- HPE closes Juniper deal after DOJ approval, agreeing to sell its WLAN unit within 180 days.
- The move boosts HPE’s AI networking portfolio and challenges Cisco’s dominance.
What happened: HPE agrees to WLAN sale and AI licence to finalise Juniper deal
Hewlett Packard Enterprise (HPE) has completed its $14 billion acquisition of Juniper Networks, following approval from the US Department of Justice. To move forward, HPE agreed to divest its Instant On WLAN switching business and license Juniper’s Mist AI Ops source code. The DOJ had previously attempted to block the deal, citing reduced competition in enterprise wireless networks.
Under the agreement, HPE will sell the WLAN unit—including staff, assets, and customer contracts—to a DOJ-approved buyer within 180 days. It must also offer a perpetual, non-exclusive Mist AI licence through an auction. The deal adds Juniper’s 12,000 employees to HPE’s Aruba unit and doubles the company’s networking revenue.
Also Read: HPE clears $14B Juniper deal with DOJ settlement
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Why this is important
The acquisition strengthens HPE’s position in AI-powered networking and edge-to-cloud infrastructure. With Juniper’s Mist AI, SDN software, and data centre routing capabilities, HPE gains tools to better compete with Cisco and Arista Networks, both of which dominate enterprise and hyperscale markets. CEO Antonio Neri said the merger creates “a modern network architecture alternative” for AI and hybrid cloud environments.
However, the regulatory restrictions imposed by the DOJ reduce HPE’s ability to lock in strategic advantages. The forced divestment of its WLAN business weakens its control over campus and branch networking. The requirement to license Mist AI source code to third parties further dilutes exclusivity. Despite these conditions, the deal gives HPE a larger footprint in AI networking, with expanded reach into security, SDN, and data centres.
In a shifting industry that is increasingly defined by AI automation and cloud-native design, HPE now has a chance to present itself as a more competitive and full-stack alternative to legacy incumbents. Integration risks remain, but the long-term opportunity could reshape the enterprise infrastructure landscape.