Sunday, August 7, 2022

Video: Standardizing SD-WAN and (soon) SASE

SD-WAN evolved independently with a number of big players and, as a result, all of their solutions are different, notes Dave Larson, GM and CTO of Spirent.SASE, as an extension of SD-WAN, brings a new set of monetization possibilities.MEF is about using standards and APIs to level of playing field.https://youtu.be/wwWMah7y...

Dell'Oro: Data center physical infrastructure market on 8% CAGR

Data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2021 to 2026 to above $31 billion, according to a new study from Dell'Oro Group. Growth is forecast to remain resilient, driven by sustainability-minded data center expansion from cloud and colocation service providers, despite near-term supply chain constraints persisting and macroeconomic headwinds forming.“Demand for...

Western Digital sees growth in HDDs for cloud players

Western Digital reported revenue of $4.53 billion for the fourth quarter of its fiscal 2022, down 8% year-over-year (YoY). Fourth quarter GAAP earnings per share (EPS) was $0.95 and Non-GAAP EPS was $1.78. Fiscal year 2022 revenue was $18.79 billion, up 11% YoY. Fiscal year 2022 GAAP EPS was $4.75 and non-GAAP EPS was $8.22.For Q4:Cloud revenue increased 5%. Cloud represented 46% of total revenue. Within Cloud, the continued ramp of 18-terabyte...

D-Wave completes SPAC IPO

D-Wave, which offers quantum computing systems, software and services, was acquired by DPCM Capital, Inc., a special purpupose acquisition company. Pursuant to the deal, D-Wave Quantum Inc. became the parent company of DPCM Capital and D-Wave, and its shares of common stock and warrants are expected to commence trading, on Monday, August 8, 2022 on the New York Stock Exchange under the ticker symbols “QBTS” and “QBTS WS,” respectively.From its...

Singtel plows additional US$100 million into its venture arm

Singtel is to invest a further US$100 million into Singtel Innov8, its corporate venture arm, raising its total capital commitment to US$350 million. Innov8 invests in start-ups that align with Singtel Group businesses in the areas of 5G, Artificial Intelligence, the digital economy, sustainability, cyber security and emerging technologies. It operates on an evergreen fund model, re-investing returns from portfolio exits into new investments....