[j-nsp] Thanks for all the fish

Wed Jan 10 17:23:38 EST 2024

Yes definitely.

And it doesn't make any sense to just take the first jewel (MIST / ML) and not take advantage of the other 2  (JUNOS and NPUs) ... and simply discard them.

Even because there are many large customers in the world who are using the "other" 2 jewels.

From: Richard McGovern <rmcgovern at juniper.net>
Sent: Wednesday, January 10, 2024 7:16 PM
To: Giuliano C. Medalha <giuliano at wztech.com.br>; Alexandre Guimaraes <alexandre.guimaraes at ascenty.com>; juniper-nsp at puck.nether.net; Aaron Gould <aaron1 at gvtc.com>
Subject: Re: Re: [j-nsp] Thanks for all the fish

#1 jewel HPE (Aruba) is interested in is Juniper/MIST AI. MIST AI and ML is also being integrated into many other facets of Juniper, one being Apstra. See this in announcement - https://www.barrons.com/articles/cisco-stock-arista-juniper-hp-enterprise-acquisition-b94d6024

FYI only, Rich

Richard McGovern
Sr Sales Engineer, Juniper Networks
978-618-3342

I'd rather be lucky than good, as I know I am not good
I don't make the news, I just report it

Juniper Business Use Only
On 1/10/24, 5:10 PM, "Giuliano C. Medalha" <giuliano at wztech.com.br<mailto:giuliano at wztech.com.br>> wrote:
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://urldefense.com/v3/__https://www.linkedin.com/pulse/gpu-fabrics-genai-workloads-sharada-yeluri-j8ghc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via__;!!NEt6yMaO-gk!HQROn9iGp4UvBkIlPTpyFN3tHCur82IRLhMj2HcS56qjKND36LA46zPvEikfsSpdYFnKJfz3cUTcL6mDjp7THMIoKNxHYZLW$<https://urldefense.com/v3/__https:/www.linkedin.com/pulse/gpu-fabrics-genai-workloads-sharada-yeluri-j8ghc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via__;!!NEt6yMaO-gk!HQROn9iGp4UvBkIlPTpyFN3tHCur82IRLhMj2HcS56qjKND36LA46zPvEikfsSpdYFnKJfz3cUTcL6mDjp7THMIoKNxHYZLW$>

https://urldefense.com/v3/__https://www.linkedin.com/pulse/chiplets-inevitable-transition-sharada-yeluri?utm_source=share&utm_medium=member_ios&utm_campaign=share_via__;!!NEt6yMaO-gk!HQROn9iGp4UvBkIlPTpyFN3tHCur82IRLhMj2HcS56qjKND36LA46zPvEikfsSpdYFnKJfz3cUTcL6mDjp7THMIoKGpRuQPN$<https://urldefense.com/v3/__https:/www.linkedin.com/pulse/chiplets-inevitable-transition-sharada-yeluri?utm_source=share&utm_medium=member_ios&utm_campaign=share_via__;!!NEt6yMaO-gk!HQROn9iGp4UvBkIlPTpyFN3tHCur82IRLhMj2HcS56qjKND36LA46zPvEikfsSpdYFnKJfz3cUTcL6mDjp7THMIoKGpRuQPN$>

MIT AI:

https://urldefense.com/v3/__https://people.csail.mit.edu/ghobadi/papers/trio_sigcomm_2022.pdf__;!!NEt6yMaO-gk!HQROn9iGp4UvBkIlPTpyFN3tHCur82IRLhMj2HcS56qjKND36LA46zPvEikfsSpdYFnKJfz3cUTcL6mDjp7THMIoKBhUJIPe$<https://urldefense.com/v3/__https:/people.csail.mit.edu/ghobadi/papers/trio_sigcomm_2022.pdf__;!!NEt6yMaO-gk!HQROn9iGp4UvBkIlPTpyFN3tHCur82IRLhMj2HcS56qjKND36LA46zPvEikfsSpdYFnKJfz3cUTcL6mDjp7THMIoKBhUJIPe$>

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<mailto: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<mailto:juniper-nsp at puck.nether.net>; Aaron Gould <aaron1 at gvtc.com<mailto: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<mailto:juniper-nsp-bounces at puck.nether.net>> em nome de Aaron Gould via juniper-nsp <juniper-nsp at puck.nether.net<mailto:juniper-nsp at puck.nether.net>>
Enviado: quarta-feira, 10 de janeiro de 2024 16:30
Para: juniper-nsp at puck.nether.net<mailto:juniper-nsp at puck.nether.net> <juniper-nsp at puck.nether.net<mailto: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$<https://urldefense.com/v3/__https:/newsroom.juniper.net/news/news-details/2024/HPE-to-Acquire-Juniper-Networks-to-Accelerate-AI-Driven-Innovation/__;!!M3gv20Gt!cY_tIELb_GnFbX25Rob0JdOOa-DCsw5rdrDXQLZCHc5pbquwHK0zxmd1eBGJkltMjQg9rRZ5_SLSka5e9RqBfwazhmC0uXDs$>

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

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