Arista Eyes VeloCloud: A Strategic Move in the Networking Game?

The SDWAN world is buzzing with reports suggesting that Arista Networks is set to acquire VeloCloud, Broadcom’s software-defined wide area network (SD-WAN) business. While no official announcement confirming the deal has been made, the potential acquisition has sparked considerable discussion about the strategic implications for both companies and the broader networking market.
Research Note: HPE’s New Storage SLAs and Edge-Ready Backup Appliances

HPE recently introduced new service-level guarantees and product innovations focused on cyber resilience, energy efficiency, and zero data loss for its flagship HPE Alletra Storage MP B10000 platform.
It also expanded its StoreOnce data protection portfolio with new appliances tailored to remote offices and SMBs.
Research Note: RUCKUS Networks Introduces AI-Driven Wi-Fi 7 Outdoor Access Point

RUCKUS Networks recently expanded its portfolio by introducing the RUCKUS T670 and T670sn outdoor Wi-Fi 7 access points. This announcement is a significant step in bringing the latest Wi-Fi standards and AI capabilities to challenging outdoor environments, focusing on high-density and performance needs.
NAND Insider Newsletter: Week of May 12, 2025

Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
HPE Strengthens Cloud and Edge Security Posture

HPE rolled confidently into RSAC Conference recently, and, I must say, they brought some interesting tech to the table. HPE has been around the network security block a time or two. But these latest moves, especially around GreenLake and the Aruba Networking gear, show that they’re serious about stepping up their security game.
Research Note: Nutanix & Pure Storage Partnership

At the recent Nutanix .NEXT event, Pure Storage and Nutanix announced a collaboration to deliver a jointly certified solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray over NVMe/TCP.
The alliance targets enterprise customers seeking alternatives to traditional virtualization stacks, particularly VMware deployments.
Quick Take: UALink & OCP Join Forces

The Open Compute Project (OCP) Foundation and the Ultra Accelerator Link (UALink) Consortium have announced a strategic collaboration to standardize and deploy high-performance, open scale-up interconnects for next-generation AI and HPC clusters.
Research Note: IBM Orchestrate for Enterprise Agentic AI

At IBM Think 2025 in Boston, IBM announced its new watsonx Orchestrate, catching the shift that sees enterprise AI moving beyond simple model deployment toward agent orchestration.
The platform enables organizations to build, deploy, and manage AI agents across enterprise environments with minimal technical expertise required.
Research Note: CrowdStrike’s Falcon Adversary OverWatch

CrowdStrike expanded its threat-hunting capabilities, introducing its new Falcon Adversary OverWatch Next-Gen SIEM, extending visibility beyond endpoints to third-party data sources.
The new solution uses managed threat hunting to uncover threats in their early stages using available third-party SIEM data from network edge devices, identity and access management tools, SaaS applications, and email security tools.