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  • 2026,  Research Notes

    Three Big Takeaways From HPE Discover U.S. 2026

    June 22, 2026 /

    I recently attended Hewlett-Packard Enterprise Discover in the United States, meeting with the company’s executive leadership and product teams. This year’s event was especially significant, highlighting HPE’s progress with integrating its hotly contested acquisition of Juniper Networks, which was finally approved by regulators last July. I was bullish on the combination from the onset of the announcement, while other analysts and pundits viewed it as a share consolidation play that was potentially anticompetitive. From my perspective, the opportunity for HPE to create a formidable engineering team to better compete with other AI infrastructure by utilizing networking as its market penetration tip of the spear is powerful. It has the potential…

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    Will Townsend

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  • 2026,  Research Notes

    Three Big Takeaways From Cisco Live U.S. 2026

    June 5, 2026 /

    Cisco recently held its signature Live event in the United States, returning to Las Vegas and featuring over 1,200 sessions, including keynotes, technical demos, and breakouts. Themes related to scaling networking for AI, securing the agentic workforce, and reimagining operations dominated agendas, and I had the opportunity to spend time with company executives, customers, and partners to dive deeper into deployments and business outcomes. The launch payload was massive again this year as Cisco continues to move its solution development at the speed of modern AI. With a continued practice of summarizing my event attendance with three big takeaways – let’s dive in! Maintaining Control Through Chaos This year marks…

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    Will Townsend

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© 2026 LoneStar Advisory & Research | "Ask Will" is a Denser AI beta agent trained on a subset of the formal published work of Will Townsend. It generates responses based on vast data inputs and lacks critical thinking, so it can't guarantee factual accuracy and may produce content that's incorrect or misleading.