[j-nsp] Thanks for all the fish

Wed Jan 10 17:10:09 EST 2024

Alexandre,

Goodnight.

JUNIPER has 2 very powerful jewels that don't make any sense for HPe to throw them away.

One of them is the JUNOS operating system and now the JUNOS-EVO.

The other thing is related to the JUNIPER NPUs: TRIO and Express ( to compete with other vendors - cisco, arista, nokia - and now with nvidia )

The technology of these JUNIPER NPUs is very great. Both shipping and manufacturing.  There is the issue today of low energy consumption too.

And there is the entire JUNIPER engineering team that has enormous value.

HPe must have a huge interest in JUNIPER NPUs for High Performance Computing (HPC) ... as investments in HPC for AI processing are extremely high today.

And HPe certainly has its eye on this market... being able to supply servers with Nvidia's HG100 cards (example) and the entire network part with the appropriate NPU to run the necessary communication for AI and ML.

So I don't believe that wasting a huge chance like that, especially in the American market, is something they are not thinking about.  Quite the opposite.

Besides 5G and Edge Computing ... and other projects.

At.te

Giuliano

Take a look ....

Sharada Yeluri articles:

https://www.linkedin.com/pulse/gpu-fabrics-genai-workloads-sharada-yeluri-j8ghc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via

https://www.linkedin.com/pulse/chiplets-inevitable-transition-sharada-yeluri?utm_source=share&utm_medium=member_ios&utm_campaign=share_via

MIT AI:

https://people.csail.mit.edu/ghobadi/papers/trio_sigcomm_2022.pdf

AKAMAI EDGE:

https://www.juniper.net/us/en/customers/akamai-technologies-case-study.html ( JCO400 + MX304 + PTX )

-----Original Message-----
From: juniper-nsp <juniper-nsp-bounces at puck.nether.net> On Behalf Of Alexandre Figueira Guimaraes via juniper-nsp
Sent: Wednesday, January 10, 2024 4:38 PM
To: juniper-nsp at puck.nether.net; Aaron Gould <aaron1 at gvtc.com>
Subject: Re: [j-nsp] Thanks for all the fish

HPE will turn Juniper just like they turn 3com.

you know the results.

att
Alexandre

________________________________
De: juniper-nsp <juniper-nsp-bounces at puck.nether.net> em nome de Aaron Gould via juniper-nsp <juniper-nsp at puck.nether.net>
Enviado: quarta-feira, 10 de janeiro de 2024 16:30
Para: juniper-nsp at puck.nether.net <juniper-nsp at puck.nether.net>
Assunto: Re: [j-nsp] Thanks for all the fish

https://urldefense.com/v3/__https://newsroom.juniper.net/news/news-details/2024/HPE-to-Acquire-Juniper-Networks-to-Accelerate-AI-Driven-Innovation/__;!!M3gv20Gt!cY_tIELb_GnFbX25Rob0JdOOa-DCsw5rdrDXQLZCHc5pbquwHK0zxmd1eBGJkltMjQg9rRZ5_SLSka5e9RqBfwazhmC0uXDs$

an MX with an HP label on it will seem so weird

On 1/9/2024 2:55 AM, Saku Ytti via juniper-nsp wrote:
> What do we think of HPE acquiring JNPR?
>
>
> I guess it was given that something's gotta give, JNPR has lost to
> dollar as an investment for more than 2 decades, which is not
> sustainable in the way we model our economy.
>
> Out of all possible outcomes:
>     - JNPR suddenly starts to grow (how?)
>     - JNPR defaults
>     - JNPR gets acquired
>
> It's not the worst outcome, and from who acquires them, HPE isn't the
> worst option, nor the best. I guess the best option would have been,
> several large telcos buying it through a co-owned sister company, who
> then are less interested in profits, and more interested in having a
> device that works for them. Worst would probably have been Cisco,
> Nokia, Huawei.
>
> I think the main concern is that SP business is kinda shitty business,
> long sales times, low sales volumes, high requirements. But that's
> also the side of JNPR that has USP.
>
> What is the future of NPU (Trio) and Pipeline (Paradise/Triton), why
> would I, as HP exec, keep them alive? I need JNPR to put QFX in my DC
> RFPs, I don't really care about SP markets, and I can realise some
> savings by axing chip design and support. I think Trio is the best NPU
> on the market, and I think we may have a real risk losing it, and no
> mechanism that would guarantee new players surfacing to replace it.
>
> I do wish that JNPR had been more serious about how unsustainable it
> is to lose to the dollar, and had tried more to capture markets. I
> always suggested why not try Trio-PCI in newegg. Long tail is long,
> maybe if you could buy it for 2-3k, there would be a new market of
> Linux PCI users who want wire rate programmable features for multiple
> ports? Maybe ESXi server integration for various pre-VPC protection
> features at wire-rate? I think there might be a lot of potential in
> NPU-PCI, perhaps even FAB-PCI, to have more ports than single NPU-PCI.
>
--
-Aaron

_______________________________________________
juniper-nsp mailing list juniper-nsp at puck.nether.net
https://urldefense.com/v3/__https://puck.nether.net/mailman/listinfo/juniper-nsp__;!!M3gv20Gt!cY_tIELb_GnFbX25Rob0JdOOa-DCsw5rdrDXQLZCHc5pbquwHK0zxmd1eBGJkltMjQg9rRZ5_SLSka5e9RqBfwazhuH6LnpG$
_______________________________________________
juniper-nsp mailing list juniper-nsp at puck.nether.net
https://puck.nether.net/mailman/listinfo/juniper-nsp

IMPORTANTE:
As informações deste e-mail e o conteúdo dos eventuais documentos anexos são confidenciais e para conhecimento exclusivo do destinatário. Se o leitor desta mensagem não for o seu destinatário, fica desde já notificado de que não poderá divulgar, distribuir ou, sob qualquer forma, dar conhecimento a terceiros das informações e do conteúdo dos documentos anexos. Neste caso, favor comunicar imediatamente o remetente, respondendo este e-mail ou telefonando ao mesmo, e em seguida apague-o.

CONFIDENTIALITY NOTICE:
The information transmitted in this email message and any attachments are solely for the intended recipient and may contain confidential or privileged information. If you are not the intended recipient, any review, transmission, dissemination or other use of this information is prohibited. If you have received this communication in error, please notify the sender immediately and delete the material from any computer, including any copies.