Network Break 345: Marvell Acquires High-End Ethernet ASICs; Arista CEO Says Component Shortage ‘Worst I’ve Seen’

Greg
Ferro

Drew
Conry-Murray

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Take a Network Break! Marvell buys Innovium and its high-end ASICs for $1.1 billion to challange Broadcom and others in the Ethernet market, Juniper Networks debuts agent software designed to protect applications from software exploits, and IDC predicts big growth for AWS Outposts and other on-prem infrastructure tied to public clouds.

Cisco will experiment with remote and distributed work as employees voice a desire to not go back to the office five days a week, Amazon delays in-office work until January 2022, and Arista announces quarterly earnings while highlighting a very constrained supply chain.

Get links to these stories below.

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Tech Bytes: Aruba

After the news we talk with a pharmaceutical distribution company about their rollout of Aruba EdgeConnect SD-WAN to boost uptime for fulfillment services, improve delivery services, and create a full-mesh SD-WAN to make it easier for warehouses and offices to share data.

Show Links:

Marvell to Acquire Innovium – Accelerates Cloud Growth with Expanded Ethernet Switching Portfolio – PR Newswire

Marvell Tech to acquire Innovium for $1.1 bln as it courts more cloud customers – Reuters

Marvell Acquiring Innovium for High-End Switch ASIC – Serve The Home

Marvell to acquire Innovium for $1.1 Billion – Innovium

Connecting and Protecting Applications within a Zero Trust Data Center Architecture with Juniper Cloud Workload Protection – Juniper Networks

New Juniper Software Aims To Protect Applications Against Exploitable Vulnerabilities – Packet Pushers

Dedicated Cloud Infrastructure as a Service, 2019–2025: Market Trends and Outlook – IDC

Spending On Cloud Outposts Is Climbing The Hockey Stick – The Next Platform

The great hybrid experiment – Cisco

Time for a ‘great experiment’ says Cisco as it lets team leaders set place of work – The Register

CNN fires three employees for coming to work unvaccinated – The Guardian

Amazon delays office return until January as COVID-19 cases surge – Reuters

Arista Networks, Inc. Reports Second Quarter 2021 Financial Results – Arista Networks

‘This is the worst I’ve seen it’ says Arista boss as entire network hardware sector battles component shortages, doubled lead times for semiconductors – The Register

Arista Networks (ANET) Q2 2021 Earnings Call Transcript – Motley Fool

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