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Juniper

Juniper Networks, now part of HPE: routing, switching and AI-driven networking including Mist and Apstra.

33stories in the archive
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Jun 12first covered · 2026

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  1. Yahoo Finance · Oct 2, 2026 · Industry news

    HPE lifts AI networking order target to $3 billion

    HPE raises fiscal 2026 Networks for AI order target to $3 billion. Post-Juniper integration shows 117% networking revenue growth YoY through July 2026; networking now 26% of HPE segment revenue. QFX5250 switches on Broadcom Tomahawk 6 (102.4 Tbps) and MX301 routers shipping to cloud and hyperscaler customers. HPE targeting $800M cost synergies by FY28.

    Why it matters Demonstrates integrated routing/switching/telemetry stacks command premium pricing in AI infrastructure. Distributed AI workloads and data center interconnect drive routing growth at 20%+ CAGR, shifting network capex composition toward layer 3 intelligence and multi-vendor scale-out fabrics.

    Oct 3, 2026 edition

  2. Converge Digest · Sep 30, 2026 · Industry news

    Vultr orders $1.2B of HPE racks with Ethernet scale-up

    Vultr ordered HPE systems with 72 AMD Instinct MI455X GPUs per rack connected by six HPE Juniper Networking QFX5252 scale-up Ethernet switch trays using standards-based UALink over Ethernet (UALoE). The $1.2 billion order gives HPE a sizable named customer for its entry into Ethernet-based scale-up networking.

    Why it matters The Vultr order supplies a commercial reference point for an architecture HPE and AMD had previously described primarily through roadmap announcements, signaling customer readiness for Ethernet-based scale-up interconnects in production AI racks.

    Sep 30, 2026 edition

  3. AD-HOC NEWS / Futuriom · Sep 23, 2026 · Industry news

    HPE Reports 36% Networking Orders Growth; Juniper Integration On Track

    Hewlett Packard Enterprise reported networking revenue grew 10% year over year in Q3 FY2026, with networking orders rising 36%, and cloud and AI orders up about 75%. HPE linked the integration to 14-17% networking growth in fiscal 2027. The strong order momentum reflects accelerating demand for AI-native networking infrastructure from the Juniper acquisition.

    Sep 24, 2026 edition

  4. Globe Newswire · Sep 23, 2026 · Vendor release

    D&H Distributing Expands Relationship with HPE; Chosen as a North American Distributor of HPE Networking

    D&H Distributing extended its distribution partnership with HPE on September 23, 2026, gaining access to the HPE Networking portfolio including HPE Juniper Networking routers and switches, with full availability to partners by end of September 2026. This integration adds HPE Networking to D&H's Advanced Solutions+ ecosystem, giving partners access to HPE's networking, cloud, and AI portfolios along with D&H's training, enablement, and 24/7 support.

    Sep 23, 2026 edition

  5. Digitalisation World · Sep 16, 2026

    Juniper Networks Introduces Apstra Freeform for Multivendor Data Center Automation

    Juniper Networks expanded its Apstra intent-based networking platform with Freeform capability, enabling enterprises to manage and automate data center operations regardless of topology and protocols. This removes architectural constraints from intent-driven networking, allowing customers to move beyond rigid fabric designs to flexible, multi-topology environments across data centers.

    Sep 19, 2026 edition

  6. TechNode · Sep 9, 2026

    Oracle Plans HPE Juniper Rollout Across Global AI Data Centers

    Oracle plans to extend HPE Juniper networking across its global AI data centers as OCI superclusters scale. The multiyear deployment covers routing, switching equipment, support services and financing. HPE raised its fiscal 2026 revenue growth forecast to 34%-37% after record quarterly sales driven by AI servers and networking demand.

    Sep 10, 2026 edition

  7. Converge Digest · Sep 4, 2026

    HPE Reports Juniper Networking Orders up 36% as AI Data Center Switching Demand Surges

    HPE's fiscal Q3 2026 results show the Juniper Networks acquisition moving rapidly from integration story to AI infrastructure strategy, with $7.6 billion in combined AI backlog. Data Center Switching & Routing orders increased at a high-double-digit rate, with networking revenue up 10% while orders rose 36%, showing demand running substantially ahead of shipments as customers scale AI clusters.

    Sep 6, 2026 edition

  8. Network World · Sep 3, 2026

    HPE's record Q3 AI infrastructure and networking demand surge with $7.6B AI backlog

    HPE revenue for the quarter was $12.2 billion, a 34% increase from the prior-year period. HPE ended the quarter with $7.6 billion in combined AI backlog across AI Systems and Networks for AI. Networks for AI orders reached $700 million during Q3 and $2.2 billion cumulatively, prompting HPE to raise its FY26 target to $2.5 billion-$3.0 billion.

    Sep 5, 2026 edition

  9. HPE Newsroom · Sep 2, 2026

    HPE and Oracle deepen networking collaboration to accelerate gigawatt-scale AI infrastructure

    HPE announced an expanded collaboration with Oracle to deploy HPE Juniper Networking across Oracle's AI data centers. The partnership builds on over a decade of engineering work and includes networking support services, with Juniper platforms providing scale, performance, and availability for Oracle Cloud Infrastructure's global AI superclusters.

    Sep 4, 2026 edition

  10. Forrester · Jul 8, 2026 · Industry news

    HPE Discover 2026: The Juniper Effect Comes Into Focus

    HPE positions itself as an AI infrastructure company where the Juniper acquisition is now strategic necessity rather than market-share play. The integration brings AI-native operations, autonomous networking, and AI data center fabrics that define HPE's future positioning against Cisco, Arista, and NVIDIA competitors.

    Jul 8, 2026 edition

Coverage history

23 earlier stories

July 2026 7

June 2026 16