Tuesday, January 31, 2023

Dell'Oro: Sustained broadband spending through 2027

Sales of PON equipment for fiber-to-the-home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2022 to 2027, as service providers continue to expand their fiber and DOCSIS 4.0 networks, while expanding the types of services they deliver to residential subscribers, according to a recent report from Dell'Oro Group.

"Service providers around the world continue to transition their broadband networks to fiber and retire their existing copper and DSL networks," said Jeff Heynen, Vice President at Dell'Oro Group. "With markets expected to become more competitive, broadband providers will have to continue spending in order to differentiate their services not only by increasing advertised speeds, but also improving latency and expanding managed Wi-Fi services," added Heynen.

Additional highlights from the Broadband Access & Home Networking 5-Year January 2023 Forecast Report:

  • PON equipment revenue is expected to grow from $11.0 B in 2022 to $13.2 B in 2027, driven largely by XGS-PON deployments in North America, EMEA, and CALA.
  • Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to reach $1.5 B by 2027, as operators ramp their DOCSIS 4.0 and fiber deployments.
  • Revenue for Fixed Wireless CPE is expected to reach $2.2 B by 2027, led by shipments of 5G sub-6GHz and 5G Millimeter Wave units.

Colt connects to new Barcelona Cable Landing Station

Colt Technology Services (Colt) is the first carrier to connect to AFT-IX's new Barcelona Cable Landing Station (Barcelona CLS). 

AFR-IX Telecom is already using Colt’s network in the African market to provide an internet service to African operators and customers to connect them to European data centers via Colt’s routes.

Colt operates in more than 220 cities in over 30 countries and connects more than 1,000 data centres and over 31,000 connected buildings in the largest business centres in Europe, Asia and North America. Colt’s network in Spain and Portugal is already serving Lisbon, Bilbao, Madrid and Barcelona, and has 13 connection points to data centers in Barcelona.

Colt will be able to offer, from Barcelona CLS, services like  data centre interconnection (Data Centre Interconnect), inter-network traffic exchange (IP Transit) or dark fibre (non-active fibre optic circuits that enable the capacity of customers to be expanded in times of need).

Colt will enable Barcelona CLS to connect to Europe’s major digital hubs (Paris, London, Frankfurt) and provide an express terrestrial route to other key regional cable landing stations such as Lisbon, Bilbao and Marseilles, installing new submarine cables and capacity in the US, Africa, the Middle East and Asia.

Barcelona Cable Landing Station offers alternative to Marseille

A new Barcelona Cable Landing Station is expected to come into operation the first quarter of 2022 with the aim of being the digital port of reference in the Mediterranean. The facility, which is an initiative of AFR-IX Telecom, is the first international submarine cable landing station in Catalonia. Currently, Marseille is the primary landing point for most submarine fibre-optic cables of the Mediterranean. Organizers of the Barcelona Cable...

Juniper reports strong Q4 momentum, sales up 11% yoy

Juniper Networks reported Q4 2022 revenue of $1,448.8 million, an increase of 11% year-over-year, and an increase of 2% sequentially. GAAP operating margin was 14.0%, an increase from 11.8% in the fourth quarter of 2021, and an increase from 10.6% in the third quarter of 2022.

“We experienced strong business momentum during the December quarter, including a second consecutive quarter of double-digit year-over-year revenue growth, a record performance by our enterprise business, and our second-highest cloud revenue quarter,” said Juniper’s CEO, Rami Rahim. “Our experience-first networking strategy, focused on leveraging AI and cloud-delivered automation to improve customer operations and the end-user experience, continues to resonate across the markets we serve. We believe our differentiated solutions, along with our go-to-market investments and strong backlog, should position us to deliver another year of solid revenue growth in 2023.”

“In addition to record revenue results, we achieved strong profitability during the December quarter, as non-GAAP gross and operating margin both exceeded the mid-point of our forecast and enabled us to beat the mid-point of our non-GAAP EPS outlook,” said Juniper’s CFO, Ken Miller. “We remain focused on delivering profitable growth and are confident in our ability to expand our non-GAAP operating margin by at least 100 basis points in 2023.”

On an investor conference call, Juniper executives noted a "normalization of buying patterns" amongst Cloud and Service Provider customers, following a a year in which many of these accounts placed multiple quarters of demand in advance of knowing requirements to account for extended lead times.

During the fourth quarter, total product orders declined more than 20% year-over-year. Adjusted orders declined single digits year-over-year, versus difficult comparison but grew sequentially. Juniper ended the year with backlog of more than $2.0 billion, which is down sequentially, but up on a year-over-year basis.

  • Enterprise had record revenue and was the largest vertical in the fourth quarter, increasing 32% year-over-year and 16% sequentially, 14% year-over-year and increased 1% sequentially. 
  • Service Provider declined 8% year-over-year and 10% seq revenue grew 30% year-over-year and 19% sequent grew 50% year-over-year and 13% sequentially. 
  • Automated WAN was down 4% year-over-year and 10% sequentially.
  • Total Software and Related Services revenue was $305 million, an increase of 26% year-over-year.
  • Annual Recurring Revenue (ARR3) grew 43% year-over-year. Juniper exited the year with $294 million in ARR.
  • Total Security revenue was $169 million, up 5% year-over-year and up 21% sequentially.
  • In reviewing  top 10 customers for the quarter, six were Cloud, three were Service Provider, and one was Enterprise. Our top 10 customers accounted for 34% of our total revenue as compared to 33% in Q4'21.


Red Hat Enterprise Linux now on Oracle Cloud Infrastructure

Red Hat and Oracle announced a multi-stage alliance to offer Red Hat Enterprise Linux on Oracle Cloud Infrastructure (OCI) as a supported operating system. 

With this strategic collaboration, certified configurations of OCI flexible virtual machines can now run Red Hat Enterprise Linux, and customers can also migrate existing workloads already running on Red Hat Enterprise Linux to Red Hat Enterprise Linux on OCI with greater confidence. OCI flexible virtual machines can scale in increments as small as a single CPU to optimize price-performance and minimize wasted resources. Customers can also contact both Red Hat and Oracle support to help resolve potential issues, with an expanded transparent, joint support agreement.

Red Hat Enterprise Linux forms the backbone of Red Hat’s hybrid cloud technology portfolio, which includes Red Hat OpenShift. Red Hat Ansible Automation Platform and additional technologies to support the modern cloud-native stack. With this collaboration, joint customers of Red Hat and Oracle can now create a foundation for future-forward computing deployments on Red Hat Enterprise Linux while still retaining the value of existing IT investments.

Ciena upgrades Honotua subsea cable in French Polynesia

French Polynesian telecom operator ONATi, a subsidiary of the OPT French Polynesia Group, has selected Intelia and Ciena to increase the capacity of the Honotua international submarine cable to 300 Gbps. The last stage of operations was successfully carried out in October 2022 thanks to the engagement and expertise of the ONATi, Intelia and Ciena teams.

The Honotua international cable was upgraded using Ciena’s GeoMesh Solution powered by the 6500 Packet-Optical Platform and WaveLogic Ai technology providing 300 Gbps of capacity on a cable system supporting an upgrade path to 5 Tbps of total capacity. The Honotua international cable is a 4,500km submarine communication system that interconnects several islands of French Polynesia from Tahiti to Hawaii. The Honotua international cable system was deployed in 2009, and it is owned and operated by the OPT French Polynesia Group to supply connectivity to more than 220,000 mobile subscribers, 45,000 fixed internet customers and 16,000 audio-visual multimedia users.

Intelia served as the local integrator. 

Orange Belgium and Telenet sign wholesale agreements

Orange Belgium, which serves over three million customers, and Telenet have signed two commercial fixed wholesale agreements, which entry into force is subject to the completion of the transaction related to the acquisition of 75% minus one share of VOO by Orange Belgium. 

The agreements will provide access to each other’s fixed networks for a 15-year period and cover both current Hybrid Fiber Coaxial and future Fiber to the Home technologies in both network areas. Orange Belgium believes these agreements will foster investment, benefit the customer and competition in the Belgian telecom market. Orange Belgium firstly secures an access to Telenet’s Hybrid Fiber Coaxial network and to its future Fiber to the Home network for 15 years, a key enabler to strengthen its nationwide convergent strategy. Secondly, Orange Belgium will provide Telenet wholesale access to VOO and Brutélé’s Hybrid Fiber Coaxial network and to its future Fiber to the Home network in the regions of Wallonia and Brussels-Capital. It will also secure Telenet as a wholesale customer, increasing network penetration and return on modernization investments.

Xavier Pichon, CEO of Orange Belgium, commented: "It is a major step forward in the deployment of our leading nationwide multi-gigabit strategy. With the acquisition of VOO, we have an ambitious investment plan to upgrade the network and to provide multi-gigabit connectivity to our customers. The agreement on the Telenet network, will complement our ability to provide a Hybrid Fiber Coaxial and Fiber to the Home multi-gigabit connectivity value proposition to our customers wherever they live. We also welcome Telenet as a wholesale customer on our future VOO network. These agreements will foster competition and network investments nationwide”.


Orange Group appoints CEOs for France and Spain

Jean-François Fallacher has been appointed CEO of Orange France effective April 3, replacing Fabienne Dulac, who is moving to a new role after eight years at the helm of Orange France. Fabienne Dulac will remain on the Executive Committee and will contribute to the deployment of the upcoming strategic plan.

Ludovic Pech, the current Chief Financial Officer of Orange Middle East & Africa, has been appointed CEO of Orange Spain, replacing Jean-François Fallacher who will remain a member of Orange Spain's Board of Directors.

Monday, January 30, 2023

Frontier rolls with 5 Gbps fiber residential service

Frontier is launching a 5 Gig residential Internet service across its fiber network.

The 5 Gig offer starts at $154.99 a month with autopay and includes uncapped data + Wi-Fi router + free installation + premium tech support.

“We set a standard with network-wide 2 Gig internet last year, and now we’ve done it again,” said John Harrobin, Frontier’s Executive Vice President of Consumer. “Our 5 Gig offer meets the growing demand for multi-gig speeds and delivers the ‘un-cable’ experience by making the fastest upload and download speeds available throughout our fiber network.”


NTT deploys Liquid Immersion Cooling at its new Mumbai data center

NTT Ltd., e of the world’s top 3 data center service providers, is deploying Liquid Immersion Cooling (LIC) and Direct Contact Liquid Cooling (DCLC) technologies at its Navi Mumbai Data Center. India becomes the first country across NTT’s global data center platform to deploy these alternative cooling technologies.

The one-of-its-kind facility is part of its Mahape campus, which has a capacity of 4.8 MW spread over 13,740 square feet area built. The campus is planned with the capacity for up to 4 data centers, reaching up to 150 MW of IT load. 

Speaking about this, Mr Sharad Sanghi, Managing Director of NTT Ltd. in India & Acting Senior Executive Vice President, Data Center and Marine Cable, NTT Ltd. said, “At NTT, we are guided by the principle of universal wellness, a people-first approach for our own personnel, the communities we operate in, and the overall global environment. The deployment of green data center technologies as demonstrated by this facility is going to be a tremendous validation for alternative cooling technologies. As India’s largest data center operator, we recognize the impact that DCLC and LIC cooling can have in significantly reducing the power consumption in future data centers. By successfully integrating these advanced processes, we have taken another step in building a connected future in a sustainable and responsible manner on a global scale.”

NTT Ltd. expands its global data center ambitions

NTT Ltd.’s Global Data Centers division is preparing to launch new data center capacity in India, the UK, Japan, USA, Germany, Malaysia and Indonesia.  When fully complete, these data centers will provide over 400 megawatts (MW) of IT load across these markets. Plans include:a Mumbai, India – NTT Ltd. will go live with its new Mumbai 7 Data Center by Q3 2020 in its Chandivali campus. The Mumbai 7 Data Center will offer 25 MW of IT load....

NTT DOCOMO demos indoor 5G base station with multisector antenna

NTT DOCOMO, Nihon Dengyo Kosaku, and Fujitsu Ltd.  demonstrated a 5G indoor base station incorporating a multisector antenna using the 28GHz band.

The prototype device incorporates circuitry just 1/10th the size of a conventional indoor base station,.

The demonstration, in which a conventional 5G base station control unit communicated with the new device via a 28GHz signal, confirmed that a single multisector antenna can receive radio waves in all directions using radio beam control. DOCOMO previously measured the directivity of a single element in a multisector antenna in 2022, but the DOCOMO believes that this was the world's first demonstration to use a multisector antenna in a 5G base station equipped for radio beam control.

A multisector antenna divides its surrounding 360-degree space into multiple areas (sectors) for transmitting and receiving radio waves simultaneously and independently in each sector. The antenna used in the demonstration contained 12 directional elements arranged in a radial pattern, each of which effectively transmitted and received radio waves in a specific direction. 


Antel tests VMware's Telco Cloud Platform

Antel, the leading Mobile Operator in Uruguay, is testing the VMware Telco Cloud Platform to support a Proof of Concept (PoC).

VMware says its cloud native architecture will help Antel gain operational efficiencies and bring services and innovation to market faster. Using this integrated platform will allow Antel to deploy new network functions on the same Telco Cloud architecture from core to RAN to edge, enabling the scale and agility needed to deliver services on the 5G network.

This PoC between Antel and VMware was made possible with the help of AT Innovando Juntos, a local partner; the three companies are working together to help Antel build a world class 5G network to support the growing demands of the consumer and enterprise customers in Uruguay.


Video: Multi-Cloud Flexibility for Telco Cloud and Edge (VMware)

 -- Check out our 2023 Telco Cloud and Edge Site --Download latest report on Telco Cloud at NextGenInfraThe advent of 5G is driving deep changes in the way that telcos deploy and manage their networks. Telco Cloud infrastructure must adopt a distributed, multi-cloud architecture. It must also be ready to leverage public cloud capabilities to benefit from new business opportunities.Here are the insider views of Ram Venketaramani, Senior Director,...

LightRiver signs with Brazil's Precision Solutions

LightRiver, an optical network integration solution provider, announced a partnership with Brazil-based Precision Solutions to transform how organizations in South America can manage and view their optical network hardware regardless of their current vendor(s). 

LightRiver's netFLEX Transport Domain Orchestration and Control Software solution is a network automation platform designed to address the complexities of disparate optical transport networks, suppliers, and technologies.

"Precision Solutions is well known as a high-quality, cost-effective integrator in the South American market, and LightRiver's netFLEX is an essential addition to our product portfolio as it helps our customers to manage their networks effectively," comments Eduardo Ken, CEO of Precision Solutions. "The South American market, specifically Brazil, has several customer tiers. From big international players to small ISPs, all of them will benefit from the operational capacity and simplicity that only netFLEX can offer."

"We are honored to work with Precision Solutions and expand our netFLEX offering on a greater global scale," states Mike Jonas, President, Global Customer Operations for LightRiver. "Our award-winning netFLEX serves as an essential tool for companies worldwide, ensuring customers' success with optical networking and management."

The partnership between LightRiver and Precision Solutions will cover the resale and first-tier local support for netFLEX in the region. It also gives existing netFLEX customers the advantage of having the first technical support tier in its native language.



Private investment firm acquires LightRiver

Grain Management, a leading private investment firm, has acquired LightRiver’s Technologies & Software entities from CVF Capital Partners and Plexus Capital. Financial terms were not disclosed.Since its establishment in 1998, LightRiver has delivered over $1 billion in carrier-grade transport network solutions, including certified design, professional staging services, deployment services, and network automation products to over 150 clients in...

Qwilt supplies its Open Caching for Japan's J:Com

J:COM, Japan’s leading cable broadband and multi-channel video provider, is now using  Qwilt’s Open Caching in its video delivery network.

The deployment brings streaming content closer to J:COM’s 5.62 million subscribing households than ever before, enabling a superior over-the-top (OTT) streaming experience for J:COM customers.

The solution is comprised of Qwilt’s Open Edge Cloud, which provides Quality-as-a-Service content delivery, pushing content caching and delivery far out to the edge of the carrier network.

J:COM, which initially deployed Qwilt’s first-generation caching product in 2016, now has Qwilt’s Open Edge Cloud solution deeply embedded within its network, moving content closer to J:COM subscribers than any other commercial or private CDN. Qwilt’s solution reduces the cost of building network capacity and substantially improves delivery quality to ensure J:COM can scale for less and serve media and applications at the highest quality.

J:COM has 28 Qwilt Open Caching nodes in Japan and content publishers are already delivering content on the Qwilt platform. For example, on April 9th, 2022, J:COM leveraged the platform to deliver live streams of Japan's highly anticipated middleweight unification boxing fight between Gennadiy Golovkin and Ryota Murata.

Qwilt notes that each low-cost edge server can be utilized by other virtual network function (VNF) based services making it cost-effective enough to distribute throughout the service provider’s access network. The partnership allows J:COM to rapidly scale up and creates a foundation for future use cases, including site delivery and edge computing.

Jiro Inoue, Network Operation at J:COM, said: “As demand for live video streaming increases, so too does our need to create a scalable network that equips us for the future of content delivery. Qwilt’s Open Edge Cloud solution significantly boosts our network capacity and accelerates our ability to deliver reliable, high-quality live and VoD streaming throughout Japan. We were delighted with the results of our use of Qwilt’s platform to stream the Golovkin vs. Murata fight. The outcome was a flawless streaming experience of the highest quality to our viewers across Japan.”


Samsung sets Life Cycle Assessment for semiconductor business

Samsung Electronics has established a Life Cycle Assessment (LCA) on the product carbon footprint of its semiconductor business and achieved verification from DNV, one of the world's leading independent certification bodies.

LCA is a methodology for assessing environmental impacts throughout the lifecycle of commercial products, processes, or services, by quantifying the amount of energy, materials and waste discharge. In detail, on its semiconductors’ carbon footprint, Samsung's LCA covers raw material extraction to chip manufacturing, assembling, and testing. Its results are in accordance with ISO 14040, ISO 14044 and ISO 14067 to ensure credibility and transparency.

The carbon footprint is commonly used by Samsung and its customers to recognize the environmental impact across all phases of Samsung's semiconductor products, and can be used as a metric to track and reduce carbon emissions.

"Since 2019, we have been actively mobilizing efforts to measure and reduce the carbon emissions of our key memory and logic solutions," said Dooguen Song, Executive Vice President of the Environment, Health and Safety (EHS) Center at Samsung Electronics. "By leveraging LCA, we will be able to support our customers to achieve their carbon neutrality, as well as becoming more transparent on the environmental impact of the semiconductors we produce worldwide."

T-Mobile US aims for net-zero emission by 2040

T-Mobile committed to achieve net-zero emissions across its entire carbon footprint by 2040. 

“As we know sustainability is important to our customers and stakeholders, T-Mobile has made great progress in reducing our environmental footprint – and now we're taking even bigger steps to reduce our carbon emissions with a commitment to meeting SBTi’s Net-Zero Standard,” said Mike Sievert, T-Mobile CEO. “We are proud that we are doing our part to create a sustainable future for all – including becoming the first in U.S. wireless to set this bold target. And we hope companies like ours — and the partners and suppliers we work alongside — will join us in setting their own aggressive longer-term goals like these.”

T-Mobile has et a net-zero goal for all three emissions scopes that has been validated by the Science Based Targets Initiative (SBTi) using their Net-Zero Standard – the world’s first framework for company targets that aligns with the latest climate science. This goal covers emission scopes 1 and 2, inclusive of direct emissions from T-Mobile’s operations and facilities, as well as indirect emissions from purchased electricity.

T-Mobile said all remaining indirect scope 3 emissions (the company’s entire footprint!) — including those produced by suppliers, customer device usage, materials and fuel required to ship products, employee travel, and more—which represents roughly two thirds of the company’s carbon footprint.

“While T-Mobile's net-zero goal is a decades-long endeavor, we know how important it is to take definitive actions now to reduce our environmental impact for future generations,” said Janice Kapner, chief communications and corporate responsibility officer at T-Mobile. “We’re committed to measurable progress and holding ourselves accountable with strong governance practices, consistent and transparent reporting, and ongoing collaboration with leading sustainability experts.”

Sunday, January 29, 2023

Dell'Oro increases forecast for O-RAN revenues

Citing stronger-than-expected O-RAN progress in North America, Dell'Oro Group is revising upwards it revenue forecast. Open RAN is now projected to account for 15 percent to 20 percent of global RAN by 2027.

“The message that we have communicated for some time now with the early adopters embracing the movement and the early majority operator still concerned about performance and cost parity with Open RAN relative to proprietary RAN has not changed,” said Stefan Pongratz, Vice President and Analyst at the Dell’Oro Group. “Even with the higher starting point, it is more salient than even to factor in the vastly different adoption curves across the greenfields, the leading brownfields in North America and Asia Pacific, and the rest of the world,” continued Pongratz.

Additional highlights from the January 2023 Open RAN Advanced Research Report:

  • The Asia Pacific and North America regions are projected to be the primary growth vehicles throughout the forecast period.
  • Since the last forecast, Open RAN projections have been revised upward in the North America region and downward in Middle East & Africa, Carribean and Latin America, and parts of the Asia Pacific.
  • Even with the slower start, European Open RAN revenues are expected to top $1 B by 2027.
  • While the Open RAN movement is not confined to a specific technology, RF output power, spectrum band, or deployment configuration – Open RAN macros are expected to drive the lion’s share of the O-RAN capex, accounting for around 90 percent of the revenues throughout the forecast period.
  • Risks remain broadly balanced. On the one hand, the Open RAN movement continues to trend in the right direction. At the same time, preliminary data suggest Open RAN is having a minimal impact on the overall RAN supplier dynamics.



Nokia delivers stellar network infrastructure sales in Q4

Nokia reported Q4 2022 sales of EUR 7.449 billion, up 16% over the same period in 2021 (up 11% y-o-y in constant currency). Full year net sales grew 6% (12% reported).

Some highlights:

  • In Q4 Network Infrastructure grew net sales 14% in constant currency with all units contributing. Mobile Networks grew 3% with a meaningful shift in regional mix in the quarter while Cloud and Network Services grew 5%. Nokia Technologies grew 82% as a long-term licensee exercised an option leading to higher revenue recognition in Q4.
  • Enterprise net sales grew 49% y-o-y in constant currency in Q4 (55% reported); 21% in full year 2022 (27% reported).

Pekka Lundmark, Nokia's CEO, states:

"We said at the start of 2022 that it would be a year of acceleration and we delivered what we promised. The Nokia team did a great job navigating geopolitical, economic and supply challenges, successfully executed our strategy and delivered a strong full year performance. Our constant currency full year net sales growth accelerated to 6% and we maintained a stable comparable operating margin of 12.5% which is a good result considering one-off benefits we had in 2021. "

"One of our strategic priorities is to broaden our customer base and grow in Enterprise and I’m delighted we achieved 21% net sales growth in constant currency for the full year with 49% growth in Q4. There were important webscale wins in 2022 with momentum also continuing to build in our private wireless business where we added 45 customers in Q4. "

"The highlight of the fourth quarter was our stellar Network Infrastructure performance, which grew net sales 14% in constant currency with significant operating margin expansion. Notably, we saw a strong acceleration in both our Optical Networks and IP Networks businesses with net sales growing 21% and 11% respectively in constant currency. Mobile Networks delivered 3% constant currency growth in Q4 with operating margin declining year-on-year, as expected due to changes in regional mix. On a full year basis, Mobile Networks’ 3% net sales growth and 90bps higher operating margin is encouraging after a successful reset the previous year. We continue to see solid demand trends in Network Infrastructure and Mobile Networks as we look ahead into 2023. "

"In Cloud and Network Services, we saw good Q4 net sales growth of 5% in constant currency and continued improvement in gross margin, which increased 200bps year-on-year. Increased investments into private wireless and Software-as-a-Service meant operating margin was largely stable. This is evidence that the ongoing optimization of our portfolio is bearing fruit and positioning us for continued profitable growth in the future."

Vantage Data Centers highlights rapid expansion

Vantage Data Centers highlighed rapid growth of its portfolio of data centers in 2022 and plans for new facilities.

North American Expansion: Vantage opened seven new data centers across its inaugural region of North America while continuing its aggressive expansion to keep pace with customer requirements.

Canada: With a CAD$900M investment in Canadian operations, Vantage began development of a third Montreal campus while expanding existing campuses in Montreal and Quebec City. Upon completion, Vantage’s four Canadian campuses will total 143MW.

Phoenix: Vantage broke ground on phase two of its growing Phoenix campus. Once fully developed, the mega campus will offer hyperscalers and large cloud providers 160MW of IT capacity across three facilities.

New Facilities: Vantage opened new data centers in many of its North American markets, including Virginia, Arizona, Washington, California, Montreal and Quebec City.

EMEA Expansion: Vantage opened its first campuses in South Africa and Poland while launching new investments in solar and wind power.

South Africa: Vantage opened its first African data center campus in Johannesburg, South Africa, offering 16MW of IT capacity and announced the development of a second Johannesburg campus that will consist of 20MW of IT capacity.

Poland: The company opened its first data center campus in Poland. Once fully developed, the two-data center development will offer 48MW of IT capacity.

Germany: Vantage announced four new data center openings in Frankfurt and Berlin along with a new business office in Raunheim.

APAC Expansion: Since entering the region just over one year ago, Vantage has made significant strides to meet rising demand for digital infrastructure in APAC.

Cyberjaya: Vantage announced the delivery of a second data center (KUL12) on its Cyberjaya campus in Kuala Lumpur, Malaysia. The company concurrently announced plans to continue expanding the campus with a third facility (KUL13), which will open its doors in the first half of 2023.

Hong Kong: In November, Vantage announced the opening of a new Hong Kong office, serving as the regional hub to house engineering, construction, sales, finance and accounting, and leadership functions to support the company’s business across APAC.

Vantage Data Centers invests £500 million in 48MW London campus

The expansion is supported by more than USD$3 billion of debt and equity financing raised throughout the year, including USD$368 million in green loans to advance sustainable developments in Quebec City, Canada, and Northern Virginia.

“Vantage experienced explosive growth over the past year as we continued to remain hyper focused on meeting customer demand for sustainable digital infrastructure around the world,” said Sureel Choksi, president and CEO of Vantage Data Centers. “We appreciate the trust that our customers placed in us, as well as the confidence that our investors continue to have in our ability to execute.”

“The team at Vantage has built a world-class portfolio of hyperscale data centers, supporting the continued growth of the largest global technology companies as they scale their businesses to meet global market demand,” said Marc Ganzi, president and CEO of DigitalBridge. “Vantage is an industry innovator, and with the support of our team at DigitalBridge, will continue to grow and deliver reliability, efficiency and sustainability for the benefit of their hyperscale customers.”

Highlights from the first annual Chiplet Summit

 What happened at the first annual Chiplet Summit? Interest in chipsets is running high not only from leading semiconductor vendors and the Open Compute Project (OCP), but also from potential ecosystem partners, including semiconductor fab equipment vendors, silicon start-ups, system companies, hyperscalers and even the investment community. 

Chuck Sobey, Conference Chair, provides an overview at the end of a busy conference week.


Building a new Chiplet Economy

What will it take to create a vibrant ecosystem where innovative chipset designs can easily be integrated with other semiconductors and aligned to specific processing workload? 

Bapi Vinnakota, ODSA Project Lead, Open Compute Project, discusses the emerging chipset economy, including progress in defining the interface.


Bunch of Wires (BoW) Die-to-Die Chiplet Demo

 At the first, annual Chiplet Summit in San Jose, California, d-Matrix demonstrated a die-to-die chipset interface based on the emerging Bunch of Wires (BoW) work undertaken by the Open Compute Project (OCP). In this video, Wen-Sin Liew, Analog and Mixed Signal Design Engineer, shares an overview of the demo.


Comcast's communications revenue up 1.4% in Q4

Driven by increases in broadband, wireless, business services and advertising revenue, Comcast reported revenue for its cable communications business of $16.6 billion in the fourth quarter of 2022, up 1.4% compared to a year earlier. Gains were partially offset by decreases in video, voice and other revenue. 


  • Broadband revenue increased 5.4% due to an increase in average rates and an increase in the number of residential broadband customers compared to the prior year period. Wireless revenue increased 24.7% due to an increase in the number of customer lines and an increase in device sales. 
  • Business services revenue increased 4.6% due to an increase in average rates and an increase in the number of customers receiving our services compared to the prior year period. 
  • Advertising revenue increased 9.1%, primarily driven by an increase in political advertising. Excluding political revenue, advertising revenue decreased by 7.4%, reflecting the previously announced transition of the Xumo Play streaming service to a joint venture.
  • Video revenue decreased 5.6%, reflecting a decrease in the number of residential video customers, partially offset by an increase in average rates. Voice revenue decreased 13.2%, primarily reflecting a decrease in the number of residential voice customers. Other revenue decreased 6.5%, reflecting a decrease in revenue from our security and automation services.
  • For the twelve months ended December 31, 2022, Cable revenue increased 3.1% to $66.3 billion, driven by growth in broadband, business services, wireless and advertising revenue, partially offset by a decrease in video and voice revenue.
  • Total Customer Relationships decreased by 71,000 to 34.3 million in the fourth quarter of 2022. Excluding the negative impact from Hurricane Ian, the company estimates that total customer relationships decreased by 36,000. 
  • Total broadband customer net losses were 26,000. Excluding the negative impact from Hurricane Ian, we estimate that total broadband net additions were 4,000. Total video customer net losses were 440,000 and total voice customer net losses were 288,000. In addition, Cable Communications added 365,000 wireless lines in the quarter.
  • For the twelve months ended December 31, 2022, total customer relationships increased by 75,000. Residential customer relationships increased by 54,000 and business customer relationships increased by 21,000. Total broadband customer net additions were 250,000. 
  • Total video customer net losses were 2.0 million and total voice customer net losses were 1.2 million.
  • Capital Expenditures for Cable Communications increased 9.7% to $2.4 billion in the fourth quarter of 2022, reflecting increased investment in line extensions, scalable infrastructure, customer premise equipment and support capital. 
  • Cable capital expenditures represented 14.4% of Cable revenue in the fourth quarter of 2022 compared to 13.4% in the prior year period.

"I am proud of how our team executed throughout 2022," said Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation. "We achieved the highest levels of Revenue, Adjusted EBITDA and Adjusted EPS in our history and returned a record $17.7 billion of capital to shareholders.

SpaceX launches heaviest Starlink payload yet - 56 satellites

SpaceX launched 56 Starlink satellites to low-Earth orbit on January 26th from Cape Canaveral Space Force Station, Florida.

The launch was the heaviest payload yet carried by a Falcon 9 -- 17,400 kg.

The mission was SpaceX's 205th overall launch.

The Starlink service is currently available in 44 countries.


Thursday, January 26, 2023

Intel delivers a weak financial report

Intel reported Q4 revenue of $14.0 billion, down 32 percent year-over-year (YoY) and down 28 percent YoY on a non-GAAP basis. Full-year revenue was $63.1 billion, down 20 percent YoY and down 16 percent YoY on a non-GAAP basis. Q4 earnings (loss) per share (EPS) was $(0.16); non-GAAP EPS was $0.10. Full-year EPS was $1.94; non-GAAP EPS was $1.84.

"Despite the economic and market headwinds, we continued to make good progress on our strategic transformation in Q4, including advancing our product roadmap and improving our operational structure and processes to drive efciencies while delivering at the low-end of our guided range. In 2023, we will continue to navigate the short-term challenges while striving to meet our long-term commitments, including delivering leadership products anchored on open and secure platforms, powered by at-scale manufacturing and supercharged by our incredible team," stated Pat Gelsinger, Intel CEO.

Quarterly revenue for the Client Computing Group (CCG) was down 36% compared to last year, while sales for Data Center and AI (DCAI) was down 33%.  The Network and Edge (NEX) group was down only 1%, while Mobileye grew 59% compared to a year earlier.  The Intel Foundry Services business recorded $319 million in sales for the quarter, up 30% compared to a year earlier.

Looking ahead to the current Q1 2023, Intel is forecasting a deeper loss of $(.80) per share for the quarter.


Intel cuts Switching and Pathfinder for RISC-V

As part of cost-cutting measures, Intel will discontinue development of its network switching product line. The Tofino switching silicon products were part of the acquisition of Barefoot Networks. 

 Prepared comments from CEO Pat Gelsinger for the Q4 investor call: 

"We enter 2023 with a view that much of the macro uncertainty of the last year is likely to persist, especially in the first half of the year. As such we are laser-focused on executing to our $3 billion in CY23 cost savings that we committed to on our Q3 earnings call. We are making tough decisions to right-size the organization, and we further sharpened our business focus within our BUs (business units) by rationalizing product roadmaps and investments. NEX continues to do well and is a core part of our strategic transformation, but we will end future investment on our network switching product line, while still fully supporting existing products and customers. Since my return, we have exited seven businesses, providing in excess of $1.5 billion in savings. We are also well underway to integrating AXG (Accelerated Computing Systems and Graphics) into CCG (Client Computing Group) and DCAI (Data Center and AI Group), respectively, to drive a more effective go-to-market capability, accelerating the scale of these businesses while further reducing costs."

Intel also posted notices regarding a discontinuation of its Pathfinder for RISC-V tool, which enables the exploration of RISC-V IP utilizing FPGA platforms. The software supported development on and testing of a wide range of opensource and commercial RISC-V processors in an FPGA environment.



Intel to acquire Barefoot Networks for programmable switching silicon

Intel agreed to acquire Barefoot Networks, a start-up developing programmable Ethernet switch silicon and software for use in the data center. Financial terms were not disclosed. Intel said the acquisition will support its focus on end-to-end cloud networking and infrastructure, enabling it to better compete in the Ethernet switching segment. Barefoot, which is based in San Jose, California, is shipping the second generation of its P4-programmable...

Barefoot's Tofino 2 chip delivers 12.8 Tbps switching for 32x400GE

Barefoot Networks is now sampling its Tofino 2 chip, the second generation of its P4-programmable Tofino Ethernet switch application-specific integrated circuit (ASIC) family. Tofino 2 doubles the performance of the first generation Tofino chip, now delivering 12.8 Tbps of packet processing capacity for hyperscale data centers, cloud, enterprise and service provider networks. The device leverages 7nm process technology and is designed for full P4-programmability. Tofino...

AT&T sees progress with open, disaggregated systems

AT&T is making significant progress with its open, disaggregated program. In a blog post, Mike Satterlee, vice president, Network Core Infrastructure Services, cites the following milestones:

  •  More than 52% of all production traffic are delivered over Next-Gen Core routers, which are based on the Broadcom Jericho2, Ramon chips and which use the Distributed Dis-Aggregated Chassis (DDC) design powered by DriveNets Network Cloud DNOS software. AT&T is exploring a path to scale the system to 500 Tbps and then to 900 Tps using next-gen chipset.
  • Next-Gen Edge Router – This platform provides enterprise services, Ethernet, Broadband, Mobility, and Internet Gateway using Broadcom, Cisco, and UfiSpace hardware. It is deployed it in AT&T production Internet peering network.
  • Cell Site Gateway Router – This supports up to 100Gbps Mobility transport to provide the bandwidth demands that come with 5G services. This solution uses hardware from UfiSpace, Broadcom Qumran-AX chips, coupled with the Vyatta NOS software from Ciena. This has been deployed in AT&T’s mobility network.
  • Ethernet Mux – This enables aggregation of 1 and 10 Gig access ports to 100 Gig transport.  This platform is based on Broadcom’s Qumran-MX chips and uses EdgeCore hardware with Ciena’s SAOS Network Operating System software. This is now live on the Metro Ethernet and fiber footprint.
  • Universal CPE – This broadband customer premise equipment today now provides high speed Dedicated Internet and Enterprise SD-WAN services. It uses Intel, Broadcom, Marvell and Silicom to put together a cost-effective and feature-rich device using Vyatta NOS software from Ciena. 
  • Open ROADM - Open ROADM provides the high speed and high-capacity optical transport supporting our fiber-based broadband and 5G backhaul. We have Open ROADM compliant components developed from Ciena, Cisco, Fujitsu, Infinera, and Nokia and have installed over 75+ nodes and turned up 100G and 400G wavelengths in our production network.


OCP and Jedec to standardize chiplet part descriptions

The Open Compute Project Foundation (OCP) and JEDEC Solid State Technology Association agreed to establish a framework for the transfer of technology captured in an OCP-approved specification to JEDEC for inclusion in one of its standards. This alliance brings together members from both the OCP and JEDEC communities to share efforts in developing and maintaining global standards needed to advance the electronics industry. 

Under this new alliance, the current effort will be to provide a mechanism to standardize Chiplet part descriptions leveraging OCP Chiplet Data Extensible Markup Language (CDXML) specification to become part of JEDEC JEP30: Part Model Guidelines for use with today’s EDA tools. With this updated JEDEC standard, expected to be published in 2023, Chiplet builders will be able to provide electronically a standardized Chiplet part description to their customers paving the way for automating System in Package (SiP) design and build using Chiplets. The description will include information needed by SiP builders such as Chiplet thermal properties, physical and mechanical requirements, behavior specifications, power and signal integrity properties, testing the Chiplet in package, and security parameters.

"One of the key efforts at the OCP is centered around the need for specialized computation for AI and ML workloads driving the need for specialized silicon. To deliver on the need for specialized silicon while enabling a rapid pace of innovation, we believe a new open Chiplet economy with a low barrier to entry is needed and will require collaboration and standardizations on multiple dimensions, ensuring that companies are able to interact in an open efficient and scalable manner. The OCP has been investing in being a catalyst for an open Chiplet economy for several years through its Open Domain Specific Architecture (ODSA) Project and are pleased to establish this alliance with JEDEC to allow work done in ODSA to become part of a global international standard that advances the industry," said Cliff Grossner, Ph.D., VP Market Intelligence & innovation at the Open Compute Project Foundation.

What next for data center interconnects in 2023?

Will public cloud spending come under budgetary scrutiny more than ever in 2023?  What about AI/ML workloads?


Here are 3 predictions for 2023 from Cyxtera's' *Holland Barry* .

-- *Check out other 2023 Predictions* --

See what other experts have to say on *NextGenInfra*

 -- *Amplify your MWC 2023 presence* --

Looking to record your video for our channel for our *MWC 2023 Showcase* in Barcelona?  We will be there! Book your session now. 

What's next for 5G in 2023?

Will 5G mmWave become a driving force for enterprise innovation? 

Here are 3 predictions for 2023 from Movandi's' *Maryam Rofougaran* .


-- *Check out other 2023 Predictions* --

See what other experts have to say on *NextGenInfra* https://ngi.fyi/predict2023yt

 -- *Amplify your MWC 2023 presence* --

Looking to record your video for our channel for our *MWC 2023 Showcase* in Barcelona?  We will be there! Book your session now. 

SENKO sues US Conec over connector IP

SENKO Advanced Components filed a lawsuit in the federal court of Delaware alleging US Conec, Ltd has infringed seven of its patents relating to the MDC and MMC connector and adapter products – VSFF products.

“SENKO has invested considerable time and resources in developing what we consider the industry’s broadest VSFF product portfolio, says Jim Hasegawa, Executive Vice President. “SENKO currently has over 70 issued VSFF related Patents covering this technology, and many additional claims are still pending. In view of our investment to create the VSFF portfolio, Senko believes it must take steps to protect its valuable intellectual property."


Wednesday, January 25, 2023

Lumen builds out its 400G wavelength service across the U.S.

Lumen announced some key milestones in the expansion of its U.S. intercity dark fiber network and 400 Gbps wavelength service:

  • Lumen has deployed its U.S. intercity wavelength network across 70 markets. This gives customers unparalleled, diverse routing options in building a resilient core digital network.
  • Today, over 240 data centers are enabled for 400G Lumen Wavelength Services, and more than 800TB of capacity currently runs across the network.
  • Lumen is fulfilling customer orders of more than 50TB of 400G wavelengths.
  • The intercity expansion will continue throughout 2023 and beyond, extending this network and pushing it deeper into the metro edge.

"The Lumen network is our crown jewel, and our network infrastructure solutions are at the core of what we do," said Miriana Martinova, SVP, Lumen Enterprise Core Network Solutions. "We're investing to win. We see a significant demand from enterprises, government agencies, hyperscalers and wholesale customers for high-bandwidth interconnections between their data centers and public cloud. Combining our upgraded intercity fiber network with our next generation wavelength network helps these businesses quickly and securely enable a digital journey that can take them well into the future."