US Justice Department settles antitrust case for HPE's $14B takeover of Juniper

by awaton 6/28/2025, 5:59 PMwith 8 comments

by estebarbon 6/28/2025, 8:00 PM

I don't understand HPE: they bought Aruba, already had a strong wired switches division. They also bought Cray, which obviously has their own advanced networking expertise. And now Juniper?

It is not like they lack in-house talent, they have it!

by bc569a80a344f9con 6/28/2025, 7:10 PM

https://www.businesswire.com/news/home/20250628599766/en/HPE...

Press release.

It’s interesting that this requires HPE to divest from Instant On, which is their SMB brand. It’s unclear how that alone maintains a competitive landscape for enterprise customers that largely would have chosen Aruba’s more traditional offering.

That said, it’ll be interesting to see what use cases for data centers they come up with. Mist is one of very few infrastructure providers I’ve seen where AI/ML features actually improve operations. Surprisingly often in ways that I’m puzzled competitors have not been able to duplicate: something as simple as sending all access point logs through outlier detection and automated triage to proactively send RMAs for broken hardware before the customer even complains.