HPE to Acquire Juniper Networks for $13.4B as Quantum-Safe SD-WAN Market Projected at 28% CAGR
At a cost of $13.4 billion HPE has acquired Juniper Networks to bolster its secure, AI-driven SD-WAN and networking portfolio. This move positions HPE to capitalize on the quantum-safe SD-WAN market, which is projected to grow from $1.0 billion in 2024 to $3.44 billion by 2029 at a 28% CAGR.
1. Strategic Acquisition Bolsters Quantum-Safe Networking
In July 2025, HPE completed its $13.4 billion purchase of Juniper Networks, a move designed to deepen its presence in secure, AI-driven networking. This acquisition integrates Juniper’s high-performance SD-WAN and routing platforms into HPE’s Aruba Networking lineup, enabling combined solutions that support quantum-resistant encryption and self-driving network management. HPE estimates the global quantum-safe SD-WAN market will grow from $1.0 billion in 2024 to $3.44 billion by 2029 at a 28 percent CAGR, positioning the combined HPE-Juniper portfolio to capture a leading share of this rapidly expanding segment.
2. Expanded Retail Portfolio Delivers Always-On Connectivity
At NRF 2026: Retail’s Big Show, HPE unveiled enhancements to its Aruba Networking CX 6000 Switch Series and Nonstop Compute solutions. The new CX 6000 models include eight-port PoE variants that boost power budgets by 30 percent to support modern POS terminals, cameras and IoT sensors in compact, silent enclosures. Meanwhile, HPE Nonstop Compute NS9 X5 and NS5 X5 platforms now deliver up to 15 percent higher performance capacity and scale linearly to 4,000 nodes, based on internal benchmarks versus prior NS8 X4 systems. These updates, combined with Mist AIOps integration and Transparent Data Encryption, promise uninterrupted transaction processing and real-time analytics during peak retail periods.
3. AI-Native Insights and Zero-Trust Security
HPE’s integration of the Marvis virtual network assistant with Juniper Networking Premium Analytics brings location intelligence, occupancy tracking and engagement metrics into a single natural-language interface. Retail IT and operations teams can shift from reactive troubleshooting to proactive performance optimization, reducing mean time to resolution by up to 40 percent. Additionally, HPE’s zero-trust architecture leverages advanced telemetry and continuous device authentication across edge switches and Nonstop Compute nodes, helping retailers meet stringent data privacy regulations while maintaining five-nines availability.