HPE’s Concessions Made to US DoJ to Acquire Juniper Will Have an Uncertain Impact

S. Schuchart

Summary bullets:

• The long-awaited merger is nearly here

• The impact of these concessions will play out over time

The long, drawn-out saga of HPE’s quest to buy Juniper has reached another milestone. HPE and the United States Department of Justice (DoJ) have reached a deal that, pending judicial approval, will allow the transaction to complete. However, there are a couple of concessions on HPE’s part. First it must divest its HPE Aruba Instant On business within 180 days to satisfy the DoJ’s worries about Wi-Fi market share of the combined companies. Second, HPE must auction off a perpetual, non-exclusive license to the source code for AI Ops for Mist.

Continue reading “HPE’s Concessions Made to US DoJ to Acquire Juniper Will Have an Uncertain Impact”

Reality Check: Accenture Research Shows Enterprises Face a Security Deficit in the AI Era

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

  • In a survey of 2,286 technology and security-focused executives, Accenture reports that only 34% have a mature cybersecurity strategy.
  • Just 20% say they are confident in their ability to protect their generative AI (GenAI) models from a breach.

Artificial intelligence (AI) presents as a double-edged sword for many enterprises. The technology has the potential to revolutionize business processes and drive further innovation but is protecting the model from advancing threats that could compromise the integrity of data output. This is a daunting challenge that few organizations have a handle on today. Add threat actors harnessing AI for their own nefarious purposes to the mix, and the situation becomes much more daunting for the enterprise.

Continue reading “Reality Check: Accenture Research Shows Enterprises Face a Security Deficit in the AI Era”

Advancing AI 2025 Event: AMD Heeds the AI Opportunity

B. Valle

Summary Bullets:

• AMD’s “Advancing AI 2025” event, held in San Jose, California (US) in June 2025 helped analysts delve deeper into the company’s strategy for the next few years.

• The chip designer aims to build a fully open ecosystem and stack, supported by a string of acquisitions, including Silo AI and Brium.

AMD continues executing upon its annual roadmap cadence since it launched the AMD Instinct MI300 GPUs in late-2023. The launch of the AMD Instinct MI350 series, with a quadruple jump in performance compared with the previous generation, was a highlight of the conference. As AI agents become conspicuous, compute requirements will grow, driving an exponential demand for infrastructure. AMD also focused on its software roadmap and highlighted the importance of an open ecosystem, something the company has invested in through acquisitions.

Continue reading “Advancing AI 2025 Event: AMD Heeds the AI Opportunity”

AWS H1 Launches: Shifting Focus to Agentic AI

A. Amir

Summary Bullets:

• Various new capabilities in cloud migration, AI, and agentic AI that are aligned with business needs in APAC.

• This shows strong momentum, but there are a few considerations for AWS to strengthen its position in the region.

In a recent briefing with analysts in APAC, AWS shared its key launches in H1 2025. In line with the market direction, most new services and features are around AI. Cloud adoption is growing while AI is evolving rapidly in the region. The focus has shifted from LLMs and use case creations to efficient deployments and advanced automation. For example, using the right model (third-party, custom model, model distillation, fine-tuning, and SLM) and agentic AI (multi-agent applications and agent development, including support for third-party agents and open-source agent SDK). The new capabilities are crucial for AWS to address the growing customer needs. Businesses have higher awareness of AI and are beginning to feel the push to adopt the technology to keep up with user demands and gain a competitive edge. The new capabilities are also crucial for AWS to retain its market position and to respond to competitors.

Continue reading “AWS H1 Launches: Shifting Focus to Agentic AI”

AI Agent-injected Developer Tools Hit the Market

C. Dunlap Research Director

AI innovations in the form of agents are promising new levels of automation that require little to no human interaction, targeting DevOps team members facing the arduous task of digital transformations. AI agents promise to transform the process of application development and to ease the burden of app and infrastructure modernization complexities.

Continue reading “AI Agent-injected Developer Tools Hit the Market”

Global Telcos Demonstrate Staying Power in Industrial IoT Advancements in 2025


John Marcus – Senior Principal Analyst, Enterprise Mobility and IoT Services.

Summary Bullets:

• Global telcos are advancing industrial IoT with AI, 5G, and eSIM to deliversector-specific and real-time solutions at global scale.

• Strategic investments continue the shift beyond basic connectivity to intelligent, global platforms supporting logistics, energy, mobility, and public safety.

Over H1 2025, major telecom providers have redoubled their push into industrial IoT, developing tailored solutions that move well beyond connectivity to address the specific needs of sectors and use cases such as transport, utilities, and facilities management. Common threads across these efforts include the integration of AI, the evolution of connectivity through 5G, eSIM, and satellite, and a growing emphasis on real-time visibility, operational efficiency, and international scalability.

Continue reading “Global Telcos Demonstrate Staying Power in Industrial IoT Advancements in 2025”

We Are Becoming Numb to Cybersecurity Breaches

S. Schuchart

Summary Bullets:

• Password managers do tend to make logging in easier – but it’s a change that people must get used to…

• To really embrace cybersecurity, there needs to be a reckoning to correct old thinking and ideas.

Sixteen (16) billion. That’s a number that isn’t comprehendible. It’s a number you hear on the news, usually in a science segment or in a finance segment talking about the ultra-wealthy. But this time, 16 billion is the number of exposed login credentials researchers from Cybernews found in an exposed dataset. This dataset contains stolen login credentials, mostly gained via malware. The credentials come from everywhere – from websites around the world, including popular websites and cloud services.

Continue reading “We Are Becoming Numb to Cybersecurity Breaches”

New Zoom CX Features Keep Zoom at the Forefront of Competition

G. Willsky

Summary Bullets:

  • New Zoom CX features are noteworthy for their value and symbolize the rise of Zoom.
  • The features connect two key trends – the arrival of agentic AI and the transformation of contact centers.

Earlier this month, Zoom announced new features that are noteworthy for the value they add to its customer experience (CX) platform, Zoom CX. However, the real headline is that the features sit at the intersection of two key trends – the advent of agentic AI and the transformation of contact centers – and are emblematic of the rise of Zoom as a competitor.

Continue reading “New Zoom CX Features Keep Zoom at the Forefront of Competition”

Vocus Doubles Down on Space Connectivity with Telesat and StarLink Upgrade

B. Swan

Vocus, an Australian fiber and technology solutions provider, has doubled down on its focus of providing satellite services to its enterprise and government customers to bridge the connectivity void across the country. The carrier has made multiple announcements over the last week, announcing it has partnered with Canadian satellite operator, Telesat, to launch LEO satellite services in Australia and expand its capabilities with StarLink, which will see the carrier add Layer 2 integration to extend secure private networks in remote locations. Will this announcement from the carrier finally put an end to poor connectivity and transform remote connectivity for enterprises in regional Australia?

Continue reading “Vocus Doubles Down on Space Connectivity with Telesat and StarLink Upgrade”

AWS Summit Sydney – Accelerating AI from Possibilities to Production

S. Soh

Summary Bullets:

• At this year’s AWS Summit in Sydney, AI has moved further along from conversation around large language models (LLMs) to practical AI examples driven by agentic AI.

• AI adoption is now across start-ups, SaaS companies, service providers, and enterprises with modern tech stacks.

It is no surprise that at the AWS Summit Sydney 2025, AI is still front and center. What is different from a year ago however, is the shift in conversation from LLMs and what they can potentially achieve to more practical AI including agentic AI and how they are now being deployed across different scenarios. While AI companies continue to formulate new models and enhance their accuracy and capability, there are now more ways enterprises can extract the value from AI models for different use cases. When posed a question how enterprises should go about selecting the right AI model, an AI advisory firm explained aptly that it should depend on the problem AI is meant to solve, and the level of IQ you need for that purpose. A less sophisticated, but more economical AI model, should suffice if the purpose does not require extensive reasoning or an LLM that is capable of performing a wide range of tasks.

Continue reading “AWS Summit Sydney – Accelerating AI from Possibilities to Production”