Dell’Oro: Optical Transport Equipment sales for DCI up 13% in Q1

Sales of optical transport equipment used for data center interconnect (DCI) increased 13 percent year-over-year in 1Q 2020, according to a new report from Dell’Oro Group,. The top three vendors — Ciena, Cisco, and Infinera — with a combined share of over 70% benefited the most from the rising demand for data center connectivity.

“Data center interconnect continued to be an important application for optical transport equipment, especially in times like this,” said Jimmy Yu, Vice President at Dell’Oro Group. “While macroeconomic conditions will suffer this year due to the actions taken to contain the spread of COVID-19, we anticipate demand for data center connectivity will continue to rise as people rely more on cloud-based services,” added Yu.

Additional highlights from the 1Q 2020 Optical Transport Quarterly Report:

• Spending on optical equipment for DCI was highest for metro spans in the quarter, outpacing the growth for DCI used in long haul spans.
• Most companies purchasing DCI equipment use the highest available wavelength speeds, driving sharp demand for 400 Gbps wavelengths.
• Cisco and Infinera, each gained 6 to 7 percentage points of data center interconnect market share in 1Q 2020 compared to 1Q 2019 as their customers buy more 600 Gbps-capable disaggregated WDM systems.

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Canadian court rules extradition process can continue for Huawei exec

A Canadian court has ruled that the extradition process of Huawei CFO Meng Wanzhou to the United States to face fraud charges may continue. The question at hand was whether the case should be dismissed for failing to meet the criteria of "double criminality" -- whether the alleged activity also violates Canadian law.

In a press statement, Huawei expressed its disappointment and said it hoped Canada's judicial system would ultimately "prove Ms. Meng's innocence."

 Huawei's CFO is arrested in Canada, U.S. seeks extradition

Wednesday, December 05, 2018  China, Huawei, People  

Meng Wanzhou, the chief financial officer and deputy chairwoman of Huawei, was arrested in Vancouver, Canada on December 1st at the request of the U.S. government, which is seeking her extradition, according to multiple news sources. U.S. authorities reportedly are investigating violations of economic sanctions on Iran.

Meng Wanzhou (Sabrina Weng) is the daughter of Huawei founder Ren Zhengfei.

• A biography on Huawei's website says Meng Wanzhou joined the company in 1993 and has previously held the positions of Director of the International Accounting Dept, CFO of Huawei Hong Kong, and President of the Accounting Mgmt Dept. She is credited with the founding of five shared service centers around the world, the completion of Huawei's Global Payment Center in Shenzhen, leading an eight-year partnership with IBM focused on Integrated Financial Services.

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KKR to invest $1 billion in European data center venture

KKR, a leading global investment firm, will make a $1 billion equity capital commitment in the formation of Global Technical Realty (“GTR”), a build-to-suit and roll-up acquisition data center platform in Europe. The plan is to develop and build data centers for large technology companies across Europe.

 Franek Sodzawiczny, a leading data center entrepreneur and executive, will lead the venture. Sodzawiczny is the former founder & CEO of Zenium Data Centers and co-founder & CDO of Sentrum.

GTR has partnered with Mercury Engineering, a leading European engineering contractor with deep experience in data center construction, to design and develop a data center product specifically catered to the needs of hyperscale cloud service providers.

“The data center market in Europe presents a unique opportunity to invest behind the secular trend of increased cloud services adoption and demand for data,” said Waldemar Szlezak, Managing Director of KKR. Andrew Peisch, Director of KKR, added, “The 25 years of industry experience that Franek brings to the table, alongside the rest of the management team, is impressive and exactly the kind of know-how we sought out to invest in the sector.”

GTR CEO and founder Franek Sodzawiczny said, “We are thrilled to have found an investor like KKR that shares our vision for the future of the data center market. KKR’s breadth of resources and tremendous expertise will allow GTR to fully participate in this growing market and provide a solid foundation for GTR’s future growth and success.”

https://www.globaltechnicalrealty.com/

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