Network Break 444: NVIDIA Mines GPU Gold; VMware Wants To Sell You Private AI; SUSE Prepares To Go Private

Take a Network Break! On today’s episode we discuss two announcements from VMware Explore 2023: a private AI offering, and a revamped NSX for public and private cloud networking. We also discuss recent rule changes at the SEC that require public companies to disclose material security incidents in a timely manner.

SUSE announces that a private equity firm is taking the company off the public market, 5G has failed to be a revenue bonanza for telcos, Cisco announces steady financial results, and NVIDIA smashes revenue records on the back of GPU sales.

Get links to all these stories below.

Tech Bytes: Catchpoint

Stay tuned after the news for a sponsored Tech Bytes podcast we’re talking about monitoring network and application performance. Our sponsor is Catchpoint, and they’ve sent a customer to talk about how they’re using Catchpoint in production including real-time BGP monitoring, plus Catchpoint’s global observability network that lets you test networks and applications from multiple vantage points. We talk with Sunny Shah, Senior Director, Platform Engineering, at StackPath.

Show Links:

VMware Puts the Power of Generative AI Within Reach of Any Enterprise – VMware

Announcing VMware NSX+: A Simpler Path to Consistent Multi-Cloud Networking – Network and Security Virtualization – VMware

SEC Adopts Rules on Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure by Public Companies – SEC

Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure – SEC (PDF)

SUSE to flip back into private ownership – The Register

EQT Private Equity Announces Voluntary Public Purchase Offer and Intention to Delist SUSE – SUSE

EQT Private Equity to take SUSE private and work towards full potential in private setting, with shareholders given option to remain invested or sell at attractive cash offer – EQT Group

SK Telecom 6G White Paper – SK Telecom (PDF)

South Korea’s biggest telco says 5G has failed to deliver – The Register

The 5G Lesson Telcos Haven’t Recognized, Much Less Learned – Andover Intel

Open RAN growth slows to a crawl – SDxCentral

RAN Market to Decline at a 1 Percent CAGR Through 2027, According to Dell’Oro Group – Dell’Oro Group

Broadcom Inc. Provides Regulatory Update on VMware Transaction – Broadcom Inc.

Cisco Reports Fourth Quarter And Fiscal Year 2023 Earnings – Cisco Systems

NVIDIA Announces Financial Results for Second Quarter Fiscal 2024 – NVIDIA