Broadcom's stock is nearing a record high, up nearly 30% in the past month, as investors anticipate strong quarterly earnings and the company launches advanced data center switches, with analysts largely rating the stock as a buy.
If HPE's proposed $14B purchase of Juniper Networks goes through, it will inherit a range of Ethernet storage networking products, including data center switches supporting NVMe/RoCE v2 workloads, Apstra network management software, and limited Fiber Channel networking. The acquisition would provide cross-selling and up-selling opportunities with Aruba edge customers and potentially lead to the integration of Apstra with Aruba devices. Additionally, HPE could introduce a GreenLake subscription business model for Juniper products and gain a stronger competitive position against Dell's PowerSwitch LAN networking line, potentially sparking a Dell network supplier acquisition in the future.