Key provisions of the CHIPS and Science Act of 2022

The U.S. House of Representatives voted 243-187 to pass the CHIPS and Science Act of 2022. The legislation was approved by the U.S. Senate last week. President Biden is now expected to sign it into law.The principal aim of the CHIPS Act is to onshore domestic manufacturing of semiconductors. It will also substantially increase government funding for science and technology development programs impacting the networking and telecommunications fields. The...

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Aruba advances its AIOps capabilities

Aruba introduced new AIOps capabilities for its Aruba ESP (Edge Services Platform) aimed at reducing the time spent on manual tasks such as network troubleshooting, performance tuning, and Zero Trust/SASE security enforcement. Aruba said AIOps, which it has been developing since 2013, is now being used not just network troubleshooting but also performance optimization and critical security controls.The new capabilities are powered by Aruba’s...

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AWS sales in Q2 reached $19.7 billion, up 33% yoy

In its Q2 earnings report, Amazon reported quarterly sales for AWS of $19.739 billion, up 33% yoy. AWS operating income amounted to $5.715 billion. AWS operating expenses amounted to $14.024 billion.Some customer wins for AWS in Q2Delta Air Lines selected AWS as preferred cloud provider to accelerate its digital business transformation and reimagine the travel experience. Riot Games and AWS have teamed up to bring AWS’s data analytics integration...

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Intel hit by drops in Client Computing and Datacenter + AI

Citing a number of execution issues and macroeconomic headwinds, Intel reported GAAP revenue of $15.3 billion, down 22% year over year (YoY), and non-GAAP revenue of $15.3 billion, down 17% YoY. Second-quarter GAAP earnings per share (EPS) was $(0.11); non-GAAP EPS was $0.29.The poor performance was driven by Intel’s Client Computing and Datacenter and AI Groups. Intel's Network and Edge Group and Mobileye achieved record quarterly revenue.“This...

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Equinix reports record Q2 gross bookings

Equinix reported Q2 revenue of $1.8 billion, a 5% increase over the previous quarter and up 10% on both an as-reported and normalized and constant currency basis over the same quarter last year. This represents the company's 78th consecutive quarter of revenue growth —- the longest streak of any S&P 500 company, according to Equinix.Charles Meyers, President and CEO, Equinix, states "With record Q2 gross bookings that sizably surpassed the...

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Infinera posts Q2 revenue of $358.0 million

Infinera reported Q2 2022 GAAP revenue of $358.0 million compared to $338.9 million in the first quarter of 2022 and $338.2 million in the second quarter of 2021.GAAP gross margin for the quarter was 30.5% compared to 32.9% in the first quarter of 2022 and 35.6% in the second quarter of 2021. GAAP operating margin for the quarter was (11.1)% compared to (10.8)% in the first quarter of 2022 and (6.9)% in the second quarter of 2021.GAAP net loss for...

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ADVA posts Q2 revenue of EUR 166 million, up 11% yoy

Citing growth in demand from network operators and internet content providers (ICPs), ADVA reported Q2 2022 revenues of EUR 166.3 million, down by 2.5% from EUR 170.5 million in Q1 2022 and up by 11.4% compared to EUR 149.4 million in Q2 2021. Net income reached EUR 7.3 million in Q2 2022, increased by 18.0% from EUR 6.2 million in Q1 2022, and considerably decreased by 39.2% from EUR 12.0 million in Q2 2021.  “The recent months were very...

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Ekinops reports 1H22 revenue of €63.3 million, up 25% yoy

Ekinops reported consolidated revenue of €63.3 million for the first half of 2022, compared with €50.8 million in the previous year, representing robust growth of 25%. At constant scope and exchange rates, half-year growth was 20%. Gross margin was 52.9%, within the target range, despite the components crisis.This trend is the result of solid momentum in all the Group's activities: +31% for optical transport equipment, +21% for Access solutions and...

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Dell'Oro: Broadband Spending Boom

Sales of PON equipment for fiber-to-the-home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2022 to 2026, according to a new report from Dell'Oro Group.Some highlights from the Broadband Access & Home Networking 5-Year Forecast Report:PON equipment revenue is expected to grow from $9.3 B in 2021 to $13.6 B in 2026, driven largely by XGS-PON deployments in North America, EMEA, and CALA.Revenue for...

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Cambodia's SINET picks Nokia for XGS-PON

SINET, Cambodia's leading Internet Service Provider, has chosen Nokia to deploy its XGS Passive Optical Network (PON) for enterprise broadband service.Nokia's XGS-PON solution will be initially deployed in the capital city of Phnom Penh before being expanded to other cities and regions. The deployment, which includes the upgrade of the existing Nokia fiber access nodes, will be completed in 2022. Nokia's fiber access solution is powered by its...

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Video: Tipping point for A.I. in managing networks?

Eventually all networks will be fully managed by artificial intelligence, but that's not the current reality -- humans are running the show.How close are we to the tipping point where A.I. can be trusted to make critical decisions for network operations? And what will it take to earn our trust?Here is a perspective from Larry Lunetta, VP WLAN & Security Marketing at Aruba, a Hewlett Packard Enterprise company.https://youtu.be/ozNa0FpJ...

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Video: Automating Wholesale Ordering between Carriers

It really feels like the carriers are coming towards a tipping with regard to the adoption of MEF's LSO Sonata API for the automation of service provisioning, saysJohn Carr, Vice President of Business Development, Neustar.Neustar is making the LSO interface a standard part of its product.https://youtu.be/Xu4GhlKu...

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