Cignal AI: North American WDM transport spending rises

 Spending on optical transport hardware by North American network operators grew more than 20% in 2Q22 compared with the year before. Equipment capex by traditional network operators as well as large cloud operators has now surpassed pre-Covid levels, according to the most recent Transport Hardware Report from research firm Cignal AI. Spending by European and Asian operators remains low by comparison.“Funding for broadband infrastructure, continuing...

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Dell'Oro: High demand drove North American optical transport

Demand for optical transport equipment remained strong in North America during 2Q 2022, according to a new report from Dell'Oro Group. In the quarter, the North American market for Optical Transport grew 10 percent year-over-year."At this pace, we could be headed for another year of double-digit growth in North America," said Jimmy Yu, Vice President at Dell'Oro Group. "While we expected another year of North American optical market expansion in...

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Lightmatter hires Richard Ho, former top Google TPU engineer

Lightmatter, a start-up based in Boston developing a new class of photonic processing chip, named Richard Ho as its new Vice President of Hardware Engineering.Ho,who spent nearly 9 years at Google leading the Cloud Tensor Processing Units (TPU) project, will spearhead Lightmatter’s chip engineering division, with a focus on developing and deploying Lightmatter’s state-of-the-art photonic AI accelerator and wafer-scale interconnect for faster and...

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Vertical Systems: Lumen tops Mid-2022 U.S. Ethernet LEADERBOARD

Six companies achieved a position on Vertical Systems Group's mid-year 2022 U.S. Carrier Ethernet LEADERBOARD (in rank order based on retail port share as of June 30, 2022): Lumen, AT&T, Spectrum Enterprise, Verizon, Comcast Business and Cox Business. To qualify for a rank on this LEADERBOARD, network providers must have four percent (4%) or more of the U.S. retail Ethernet services market.Challenge Tier citations were attained by the following...

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Huawei founder Ren Zhengfei: Think survival

A memo from Huawei founder Ren Zhengfei, which was leaked online, urger all 195,000 company employees to brace for bitter times during the coming recession. Ren advises the company to cut back on marginal businesses and instead focus on profitability as a urgent survival strategy. Separately, other news media in China revealed that Huawei is preparing to cut 4,000 - 5,000 middle managers as part of a restructuring.See reporting from South...

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NVIDIA posts revenue or $6.7B, decline in gaming revenue

In what it described as a "challenging quarter" driven primarily by weaker gaming revenue, NVIDIA reported revenue of $6.70 billion for the second quarter ended July 31, 2022, up 3% from a year ago and down 19% from the previous quarter.GAAP earnings per diluted share for the quarter were $0.26, down 72% from a year ago and down 59% from the previous quarter. Non-GAAP earnings per diluted share were $0.51, down 51% from a year ago and down 63% from...

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Teltech deploys Betacom 5G as a Service in its logistics business

Teltech Group, which offers logistics/supply chain services, asset management and technology solutions, is deploying Betacom 5G as a Service to automate its 200,000 square-foot warehouse in the Dallas/Fort Worth metropolitan area. Teltech consolidated four Dallas/Fort Worth-area warehouses into a single warehouse in 2020, developing the entire space and supporting systems from scratch. The Betacom private 4G/5G network supports the company’s...

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OFS integrates Go!Foton's midspan shell for FTTH

OFS is reselling Go!Foton's Midspan Clamshell Hardened Terminal (MCHT) for network projects supporting OFS customers worldwide. The Midspan Clamshell Hardened Terminal offers hardened connectivity without the need for hardened connectors. The clamshell design provides IP68 protection for each individual connection while enabling fast, easy, and secure optical drop cable deployment.The MCHT's IP68-rated water-sealed mid-span enclosure, including...

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Cisco adds Sarah Rae Murphy to its board

Cisco announced the appointment of Sarah Rae Murphy to its board of directors. Murphy served in several executive roles during her 16 years at United Airlines, most recently as chief procurement officer and senior vice president of Global Sourcing. In addition to Murphy, Cisco board members include: M. Michele Burns, Wesley G. Bush, Michael D. Capellas, Mark Garrett, John D. Harris II, Dr. Kristina M. Johnson, Roderick C. McGeary, Chuck...

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MIPI DevCon 2022 (virtual) schedule for 20-21 September

The MIPI Alliance will be hosting a complementary virtual event on 20-21 September to feature technical sessions for developers, system architects and other implementers of MIPI specifications.The virtual event will feature two days of expert sessions on key MIPI specifications, as well as application examples and implementation experiences across a range of areas, including mobile, automotive, IoT, AR/VR and 5G.Attendees will learn about new specification...

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