AWS selling its own white box switches? Amazon says it's not happening

AWS isn't going to sell white box switches to its customers, which is good news for Cisco. (Pixabay)

Stick a fork in the rumor that Amazon Web Services (AWS) was planning to sell its own white box switches to its customers.

MarketWatch reported that Amazon's top cloud computing executive denied that it was working on selling its own brand of white box switches to businesses. Citing an unnamed source, The Information had reported on Friday that Amazon Web Services was currently testing white box switches and planned to offer them to customers sometime over the next 18 months.

“Cisco and AWS have a longstanding customer and partner relationship, and during a recent call between Cisco CEO Chuck Robbins and AWS CEO Andy Jassy, Andy confirmed that AWS is not actively building a commercial network switch,” according to a statement by Cisco.


Like this story? Subscribe to FierceTelecom!

The Telecom industry is an ever-changing world where big ideas come along daily. Our subscribers rely on FierceTelecom as their must-read source for the latest news, analysis and data on the intersection of telecom and media. Sign up today to get telecom news and updates delivered to your inbox and read on the go.

According to The Information story, AWS planned sell its own white box switches with built-in connections to is cloud computing to its business customers at price points that would be 70% to 80% lower than comparable switches from Cisco.

RELATED: Amazon Web Services in test phase with white box switches: report

The Information's story was particularly damaging to Cisco's stock. After the article was published, Cisco's shares dropped 5% on Friday, while shares of switch vendors Juniper Networks and Arista Networks both dropped 4%.

After MarketWatch published its story, Cisco's shares rose 3% in after hours trading Wednesday while Arista saw a 1.4% uptick in its stock. Juniper's shares increased by about 1.8% after hours. As of 10:00 a.m. ET today, Cisco's shares were marginally up while Arista's had increased by almost 5%, and Juniper's stock was slightly down.

Suggested Articles

Liberty Global is putting $4 million, including $1 million from CEO Mike Fries, into an employee fund to combat the effects of COVID-19.

TechSee's technology is helping Vodafone Group's customers stay connected while also reducing truck rolls to their homes.

Vodafone Group recently wrapped up a deployment of VMware's network virtual infrastructure across all of its 21 European business markets.