Research Notes

HPE Connectivity and Compute Announcements (MWC 2026)

At MWC 2026, Hewlett Packard Enterprise announced a significant expansion of its service provider portfolio, its broadest set of announcements following its acquisition last year of Juniper Networks.

The announcements focus on three primary pillars: ultra-high-density routing for AI backbones, modular compute for the telecommunications edge, and an integrated cloud operations stack. HPE is positioning these releases to address the “bursty” and high-bandwidth nature of AI training and inference workloads that are increasingly distributed across regional data centers.

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NVIDIA Strategic Investments in Optical Interconnects

NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs

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How to Think about VAST Data

If you’ve been tracking the enterprise infrastructure space for the past few years, you’ve probably encountered VAST Data. And if you’re like most IT practitioners I talk to, you’ve probably filed them in the “high-performance storage vendor” folder in your brain.

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