Day: June 30, 2025

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

by Steven J. Schuchart Jr., posted in Big Data, Network
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.

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

by Amy Larsen DeCarlo, posted in Secure
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.

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Advancing AI 2025 Event: AMD Heeds the AI Opportunity

by Beatriz Valle, posted in IT Leader
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.

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AWS H1 Launches: Shifting Focus to Agentic AI

by Alfie Amir, posted in Big Data
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.

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