Thursday, August 31, 2023

Tech Update: 4 Tbps FPGA with In-Package Optical I/O

Bringing optical I/O as close as possible to the processor is key design aim for high-performance computing. Intel and Ayar Labs demonstrate  a 4 Tbps bidirectional communication between two optically enabled Intel FPGAs using Ayar Labs TeraPHY optical I/O chiplets. Data generated from each FPGA is optically transmitted from one board and received and verified on the other board. https://youtu.be/pRQhrjdWtpsMark Wade, Chief Scientist and...

Cignal AI: IPoDWDM represents a $1.6B Component Opportunity by 2026

 Metro WDM equipment spending will soon be disrupted by a transition to pluggable optics used in routers, according to the recent Impact of IPoDWDM report from Cignal AI. IPoDWDM is a 20-year-old concept, but new factors such as the emergence of 400ZR, architecturally progressive hyperscale network operators, and changing traffic and network management trends will catalyze widespread deployment by 2026.“IP-over-DWDM is poised to disrupt the...

Ciena reports sales of $1.07 billion, up 23%, solid performance

 Citing solid performance across all regions and a growing backlog, Ciena reported revenue of $1.07 billion for its fiscal third quarter ended July 29, 2023, up 23% compared with a year earlier. Ciena's adjusted (non-GAAP) net income for the fiscal third quarter 2023 was $89.1 million, or $0.59 per diluted common share, which compares to an adjusted (non-GAAP) net income of $49.0 million, or $0.33 per diluted common share, for the fiscal third...

Lumotive unveils Optical Beam Steering Chip for Next Gen LiDAR

Lumotive, a start-up based in Seattle, announced full production implementation of its Light Control Metasurface technology – the world's first digital beam steering solution.The Lumotive LM device is a solid-state optical semiconductor which can be manufactured in high volume. It enables the next generation of lidar to expand into new applications and become the pervasive standard for intelligent 3D sensing worldwide. 'LM10 Key FeaturesUltra wide...

Vodafone implements Open RAN across U.K. with Samsung

Samsung is supporting Vodafone's large-scale deployment of Open RAN across 2,500 mobile sites in Wales and the South-West of England.Specifically, Samsung is providing its vRAN software and Open RAN radio solutions for this deployment, which is described as the largest Open RAN rollout in the UK.The vRAN software supports Multi-RAT (multiple radio access technology) across 4G and 5G.The radio solutions include Massive MIMO radios in the low- and...

Nutanix hits sales of $494.2 million, up 28% yoy

Nutanix reported revenue of $494.2 million for its fourth quarter ended July 31, 2023, up 28% compared to the same period last year. Non-GAAP operating income was $63.6 million compared to a loss of $(37.8) million a year earlier.“Our fourth quarter capped off a fiscal year that showed healthy year-over-year top line growth and sharp year-over-year improvements in profitability and free cash flow,” said Rajiv Ramaswami, President and CEO of Nutanix....

VMware posts Q2 sales of $3.41B, up 2% yoy

VMware reported revenue for the second quarter of $3.41 billion, an increase of 2% from the second quarter of fiscal 2023.  Non-GAAP net income for the second quarter was $792 million, or $1.83 per diluted share, up 11% per diluted share compared to $697 million, or $1.64 per diluted share, for the second quarter of fiscal 2023.“We delivered solid Q2 results. Our customers continue to invest in our Multi-Cloud offerings as they modernize their...

Wednesday, August 30, 2023

Napatech launches 400Gbps SmartNIC based on Intel Agilex FPGA

Napatech announced general availability of its first 400Gbps programmable SmartNIC based on the Intel Agilex 7 FPGAs.The new NT400 SmartNIC platform includes two QSFP56 network ports, supporting up to 2x200G traffic. At the core of the NT400 platform is the Intel Agilex 7 FPGA F-Tile chiplet, which incorporates a configurable, hardened Ethernet protocol stack.The SmartNIC hardware is complemented by Napatech's portfolio of production-grade software...

Forbes: Intel’s Chiplet Strategy Accelerates FPGA Development

An article in Forbes discusses how Intel's use of chiplets is accelerating the development of field-programmable gate arrays (FPGAs). Specifically chiplets are being used for input/output (I/O) functions, allowing the central portion of the FPGA to remain unchanged and eliminating the need to redesign the main FPGA die. The article also notes that Intel's use of chiplets is part of a broader trend in the semiconductor industry toward integrating...

Brightspeed names Tom Maguire as next CEO

Brightspeed, the fifth largest incumbent local exchange carrier (ILEC) in the U.S., selected Tom Maguire, current chief operating officer, to succeed Bob Mudge as chief executive officer. Mudge will step into the role of executive chair of the Board of Directors, responsible for the strategic direction of the company. Brightspeed will also welcome Manuel (Manny) Sampedro as chief operating officer. The changes are effective November 1, 2023.“When...

UScellular gains early C-Band spectrum access

UScellular has received full access to the 5G C-Band spectrum it was awarded from Auction 107 in March 2021, allowing the company to expand its 5G network faster than anticipated. Earlier this year, UScellular upgraded more than 440 cell sites in preparation for this spectrum access, and the company will turn on this enhanced 5G service in the coming weeks – three months ahead of schedule. C-Band spectrum technology brings faster data speeds...

Ericsson teams with AWS and Hitachi America R&D on Private 5G

Ericsson, AWS and Hitachi America R&D enabled the private 5G infrastructure trial at Hitachi Astemo Americas’ electric motor vehicle manufacturing plant in Berea, Kentucky.The solution leverages Ericsson Private 5G side by side with the AWS Snow Family to provide the private cellular networks that were foundational in establishing machine learning (ML) models within the Hitachi manufacturing complex.Using Hitachi video analytics, real-time video...

Globe Telecom deploys Nokia’s Interleaved Passive Active Antennas

Nokia is deploying itsmodular Interleaved Passive Active Antenna (IPAA+) for Globe Telecom, Inc, across the southern islands of the Philippines. Nokia’s advanced IPAA+, has a light, modular design and supports all 5G frequency bands in a single compact antenna including the 2.6 GHz spectrum band. Nokia said its IPAA+ also has the capability to support other bands, which means investments are protected. The new IPAA+ is the size and weight of...

Nokia field tests mobile network for the moon

 Nokia conducted a major field test of the 4G LTE lunar network it will provide to NASA.  The tests were conducted at the Southern Colorado Autonomous Test Facility in partnership with Intuitive Machines and Lunar Outpost.In October 2020, NASA selected Nokia to deploy the first LTE/4G communications system on the lunar surface. Nokia’s lunar network consists of an LTE Base Station with integrated Evolved Packet Core (EPC) functionalities,...

VIAVI’s CFO steps down

Henk Derksen has resigned as VIAVI's Chief Financial Officer, effective August 25, 2023. Mr. Derksen is resigning from his position and plans to return to Europe to pursue a new opportunity. VIAVI said Derksen’s resignation is not the result of any dispute or disagreement with then company on any matter relating to VIAVI's operations, policies or practic...

Tuesday, August 29, 2023

NVIDIA previews AI accelerator

 In a talk at this week’s Hot Chips event at Stanford University, Bill Dally, NVIDIA’s chief scientist and senior vice president of research previewed a deep neural network (DNN) accelerator chip designed for efficient execution of natural language processing tasks.The 5nm prototype achieves 95.6 TOPS/W in benchmarking and 1711 inferences/s/W with only 0.7% accuracy loss on BERT, demonstrating a practical accelerator design for energy-efficient...

Google unveils its 5th gen TPU

Google unveiled its 5th generation Tensor Processing Unit (TPU v5e), promising up to 2x higher training performance per dollar and up to 2.5x inference performance per dollar for LLMs and gen AI models compared to Cloud TPU v4.TPU v5e pods can be interconnected with up to 256 chips, providing aggregate bandwidth of more than 400 Tb/s and 100 petaOps of INT8 performance.TPU v5e also supports eight different VM configurations, ranging from one chip...

Intel previews 5th Gen Xeons

At this week’s Hot Chips event at Stanford University, Intel presented two sessions revealing technical specifications and features of the Xeon platform architecture and offerings coming in 2024, along with additional information on its forthcoming 5th Gen Intel Xeon® processors launching later this year. A separate session outlined new capabilities related to its Intel Agilex 9 Direct RF-Series FPGAs.
 The new Intel Xeon platform utilizes modular...

Google Cloud and Nvidia Expand Alliance for AI

Google Cloud and NVIDIA are extending their collaboration focuses on AI infrastructure and software.  Highlights:Google Cloud announced general availability next month of A3 VMs powered by NVIDIA’s H100 GPU for the most demanding gen AI and large language model (LLM) workloads. Google Cloud said theA3 VMs powered by the new H100s will achieve three times better training performance over the prior-generation A2. NVIDIA H100 GPUs to power...

GlobalFoundries unveils its most advanced RF solution

GlobalFoundries (GF) announced its new 9SW RFSOI technology, its most advanced RF solution for use in front-end modules (FEMs) for today's 5G operating frequencies, as well as future 5G mobile and wireless communication applications. The advanced 9SW technology will be manufactured on GF’s 300mm production line at its fabrication site in Singapore.The 9SW technology improves on the company’s previous 8SW technology with superior switching, low-noise...

IONOS interconnects data centers with Infinera’s GX G30

IONOS, the largest web hosting company in Europe, deployed Infinera’s GX Series Compact Modular Platform to expand its network and interconnect data centers across Europe.IONOS offers small- and medium-sized businesses web hosting and cloud services, managing more than 6 million customers and hosting over 22 million domains in its own regional data centers in Europe and in the U.S. With the Infinera GX G30 compact modular solution enables IONOS...

Altafiber raises $600M for fiber rollouts

Cincinnati Bell , which is now doing business as “altafiber” in Ohio, Kentucky, and Indiana, announced $600 million in new funding to support the continued construction of fiber networks throughout incumbent and expansion markets. The equity raise was solely supported by existing investors, funds managed by Macquarie Asset Management, Ares Management, and supporting co-investors.In addition to continuing to upgrade its current footprint, these new...

Dell'Oro: Open RAN revenues declined in 2Q2023

Both Open RAN and Virtualized RAN (vRAN) revenues declined in 2Q23, according to a new report from Dell’Oro Group. This marks the first quarter of year-over-year (YoY) contractions since Dell’Oro began tracking these next generation architectures back in 2019. “After a couple of years where Open RAN revenues exceeded expectations and advanced at an accelerated pace, the current slowdown doesn't come as a surprise,” said Stefan Pongratz, Vice President with the Dell’Oro Group. “Projections for 2023 were more tempered, considering that it would...

Monday, August 28, 2023

Arm unveils Neoverse Compute Subsystems for Custom Silicon

Arm has announced a new product offering called Arm Neoverse Compute Subsystems (CSS) that enables Arm partners to build specialized silicon at a lower cost, with less risk and a faster time-to-market.Neoverse CSS is based on the Arm Neoverse architecture, which is designed for datacenter, edge computing, and high-performance computing use.The first product in the Neoverse CSS family is Arm Neoverse CSS N2, which is a 5nm-based compute subsystem...

Intel and Ayar Labs demo 4 Tbps optically-connected FPGA

Intel and Ayar Labs are showcasing a 4 Tbps optical FPGA with Ayar Labs’ in-package optical I/O at this week’s HOT CHIPS 2023 event at Stanford Univertsity.The demo shows a 4 Tbps bidirectional communication between two optically enabled Intel FPGAs using Ayar Labs TeraPHY optical I/O chiplets. Data generated from each FPGA is optically transmitted from one board and received and verified on the other board.https://ayarlabs.com/hot-chi...

Cisco and Nutanix Partner to Accelerate Hybrid Multicloud

Cisco and Nutanix announced a global strategic partnership to accelerate hybrid multicloud deployments.The new offering integrates Cisco's SaaS-managed compute and networking infrastructure with the Nutanix Cloud Platform. The solution will be sold by Cisco using its extensive go-to-market reach. The solution will offer flexible deployment options with support for Cisco UCS rack and blade servers.The new offering will integrate advanced Cisco servers,...

Dell'Oro: E-Band Microwave shipments up 77% in 2Q 2023

Shipments of E-band Microwave Transmission equipment grew 77 percent year-over-year in 2Q 2023, according to a new report from Dell'Oro Group. The top two vendors, Huawei and Ericsson, held the vast majority of this market’s share. “Demand for E-band microwave equipment really picked up in the past three quarters,” stated Jimmy Yu, Vice President at Dell’Oro Group. “A lot of these systems are being installed in India as the operators in that country quickly ramp up on 5G. Network rollouts and upgrades to 5G are happening at a really fast pace...

Michigan-based US Signal signs with Cato Networks

US Signal is a provider of network connectivity and data center services. It is headquartered in Grand Rapids, Michigan, has entered into a partnership with Cato Networks.Cato Networks is a leading provider of SASE (Secure Access Service Edge) solutions that converge SD-WAN, network security, and Zero Trust Network Access (ZTNA) into a single cloud-based service.The collaboration grants US Signal distribution rights for the Cato SASE Cloud throughout...

Indie launches 240 GHz radar silicon transceiver

Indie Semiconductor has launched the world's first commercial fully integrated 240 GHz radar front-end (RFE) silicon transceiver.The TRA240091 is a cascadable radar front-end with an operating bandwidth of up to 45 GHz at 240 GHz. It enables extremely high-resolution, which is ideal for applications within the license free 244-246 GHz ISM band and beyond.The device builds on indie's previously released 120 GHz solution.Potential automotive and industrial...

NY’s Empire Access deploys Ribbon for IP/Optical

Empire Access, a communications service provider in the Northeastern U.S., is leveraging Ribbon's NPT IP Routing and Apollo Optical Transport solutions, part of the company's comprehensive IP Wave portfolio, as well as its MUSE Domain Orchestration application.  "Empire Access serves a critical need for several rural communities in upstate New York," said Elizabeth Page, Ribbon's Senior Director, National Sales. "We're honored to support its growth and ensure that its customers have access to the communications services today's consumers and...

Sunday, August 27, 2023

Blueprint: Super-Coherent Optics for the Long-Haul

 By Serge Melle, Leader, Optical Networks Marketing, NokiaAt the heart of the networks that provide today’s telecommunications services are long-haul fiber optic backbone networks, which transmit massive streams of data between cities, across continents and under oceans. These can be operated by wholesale service providers serving a wide range of end-customers, cable operators distributing entertainment and internet content across national footprints,...

Verizon tests Ericsson's RedCap software

Verizon, Ericsson, and MediaTek successfully completed data and voice (VoNR) sessions over Verizon’s 5G network using Ericsson's new RedCap compatible software (NR light functionality) and MediaTek’s RedCap testing platform. RedCap offers similar data rates to LTE enabled devices with improved latency, device energy efficiency and spectrum efficiency. This technology also has the potential to support 5G NR features such as enhanced positioning...

Friday, August 25, 2023

Marvell: Data infrastructure represents 87% of revenue

Marvell reported net revenue for the second quarter of its fiscal 2024 of $1.341 billion, $11 million above the midpoint of the company's prior guidance, but down 12% year-on-year.GAAP net loss for the second quarter of fiscal 2024 was $(207.5) million, or $(0.24) per diluted share. Non-GAAP net income for the second quarter of fiscal 2024 was $290.2 million, or $0.33 per diluted share."Marvell delivered second quarter fiscal 2024 revenue above the...

Ericsson and Huawei renew global patent license

Ericsson and Huawei have renewed a multi-year global patent cross-licensing agreement that covers patents essential to standards relevant to the products of the parties, including 3G, 4G, and 5G.The agreement covers the companies’ respective sales of network infrastructure and consumer devices, granting both parties global access to each other's patented, standardized technologies."We are pleased to announce our renewal of our global cross-licensing...

Jabil looks to sell its Mobility business to BYD for $2.2B

Jabil announced a preliminary agreement to sell its Mobility business to  BYD Electronic (International) for  approximately $2.2 billion."This transformational deal would represent the largest transaction in the history of our company, and I am thrilled to be able to work with a reputable company like BYDE to drive this business successfully forward,” said CEO Kenny Wilson.“If completed, the proceeds from this transaction will enable us to enhance our shareholder-centric capital framework, including incremental share buybacks. Additionally,...

Thursday, August 24, 2023

CyrusOne designs an AI workload-specific data center

CyrusOne unveiled Intelliscale. a state-of-the-art, artificial intelligence (AI) workload-specific data center design.The Intelliscale data center is built upon an ultra-high-density foundation, optimizing space utilization and presenting the ideal solution for companies aiming to effectively scale their AI infrastructure. Intelliscale data centers can occupy just 25% of the space of typical data centers, depending on the application and needs."The...

Zayo: DDoS attack size and frequency continue to rise

The global landscape of increasing digitization, political unrest and the emergence of widespread adoption of work-from-home have all contributed to an increase in DDoS attacks, which jumped 200% in H1 2023 compared to the full year 2022, according to Zayo's annual Distributed Denial of Service (DDoS) Insights Report.Key Findings in Brief:Rapid Acceleration of Attacks: There was a 314% increase in overall attacks from the first half of 2022 to the...

Fiber Broadband Association Awards for Innovative Proof-of-Concepts

The Fiber Broadband Association announced the following winners of the Fiber Connect 2023 Proof of Concept (PoC) Showcase. Most Innovative Award – presented to Infinera and LightRiver for its “Multi-Vendor Middle Mile Use Cases Enhancing PON Infrastructure via Infinera’s XR Optics Point-To-Multipoint, Automated by netFLEX” PoC that explored a multi-vendor FTTX PON network implemented with a 400G DWDM Middle Mile point-to-multipoint solution...

Vertical Sys: Mid-Year 2023 U.S. Carrier Ethernet LEADERBOARD

Vertical Systems Group announces that the following six companies achieved a position on the mid-year 2023 U.S. Carrier Ethernet LEADERBOARD (in rank order based on retail port share as of June 30, 2023): AT&T, Lumen, Spectrum Enterprise, Verizon, Comcast Business and Cox Business. Network providers must have four percent (4%) or more of the U.S. retail Ethernet services market to qualify for a rank on this LEADERBOARD.Challenge Tier citations...

Arrcus signs with partnerships forJapanese networking market

Arrcus announced partnerships with ITOCHU Techno-Solutions Corporation, NEC Networks & System Integration Corporation (NESIC ) and APRESIA in its expansion in the Japan market.These partnerships build on the recent investment in Arrcus from Hitachi Ventures as well as Arrcus’ collaboration on the SRv6 MUP initiative with SoftBank."We are thrilled to witness the rapid adoption of Arrcus’ networking solutions in Japan for 5G and datacenter routing...

Credo posts quarterly sales of $35.1M

Credo Technology Group reported revenue of $35.1 million for its first quarter of fiscal year 2024, ended July 29, 2023, up by 9% quarter over quarter. GAAP gross margin was 59.2% and non-GAAP gross margin was 59.8%.Bill Brennan, Credo’s President and Chief Executive Officer, stated, “For the fiscal quarter ended July 29, 2023, Credo reported revenue of $35.1 million, an increase of 9% compared to the prior quarter. Credo’s position as a market leader for high speed connectivity solutions has been years in the making, and the technology acceleration...

Wednesday, August 23, 2023

Marvell launches 800G ZR/ZR+ for Data Center Interconnects

 Marvell introduced a family of 800 Gbps ZR/ZR+ pluggable modules for data center interconnects (DCIs). COLORZ 800 incorporates Marvell's new 5nm Orion 800 Gbps coherent DSP with its silicon photonics platform, which integrates multiple discrete components into a single die, providing up to 800 Gbps of bandwidth for DCI links up to 500km. COLORZ 800 can also be enabled for connections up to 1,200km operating at 400/600 Gbps to replace...

Marvell delivers 800 Gbps CDSP for pluggable modules

Marvell has begun sampling an 800 Gbps coherent digital signal processor (DSP) for pluggable modules, promising 2x the maximum bandwidth over existing solutions while staying within the stringent thermal and electrical limits of pluggable modules.Marvell expects is new Orion-based pluggable modules to deliver up to 75% in capex and opex savings over traditional transport equipment for popular carrier use cases such as metro networks. Key uses...