Tuesday, April 26, 2022

SmartNIC Offload for 5G User Plane Function


Optimizing the utilization of servers is important to carriers as they look to maximize the ROI for their network infrastructure. In this video, Charlie Ashton, Senior Director of Business Development at Napatech, discusses the business benefits of offloading the 5G user plane function (UPF) to dedicated accelerators like SmartNICs and details Napatech’s UPF offload solution.

Download the 2022 SmartNICs and Infrastructure Acceleration Report: https://ngi.how/ia-2022

Article: Time to start saving power, money and real estate in your 5G packet core


Solution Brief: SmartNIC offload solution for 5G User Plane Function


Can SONiC become the Linux of Network Operating Systems?

In this video, David Maltz, Technical Fellow and Corporate Vice President at Azure Networking, details the features and benefits of SONiC, an open source network operating system based on Linux that runs on switches from multiple vendors and ASICs.

First, what is SONiC and where is it deployed?

What are the use cases for telcos, mobile operators, edge-cloud providers and enterprises?

Can SoNIC benefit from the new generation of DPU-powered SmartNICs?

What's next for SONiC?  Will it become the Linux of Network Operating Systems?

Download the 2022 SmartNICs and Infrastructure Acceleration Report: https://ngi.how/ia-2022

Ayar Labs lands $130m for In-Package Optical I/O

Ayar Labs, a start-up based in Santa Clara, California, secured $130 million in additional financing for its optical I/O solution. 

With the new investment, Ayar Labs said it is ramping production and securing supply chain partners, as signaled by previously announced multi-year strategic collaborations with Lumentum and Macom, both leaders in optical and photonic products, as well as GlobalFoundries on its new GF Fotonix platform. The company also confirmed that it made its first volume commercial shipments under contract and expects to ship thousands of units of its in-package optical interconnect by end of year.

The new funding was led by Boardman Bay Capital Management. Hewlett Packard Enterprise (HPE) and NVIDIA entered this investment round, joining existing strategic investors Applied Ventures LLC, GlobalFoundries, Intel Capital, and Lockheed Martin Ventures. Other new strategic and financial investors participating in the round include Agave SPV, Atreides Capital, Berkeley Frontier Fund, IAG Capital Partners, Infinitum Capital, Nautilus Venture Partners, and Tyche Partners. They join existing investors such as BlueSky Capital, Founders Fund, Playground Global, and TechU Venture Partners.
“As a successful technology-focused crossover fund operating for over a decade, Ayar Labs represents our largest private investment to date," said Will Graves, Chief Investment Officer at Boardman Bay Capital Management. "We believe that silicon photonics-based optical interconnects in the data center and telecommunications markets represent a massive new opportunity and that Ayar Labs is the leader in this emerging space with proven technology, a fantastic team, and the right ecosystem partners and strategy.”
“Optical connectivity will be important to scale accelerated computing clusters to meet the fast-growing demands of AI and HPC workloads,” said Bill Dally, Chief Scientist and Senior Vice President of Research at NVIDIA. “Ayar Labs has unique optical I/O technology that meets the needs of scaling next-generation silicon photonics-based architectures for AI.”
“Ayar Labs’ highly differentiated technology is crucial to supporting the high-performance computing architectures of the future,” said Paul Glaser, Vice President and Head of Hewlett Packard Pathfinder, HPE’s venture arm. “Ayar Labs represents a strategic investment opportunity for HPE to help our customers more efficiently derive greater insights and value from their data.”
“The overall financing is much larger than we originally targeted, underscoring the market opportunity for optical I/O and Ayar Labs’ leadership position in silicon photonics-based interconnect solutions,” said Charles Wuischpard, CEO of Ayar Labs. “This financing allows us to fully qualify our solution against industry standards for quality and reliability and scale production starting this year.” 

What's hot at OFC22? Ayar Labs on Optical I/O

There is a lot of discussion about optical I/O and the challenge of getting photonics integrated much closer to compute units, says Mark Wade, co-founder and CTO, Ayar Labs.Last year, Ayar Labs demonstrated its end-to-end, DWDM micro-ring solution for optical I/O. This year, it's clear that big parts of the industry are heading in this direction.  Some highlights for the ecosystem include GlobalFoundries newly announced photonics platform, a...

What's hot at OFC22? GlobalFoundries on Co-packaged optics

The proof-point for co-packaged optics are here, says Anthony Yu, VP of Computing and Wired Infrastructure, GlobalFoundries. Yu discusses GlobalFoundries' newly unveiled next generation silicon photonics platform and active design wins with major customers, including collaborations with Broadcom, Cisco Systems, Marvell, NVIDIA, Ayar Labs, Lightmatter, PsiQuantum, Ranovus and Xanadu.The Consortium for Onboard Optics (COBO) has been instrumental...

Lumentum and Ayar Labs target external light sources for CPO

Lumentum and Ayar Labs announced a strategic collaboration agreement to deliver CW-WDM MSA compliant external laser sources in high volume. “Co-packaged optics to replace traditional copper interconnects is a massive new market opportunity broadly recognized by the industry and one that Lumentum is well-positioned to address with our proven laser technologies and manufacturing scale,” said Walter Jankovic, Senior Vice President and General Manager...

GlobalFoundries unveils next gen silicon photonics platform

GlobalFoundries unveiled its next generation silicon photonics platform and active design wins with major customers, including collaborations with Broadcom, Cisco Systems, Marvell, NVIDIA, Ayar Labs, Lightmatter, PsiQuantum, Ranovus and Xanadu. The platform enables a high level of integration onto a photonics integrated circuit (PIC). It also supports innovative packaging solutions, such as the passive attachment for larger fiber arrays, support...

Arelion activates new Southwest U.S. route

Arelion activtated its latest US East-to-West coast network project: a new Southwest route provides long-haul connectivity at multi-terabit scale for Dallas and El Paso to the West coast through Phoenix, Arizona; San Diego, California; and Los Angeles, California.

This expansion completes the high-capacity system across the United States connecting previously announced deployments eastward from Dallas, Texas, via Nashville, Tennessee to Ashburn, Virginia.

The new route utilizes the latest generation of high-capacity enhanced-reach coherent DWDM technology and an open photonic layer to increase the local availability of high-speed IP Transit, Cloud Connect, DDoS Mitigation, Ethernet and IPX services for operators, content providers and enterprises alike. 

"This deployment is an ongoing execution of Arelion's initiative to address customer demand and connect tier one markets and growing edge markets across the country," said Art Kazmierczak, Director of Business and Network Development at Arelion. "By building an open system we are committed to providing a network that is flexible, automated and scales efficiently. Our new routes add diversity in metro regions to connect cloud availability zones with direct access into hyperscale datacenter campuses in addition to legacy carrier interconnection points."

The completion of this route provides customers access to previously announced expansions in:

Dallas – New enhanced metro access options offer three different diverse routes that feed into downtown Dallas serving legacy carrier hotels downtown but also directly into the new developing hyperscale campuses located in the suburban parts of the market.

El Paso – A fourth and fifth route going into El Paso access a new metro gateway site and serve demand from the El Paso-Juarez cross-border market and adjacent regions in the State of Chihuahua.

Phoenix – A new enhanced metro gateway in Phoenix can now seamlessly connect to five data center campuses and serve additional diversity and capacity out of Phoenix.

San Diego – A new market for Arelion, the EdgeConneX gateway serves as an access point for local customers and to connect into Tijuana and Mexicali and serve the western areas of Mexico and the Baja peninsula.

Los Angeles – One of the faster routes at 31.6 milliseconds from LA to Dallas, the connection is a new, diverse route with competitive latency between the two points and completes the cross-country route into this major international destination and content hub.

Microsoft shows strong Azure growth, up 46% yoy

Driven by surging cloud sales, Microsoft reported quarterly revenue of $49.4 billion, up 18% yoy, and net income of $16.7 billion, up 8% GAAP (up 13% non-GAAP).

“Going forward, digital technology will be the key input that powers the world’s economic output,” said Satya Nadella, chairman and chief executive officer of Microsoft. “Across the tech stack, we are expanding our opportunity and taking share as we help customers differentiate, build resilience, and do more with less.”

“Continued customer commitment to our cloud platform and strong sales execution drove better than expected commercial bookings growth of 28% and Microsoft Cloud revenue of $23.4 billion, up 32% year over year,” said Amy Hood, executive vice president and chief financial officer of Microsoft. 

Business Highlights

Revenue in Productivity and Business Processes was $15.8 billion and increased 17%, with the following business highlights:

  • Office Commercial products and cloud services revenue increased 12% (up 14% CC) driven by Office 365 Commercial revenue growth of 17% (up 20% CC)
  • Office Consumer products and cloud services revenue increased 11% (up 12% CC) and Microsoft 365 Consumer subscribers grew to 58.4 million
  • LinkedIn revenue increased 34% (up 35% CC)
  • Dynamics products and cloud services revenue increased 22% (up 25% CC) driven by Dynamics 365 revenue growth of 35% (up 38% CC)

Revenue in Intelligent Cloud was $19.1 billion and increased 26%, with the following business highlights:

  • Server products and cloud services revenue increased 29% (up 32% CC) driven by Azure and other cloud services revenue growth of 46% (up 49% CC)

Revenue in More Personal Computing was $14.5 billion and increased 11%, with the following business highlights:

  • Windows OEM revenue increased 11%
  • Windows Commercial products and cloud services revenue increased 14% (up 19% CC)
  • Xbox content and services revenue increased 4% (up 6% CC)
  • Search and news advertising revenue excluding traffic acquisition costs increased 23% (up 25% CC)
  • Surface revenue increased 13% (up 18% CC)


Juniper reports revenue of $1.168 billion, supply chain pressure

 Juniper Networks reported net revenues of $1,168.2 million, an increase of 9% year-over-year and a decrease of 10% sequentially. GAAP operating margin was 5.0%, an increase from 2.6% in the first quarter of 2021, and a decrease from 11.8% in the fourth quarter of 2021.

“Business momentum remained strong and exceeded our expectations during the March quarter, with solid double-digit order growth across all customer verticals and all customer solutions,” said Juniper’s CEO, Rami Rahim. “While some of this strength speaks to the health of our markets, much of this demand can be attributed to strong execution across our product management, engineering and go-to-market organizations. We believe the technical differentiation of our customer solutions should position us to benefit from the various industry tailwinds that are likely to increase demand for network infrastructure in the years to come.”

“We delivered strong financial results during Q1, as revenue came in above the mid-point of our guidance and we met the mid-point of our non-GAAP earnings per share outlook, despite continued challenges from a supply chain perspective,” said Juniper’s CFO, Ken Miller. “Our global teams are executing extremely well and we continue to take actions to further strengthen our supply chain resilience. Based on our recent momentum, the strong backlog we’ve built and our efforts to further strengthen our supply, I remain confident in our ability to accelerate growth and improve profitability on a full-year basis.”

Juniper also noted ongoing supply chain issues. "There is a worldwide shortage of semiconductors and other components impacting many industries, caused in part by the COVID-19 pandemic. Similar to others, we are experiencing ongoing supply chain challenges, which have resulted in extended lead times, as well as elevated logistics and component costs. We continue to work to resolve supply chain challenges and have increased inventory levels and purchase commitments. We are working closely with our suppliers to further enhance our resiliency and mitigate the effects of disruptions outside of our control. We believe that even with these actions, extended lead times and elevated costs will likely persist for at least the remainder of the year. While the situation is dynamic, at this point in time we believe we will have access to sufficient supplies of semiconductors and other components to meet our financial forecast."


Aviz Networks raises seed funding for SONiC

Aviz Networks, a start-up based in San Jose, California, announced a $4 million seed funding round to support its development of SONiC software solutions for hybrid cloud and edge networks.

Aviz is enabling a unified and consistent user experience across multi-vendor environments with its Aviz Certified SONiC program and a high quality application-driven support model, backed by 24/7 availability of SONiC experts. Aviz has signed partnerships with all major Switch and ASIC vendors to enable customers for interoperable multi-vendor networks. Furthermore, Aviz is accelerating SONiC adoption by making the NOS application aware and bringing Cloud-Native and AI capabilities to hybrid networks.

“We are living in a world of disaggregated, platform independent applications running in the cloud, which are increasingly AI enabled. SONiC is the first-ever multi-vendor standards-based NOS and is a perfect environment to drive innovation in networking," said Vishal Shukla, CEO, of Aviz Networks. “We are solving problems of orchestration, monitoring, and support across a multi-vendor ecosystem at scale. A leading web-scale enterprise customer that uses tens of thousands of devices sourced from multiple vendors is using Aviz’s SONiC Enterprise Suite to manage their SONiC fabric."

The Aviz founding team, with backgrounds from companies including Nvidia (Mellanox), AWS and F5 (Shape Security), has a proven track record of nurturing developer communities and delivering technology platforms that transform enterprise infrastructure. Vishal Shukla, Co-founder & CEO is leading the team, Chidambaram B, Co-founder & CTO is leading research and development, and Gautam Agrawal, Co-founder & CPO is leading product and marketing.


Google promises planet-scale Media CDN

Google announced general availability of Media CDN, a new service to help media and entertainment customers to efficiently and intelligently deliver streaming experiences to viewers anywhere in the world. 

In a blog post, Shailesh Shukla, Vice President and General Manager, Networking, Google Cloud, writes "Media CDN builds on the success of the existing Cloud CDN portfolio for web and API acceleration and complements it by enabling delivery of immersive media experiences."

"In addition to running on planet-scale infrastructure, Media CDN tailors delivery protocols to individual users and network conditions. Media CDN includes out-of-the-box support for QUIC (HTTP/3), TLS 1.3, and BBR, optimizing for last-mile delivery . When the Chrome team rolled out widespread support for QUIC, video rebuffer time decreased by more than 9% and mobile throughput increased by over 7%."

Media CDN also promises capabilities including ad insertion, ecosystem integrations and platform extensibility, and powerful AI/ML analytics. The platform includes deep integration with Google Cloud Armor for planet-scale DDoS protection and a rich set of capabilities to detect and mitigate attacks, prevent abuse, manage risk, and comply with regulatory or licensing requirements.