing user experiences and simplifying operations. Juniper’s approach could lower operational costs by up to 85%, the company says.
In June, Juniper outlined how it is aiming to spearhead the integration of AI into edge routers. The goal is to empower enterprises with greater agility, efficiency and reliability in network operations.
“We were trying to answer the question of, why is that user having a poor internet experience? It turns out that the access point or the edge of the network has a lot of the data you need to answer that question,” said Bob Friday, chief AI officer and chief technology officer of enterprise at Juniper, who spoke to theCUBE in early June. “The reason we built an access point wasn’t because we thought the industry needed another one. It was really around making sure we get the data to answering that question.”
The full scope of the Juniper Networks ecosystem will be studied during the Seize the AI Moment event. TheCUBE will provide full coverage of the event while facilitating conversations with networking experts. You can follow theCUBE’s wall-to-wall coverage for firsthand insights.
TheCUBE event livestream
Don’t miss theCUBE’s coverage of the Seize the AI Moment event on July 23. Plus, you can watch theCUBE’s event coverage on-demand after the live event.
How to watch theCUBE interviews
We offer you various ways to watch theCUBE’s coverage of the Seize the AI Moment event, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on SiliconANGLE.
TheCUBE Insights podcast
SiliconANGLE also has podcasts available of archived interview sessions, available on iTunes, Stitcher and Spotify, which you can enjoy while on the go.
SiliconANGLE also has analyst deep dives in our Breaking Analysis podcast, available on iTunes, Stitcher and Spotify.
Guests
During the Seize the AI Moment event, theCUBE analysts will facilitate thoughtful conversations with networking experts across Juniper’s ecosystem and explore the advancements making enterprise AI a reality.
(* Disclosure: TheCUBE is a paid media partner for the Seize the AI Moment event. Neither Juniper Networks Inc., the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)
Photo: SiliconANGLE
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