Thursday, October 20, 2022

Video: OCP adds Sustainability to its Charter

"You can feel the energy". 

Rebecca Weekly, Chair of the Open Computer Project, provides a wrap-up of this year's #OCPSummit20222 in San Jose, California.

Sustainability has become a key tenet for everything at OCP. A new working group was established. Future technologies, including optical interconnects, are being explored. Innovation in data center infrastructure remains the focus.

Ericsson sees stock drop after Q3 report

Ericsson's shares experienced a sharp drop on Thursday after the company reported that Q3 Group Net Sales grew by 3% organically to SEK 68.0 billion (approx. US$6.031 billion), driven by strong performance from Networks. 

Börje Ekholm, President and CEO of Ericsson, stated: "We see robust underlying performance and strong momentum in the business as we continue to execute on our strategy. This includes leadership in mobile networks by growing market share. Since 2017 we have increased RAN market share, excluding Mainland China, from 33% to 39% and we have had multiple contract wins across geographies in this quarter. We continue to solidify our strong position in 5G to capture the considerable opportunities presented by the fastest scaling mobile generation. Our expansion into the exciting high-growth Enterprise space is gaining momentum with the acquisition of Vonage, providing us with access to a powerful range of cloud communication services."

Some highlights

  • EBITA of SEK 7.7 b. corresponded to a margin of 11.3%, where higher gross income from business growth was offset by increased technology investments and the consolidation of Vonage with acquisition accounting and one-time acquisition costs.
  • Group organic sales grew by 3% YoY driven primarily by Networks in North America. Reported sales were SEK 68.0 (56.3) b., of which Vonage contributed SEK 2.9 b. since July 21.
  • Gross income increased to SEK 28.1 (24.8) b. driven by higher sales primarily in Networks, and the consolidation of Vonage.
  • The Networks business saw strong organic sales growth of 7% excluding IPR (4% including IPR), with growth driven by North America where operators continue to forcefully drive 5G deployment. After expected record operator capex in 2022 in North America, Ericsson anticipatea RAN capex to hold up well in 2023, albeit at a lower level than this year. 
  • In the new Cloud Software & Services segment, revenues were impacted by lower managed services sales and IPR revenues. Gross income was stable after offsetting ongoing 5G Core deployment costs. 
  • In the current inflationary environment, Ericsson is making pricing adjustments as well as leveraging product substitution to manage margins.

Marvell advances to 3nm with TSMC

Marvell's first 3nm silicon is now in fabrication with Taiwan Semiconductor Manufacturing Company (TSMC) on its 3nm shuttle. Marvell said this advancement will enable it to develop some of the most advanced multi-die, multi-chiplet systems-in-package (SiP) for its infrastructure products and co-development of custom ASIC solutions optimized for some of the most challenging infrastructure use cases, such as machine learning.

The 3nm platform includes foundational IP building blocks such as long reach SerDes, PCIe Gen6 PHY, and several standards-based die-to-die interconnect technologies for managing data flow across the data infrastructure. 

This 3nm development follows numerous 5nm solutions from Marvell – in production or development – that span electro-optics, switch, PHY, compute, 5G baseband, and storage products, as well as a wide range of custom ASIC programs.

Additionally, this IP portfolio is compatible with 2.5D packaging technologies such as TSMC’s leading-edge 2.5D Chip-on-Wafer-on-Substrate (CoWoS)

Hugh Durdan provides a perspective.

AT&T to reach a dozen 5G Edge Zones by year's end

AT&T disclosed plans of getting to an even dozen 5G Edge Zones by the end of 2022, up from the current count of 10.

The Edge Zone facilities are standalone network cores with software defined network capabilities located in network data centers close to cross connect facilities that have fast connections to nearby cloud facilities run by the “hyperscaler” cloud providers.

AT&T says these edge zones powered by regional 5G standalone network cores will open a range of new capabilities that simply aren’t possible with 4G.

AT&T and Microsoft launch 5G Azure Edge Zones in Atlanta

AT&T and Microsoft are launching the “Private Preview” of Azure Edge Zone in Atlanta.The companies are pitching the power of AT&T Network Edge (ANE) capabilities combined with the Microsoft Azure cloud platform.The Azure Edge Zones collaboration enables customers to creaste services such as lightweight and rich virtual reality interfaces for everyone from gamers to first responders. Or hyper-precise location tools that will supercharge industrial...

Arelion's multi-vendor, multi-layer optical transport trial

Arelion completed a series of trials with Acacia and Cisco over multiple, third-party, open line systems. 

On a live fiber route with existing ROADM infrastructure between Hamburg and Copenhagen, Arelion successfully leveraged Acacia Bright 400ZR+ QSFP-DD coherent modules with greater than +1 dBm transmit power between Cisco 8000 and NCS 5700 router platforms. The trial demonstrated the seamless integration of Routed Optical Networking with DWDM transponders carrying wavelength services.

Acacia's Bright 400ZR+ pluggable coherent optical modules can plug into Cisco routers, enabling Arelion's further adoption of the simpler and more scalable architecture of Routed Optical Networking, combining innovations in silicon, optics and routing systems. 

Arelion also highlighted the interworking on brownfield long-haul applications built with third-party optical line systems

"Multi-layer architecture has always been challenging to scale and operate due to decades of accumulated complexity. With this latest trial, Arelion demonstrated the possibility to simplify conversion and interoperability, bringing us closer to Routed Optical Networking that evolves cost structures, scalability and efficiency," said Dariusz Solowiej, VP Network Technology & Customer Operations at Arelion. "400G coherent pluggables will help our customers secure high-performance connectivity at the lowest cost and help us grow our networks in scale as we continue to connect the world."

"As the latest entrant in our comprehensive family of 400G pluggables, the Bright 400ZR+ QSFP-DD is designed to expand optical transceiver applications by supporting higher transmit power and performance consistent with legacy coherent optics," Benny Mikkelsen, Vice President/Chief Technology Officer at Acacia, now part of Cisco. "The ability of these solutions to meet the varying needs of network operators, while driving economies of scale on a common technology platform, is a key advantage for providers such as Arelion to grow their networks."

AT&T midband 5G deployment on or ahead of schedule

Citing strong, sustained momentum in customer additions across its growing 5G wireless and fiber networks, AT&T reported Q3 2022 revenue of $30.0 billion versus $31.3 billion in the year-ago quarter, down 4.1% reflecting the impact of the U.S. Video separation in July 2021. Excluding the impact of U.S. Video, operating revenues for standalone AT&T were up 3.1%, from $29.1 billion in the year-ago quarter. This increase primarily reflects higher Mobility revenues, and to a lesser extent Consumer Wireline and Mexico, partly offset by lower Business Wireline revenues.

“We’re investing at record levels to enhance our 5G and fiber connectivity and to deliver the best experience available in the market,” said John Stankey, AT&T CEO. “Our results show our strategy is resonating with customers as we continue to see robust levels of postpaid phone net adds and approach 1 million AT&T Fiber net adds for the year."

Some highlights:

  • Communications revenues were $29.1 billion, up 3.2% year over year primarily due to increases in Mobility and, to a lesser extent, Consumer Wireline, which more than offset a decline in Business Wireline.
  • Mobility revenues were up 6.0% year over year to $20.3 billion due to higher service and equipment revenues. Service revenues were $15.3 billion, up 5.6% year over year, primarily driven by subscriber and postpaid ARPU growth
  • Internet of Things (IoT) connections, including wholesale, have now reached more than 100 million.
  • FirstNet connections reached approximately 4 million across more than 23,000 agencies. 
  • Business Wireline revenues were $5.7 billion, down 4.5% year over year due to lower demand for legacy voice and data services and product simplification, partly offset by growth in connectivity services. 
  • 708,000 postpaid phone net adds; 2.2 million-plus through the third quarter, expected to be industry best
  • 338,000 AT&T Fiber net adds, second-best quarter ever; 11 straight quarters with more than 200,000 net adds.

Equinix invests $45million for 2nd data center in Bogota

Equinix announced a US$45 million investment for the construction of BG2, a new International Business Exchange (IBX) in Bogotá - its second data center in Colombia.

The new facility, which is scheduled to open in the first half of 2023, will offer around 32,000 square feet (approximately 2,900 square meters) of colocation space, making it one of the largest data centers in Colombia. 

The initial phase of BG2 will have a capacity for 550 cabinets, with space for additional cabinets in future phases. At full build, the facility will provide capacity for 1,100 cabinets.