Thursday, November 17, 2022

CoreSite's Open Cloud Exchange ties into Google Cloud

CoreSite is enhancing its software-defined networking platform, Open Cloud Exchange (OCX), with the ability to automatically provision hybrid architectures within Google Cloud. Direct cloud-to-cloud capabilities will be available through the OCX.

CoreSite’s high-performance OCX switching platform enables secure, low latency connectivity among the company’s data centers, cloud providers and digital ecosystem.

The new network services will provide enhanced automation for Google Cloud to the OCX ecosystem, in addition to the capabilities currently available with AWS and Microsoft® Azure Clouds.

“The Open Cloud Exchange makes it easy for customers to deploy a high-performance hybrid architecture — faster, more securely and at a lower TCO — through our industry-leading network automation and switching fabric as well as our user-friendly, self-service delivery platform,” said Matt Senderhauf, Vice President of Interconnection Strategy and Product Management at CoreSite. “By launching these additional direct-to-cloud capabilities on our OCX platform, CoreSite is delivering on a future-ready product roadmap designed to meet customers' ever-changing, critical IT infrastructure requirements.”

AT&T says consumer demand remains healthy, CAPEX plans on track

AT&T expects to invest at record levels this year to meet growing demand for core connectivity, while also meeting free cash flow guidance for the year in the $14 billion range and continuing to pay an attractive dividend, according to Pascal Desroches, senior executive vice president and chief financial officer.

Speaking at the Morgan Stanley European Technology, Media & Telecom Conference, Desroches said AT&T expects elevated levels of capital investment in 2022 and 2023 with moderated investment beginning in 2024. He said AT&T continues to be pleased with the return profile of its fiber and 5G investments as the company continues to add customers. The company said customer demand for connectivity services remains healthy, although it continues to monitor macro economic conditions.

Desroches indicated that the company’s long-term capital allocation priorities remain unchanged, 95% of the company’s debt is fixed and that he continues to expect AT&T will use cash after dividends to reduce debt, with a goal of reducing net debt-to-adjusted EBITDA to the 2.5x range.

Lockheed Martin and Microsoft expand classified cloud work

Lockheed Martin and Microsoft have expanded their strategic relationship to help power the next generation of technology for the Department of Defense (DOD) in four critical areas:

  • Classified Cloud Innovations: Microsoft’s latest secure framework will make Lockheed Martin the first non-government entity to independently operate inside the Microsoft Azure Government Secret cloud ushering in a new era of cloud opportunities for industry.
  • Artificial Intelligence/Machine Learning (AI/ML), Modeling and Simulation Capabilities: Lockheed Martin and Microsoft have entered a two-year collaborative research and development (R&D) program that will advance AI/ML and modeling and simulation capabilities for the DOD.
  • 5G.MIL Programs: The R&D agreement also expands the companies’ existing collaboration to deliver advanced networking and secure 5G capabilities at the tactical edge.
  • Digital Transformation: Microsoft Azure will power Lockheed Martin’s digital transformation journey, accelerating enterprise-wide productivity gains to deliver innovation at scale, enhance choice and flexibility, and create the next generation of defense technologies.

Yvonne Hodge, senior vice president, Enterprise Business and Digital Transformation, and chief information officer, Lockheed Martin: “Through this historic agreement, Lockheed Martin and Microsoft are blazing a new path in classified cloud, artificial intelligence, and 5G.MIL capabilities for the Department of Defense. We are creating faster, safer, and more affordable 21st Century Security solutions that infuse immersive experiences and other advanced commercial technologies into the most capable defense systems. We are confident this unrivaled combination of capabilities will help keep our customers ahead of new threats and challenges.”

Lockheed Martin is the first defense industrial base member to use Microsoft’s newest National Industrial Security Program (NISP) framework for air-gapped clouds after a year-long pilot.

Lockheed Martin integrates Ayar Labs' optical I/O chipsets

Lockheed Martin is partnering with Ayar Labs in developing multi-chip package (MCP) solutions which place high-density, high-efficiency optical I/O chiplets in the same microelectronics package as the RF processing devices. The collaboration will integrate the Ayar Labs TeraPHY optical I/O chiplets and SuperNova light source in new sensory platforms that could be used across Department of Defense (DoD) applications to capture, digitize, transport,...

Lockheed Martin and Verizon demo 5G.MIL drones

Lockheed Martin and Verizon demonstrated 5G-enabled drones for capturing and securely transfering real-time intelligence, surveillance and reconnaissance (ISR) data from aircraft in flight. The demonstration, which occurred at Lockheed Martin’s 5G test range in Waterton, Colorado, used mmWave 5G to move data from aircraft in flight over Lockheed Martin’s multi-site, multi-vendor 5G.MIL pilot network.Lockheed Martin flew four rotary wing drones...

Black Hawk flight data transferred via AT&T 5G

In a test conducted last month at Lockheed Martin's Sikorsky headquarters in Stratford, Connecticut, AT&T securely and rapidly transferred UH-60M Black Hawk health and usage data through an AT&T 5G private cellular network and Lockheed Martin's 5G.MIL multi-site pilot network.The AT&T 5G millimeter wave private cellular network wirelessly transferred data to the 5G.MIL network through ground support equipment from the Black Hawk's Integrated...

Keysight reports record revenue and orders

Keysight Technologies reported quarterly revenue of $1.44 billion, up 11% compared with $1.29 billion last year, or 15% on a core basis, which excludes the impact of foreign currency changes and revenue associated with businesses acquired or divested within the last twelve months. Non-GAAP net income was $386 million, or $2.14 per share, compared with $338 million, or $1.82 per share in the fourth quarter of 2021.

“Keysight’s exceptional fourth quarter performance capped off an outstanding record year. Strong execution by our teams again delivered results ahead of expectations, while navigating supply, geopolitical, and macro dynamics,” said Satish Dhanasekaran, Keysight’s President and CEO. “We achieved record orders in the quarter and fiscal year, which underscored broad-based demand for Keysight’s high-value, differentiated solutions. Despite an uncertain macro environment, we remain confident in the resilience of our business, and the long-term secular growth trends across our markets.”

Communications Solutions Group (CSG)

  • CSG reported revenue of $992 million in the fourth quarter, up 8 percent over last year, driven by 5G platform strength, continued O-RAN adoption, and investment in 800G and 1.6 Terabit R&D, as well as spectrum operations, cybersecurity, space, and satellite solutions. CSG reported growth across all regions.

Electronic Industrial Solutions Group (EISG)

  • EISG reported revenue of $451 million in the fourth quarter, up 20 percent over last year, driven by next-generation automotive and energy technologies, general electronics, and semiconductor solutions. EISG reported growth across all regions.

Palo Alto Networks hits sales of $1.6B, up 25% yoy

Palo Alto Networks reported total revenue for $1.6 billion for its fiscal first quarter 2023, ended October 31, up 25% year compared with total revenue of $1.2 billion for the fiscal first quarter 2022. GAAP net income for the fiscal first quarter 2023 was $20.0 million, or $0.06 per diluted share, compared with GAAP net loss of $103.6 million, or $0.35 per diluted share, for the fiscal first quarter 2022. Non-GAAP net income for the fiscal first quarter 2023 was $266.4 million, or $0.83 per diluted share, compared with non-GAAP net income of $170.3 million, or $0.55 per diluted share, for the fiscal first quarter 2022. 

"Our growth in Q1 was driven by customers continuing to increase their commitments to our security platforms as they are able to choose our best-of-breed capability and simplify their security architecture," said Nikesh Arora, chairman and CEO of Palo Alto Networks. "We are focused on expanding the breadth of our offerings and our pace of innovation to continue to drive share gains in the cybersecurity market."

"We exceeded our top-line guidance while generating $1.2 billion in free cash flow and expanding our operating margins," said Dipak Golechha, chief financial officer of Palo Alto Networks. "We will continue to balance growth with profitability and cash generation to further strengthen our position in the market."

Astera Labs raises $150M for its CXL platform

Astera Labs, a start-up based in Santa Clara, California, raised $150 million in Series-D funding with a $3.15B valuation for its data and memory connectivity solutions based on Compute Express Link (CXL), PCIe, and Ethernet technologies. 

Fidelity led the funding round and was joined by other existing investors, including Atreides Management, Intel Capital, and Sutter Hill Ventures.

“Astera Labs continues to surpass every milestone for a technology start-up, and we are now deep into the next stage of evolution for our company as we accelerate growth,” said Jitendra Mohan, CEO, Astera Labs. “This latest funding round is a testament that we are not only invested in the right growth markets such as Cloud, Artificial Intelligence/Machine Learning, and Hyperscale infrastructure, but that we are also able to consistently execute and deliver breakthrough connectivity products that are critical to our customers and partners.”

In its Series-D funding round led by Fidelity Management and Research, Astera Labs 

“Astera Labs has successfully executed on its vision to be the Cloud industry’s trusted connectivity partner,” said Stefan Dyckerhoff, Managing Director at Sutter Hills Ventures, and Board Member of Astera Labs. “I’m extremely impressed by the company’s ability to assert itself as the leader in the Cloud infrastructure market that increasingly demands purpose-built connectivity solutions to remove performance bottlenecks.”

In addition, Astera Labs has elected to its board of directors Dr. Alexis Black Bjorlin, VP of Infrastructure, Meta, and Michael Hurlston, President, and CEO, Synaptics Incorporated.

Alexis Black Bjorlin leads the Infrastructure Hardware team at Meta to drive technology innovation. She brings to Astera Labs expertise in hardware, semiconductors, and systems, and in scaling operations. Prior to Meta, Bjorlin held senior executive positions as SVP and GM of Broadcom’s optical systems division and as Corporate VP of the Data Center Group and GM of the Connectivity Group at Intel.

Michael Hurlston has served as President and CEO of Synaptics since 2019. Previously, he served as CEO and board member of Finisar Corporation and as SVP and GM of the Mobile Connectivity Products/Wireless Communications and Connectivity Division as well as other leadership positions at Broadcom. Astera Labs will be able to tap into Hurlston’s extensive semiconductor technology and business expertise.

“I am pleased to welcome these visionary leaders to the Astera Labs’ Board of Directors,” said Manuel Alba, Chairman of the Board, Astera Labs. “Their passion for transformative technology, combined with expertise in semiconductors, cloud, and the data center industry, will add valued insights to the board and help Astera Labs continue to scale.”

OCP: Introducing CXL Memory Pooling Labs has demonstrated the industry's first CXL memory pooling solution to reduce memory stranding, optimize memory utilization and reduce TCO for cloud servers. The demo shows how memory pooling can be deployed today with Leo and CXL 1.1-capable 4th Gen Intel Xeon processors.Presented by Ahmad Danesh, Sr. Director,  Product Management, Astera Labs.New CXL 3.0 spec doubles the data rate to 64GTsTuesday,...

Video: 800G over Copper at 3m

 What's hot at DesignCon22?  Sanjay Gajendra talks about AsteraLabs' Smart Cable Modules for 100G/Lane Ethernet Switch-to-Switch and Switch-to-Server interconnects. Labs' module enables copper-based Smart Electrical Cables at up to 800 GbEMonday, November 15, 2021  AEC, Astera, Data Centers  Astera Labs introduced its new Taurus Smart Cable Module portfolio to overcome performance...

FCC updates 911 rules

The FCC updated its rules to promote public safety by ensuring that 911 call centers receive timely and useful notifications of network disruptions that affect 911 service. 

These notifications will help 911 call centers maintain emergency services and inform the public when to use alternatives to call 911.

One of the ways the Commission oversees the integrity of 911 communications infrastructure is by requiring service providers to report network outages to both the Commission and 911 call centers. At present, the Commission has different outage notification rules for providers that serve 911 call centers (covered 911 service providers) and the wireless, wireline, and VoIP providers that individuals use to call 911 (originating service providers). The Commission today improved the framework for reporting network outages that potentially affect 911 service and harmonized requirements, including the means, timing, and frequency of providing notification. The updated rules will standardize the type of information conveyed in the notifications and ensure that it is clear and actionable, regardless of where in the call processing network an outage occurs.

The updated rules also require service providers to maintain up-to-date contact information for the 911 call centers they serve. In addition, the Commission retained its current requirement that covered 911 service providers file annual 911 reliability certifications, which will help the Commission promote the continuity of 911 service during the transition to Next Generation 911.

Greece’s biggest power utility deploys Adtran's fiber access

Greece’s biggest power utility, Public Power Corporation (PPC), is deploying the Adtran end-to-end fiber broadband solution to launch its pilot high-speed wholesale network in the municipality of Peristeri, within the region of Attica. When expanded nationwide, PPC plans to support all local broadband service providers and connect over three million homes and businesses with fiber over the next four years.

PPC has approximately six million electricity customers.

PPC selected the Adtran open, disaggregated, 10G fiber access platform to deploy its pilot broadband access network infrastructure. In the first phase of PPC’s fiber deployment, it is deploying PON technology across its existing power distribution network infrastructure to deliver wholesale gigabit services. Later, it can use the same fiber access network to introduce smart grid and other advanced grid modernization applications to improve power network efficiency and operations.

“We value Adtran’s experience in working with utilities to help launch greenfield broadband networks that deliver high-speed services and help further modernize and optimize the power distribution network,” said Alexandros Paterakis, Deputy CEO at Public Power Corporation. “From the beginning, Adtran’s level of engagement in the deployment process was a differentiator, and Adtran’s open solutions relieve us from being tied to one vendor. The platform’s open, disaggregated architecture provides us with network flexibility and scale.”

“Adtran is helping service providers, utilities and municipalities of every size and in every region of the world launch multi-gigabit fiber access services. Our open, disaggregated broadband access systems are proven to increase service velocity, lower integration and operations costs, and streamline operations,” said Stuart Broome, Vice President of Sales, EMEA, at Adtran. “The fiber access network architecture that PPC is using has rapidly evolved to encompass the benefits of web-scale data center design principles, which afford operators efficiency gains in network buildout, service delivery and overall resource consumption. As a result, operators are realizing elevated investor value and market competitiveness.”

Viavi opens manufacturing site in Arizona

VIAVI Solutions opened its new production facility in Chandler, Arizona, featuring its most modern and efficient optical coating capabilities. 

To mark the completion of the new production facility and global headquarters, VIAVI held a grand opening in Chandler on November 10. The plant's opening is a boon for the local economy, representing an initial capital infusion of nearly $100 million, with a further $50 million expected to be generated in payroll taxes for local and state governments following the creation of hundreds of new jobs.

"VIAVI is a global company in every sense of the word," commented CEO Oleg Khaykin. "That means setting up in key locations around the world is critical to our success, and we're always sure to contribute to the communities in which we operate. Establishing a major hub in Chandler, Arizona, will not only expand our involvement in the local optics ecosystem but ramp up our U.S. manufacturing capabilities considerably."

"Advanced manufacturing is in Chandler's DNA and we are thrilled to welcome the latest addition with VIAVI," stated Chandler Mayor Kevin Hartke. "It has been a pleasure working with the VIAVI team as they have built out their new manufacturing facility and relocated their headquarters to Chandler. VIAVI and Chandler are a perfect match and we wish them many years of success in our community."

VIAVI generated $1.3 billion in revenue in fiscal year 2022 and has more than 3,600 employees in 50 locations throughout North, Central and South America, Europe, Africa, the Middle East, and Asia Pacific/Japan/China.

Viavi relocates from California to Arizona

Viavi Solutions will relocate its corporate headquarters from San Jose, California to Chandler, Arizona.  The company will also establish a new manufacturing faclity in Chandler for its Optical Security and Performance Products (OSP) segment.VIAVI is a global leader in network test, monitoring and assurance solutions for communications service providers, enterprises, network equipment manufacturers, government and avionics. The company is also...