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…


