Wednesday, November 2, 2022

Co-Packaged Optics (CPO) and Pluggable Summit debate

The future of data center network architecture was the key theme at last week's Co-Packaged and Pluggable Optics Industry Summit, an invite-only event presented by Optica and the Consortium for On-Board Optics (COBO) will host the  at the DuPont Silicon Valley Technology and Innovation Center.Debate centered on the pros/cons of scaling today switching architecture based on pluggable optical transceivers versus future designs designs with...

Video perspective on the Pluggables and CPO Debate

https://youtu.be/wVAKhSgQX8kHere is an overview of the first Co-Packaged Optics (CPO) and Pluggables Summit presented by Optica and the Consortium for On-board Optics (COBO). The event was help 26-26-October-2022 at the DuPont Silicon Valley Innovation Center.Perspectives from:0:00 Jose Pozo, CTO, Optica2:00 Jake Joo, Site Leader & Sr. Technology Manager, DuPont Silicon Valley Innovation Center2:58 Tiger Ninomiya, Sr. Technologist, SENKO Advanced...

Kyocera's on-board optics module offers 16x32Gbps

Kyocera has developed an On-Board Optics Module that achieves an overall bandwidth of 512 Gbps (16 channels of 32 Gbps/channel). Kyocera’s prototype module is miniaturized for installation on a printed circuit board near the processor. The company says its module achieves unprecedented improvements in signal-to-noise ratio, virtually eliminating the signal loss caused by conventional electrical conductors. Kyocera’s module  uses a...

Kyocera develops GaN laser chip on silicon substrate

Kyocera has developed a new thin-film process technology for making  silicon (Si) substrates for gallium nitride (GaN)-based micro-light sources, including short-cavity lasers and micro-LEDs.GaN-based light-source devices, both micro-LED and laser, have typically been fabricated on sapphire and GaN substrates. Conventional processes involve forming a thin GaN device layer for the light source directly onto the sapphire substrate by heating it...

Lumen to sell its EMEA business to Colt for $1.8B

Colt Technology Services (Colt) agreed to acquire Lumen's Europe, Middle East and Africa (EMEA) business for $1.8 billion.  The deal extends Colt's network into additional countries, European cities, and data centers.The transaction represents a multiple of ~11x for Lumen's EMEA business. Lumen will continue to serve multinational enterprise customers through a strategic partnership with Colt."We are continuing to execute on portfolio optimization...

Lightpath builds high-fiber-count Miami network

Lightpath disclosed plans to build a high-fiber0count fiber network in Miami. Lightpath's entry into Miami will kick off with a 55-mile subterranean network of new, high-count fiber in early 2023. All together, the company is planning 135 route miles.The Miami Central Business District (CBD) network will be customer-ready in January 2023, while two rings to the north and west of the CBD will come online in April 2023. During the initial...

Infinera reports Q3 revenue of $390 million, up 9% yoy

Infinera reported Q3 GAAP revenue of $390.4 million compared to $358.0 million in the second quarter of 2022 and $355.8 million in the third quarter of 2021. GAAP gross margin for the quarter was 34.4% compared to 30.5% in the second quarter of 2022 and 33.2% in the third quarter of 2021. Non-GAAP net income for the quarter was $9.9 million, or $0.05 per share, compared to net loss of $(10.1) million, or $(0.05) per share, in the second quarter of...

Kyndryl's revenues dip to $4.2 billion, focus is on alliances

Kyndryl reported revenues of $4.2 billion, a year-over-year decline of 9%, or growth of 1% in constant currency. Compared to prior-year pro forma revenues, revenues declined 8%, but increased 2% in constant currency. The company reported a pretax loss of $219 million and a net loss of $281 million, or $1.24 per diluted share, in the quarter, compared to a net loss of $690 million in the prior-year period. “Our solid execution and enhanced customer...