Key points:
- HPE has unveiled new networking gear and software to help enterprise customers move into the AI networking era, including new switches and routers, and deepened partnerships with AMD and Nvidia.
- The company plans to integrate the AI technology it acquired from Juniper into its Aruba Networking Central platform, combining the best of both worlds to offer actionable insights and automated workflows.
- HPE is expanding its partnerships with Nvidia and AMD to accelerate enterprise AI deployment, including the creation of an AI factory lab in Grenoble, France, and support for AMD’s Helios AI rack scale architecture.
According to sources, HPE has made a significant announcement at its Discover Barcelona 2025 customer event, unveiling a wide range of networking gear and software to help enterprise customers move efficiently into the AI networking era. This move is expected to have a significant impact on the industry, particularly in the Microsoft ecosystem, as companies like Microsoft continue to invest in AI and cloud technologies. The rollout includes new switches and routers, as well as deepened partnerships with AMD and Nvidia, which will help to accelerate enterprise AI deployment.
At the heart of this announcement is the integration of the AI technology acquired from Juniper into HPE’s Aruba Networking Central platform. According to Rami Rahim, president and general manager of the HPE networking business, the company plans to combine the best of HPE Aruba Networking Central and Juniper’s core Mist AIOps software to offer actionable insights and automated workflows to detect and resolve a broad range of enterprise networking problems. This integration will enable customers to manage their networks more efficiently and effectively, and will also provide a boost to Microsoft’s Azure cloud platform, which is a key player in the cloud computing market.
The natural-language Mist AI and Marvis virtual network assistant (VNA) will gather telemetry and user state data from Juniper’s routers, switches, access points, firewalls, and applications to offer actionable insights and automated workflows. Additionally, HPE is adding the Mist Large Experience Model (LEM), which uses billions of data points from apps such as Zoom and Teams, combined with synthetic data from digital twins, to rapidly detect, fix, and predict video issues. This technology will be a game-changer for companies that rely on Microsoft Teams for communication and collaboration.
On the hardware front, HPE is targeting the AI data center edge with a new MX router and the scale-out networking delivery with a new QFX switch. The new 1U, 1.6Tbps MX301 multiservice edge router is aimed at bringing AI inferencing closer to the source of data generation and can be positioned in metro, mobile backhaul, and enterprise routing applications. This will have a significant impact on the Windows Server market, as companies look to deploy AI-powered solutions on their servers.
The company is also expanding its partnerships with Nvidia and AMD to accelerate enterprise AI deployment. The partnership with Nvidia includes HPE Juniper edge onramp and long-haul data center interconnect (DCI) support in its Nvidia AI Computing by HPE portfolio. This extension uses the MX and Junipers PTX hyperscaler routers to support high-scale, secure, and low-latency connections from users, devices, and agents to AI factories and connections between clusters deployed across longer distances or across multiple clouds. This partnership will also have a positive impact on the Microsoft Azure platform, which is a key player in the cloud computing market.
The partnership with AMD will support AMD’s Helios AI rack scale architecture with integrated scale-up Ethernet networking. The system will be a scale-up turnkey Ethernet package that will feature a purpose-built Juniper Networks switch based on Broadcom’s 102.4 Tbps, Tomahawk 6 network silicon and employ the Ultra Accelerator Link over Ethernet (UALoE) specification. This specification was crafted by many of the UAL group’s 75 members, which include AMD, Broadcom, Cisco, Google, HPE, Intel, Meta, Microsoft, and Synopsys. This partnership will also have a significant impact on the Windows Server market, as companies look to deploy AI-powered solutions on their servers.
In other news, HPE/Juniper’s Apstra Data Center Director and Data Center Assurance software will be integrated with HPE’s OpsRamp management package, which monitors servers, networks, storage, databases, and applications. The idea is to further enable data center automation as Apstra’s automation capabilities can deliver consistent network and security policies for workloads across physical and virtual infrastructures. This will have a positive impact on the Microsoft ecosystem, as companies look to automate their data center operations.
Overall, HPE’s announcement is a significant development in the AI networking era, and is expected to have a major impact on the industry. The company’s partnership with AMD and Nvidia will accelerate enterprise AI deployment, and its integration with Juniper’s AI technology will provide customers with a powerful tool to manage their networks. As the Microsoft ecosystem continues to evolve, companies like HPE are well-positioned to take advantage of the growing demand for AI-powered solutions. With its new hardware and software offerings, HPE is set to play a major role in the AI networking era, and its partnership with Microsoft will be a key factor in its success.
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