“How HPE's Juniper Acquisition Strengthens AMD Partnership, AI's Networking Reach”
JNPR has an advanced AI narrative and potential for strong growth from office/branch modernization; long-term strategic benefit is uncertain.
Yes, most of that is Juniper technology now.
I think one of the really interesting things about Juniper is their use of a combination of custom silicone and commercial silicone, which is off-the-shelf silicone. So, I think they can really deliver a customized solution in the data center, but more importantly, they can look to the future at the edge, and that's where the importance of the AMD partnership lies.