IDC: Global "Whole Cloud" spending to hit $1.3 Trillion by 2025

 "Whole cloud" spending – total worldwide spending on cloud services, the hardware and software components underpinning the cloud supply chain, and the professional/managed services opportunities around cloud services – will surpass $1.3 trillion by 2025 while sustaining a compound annual growth rate (CAGR) of 16.9%, according to International Data Corporation (IDC).

"In today's digital-first world, business outcomes and innovation are increasingly tied to the ability to develop and use innovative technologies and services anywhere, as quickly as possible. Cloud is the foundation for meeting this need," said Rick Villars, group vice president, Worldwide Research at IDC. "Entire industries want to intelligently leverage data to their advantage and can do so because they have faster access to digital technologies built on a cloud foundation."

IDC's forecast looks at both shared (public) cloud services and dedicated (private) cloud services. These are defined as follows:

• Shared (Public) cloud services are those shared among unrelated enterprises and/or consumers, open to a largely unrestricted universe of potential users, and designed for a market, not a single enterprise.
• Dedicated (Private) cloud services are delivered as subscriptions or managed service agreements provided by cloud, colocation, outsourcing, or managed service providers to their enterprise customers.

Shared (Public) Cloud as-a-Service for infrastructure, platforms, and various software offerings continues to be the largest, and fastest increasing, engine of growth for the whole cloud market. Combined spending on shared cloud services – Infrastructure as-a-Service (IaaS), System Infrastructure Software as-a-Service (SISaaS), Platform as-a-Service (PaaS), and Software as-a-Service (SaaS) – will total $385 billion in 2021 and will see a compound annual growth rate (CAGR) of over 21.0% through 2025, reaching $809 billion.

Dedicated (Private) Cloud Services, which includes hosted private cloud services and the fast-emerging Dedicated Cloud Infrastructure–as-a-Service (DCIaaS) segment, will grow at a faster CAGR of 31.0%, but from a much smaller revenue base of $5 billion in 2021.

The as-a-Service segments of cloud spending, combining Shared Cloud as-a-Service and Dedicated Cloud as-a-Service, will account for the majority of all cloud spending throughout the forecast, growing from 55.7% in 2021 to 64.1% in 2025. These segments will also see the fastest growth in spending, with a five-year CAGR of 21.3%.

https://www.idc.com/getdoc.jsp?containerId=prUS48208321

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Dell'Oro: Data Center switch demand exceeding supply

Global Data Center Switch revenue were up 7 percent year-over-year in 2Q 2021, marking the second consecutive quarter of revenue growth, according to a recent report from Dell'Oro Group. Arista, Juniper, Star-Net Ruijie outpaced the market and were able to gain revenue share during the quarter.

“It is encouraging to see the robust sales performance being broad-based across all major regions, and customer segments: Cloud Service Providers (SPs), Telco SPs, and Large Enterprises,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group.

 “Nevertheless, despite these strong results, it is important to note that demand outpaced supply and that sales would have been even stronger had the global semi-conductor industry not been constrained. We expect demand to remain robust in 2H21 but further tightening in the supply chain may hinder market performance,” added Boujelbene.

Additional highlights from the 2Q 2021 Ethernet Switch – Data Center Report:

• H3C climbed to the leading position in China in 2Q 2021
• Stockpiling behavior from some Cloud SPs resulted in share shifts in the 100 Gbps segment.
• Interest in 400 Gbps from enterprises and small Cloud SPs is slowing down but major hyperscalers are still on track for accelerated adoption in 2H21.

https://www.delloro.com/news/data-center-switch-demand-exceeding-supply-component-shortage-looms/

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Lightwave Logic and Polariton announce record polymer modulator

Lightwave Logic has achieved world-record performance for a polymer modulator, as demonstrated in an optical transmission experiment by ETH Zurich, using its proprietary, advanced "Perkinamine" chromophores and Polariton Technologies' newest plasmonic EO modulator, a silicon-photonics-based plasmonic racetrack modulator offering energy-efficient, low-loss, and high-speed modulation in a compact footprint.

Polariton's plasmonic modulator transmitted 220 Gbps OOK and 408 Gbps 8PAM. Transmission of an optical signal was conducted over 100 m using a low-voltage electrical drive of 0.6Vp, an on-chip loss of 1 dB, and an optical 3 dB bandwidth of beyond 110 GHz. 

The groundbreaking results were presented as a post-deadline paper at the prestigious European Conference on Optical Communications (ECOC).

"Our mission at Lightwave Logic is to continually push the frontiers of high-speed performance for electro-optic polymers, shaping the 'impossible' into reality and a new normal for the industry," said Dr. Michael Lebby, Chief Executive Officer of Lightwave Logic. "Through our collaboration with Polariton, we have achieved a new world-record for a racetrack plasmonic modulator device structure. The acceptance of a post-deadline peer reviewed paper at ECOC 2021 provides third party validation of this incredible result.

"We now turn our attention to further optimizing this performance with silicon foundries through both materials and optical device design. With performance achievements such as this, we believe that many companies will quickly see the potential impact that high performance optical switching devices using our polymers can have on their business," concluded Lebby.

Dr. Wolfgang Heni, Co-CTO at Polariton, added: "Polariton has always been dedicated to providing best-in-class devices with the highest-performance. Our goal is to make optical communications faster, the technology more scalable and with it, components and infrastructure more energy-efficient. Our recent demonstration of a plasmonic racetrack modulator once again showcased how the unique combination of plasmonics, silicon photonics, and organic electro-optics offers high-speed and energy-efficient components. We are pleased to have worked with Lightwave Logic, providing us with high-performance and reliable Perkinamine™ chromophores to demonstrate this new world record, further highlighting the benefits of our plasmonic modulator technology. Together, we hope to revolutionize the future of the internet through adoption of next-generation electro-optic polymer platforms."

http://www.lightwavelogic.com

http://www.polariton.ch 

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Versa intros 5G native WAN Edge appliances supporting SASE

Versa introduced 5G native WAN Edge appliances for delivering complete SASE integration and SASE services to the network edge.

Versa says its 5G appliances are optimized for seamless user experiences, greater user and device capacity, and more reliable coverage. These 5G-native SASE appliances offer the most granular, context-aware security for highly distributed 5G networks. This includes  security, real-time correlation of threats, network-aware application traffic management, network slicing capabilities, etc. The cloud-native, hardened 5G security appliances are also designed to protect against zero-day exploits, Distributed Denial of Service attacks (DDOS), vulnerability exploits, malware, ransomware attacks, etc.

Versa’s embedded 5G appliances support cloud-delivered SASE services, including SWG, NGFW, UTM, and SD-WAN over a single pass architecture. Versa’s 5G native WAN Edge appliances support Private LTE, Private 5G solutions, and First Responder. The 5G appliances provide natively built-in VNF management capabilities, including hosting private 5G core network elements as VNFs, reducing the need to deploy separate hardware. In addition, Versa enables network and control traffic segmentation and multi-tenancy to secure connectivity for both service providers and enterprises.

“It is crucial for organizations to connect to 5G networks while making full use of SD-WAN and security capabilities to protect themselves from threats with appliances that natively integrate SASE services,” said Dogu Narin, Head of Product Management for Versa Networks. “With SASE and optimized connections, enterprises can meet aggressive SLAs while gaining end-to-end security that is native to the appliance and realizing the fastest deployment of SASE services at the edge. Versa does all this in a seamless, easy-to-use, and cost-effective way that does not require superfluous hardware or software expenses.”

https://versa-networks.com/products/components/5g.php

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Video: 3 Key SD-WAN Trends for Enterprise Networking

 

https://youtu.be/jRxtBj7ptqk

SD-WAN is about delivering a real, unified, automation simplification to the enterprises for all their networking needs. In this video, Sunil Khandekar, General Manager/Founder of Nuage Networks from Nokia, shares three SD-WAN trends for enterprise networking that they are actively participating in.

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Video: SD-WAN and SASE need a Broadband Boost

https://youtu.be/c0QLlRNVzdA

Broadband adoption is becoming a regulation in the enterprise. In this video, Ajay Pandya, Director of Product Management at Masergy, discusses why a broadband boost is needed for SD-WAN and how Masergy Performance Edge boosts the performance of a SD-WAN connection, making it perform more like a private line or an ethernet circuit.

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Naval Postgraduate School tests maritime 5G apps with AT&T

AT&T and the Naval Postgraduate School (NPS) have entered into a three-year Collaborative Research and Development Agreement (CRADA) to explore and develop 5G and edge computing-based maritime solutions aimed at benefitting national defense, homeland security, and industries such as shipping, oil and gas, recreational boating, etc.

AT&T 5G networking and edge computing capabilities will support a broad array of 5G-focused experiments on NPS facilities incorporating artificial intelligence, robotics, Internet of Things, machine learning, data analytics and smart base solutions. 

The Naval Postgraduate School’s Sea Land Air Military Research (SLAMR) program, which conducts activity at Camp Roberts in South Monterey County, will explore the development of 5G and edge computing-powered sea applications that connect crewed and non-crewed vessels and sensors. Experiments will be conducted within the SLAMR’s multi-domain laboratory. The program is also focused on providing all-domain maritime solutions for a broad array of defense, industry and commercial applications.

“5G and multi-access edge computing capabilities are increasingly important in our personal lives and even more important to our warfighters. The collaboration between the Naval Postgraduate School and AT&T will help us explore better, faster means of collecting, disseminating, and analyzing data at the tactical edge, which is vital to maintaining and exploiting battlespace awareness. Experiments conducted under the NPS-AT&T CRADA are expected to complement other DON efforts to apply 5G and Artificial Intelligence (AI) to enterprise and tactical uses,” states Mike Galbraith, Department of the Navy (DON) Chief Digital & Innovation Officer.

https://about.att.com/story/2021/5g_at_sea.html

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Big mobile merger for Indonesia: Indosat Ooredoo + H3I

Ooredoo and CK Hutchison agreed to merge their respective telecommunications businesses in Indonesia to create what is expected to be the second largest mobile operator in the country.

The deal, which is valued at US$6 billion, will combine PT Indosat Tbk (“Indosat Ooredoo”) and PT Hutchison 3 Indonesia (“H3I”). The merged company will be named PT Indosat Ooredoo Hutchison and will have an estimated annual revenue of approximately US$3 billion.

The companies expect the merger to result in annual run rate pre-tax synergies of approximately US$300-400mm over 3-5 years.

Aziz Aluthman Fakhroo, Managing Director of Ooredoo Group, said: “This agreement is a significant step towards our shared vision of creating outstanding value for our customers and shareholders by bringing together two of Indonesia’s leading telecoms brands to create a stronger number two player in Indonesia, backed by two highly committed partners in Ooredoo Group and CK Hutchison. With this agreement in place, we can now turn our attention to closing the transaction and then working closely with CK Hutchison to leverage the combined expertise of our respective global telecoms groups to build a world-class digital telco for Indonesia.

Canning Fok, Group Co-Managing Director of CK Hutchison Holdings Limited, said: “This is a great opportunity to create a stronger and more innovative telco player in Indonesia and will be an accretive transaction for shareholders and other stakeholders alike. Indosat Ooredoo Hutchison will have a critical mass that will enable it to drive network expansion and improvements that will support the Government’s digital agenda and benefit customers and Indonesia as a whole.

https://www.ooredoo.com/

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NeoPhotonics adds tunable, high power FMCW laser

NeoPhotonics announced a new, tunable high power FMCW (frequency-modulated continuous-wave) laser module and high power semiconductor optical amplifier (SOA) chips. Both components are optimized to enable long range automotive lidar and high resolution industrial sensing applications. 

The FMCW Laser is C-band tunable and can be directly modulated to provide >21dBm (126mW) fiber coupled power and a narrow linewidth FMCW optical signal. The SOA chip is designed for integration with Photonic Integrated Circuit (PIC) lidar engines and provides >23dBm optical output power.

These new high output power SOAs and FMCW lasers are based on NeoPhotonics photonic integration platform and improve sensitivity and range, which enables automotive lidar systems to “see” considerably farther than 200 meters, allowing for enhanced safety. Both products operate in the 1550 nm band, which is believed to be more “eye safe”, and are currently being sampled to key customers. In addition, tunable FMCW laser sources enable lidars with configurable operating wavelength thus further enhancing the immunity of coherent lidars to external light interference.

“We are excited to apply our high volume photonic integration coherent technology, which we have honed for over a decade, to the adjacent market of lidar and autonomous vehicles,” said Tim Jenks, Chairman and CEO of NeoPhotonics. “The benefits of coherent technology and the physics enabling it mean we can bring the same benefits to customers in these new markets that we have brought to communications customers for many years,” concluded Mr. Jenks.

https://www.neophotonics.com/press-releases/?newsId=12751

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GigaIO raises $14.7 million for its Universal Composable Fabric

GigaIO, a start-up based in San Diego, raised $14.7 million in Series B funding for its data center rack-scale architecture for artificial intelligence (AI) and high-performance computing (HPC) solutions.

GigaIO's Universal Composable Fabric, FabreX, orchestrates workloads by configuring any HPC and AI resource on the fly and integrating networking, storage, memory, and specialized accelerators into a single-system cluster fabric. 

Impact Venture Capital led the funding round, which was oversubscribed by 50% and included participation from Mark IV Capital, Lagomaj Capital, SK Hynix, and Four Palms Ventures.

“We have a tremendous technology and a development team with incredible expertise gained through years of working on some of the highest performing interconnects at companies such as Cray, Sun Microsystems, Cisco, Emulex, and QLogic,” said Alan Benjamin, President and CEO of GigaIO. “Today, by completing this funding round, we are better positioned to get the technology into the hands of more customers and channel partners and to increase traction among commercial and other customers.”

https://gigaio.com

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