ViaSat-3 brings terabit class switching to geostationary orbit

SpaceX successfully launched ViaSat-3 Americas satellite to geostationary orbit aboard a Falcon Heavy rocket from Kennedy Space Center in Florida. Also on board this mission was Astranis's first MicroGEO satellite and Gravity Space’s GS-1 satellite. ViaSat-3 Americas is the first of three geostationary satellites that will form a new constellation. Each of the satellites offers over 1 Tbps of onboard switching capacity with the ability to redirect...

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Video: What's next for NaaS?

https://youtu.be/NpTW5QwnIK0Network-as-a-Service (NaaS) is a cloud-based networking model that allows businesses to outsource network deployment and operations to a third-party provider. Is a subscription-like model for network infrastructure right for your business?In this video, Larry Lunneta provides some key insights on NaaS.Recorded at this year's atmposhere'23 conference in Las Vegas.Also, check out our New Middle Mile (#nmm2023) video showcase...

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SES launches 2 more O3b mPOWER satellites

SES confirmed the successful launch of two additional O3b mPOWER satellites aboard a SpaceX Falcon 9 rocket from Cape Canaveral Space Force Station in Florida.The second pair of O3b mPOWER satellites will join the first two satellites launched in December 2022, which have arrived at their target medium earth orbit (MEO) and are currently undergoing in-orbit check out. The O3b mPOWER initial constellation consists of 11 high-throughput satellites...

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Video: What's next for AIOps?

https://youtu.be/PZVfJiS4GooAIOps, which is the application of artificial intelligence (AI) capabilities, such as natural language processing and machine learning models, to automate and streamline operational workflows in IT and network operations.There is a big opportunity to learn from the vast number of daily interactions across networks and to then implement new management policies automatically.In this video, David Hughes, Chief Product and...

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RSA 2023 attendance topped 40,000

Last week's RSA Conference in San Francisco's Moscone Center ttracted over 40,000 attendees, including 650+ speakers, 500+ exhibitors and 500+ members of the media.Key session and seminar presentations included:Security as Part of Responsible AI: At Home or At Odds? - Rumman Chowdury, Founder, Bias Buccaneers; Ram Shankar Siva Kumar, Data Cowboy, Microsoft; Harvard (Moderator); Daniel Rohrer, VP of Software Product Security, NVIDIA; Vijay Bolina,...

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Ericsson adds Dell serves to its Cloud RAN portfolio

Ericsson is partnering with Dell as a supplier of Dell PowerEdge servers for its Cloud RAN offering.Ericsson said adding Dell PowerEdge servers, including the PowerEdge XR8000 and XR5610, which are specifically designed for telecom, Open RAN and mobile edge-computing workloads, brings even more choice and flexibility for Cloud RAN customers. DFreddie Södergren, Head of Technology and Strategy for Networks, Ericsson, says: “Collaborating with Dell...

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Ericsson strikes Cloud RAN agreement with AMD

Ericsson entered into an agreement with AMD to strengthen the Open RAN ecosystem and vendor-agnostic Cloud RAN environment.The Ericsson-AMD collaboration will see additional processing technologies in the Ericsson Cloud RAN offering. The expanded offering aims to enhance the performance of Cloud RAN and secure high-capacity solutions. The collaboration will enable joint exploration of AMD EPYC processors and T2 Telco accelerator for utilization in...

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Intel reports steep drop in Q1 revenue, looks for stability in 2nd half of year

Citing steep drops for its Client Computing Group and Data Center and AI groups, Intel reported Q1 revenue of $11.7 billion, down 36% year over year. First-quarter GAAP earnings (loss) per share (EPS) attributable to Intel was $(0.66); non-GAAP EPS attributable to Intel was $(0.04).Despite challenges, Intel said it now expects some modest recovery in the second half of the year along with increasing stability in the PC market as inventory corrections...

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AWS sales increased 16% y-o-y in Q1, operating income drops 21%

AWS  sales increased 16% year-over-year in Q1 2023 to reach $21.4 billion, representing 16% of Amazon.com overall revenue for the quarter. Q1 operating income for AWS amounted to $5.123 billion, down 21% year-over-year and down 26% when adjusting for constant currency.Andy Jassy, Amazon CEO, states "while our AWS business navigates companies spending more cautiously in this macro environment, we continue to prioritize building long-term...

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T-Mobile US posts growth in customers and profitability, raises guidance

T-Mobile US reported Q1 service revenues of $15.5 billion, up 3% year-over-year, including postpaid service revenue growth of 6% year-over-year.Net income of $1.9 billion grew 172% year-over-year and diluted earnings per share (“EPS”) of $1.58 grew 177% year-over-year."T-Mobile’s focused execution against our intentional growth plan delivered best-in-class postpaid and broadband customer and profitability growth in Q1 that gave us confidence to raise...

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POET Technologies intros light source for AI applications

POET Technologies introduced a packaged light source solution for AI applications. POET’s Starlight products integrate active components like lasers and certain other passive optical and electrical components into the optical interposer to provide a complete light source solution that can be integrated on a host board and connected to chips and ASICs with built-in silicon photonics.  POET achieves its low-cost solution through the use of...

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Google Cloud Security AI Workbench leverages LLMs

Google Cloud introduced a security platform powered by specialized large-language-model (LLM) artificial intelligence.Google Cloud Security AI Workbench addresses three top security challenges: threat overload, toilsome tools, and the talent gap. The platform le customers make their private data available to the platform at inference time. It is also extensible for third-party security tools.https://cloud.google.com/blog/products/identity-securi...

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Vodafone appoints Margherita Della Valle as Group CEO

 Vodafone has appointed Margherita Della Valle as its new Group Chief Executive.Della Valle currently serves as the company's CFO. Her previous roles within Vodafone were Deputy Chief Financial Officer from 2015 to 2018, Group Financial Controller, Chief Financial Officer for Vodafone’s European region and Chief Financial Officer for Vodafone Italy. She joined Omnitel Pronto Italia - which later became Vodafone Italy - in 1994 and held various...

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HPE Aruba: What comes next?

At its atmosphere’23 conference in Las Vegas this week, HPE Aruba Networking unveiled a number of product innovations for enterprise IT and disclosed key strategic directions as it integrates with the HPE GreenLakeWhat’s next?  Major items include the next generation of HPE Aruba Networking Central, its cloud-native network management solution, Network-as-a-service (NaaS) capabilities for customers and channel partners to acquire, deploy, and...

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Video: What's next for HPE Aruba Networking?

https://youtu.be/paKev1Xf3TYAt its atmosphere'23 event, HPE Aruba Networking highlighted investments in three new areas: data center networking, private 5G, and SASE.  Phil Mottram, EVP and General Manager, highlight key takeaways from this evolution.Also, check out our New Middle Mile (#nmm2023) video showcase here: https://ngi.fyi/nmm23ytWant to be in one of NextGenInfra.io videos? Contact us at info@nextgeninfra...

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TSMC: 3nm now in volume production, 2nm coming in 2025

At its 2023 North America Technology Symposium in Santa Clara, California, TSMC introduced new variants on its 3nm process node while stating that 2nm technology remains on track.HighlightsBroader 3nm Portfolio: N3P, N3X, and N3AE – With 3nm technology now in volume production with the N3 process and the enhanced N3E version on the way in 2023, TSMC is adding new variants to the roadmap to suit customers’ diverse needs.N3P, scheduled to enter production...

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Orange Group revenues increased 1.3% in Q1

Citing growth in retail services and fueled in particular by repricing in Europe and by the growth driver Africa and Middle East, Orange Group reported Q1 revenue of 10.619 billion euros, up 1.3% compared to a year earlier.Africa & Middle East was the main contributor to this growth with a sharp 9.1% increase in revenues (+141 million euros), followed by Europe with 3.8% growth (+102 million euros), driven by Poland (+7.1%) and Spain, which has...

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Prosimo adds Cloud-Native Networking Suite

Prosimo, which offers an Application eXperience Infrastructure (AXI) platform for secure application delivery in multi-cloud environments, introduced a Cloud-Native Networking Suite to help enterprises securely interconnect applications and services across regions and clouds.Key capabilities:Visual Transit Builder - provides a drag & drop approach that simplifies the process for cloud network architects to onboard networks, applications, and...

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Bosch to acquire US-based TSI Semiconductors

 Bosch announced plans to acquire TSI Semiconductor, which operates an ASIC foundry in Roseville, California. Financial terms were not disclosed.TSI mainly develops and produces large volumes of chips on 200-millimeter silicon wafers for applications in the mobility, telecommunications, energy, and life sciences industries. Bosch said it intends to invest more than US$1.5 billion in the Roseville site and convert the TSI Semiconductors...

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Edgecore debuts PoE switch with TIP OpenLAN support

Edgecore Networks introduced an enterprise PoE network switch that supports the Telecom Infra Project (TIP) OpenLAN Switching (OLS). The ECS4125-10P switch can support all TIP OpenWiFi devices, providing an open network solution that spans both wired and wireless environments.The OLS project, initiated by TIP’s Open Converged Wireless Project Group in 2022, seeks to address the next major network upgrade demands for high power, high throughput,...

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NETGEAR Q1 revenue down 14.1%, cites inventory

 NETGEAR reported Q1 2023 net revenue of $180.9 million, a decrease of 14.1% from the comparable period a year ago. First quarter 2023 GAAP operating loss was $12.0 million, or (6.6)% of net revenue, as compared to operating loss of $58.5 million, or (27.8)% of net revenue, in the comparable prior-year quarter. First quarter 2023 non-GAAP operating loss was $7.1 million, or (3.9)% of net revenue, as compared to operating loss of $9.3 million,...

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MaxLinear posts Q1 revenue of $248M, down 15%

MaxLinear posted net revenue was $248.4 million, down 15% sequentially and down 6% year-over-year. GAAP gross margin was 56.5%, compared to 56.2% in the prior quarter, and 58.6% in the year-ago quarter.In the first quarter, we delivered $248.4 million in revenues, improved our gross margins, and generated strong cash flow from operations of approximately $42 million. Our infrastructure category was strongly up 46% sequentially and 40% year over year,...

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Ribbon posts 7% rise in Q1 revenue citing strong IP/Optical sales

Ribbon Communications reported Q1 GAAP revenue of $186 million, up 7% compared to $173 million for the first quarter of 2022. There was a GAAP net loss of $38 million."I'm pleased to report that we generated 7% revenue growth year over year, with Cloud & Edge sales up 4% on the strength of 62% higher sales to Enterprises, coupled with IP Optical Networks sales up 13%. This is our third quarter in a row of double-digit year-over-year revenue growth...

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Alphawave Semi demos 112G SERDES on TSMC 3nm

Alphawave Semi demonstrated its first connectivity silicon platform on TSMC’s most advanced 3nm process with its ZeusCORE Extra-Long-Reach (XLR) 1-112Gbps NRZ/PAM4 serialiser-deserialiser (SerDes) IP.Alphawave Semi’s silicon platform with 112G Ethernet and PCIe 6.0 IP on TSMC 3nm process will be unveiled at the TSMC North America Symposium in Santa Clara, CA on April 26, 2023.The company says its ZeusCORE XLR Multi-Standard-Serdes (MSS) IP on the...

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Microsoft posts Cloud revenue of $28.5 billion, up 22%

Microsoft reported Q1 revenue of $52.9 billion, up 7% (up 10% in constant currency) and net income of $18.3 billion, up 9% (up 14% in constant currency).“The world’s most advanced AI models are coming together with the world’s most universal user interface – natural language – to create a new era of computing,” said Satya Nadella, chairman and chief executive officer of Microsoft. “Across the Microsoft Cloud, we are the platform of choice to...

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Google extends estimated life of network equipment to 6 years

Alphabet reported Google Cloud revenue o $7.454 billion for Q1, up from $5.821 billion. Google Cloud delivered operating income of $191 million for Q1, up from a loss of $706 million for the same period a year earlier.Alphabet also noted that it has completed an assessment of the useful lives of its servers and network equipment. The estimated useful life of servers has been extended from four years to six years and the estimated useful life of certain...

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Juniper's Q1 revenue hits $1.372 billion, up 17% yoy, raises guidance

Juniper Networks reported quarterly net revenues og $1,371.8 million, an increase of 17% year-over-year and a decrease of 5% sequentially. Non-GAAP net income was $156.6 million, an increase of 54% year-over-year, and a decrease of 27% sequentially, resulting in non-GAAP diluted net income per share of $0.48.GAAP operating margin was 8.4%, an increase from 5.0% in the first quarter of 2022, and a decrease from 14.0% in the fourth quarter of 2022.“We...

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Vantage Data Centers plans 2nd campus in London

Vantage Data Centers is building a second data center campus (LHR2) in London supported by an investment of £250 million. LHR2 will consist of a single data center that will deliver 20MW of IT capacity across 194,000 square feet (18,000 square meters). Located in Park Royal, London’s largest industrial area, the site is less than 30 minutes from the London Heathrow airport and nearby hotels in the city center, offering critical accessibility...

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Video: Dust Photonics overview and demo

https://youtu.be/aafxtAi74KoDust Photonics is a silicon photonics company that has developed a product called Carmel. Carmel is a silicon photonics chip that is used for 400 gig and 800 gig applications.It includes DustPhotonics’ special IP for attaching the laser onto a silicon photonics PIC which provides very low loss and very good performance. The Carmel chip is a cost-effective transmitter that converts electrical signals to optical signals...

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AtlasEdge secures €725 million for European edge data centers

AtlasEdge secured a scalable €725 million facility for its European data center expansion plans.The funding was underwritten by mandated lead arranger ING Bank, as well as ABN Amro, Crédit Agricole CIB, The Bank of Nova Scotia, National Westminster Bank Plc, Banco Santander and UniCredit Bank AG.The financing also includes sustainability-linked targets focussed on efficiency and renewable energy usage. This aligns AtlasEdge’s mission to build a truly...

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Cadence tapes out UCIe chaplet die-to-die on TSMC 3nm

Cadence Design Systems confirmed the tapeout of its 16G UCIe 2.5D advanced package IP on TSMC’s 3nm (N3E) process technology. Cadence UCIe IP provides an open standard for chiplet die-to-die communication, which is becoming more critical for artificial intelligence/machine learning (AI/ML), mobile, automotive, storage and networking applications.Cadence said it is currently engaged with a pipeline of Tier 1 customers, and UCIe advanced package...

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Cadence speeds up SoC design with 112G SerDes IP on TSMC's N4P process

Cadence Design Systems introduced its 112G Extended Long-Reach (112G-ELR) SerDes IP on TSMC’s N4P process for hyperscale ASICs, artificial intelligence/machine learning (AI/ML) accelerators, switch fabric system-on-chips (SoCs) and 5G wireless infrastructure. The extended long-reach SerDes PHY supports insertion loss (IL) of 43db with BER of 10e-7—thereby providing additional performance margin beyond the standard long-reach specifications—and...

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A10 Networks adds next-gen Web Application Firewall powered by Fastly

A10 Networks introduced a combined solution of its Thunder Application Delivery Controller (ADC) and a new A10 Next-Generation Web Application Firewall (WAF), powered by Fastly, to enable automated, multi-layered security, and resilience.A10 said its integrated A10 Next-Gen WAF provides deep web application security services. As the solution sits at the primary application ingress point, a single deployment can efficiently front-end one, hundreds,...

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