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. 

Mark Wade, Chief Scientist and Co-founder of Ayar Labs, and Anthony Yu, Vice President of Computing and Wired Infrastructure at GlobalFoundries, walk us through the demo:

  • They showcase Ayar Labs' TeraPHY optical I/O chipletss, built in the GlobalFoundries' 45nm silicon photonics process, which enables breakthrough multi-terabit per second optical connectivity solutions.
  • They discuss the evolution of fiber attached technology, highlighting the importance of figuring out how to attach fiber once you have Optical I/O chiplets in the package.
  • They demonstrate the assembly of the whole solution into a standard card level form factor, integrating laser sources externally from the SoC package and sending laser light into the optical chiplets through optical fiber routed on the edge of the card.

The demo represents a major milestone on the path to drive optical connectivity all the way to the processor.

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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 Metro WDM equipment market and will shift some revenue and technical leadership to vendors of coherent pluggables,” said Kyle Hollasch, Lead Analyst for Transport Hardware at Cignal AI. “A significant amount of hardware spending will be displaced, but total spending on equipment and pluggables will continue to grow due to the new applications enabled by router-hosted pluggable coherent modules.”

Additional Report Findings:

  • Most IP-over-DWDM modules deployed by hyperscale operators will drive new applications and architectures, but roughly half of these modules will replace traditional standalone hardware.
  • Total Cloud spending on traditional optical transport hardware will decline -5% annually through 2026.
  • IP-over-DWDM module revenue will more than offset this decline as 400ZR and 800ZR pluggables will represent nearly half of WDM transport spending by hyperscale operators.
  • Coherent modules used in IPoDWDM applications represent a $1.6B opportunity by 2026.
  • Service Provider optical spending will be flat through 2026 as a drop in Metro WDM spending due to IPoDWDM will offset growth in Long Haul.

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 quarter 2022.

"We delivered excellent results for the fiscal third quarter with strength across all regions," said Gary Smith, president and CEO of Ciena. "We are encouraged by increased customer activity that, when combined with our elevated backlog, market leadership and expanding addressable market, we believe will drive growth and market share gains going forward."

"We are very encouraged by the level of overall customer activity that we are seeing across all regions and segments. Most notably, we are seeing early signs of near-term requirements with our customers as they work to ensure their network readiness for machine learning and AI traffic coming out of the data center and into the WAN."

Some additional highlights:

  • Added 18 new customers in Q3 for WaveLogic 5 Extreme, bringing the total customer count to 246. 
  • First order for WaveLogic 6 in the quarter, well before it is even generally available. 
  • Routing and Switching revenue was  up 27% year-over-year, with the addition of more than 30 new customers for the portfolio in the quarter.
  • First customer order for the WAVE router platform.
  • Platform Software and Services revenue was up 24% year-over-year. 
  • One 10% customer in the quarter, which is a cloud provider. 
  • Total non-telco revenue was 46% year-over-year in the quarter to $487 million, a record high. 
  • Subsea revenue was up 21% year-over- year in the quarter to $76 million. 
  • Revenue from service provider customers was up 9% year-over-year, which included one Tier 1 customer that came in just under 10% threshold in Q3.

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 Features

  • Ultra wide 160-degree FOV in the steering axis
  • 10x9mm active aperture area fits many system designs
  • True solid-state, zero-inertia beam steering
  • Software-definable, non-sequential dynamic scanning
  • Compatible with all laser types, including VCSEL and EEL
  • Evaluation kit and full lidar reference designs available

"After 8 years of rigorous R&D, we are thrilled to bring the first ever solid-state optical beam steering product to market," said Dr. Gleb Akselrod, Founder and CTO of Lumotive. "LCM technology, which uses the revolutionary physics of dynamic metasurfaces to actively steer light without any moving parts, is enabling never before seen capabilities in 3D sensing and many other applications where software-controlled optical beamforming is critical."

"With the unveiling of our LM10, we are entering a new era of programmable optics where mastering light control is no longer a distant vision, but a here-and-now reality," said Dr. Sam Heidari, CEO of Lumotive. "By combining the transformative power of metamaterials with our patented semiconductor manufacturing process that enables low-cost mass production, we're democratizing high-quality, software-definable 3D sensing."

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 mid-bands.
  • Samsung has fully integrated its 64T64R Massive MIMO radios into Open RAN, demonstrating its capability to handle integration.

Vodafone has been at the forefront of Open RAN innovation and we are excited to kick-off the mass installation of Open RAN, working together with Samsung Networks and the rest of our ecosystem,” said Andrea Dona, Chief Network Officer, Vodafone UK. “After rounds of testing and validation, we are well prepared to embark on this new phase in our Open RAN expansion, and look forward to opening up a new world of possibilities that will transform customer experiences.”

“Now we are witnessing how innovative technologies like Open RAN and vRAN can further bolster 5G capabilities, creating new paths and possibilities for network evolution,” said Junehee Lee, Executive Vice President, Head of Global Sales & Marketing, Networks Business at Samsung Electronics. “Following this historic milestone in Europe, we will continue working together with Vodafone to take their Open RAN networks to new heights.”

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. “Our consistent execution over the course of the year against an uncertain macro backdrop is a testament to the benefits of our subscription model, as well as the value our customers see in the Nutanix Cloud Platform as they look to modernize their IT footprints and implement hybrid multicloud operating models.”

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 infrastructure to run enterprise, cloud-native, and new AI workloads,” said Raghu Raghuram, CEO, VMware. “At the recent VMware Explore Las Vegas, we unveiled new offerings including the next evolution of VMware Cloud, NSX+, vSAN Max, and an enhanced Tanzu Application Platform, all designed to help customers innovate faster and reduce total cost of ownership. We also introduced VMware Private AI Foundation with NVIDIA to accelerate AI-enabled applications in the enterprise.”

  • Subscription and SaaS revenue for the second quarter was $1.26 billion, an increase of 34% year-over-year.
  • Subscription and SaaS revenue constituted 37% of total revenue for the quarter.
  • Subscription and SaaS ARR exiting the second quarter was $5.31 billion, an increase of 36% year-over-year.

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 packages. The platform's PCIe Gen 4 16-lane host interface enables full-duplex 2x100Gbps traffic between network ports and host applications.

Napatech said it chose the Intel Agilex 7 FPGA for its scalability options, which allow support for five different configurations that meet various price, performance, power and feature goals.

“The NT400 platform represents the latest generation within our portfolio of SmartNIC solutions,” said Jarrod Siket, Chief Marketing Officer at Napatech. “We will deliver multiple SKUs based on this platform, providing products with memory configurations as well features like time synchronization and management ports that are precisely tuned to the requirements of our customers’ applications, all packaged with the applicable production-grade software.”

“We are delighted to see Napatech choose the Intel Agilex 7 FPGA for their leading-edge SmartNIC solutions,” said Mike Fitton, Vice President Programmable Solutions Group and General Manager, Network Business Division at Intel. “The combination of our FPGAs, which deliver high performance, and power efficiency plus a rich feature set for the most demanding applications, together with Napatech’s production-grade hardware and software, helps ensure that customers can deliver leading solutions for a wide range of enterprise and telecom applications.”

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 multiple chiplets in a package to deliver product innovation across market segments.

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 we began our exploration of a new internet company in 2020, Bob Mudge, Chris Creager and Tom Maguire were the advisors we trusted to help evaluate and shape the opportunity. We asked each of them to stay on to take the company through the launch and initial stabilization, and we’ve been so pleased with all that this team has accomplished so far. As planned, Chris transitioned to an advisor role earlier this year, and this next transition is a natural next step in the team’s evolution,” said Aaron Sobel, partner, private equity at Apollo and Brightspeed Board member. “Bob has helped to shape Brightspeed into the growing, thriving company it is today, and I’m pleased he has agreed to step into the role of executive chair for our Board, where he will remain actively involved in the company.”

With more than four decades of experience in telecommunications, Tom Maguire brings a breadth of expertise to his new role. Beginning as a field technician and rising through various management and leadership roles at Verizon, Tom ultimately served as SVP, national operations support, responsible for the processes and systems supporting an operations team of 35,000 field technicians, engineering and network operations employees. In his role as COO at Brightspeed, Tom leads a team of nearly 3,000 employees and is responsible for service and repair, as well as the company’s multi-year fiber network deployment.

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 and more capacity and enhances the network performance for customers.

"This early access to our C-Band spectrum allows us to accelerate our plans and bring a superior network experience to more mobile and Home Internet customers earlier than expected," said Mike Irizarry, executive vice president and chief technology officer at UScellular. "Additional spectrum access is important as we advance our mission to connect people to what matters most."

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 of the component assembly operation was fed across the Ericsson private 5G network to help detect defects earlier, reducing wasted material and lost production.

“We explored and validated new use cases enabled by private 5G to show how smart factories can already function,” Sudhanshu Gaur, Vice President of R&D for Hitachi America and Chief Architect at Hitachi Astemo Americas, says. “The combination of private 5G, cloud and artificial intelligence/machine learning automated technologies has the potential to revolutionize the way we manufacture products, and we are excited to be at the forefront of this innovation.”

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 a standard multiband antenna and makes it easier and faster for service providers to deploy their 5G networks through just a simple antenna swap. C

Nokia and Globe’s engineering team also successfully trialed a Globe Telecom-specific variant of the IPAA+ in the field. The field test was carried out in Tantangan, South Cotabato in the island of Mindanao, making Globe Telecom the first operator in the world to successfully test the 2.6 GHz IPAA+ variant.

Jeciel Nuyda, President at Nokia Shanghai Bell Philippines, said: “We are delighted to partner with Globe Telecom on this deal that will see our state-of-the-art IPAA+ products being deployed in the Philippines. These products are lighter, more modular and cover all sub-6GHz 5G frequency bands. We look forward to collaborating closely with Globe on this important deployment.”

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, LTE User Equipment, RF antennas and high-reliability operations and maintenance (O&M) control software. The solution has been specially designed to withstand the harsh conditions of the launch and lunar landing, and to operate in the extreme conditions of space. The fully integrated cellular network meets very stringent size, weight and power constraints of space payloads in an extremely compact form factor. Nokia is partnering with Intuitive Machines for this mission to integrate this groundbreaking network into their lunar lander and deliver it to the lunar surface. The network will self-configure upon deployment and establish the first LTE communications system on the Moon.

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 practices.

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 inference with transformers.

He explored a half dozen other techniques for tailoring hardware to specific AI tasks, often by defining new data types or operations.

Dally described ways to simplify neural networks, pruning synapses and neurons in an approach called structural sparsity, first adopted in NVIDIA A100 Tensor Core GPUs.

“We’re not done with sparsity,” he said. “We need to do something with activations and can have greater sparsity in weights as well.”

In a separate talk, Kevin Deierling, NVIDIA’s vice president of networking, described the unique flexibility of NVIDIA BlueField DPUs and NVIDIA Spectrum networking switches for allocating resources based on changing network traffic or user rules.

“Today with generative AI workloads and cybersecurity, everything is dynamic, things are changing constantly,” Deierling said. “So we’re moving to runtime programmability and resources we can change on the fly.”

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 to more than 250 chips within a single slice. This allows customers to choose the right configurations to serve a wide range of LLM and gen AI model sizes.

Google Cloud also introduced Multislice technology, which allows users to scale AI models beyond the boundaries of physical TPU pods. This means that users can now scale their training jobs up to tens of thousands of Cloud TPU v5e or TPU v4 chips. Previously, training jobs using TPUs were limited to a single slice of TPU chips, capping the size of the largest jobs at a maximum slice size of 3,072 chips for TPU v4.

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 system-on-chips (SoCs) for increased scalability and flexibility to deliver a range of products that meet the growing scale, processing and power efficiency needs for AI, cloud and enterprise installations.

  • P-core and E-core are delivered with shared intellectual property (IP), firmware and OS software stack.
  • Fastest DDR and new high-bandwidth multiplexed combined rank (MCR) DIMMs.
  • New Intel Flat Memory enables hardware-managed data movement between DDR5 and CXL memory, making total capacity visible to software.
  • CXL 2.0 support for all device types with backward compatibility to CXL 1.1.
  • Advanced I/O with up to 136 lanes PCIe 5.0/CXL 2.0 and up to six UPI links.

Intel Xeon processors with E-cores (Sierra Forest) are enhanced to deliver density-optimized compute in the most power-efficient manner. Xeon processors with E-cores provide best-in-class power-performance density, offering distinct advantages for cloud-native and hyperscale workloads.  

  • 2.5x better rack density and 2.4x higher performance per watt1.
  • Support for 1S and 2S servers, with up to 144c per CPU and TDP as low as 200W.
  • Modern instruction set with robust security, virtualization and AVX with AI extensions.
  • Foundational memory RAS features such as machine check, data cache ECC standard in all Xeon CPUs.

Intel Xeon processors with P-cores (Granite Rapids) are optimized to deliver the lowest total cost of ownership (TCO) for high-core performance-sensitive workloads and general-purpose compute workloads. Today, Xeon enables better AI performance than any other CPU2, and Granite Rapids will further enhance AI performance. Built-in accelerators give an additional boost to targeted workloads for even greater performance and efficiency.

  • 2-3x better performance for mixed AI workloads3.
  • Enhanced Intel AMX with support for new FP16 instructions.
  • Higher memory bandwidth, core count, cache for compute intensive workloads.
  • Socket scalability from one socket to eight sockets.

Intel Agilex 9 Direct RF-Series FPGAs with Integrated 64 Gsps (giga-samples per second) Data Converters and a new wideband agility reference design include both wideband and narrowband receivers within the same multichip package. The wideband receiver provides an unprecedented 32 GHz of RF bandwidth to the FPGA.

Google Cloud and Nvidia Expand Alliance for AI

Google Cloud and NVIDIA are extending their collaboration focuses on AI infrastructure and software.  


  • 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 Google Cloud’s Vertex AI platform — H100 GPUs are expected to be generally available on VertexAI in the coming weeks, enabling customers to quickly develop generative AI LLMs.
  • Google Cloud to gain access to NVIDIA DGX™ GH200 — Google Cloud will be one of the first companies in the world to have access to the NVIDIA DGX GH200 AI supercomputer — powered by the NVIDIA Grace Hopper™ Superchip — to explore its capabilities for generative AI workloads.
  • NVIDIA DGX Cloud Coming to Google Cloud — NVIDIA DGX Cloud AI supercomputing and software will be available to customers directly from their web browser to provide speed and scale for advanced training workloads.
  • NVIDIA AI Enterprise on Google Cloud Marketplace — Users can access NVIDIA AI Enterprise, a secure, cloud native software platform that simplifies developing and deploying enterprise-ready applications including generative AI, speech AI, computer vision, and more.
  • Google Cloud first to offer NVIDIA L4 GPUs — Earlier this year, Google Cloud became the first cloud provider to offer NVIDIA L4 Tensor Core GPUs with the launch of the G2 VM. NVIDIA customers switching to L4 GPUs from CPUs for AI video workloads can realize up to 120x higher performance with 99% better efficiency. L4 GPUs are used widely for image and text generation, as well as VDI and AI-accelerated audio/video transcoding.

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 amplifiers (LNA), and logic processing capabilities. The 9SW technology features significant reduction in standby currents for longer battery life, creating products over 10% smaller than previous generations with more than 20% enhancement in efficiency. It is more energy-efficient, lowering power consumption in both inactive and active states.

“Developing high-speed, more reliable connectivity is critical for the key 5G mobile and next-generation applications that we all depend on to live, work and play,” said David Archbold, vice president of product marketing, Wireless Semiconductor Division, Broadcom. “With this new generation of technology, Broadcom will enable our customers to deliver the best possible 5G mobile experience to their end users.”

“Wireless Connectivity comes in many shapes and sizes. GF has long standing leadership, in highly efficient wireless whether it’s short, medium, or long range. The ever-increasing reliance on 5G and smart mobile devices combined with the explosion of data necessitates more connectivity and improved efficiency.  GF’s newest generation of industry-leading RF SOI technologies will allow us to meet the global demand for solutions that deliver more reliable seamless connectivity, while using significantly less power,” said GF President and CEO Dr. Thomas Caulfield.

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 to scale capacity and deliver 100 GbE and 400 GbE services to meet increased demand for data center connectivity to keep up with its growing cloud business.

“We continue to advance the capabilities of our network infrastructure and invest in best-in-class technologies to meet ever-increasing data center traffic volumes driven by today’s bandwidth-intensive end-user applications,” said Sebastian Hohwieler, IONOS Head of Network Infrastructure. 

“We are constantly improving the energy efficiency of our networks,” said Daniel Heinze, SVP Network at IONOS. “Our target is to lower energy consumption despite traffic growth. Although green electricity is the main source of supply for our data centers in all countries, the best is if energy is not consumed at all.”

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 funds will enable altafiber to expand its opportunistic edge-out and community partnership strategy, delivering on its mission to provide individuals and businesses with the fastest, most reliable, future-proof fiber network while maintaining its commitment to the communities it serves.

Since the close of the “take-private” transaction in September 2021, the company has passed ~300,000 addresses with fiber now totaling over 1.1 million homes passed with fiber. The Company expects to complete the construction of fiber to every single-family unit within Greater Cincinnati by the end of 2023. The completion of the construction of Hawaii’s statewide fiber network is expected by the end of 2027.

In combination with previously announced expansion markets, altafiber now has plans to expand its multi-gigabit fiber network to ~400,000 homes outside of its incumbent territories. These new markets include Ohio, Kentucky, and Indiana communities including, but not limited to, Butler, Warren, and Greene Counties in Ohio; Boone, Kenton, and Campbell Counties in Kentucky; and regional cities such as Greater Dayton, Dublin, Middletown, Waynesville, Xenia, Lawrenceburg, and Greendale.

“Gigabit connectivity is essential to access educational, employment, and healthcare opportunities. Robust fiber networks are also powerful economic development tools for business attraction and retention in growing municipalities,” said Leigh Fox, President and CEO of altafiber. “The combination of our operational expertise and this new funding will allow us to continue to invest in fiber, expand our geographic reach, and help to create digital equity in many rural and suburban communities.”

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 take time for the early majority operators to balance out the more challenging comparisons with the early adopters who fueled the initial Open RAN wave. This is the trend we are witnessing now – growth decelerated in the first quarter and declined in the second quarter,” continued Pongratz.

Additional Open RAN and vRAN highlights from the 2Q 2023 RAN report:

  • In Europe, Open RAN revenues are on the uptick, but this was insufficient to offset the declines in Asia Pacific and North America.

  • The vendor landscape remains mixed, as many Open RAN-focused suppliers are not thriving as they had hoped. NEC experienced a material improvement in its Open RAN market share between 2022 and 1H23, whereas Mavenir's Open RAN revenue share declined over the same period.

  • The top 4 Open RAN suppliers by revenue for the 1H23 period were Samsung, NEC, Fujitsu, and Rakuten Symphony. 

  • Open RAN revenues are still expected to account for 5 to 10 percent of the 2023 RAN market. 

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 that can support up to 64 cores and with core frequencies of 2.1GHz up to 3.6Ghz. The design is optimized for cloud computing, AI/ML, and high-performance computing.

Significantly, Arm Neoverse CSS N2 supports high-speed chip-to-chip links, using UCIe or a partner-specific PHY, can link up to 128-cores in a single socket. And two sockets can be coherently connected using CXL PHYs and SMP protocol.

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.

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, networking and security, and management with the Nutanix Cloud Platform software.

The Nutanix Cloud Platform provides a consistent cloud operating model with a single platform for running applications and data across data centers, edges and public clouds.

Solution availability is expected in the next 90 days.

The companies said ustomers will benefit from a fully integrated and validated solution that is sold, built, managed and supported holistically for a seamless end-to-end experience.

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 there. On top of this, the use of E-band is steadily moving beyond shorter spans that are under a kilometer to longer spans that are over a couple kilometers. Longer reach is a benefit of the newer radios designed with higher transmit power and active antenna for site-to-site alignment,” added Yu. 

Highlights from the 2Q 2023 Microwave Transmission & Mobile Backhaul Quarterly Report:

  • The Microwave Transmission market grew 5 percent year-over-year in 2Q 2023, driven by both Mobile Backhaul and the Vertical markets. The overall market forecast for 2023 is unchanged at an expected growth rate of 5 percent.
  • The E/V Band market segment reached a new record revenue amount in the quarter. For the trailing four quarter period, the revenue was approximately $600 million.
  • Huawei and Ericsson captured the majority of the E/V Band market in the quarter with a combined market share of more than 70 percent. Other major E/V Band vendors include Nokia, Siklu, and ZTE. 

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 North America.

"US Signal is committed to delivering cutting-edge technology solutions that enable our customers to thrive in today's competitive and rapidly changing business landscape," said US Signal CEO, Dan Watts. "Our new SD-WAN offering empowers our customers with unparalleled control over their network infrastructure, enabling their teams to enhance productivity, efficiency, and flexibility."

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 applications, include:

  • * In-cabin driver and occupant monitoring
  • * Vehicle dynamics and monitoring
  • * Material thickness measurement and analysis
  • * End of line product quality
  • * Tank level monitoring
  • * Surface inspection
  • * Security scanners

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 businesses require."

Sunday, August 27, 2023

Blueprint: Super-Coherent Optics for the Long-Haul

 By Serge Melle, Leader, Optical Networks Marketing, Nokia

At 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, webscale operatorsconnecting data centers and internet exchanges, research and education organizations serving universities and research centers, or governments and defense agencies connecting institutions and bases. In all of these cases, it is a long-haul core network that forms the backbone of their network’s connectivity.

The very distances that define long-haul networks also impose the greatest challenges in terms of supporting the latest high-speed services, scaling network capacity and maximizing transmission distance, while also simultaneously reducing the network power footprint to support environmental and sustainability objectives.

Thankfully, operators of long-haul optical networks will soon be able to benefit from the advancements of sixth-generation coherent optics, which enable operating speeds of 1.2 terabits per second (Tb/s) or more over a single wavelength, to enable transformational benefits compared to the options available today. Sometimes termed “super-coherent” optics, due to their performance, the latest generation of coherent optics increase DSP operating speeds to 130Gbaud or more and are optimized to enable the maximum capacity and the longest reach for these challenging applications.  This will yield three major improvements for operators of long-haul core networks.  

First, sixth-generation coherent solutions increase the transmission reach when operating at wavelength speeds of 800Gb/s by a factor of three times or more, compared to the current generation of coherent optics operating at speeds of 90-100GBaud. This has major implications for network operators migrating their IP core networks to more scalable routers supporting 800 Gigabit Ethernet (800GE) interfaces, and enables them to support 800GE router interconnections between sites over practically all long-haul links.  

Secondly, the improved performance significantly reduces the number of coherent optics needed in the network. While the prior generation of coherent optics supports wavelength speeds up to 800Gb/s, this “headline” capacity is only possible over short distances (up to a few hundred kilometers). After that, wavelength speeds reduce to 600Gb/s or 400Gb/s, for example. In that case 800Gb/s wavelengths cannot span the entirety of a long-haul link, and transporting 800GE services across long-haul core networks requires multiple intermediate sites equipped with back-to-back optics to regenerate the signals. Or,alternatively, a long-haul 800GE service can be split into two data streams transported across two wavelengths — eachoperating at speeds lower than 800Gb/s. 

In contrast, the greater reach (at speeds of 800Gb/s per wavelength to distances of 2000km or more), allows sixth-generation coherent optics to support unrepeated 800GE service transport over practically all long-haul links (see Figure 1). The practical implication of this is that network operators can deploy fewer coherent optics, which helps them reduce network capital costs for new equipment (CapEx). Figure 2 shows examples of savings in the number of optics in typical networks, rangingfrom 22% saving in a regional network spanning Germany, 51% savings in a national Indian long-distance network and up to 53% in pan-European or continental United States networks.  

The third benefit to network operators is the ability to reduce total network power consumption. Sixth-generation optics are implemented using the latest 5nm silicon IC technology, which allows them to leverage Moore’s Law to reduce the power-per-bit by up to 40% versus prior generations. Combined with the reduction in the number of coherent optics needed in the network, network operators can reduce total network power consumption by up to 60% (see figure 3). This significantly reduces the ongoing operating (OpEx) costs related to the electricity fees needed to power the network, while also enablingsignificant progress toward meeting sustainability objectives.  

The latest, sixth generation of performance-optimized coherent optics ushers in a range of transformational benefits that facilitate optical network operators’ evolution requirements, by providing the tools needed to efficiently scale long-haul core backbone service speeds amid unrelenting traffic growth. This innovation and the advances in optical performance they provide will enable the efficient transport of 800GE services over long distances, while also reducing up to 60% of network power consumption, setting new benchmarks in the optical communications industry and lowering network TCO.

About the Author

Serge Melle currently leads the IP-Optical Product Marketing team for Nokia, and previously led the company’s North American sales enablement for IP-optical networks. Prior to joining Nokia, Serge worked at Infinera in product and solutions marketing and business development. Prior to Infinera, Serge worked at Nortel Networks where he was responsible for solutions marketing and business development.

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 and network slicing.

Both voice and data sessions were completed using 5G technology over C-band TDD spectrum as well as 5G technology over 850 MHz FDD spectrum, in Verizon’s production network employing Verizon’s 5G standalone core. Once this technology is deployed in the commercial network, Verizon will continue to work with consumer and business solution developers to accelerate 5G device development driving the entire ecosystem forward.

“The network transformation we have undergone the past few years has brought us to this place of having a highly sophisticated and customizable network able to provide a range of capabilities needed for a variety of devices,” said Adam Koeppe, SVP of Network and Technology Planning at Verizon. “The evolution of this new light software coupled with the technologies deployed throughout our 5G network will allow us to provide the best possible experience for our customers in an efficient manner and will drive the 5G ecosystem with low-cost, energy-efficient devices.”

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 midpoint of guidance, and we are forecasting sequential revenue growth to accelerate in the third quarter. This growth is being driven primarily by AI and cloud infrastructure," said Matt Murphy, Marvell's Chairman and CEO. "Demand from AI applications continues to strengthen, driving our overall revenue outlook from AI for this fiscal year even higher than previously outlined. Our strategy to focus on data infrastructure across a diverse set of end markets is serving us well despite the backdrop of a softening macroenvironment."

Some highlights:

  • Data infrastructure revenue represented 87 percent of total revenue.
  • Data center revenue grew 6% QoQ, with cloud growing over 20% QoQ.
  • Enterprise networking revenue declined 10% QoQ, due to inventory corrections.
  • Carrier revenue declined 5% QoQ; wireline decline partially offset by 5G growth.
  • Automotive/industrial revenue grew 23% QoQ; automotive continued strong growth.


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 agreement with Huawei," said Christina Petersson, Chief Intellectual Property Officer at Ericsson. "Both companies are major contributors to mobile communication standards and recognize the value of each other's intellectual property. This agreement demonstrates the commitment of both parties that intellectual property should be respected and rewarded, and that leading technological innovations should be shared across the industry. A balanced approach to licensing ensures that the interests of both patent holders and implementers are served fairly, driving healthy, sustainable industry development for the benefit of consumers and enterprises everywhere."

With the current portfolio of IPR licensing contracts, Ericsson estimates the full-year 2023 IPR licensing revenues to be approximately SEK 11 billion.

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, it will provide opportunities for further investment in electric vehicles, renewable energy, healthcare, AI cloud data centers, and other end-markets," he added.

As part of the agreement, the parties have agreed to endeavor to enter into a definitive agreement. The divestiture will not be completed until the parties have completed due diligence and executed a definitive agreement and closed the transaction, which will be subject to the satisfaction of required regulatory approvals and other customary closing conditions. 

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 exponential increase in AI workloads will inevitably further impact the unprecedented demand that our industry is facing,” said John Hatem, Chief Operating Officer at CyrusOne. “In this environment, planning for long-term AI growth is imperative and ensuring cloud service providers have the infrastructure to support it is central to making this a reality. Deploying Intelliscale today will allow organizations to secure their AI future. With this global solution, our objective is to establish an AI environment for our high-density customers that is efficient and flexible, empowering customers to enter the market more swiftly and cost-effectively."

CyrusOne has designed Intelliscale to operate with minimal land usage offering a variety of redundancy configurations tailored to individual needs. The company's leading modular manufacturing approach to data center development enables customers to utilize liquid-to-chip cooling technology, rear door heat exchanger cooling systems, and immersion cooling to achieve efficient cooling up to 300kW per rack, delivering unparalleled performance even under the most demanding AI workloads.

Eric Schwartz, Chief Executive Officer at CyrusOne, highlighted the company's unwavering commitment to innovation: "We are constantly challenged to deliver next generation solutions for what our customers desire, and Intelliscale is just one example of how we are responding. We're thrilled to be offering the data center industry's first-of-its-kind AI solution, a game changer for the industry."

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 first half of 2023. But that’s putting it lightly—in some industries, the growth was over 1,300%.
  • Q2 2023 Reached a Fever Pitch: As attackers continue to exploit the sophistication of AI and automation, there was a 387% increase in attack activity from Q1 to Q2 of this year alone.
  • Industries Under Fire:
  • Telecommunications companies were a prime target for attackers due to the critical role telecom providers play in providing communication and Internet services. The industry saw the most frequent attacks, accounting for roughly half of the total attack volume, with more than 37,000 attacks in the first half of 2023.
  • Education, which had the highest frequency of attacks in the first half of 2022, was just behind the telecommunications industry. Cloud and Software as a Service (SaaS) companies also saw a significant increase in the frequency of attacks from the first half of 2022 to the first half of 2023.
  • Retail, telecommunications and media companies experienced the largest attacks, with an average attack size of 3 Gbps across all three verticals, which is a large enough attack to take down one to two offices depending on the company size. The largest aggregate attack, against the telecom sector, was 978Gbps. Comparatively, in 2022, telecommunications and government experienced the largest attacks.
  • The government sector experienced the longest attacks of any sector, a change from healthcare in 2022. Across all industries, the average duration of attacks increased by 216% from Q1 to Q2, with the finance industry seeing the largest leap from 41 minutes to 108 minutes.

“When your business will get hit by a DDoS attack is a game of probability,” said Anna Claiborne, SVP of Packet and Product Software Engineering at Zayo. “With a huge rise in attacks in 2023 and more attacks over 100Gbps, the odds are not in your favor. While there are a myriad of statistics on the cost of remediating a DDoS attack, the long-tail loss of customer confidence after an attack is difficult to quantify and even more difficult to fix. Running any business on the Internet without DDoS protection is a risk, and you have to ask yourself if it's one worth taking.”

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 from the router to the OLT.

  • Best Community Impact Award – presented to Ciena for its “Get Ready for The Next Generation of Applications by Deploying a Disruptive Broadband Architecture” PoC that explored how service providers can rethink their network architectural approach, leveraging disaggregation and virtualization, to push network access closer to the user to deliver and scale capacity where needed.
  • Game Changer Award - presented to Nokia for its “Superior Network Performance – Every Way You Slice It” PoC that explored how operators can guarantee quality of service with complete granularity across the network from the IP core to a user appliance in the home. With this level of control, operators can use their fiber network for anything and generate new revenues with guaranteed performance for any service type.

“This year’s PoC Showcase was an excellent representation of how when fiber leads, the future follows. Each demonstration highlighted the disruptive capabilities that are possible when fiber broadband is matched with innovative technologies and strategies,” said Gary Bolton, President and CEO of the Fiber Broadband Association. “I’d like to congratulate the entire PoC showcase on their outstanding demonstrations of concepts that will advance our industry and help connect every community to reliable, high-quality fiber broadband.”

Additional PoCs were presented at Fiber Connect 2023 that included: “Digital 3D Georeferenced Fiber Network Roll-Out Management and Documentation,” presented by DeepUp; “Enhancing the Customer Experience and Streamlining Operations with Cloud-Based Provisioning, Billing, and Orchestration,” presented by Ting Internet and Wavelo; “Leveraging Fiber to Efficiently Capture Small Businesses in Your Markets,” presented by Calix; and “Enhancing Fiber Reach with Ultra-High Capacity mmW Radios at Network Edge,” presented by Ceragon.

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 were attained by the following six companies (in alphabetical order): Altice USA, Cogent (including Sprint assets), Frontier, GTT, Windstream and Zayo. The Challenge Tier includes providers with between 1% and 4% share of the U.S. retail Ethernet market.

“DIA connectivity for cloud computing and SD-WAN/SASE networks lifted U.S. Ethernet port growth in the first half of 2023,” said Rick Malone, principal of Vertical Systems Group. “However despite the resiliency of the Ethernet market, several providers are preparing for port reductions in the future as customers opt for alternative service technologies.”

U.S. Ethernet Market Analysis: Mid-Year 2023

  • AT&T holds the #1 rank on the U.S. Ethernet LEADERBOARD for mid-2023, which it regained from Lumen at year-end of 2022.
  • Rank positions remain unchanged for the six top Ethernet providers based on latest port share results.
  • DIA (Dedicated Internet/Cloud Access) accounted for the most new Ethernet service installations in the first half of 2023, driven by ongoing enterprise migration to Cloud services, Managed SD-WAN and SASE, and hybrid WANs.
  • Ethernet Access to VPN installations are declining as MPLS customers transition to SD-WANs.
  • Demand for 100+ Gbps Ethernet connectivity is evolving as customers upgrade from lower speed Ethernet services, and also consider Wavelength or Dark Fiber service alternatives.
  • Ethernet service providers cited some easing of the supply chain challenges that hinder new deployments.
  • AT&T, Lumen and Verizon are the LEADERBOARD companies with MEF 3.0 Carrier Ethernet (CE) certification.

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 and switching built on our industry-leading ArcOS platform and are excited to launch our partnerships with ITOCHU Techno-Solutions Corporation, NESIC, and APRESIA," said Shekar Ayyar, Chairman and CEO of Arrcus. "As we continue to revolutionize networking infrastructure, our focus remains on delivering cost-effective and highly performant networking solutions."

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 towards high bandwidth solutions with more networking density plays into our strengths. As a result, we continue to expect sequential growth throughout fiscal 2024. We believe our growth will be led by multiple customers across our range of connectivity solutions, which would result in a more diversified revenue base as we exit fiscal 2024.”

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 traditional transport equipment across a greater range of cloud infrastructure.

The modules are based on open standards managed by the Optical Internetworking Forum (OIF) and OpenZR+. COLORZ 800 is expected to sample in Q4 2023. 

Marvell estimates its COLORZ 800 lowers the capital cost of DCI by up to 75% compared to traditional rack-based DCI boxes with embedded DSPs while cutting operating expenses such as power, rack space and real estate.

"The new level of performance delivered by COLORZ 800 greatly expands the use cases and opportunities for coherent pluggable modules," said Josef Berger, Associate Vice President of Marketing, Optical Group at Marvell. "The new modules further extend our strategy of helping cloud providers develop infrastructure that can keep up with the pace of AI and other workloads."

  • Marvell introduced the industry's first DCI pluggable COLORZ 100 QSFP module in 2017 followed by the industry's first 400G ZR/ZR+ QSFP-DD, COLORZ 400. 
  •  In March, Marvell announced Teralynx 10, a 51.2T switch chip for powering cloud switch systems, as well as Nova™, an industry-first 1.6T PAM4 DSP capable of transmitting 200G per wavelength of light to double the capacity of PAM4 modules. 
  •  In 2022, Marvell also released the 400 Gbps and 800 Gbps Alaska® A DSPs for AEC. Additionally, Marvell produces drivers and amplifiers included in optical modules.

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 cases:

  • Metro network connections (~500km) delivering 800 Gbps per wavelength, 2x the bandwidth of current state-of-the art pluggable modules.
  • 600 Gbps regional network connections (~1,200km) for core networks built around standards-based modules and routers based on IP over DWDM (IPoDWDM) to reduce cost and complexity of infrastructure.
  • 400 Gbps long-haul connections (up to ~2,000km) in traditional or IPoDWDM networks.
  • 800 Gbps (~500km) and 600 Gbps (~1,200km) ZR/ZR+ data center interconnects to scale network capacity quickly and economically to accommodate the surging traffic from AI and other distributed, data-intensive workloads.
  • Orion-based modules will also pave the way for greater adoption of IPoDWDM. 


  • Produced on 5nm technology, Orion is the fifth generation coherent DSP from Marvell and offers twice the bandwidth in the same small module form factors as Deneb and Canopus.
  • Orion is the industry's first coherent DSP supporting standards-based pluggable form factors at symbol rates in excess of 130+ GBaud, which allows Orion-based modules to transfer data at a faster rate and across longer distances than current modules. 
  • Orion incorporates Marvell's 112 Gbps SerDes developed as part of Marvell's technology platform for 5nm devices.
  • Orion complies with OIF, OpenZR+, OpenROADM, and IEEE standards and can be used in the QSFP-DD, OSFP, and CFP2 form factors

"Orion represents a tipping point for optical transport technology. With Orion, pluggable modules will be able to be deployed across these complex, high-performance networks while delivering substantial reductions in cost and power. Orion-based modules will also deliver the bandwidth needed for data center interconnects to meet the exploding demand for AI," said Achyut Shah, Senior Vice President and General Manager of the Connectivity Business Group at Marvell. "Fueled by the innovation of our partners, pluggable modules based on Orion will become the leading choice for carriers and clouds."