Tuesday, October 31, 2023

Google Fiber advances to 20G symmetrical residential service

Google Fiber is deploying Nokia’s 25G PON solution to enhance its existing fiber network and deliver a new 20 Gig broadband service to customers through GFiber Labs.Gfiber expects to be offering residential 20 Gig + Wi-Fi 7 an early access offering to a small group of GFiber customers in select areas by the end of the year.Nokia’s 25G PON solution enables GFiber to reuse its existing optical fiber cables and active equipment deployed in their network...

Nokia: Global network traffic to grow at 22-25% CAGR thru 2030

Thanks to AI, ML, extended reality (XR), digital twins, automation, and billions of new devices, traffic on global telecom networks will grow at a CAGR of 22% - 25% for the rest of this decaded, according to the newly-published Nokia Global Network Traffic 2030 report.In the Global Network Traffic 2030 report, Nokia projects that global network traffic demand will reach between 2,443 to 3,109 exabytes (EB) per month in 2030. If there is a higher...

DC Blox plans data center campus in Douglasville, Georgia

DC BLOX unveiled plans for a new 180MW data center campus in Douglasville, Georgia, in close proximity to Atlanta. The 55-acre campus will directly connect to DC BLOX’s dark fiber network and its new cable landing station in Myrtle Beach, SC.With an expected capital investment of over $1.2 billion, the site is supported by robust tax incentives coordinated by Elevate Douglas Economic Partnership. Construction of the new data center campus is now...

AWS adds EC2 Capacity Blocks for ML Workloads

Amazon Web Services announced the general availability of Amazon Elastic Compute Cloud (EC2) Capacity Blocks for ML, a new consumption model providing access highly sought-after GPU compute capacity for short duration machine learning (ML) workloads. The service enables customers to reserve hundreds of NVIDIA GPUs colocated in Amazon EC2 UltraClusters designed for high-performance ML workloads. Customers can use EC2 Capacity Blocks with P5 instances,...

Intel schedules "AI Everywhere" event for Dec 14th

Intel announced plans for an “AI Everywhere” event in December 14th. Intel will accelerate its execution engine and power AI workloads across the data center, the cloud and the edge with the launch of 5th Gen Intel Xeon processors and Intel Core Ultra processors.The event will be hosted on the Intel website.https://newsroom.intel....

Lumen integrates Network-as-a-Service with Equinix Fabric

 Lumen is integrating its Network-as-a-Service (NaaS) platform with Equinix Fabric, enabling  Equinix's 10,000 customers to instantly buy, use, and manage Lumen Internet On-Demand and future Lumen NaaS services.How it WorksAn Equinix customer orders Lumen Internet On-Demand using Lumen's digital portal or API.The customer provisions a virtual connection in Equinix Fabric and connects it to the Lumen port.After the customer is connected...

Lumen reaches agreement with creditors to extend financing

Lumen Technologies reached an agreement with a group of creditors holding over $7 billion of the outstanding indebtedness of the company and its subsidiaries to, among other things, extend maturities of the debt instruments of the Company and Level 3 Financing, Inc. In addition, the creditors have committed to provide $1.2 billion of financing to the company through new long-term debt. "After several months of constructive discussions,...

O2 Telefónica Germany tests Open RAN with Samsung

Samsung Electronics and O2 Telefónica today announced that the companies will test advanced cloud-native vRAN and Open RAN technologies in Germany.  This will include several tests in both lab and field. O2 Telefónica and Samsung will begin conducting initial tests of 4G and 5G vRAN and Open RAN technologies in a lab located at Munich, Germany. The companies will then carry out field tests in a commercial 5G network in Landsberg am Lech,...

Monday, October 30, 2023

Lumentum to acquire Cloud Light for 800G+ modules and AOCs

Lumentum agreed to acquire Cloud Light, a supplier of fiber optic transceivers and active optical cables for intra-datacenter optical interconnect, in a transaction valued of approximately $750 million.Lumentum said the acquisition will accelerated its push into the fastest growing segments of the multibillion-dollar opportunity for optical modules used in cloud computing data center infrastructure. Cloud Light, which is based in Hong Kong,...

Jabil to take over Intel's Silicon Photonics transceiver business

Jabil will take over the manufacture and sale of Intel’s current Silicon Photonics-based pluggable optical transceiver product lines and the development of future generations of such modules."This deal better positions Jabil to cater to the needs of our valued customers in the data center industry, including hyperscale, next-wave clouds, and AI cloud data centers. These complex environments present unique challenges, and we are committed to tackling...

STL develops 160-micron fibre

STL announced a 160-micron optical fiber developed in India. This product meets telecom-grade optical performance standards and complies with the ITU G.657A2 standard.STL said its 160-micron fibre packs more capacity in limited duct space with a reduced diameter cable of 6.4mm (~32% reduction compared to 250-micron fibre). The new fibre is expected to have a major impact on India's broadband landscape. For example - In a large-scale project...

Vantage Data Centers completes €2.5 billion financing

Vantage Data Centers completed a previously announced investment partnership in certain Vantage European data center assets backed by a consortium of investors led by MEAG and Infranity, along with funds affiliated with the investment management platform of DigitalBridge.The Investment Partnership initially consists of six stabilized data centers in strategic locations across Europe and is valued at approximately €2.5 billion (approximately $2.7...

Arista posts Q3 sales of $1.509 billion, up 28% yoy

Arista Networks reported Q3 revenue of $1.509 billion, an increase of 3.5% compared to the second quarter of 2023, and an increase of 28.3% from the third quarter of 2022. Non-GAAP gross margin six 63.1%, compared to non-GAAP gross margin of 61.3% in the second quarter of 2023 and 61.2% in the third quarter of 2022.  Non-GAAP net income amounted $581.4 million, or $1.83 per diluted share, compared to non-GAAP net income of $391.9 million, or...

KMR confirms $400M investment in OMS for subsea cables

KKR, a leading global investment firm, agreed to invest $400 million in OMS Group, a leading telecom infrastructure company and provider of subsea cable services.Founded in 1988, OMS Group is a neutral provider of integrated solutions for subsea telecommunications cable services, including installation and maintenance projects. The company's clients include major subsea equipment providers, large-scale cloud service providers, and telecom companies....

Windstream appoints Paul H. Sunu as CEO

Windstream named Paul H. Sunu has its new President and CEO, effective immediately, replacing Tony Thomas, who has decided to depart the Company and step down from the Board, following a distinguished 17 years at Windstream. Mr. Sunu has served as Chairman of the Board since 2020 and will retain his position. Mr. Sunu brings 27 years of telecom industry experience. During his tenure as CEO of FairPoint Communications, he helped improve...

Sunday, October 29, 2023

Hawaiki Nui subsea cable system expands its Pacific reach

The Australian Government awarded contracts to Hawaiki Nui Submarine Cable, which is a division of BW Digital, to enhance international connectivity throughout the Pacific region via additional branches.Hawaiki Nui is a new Spatial Division Multiplexing (SDM) fibre optic cable linking South-East Asia, Australasia and North America. Construction of the system is due to start in 2024, with an expected cable ready for service (RFS) date in 2026.The...

Tech Update: Silicon Building Blocks for Quantum Computing

Infineon is taking a pioneering role in the development of core technologies for quantum computing. Sebastian Luber, Senior Director of Technology and Innovation, explains:- Infineon's approach to building quantum computers, utilizing three different technologies: superconductors, semiconductors, and ions. - The unique properties and applications of these technologies, from amplifying extremely small signals with superconductors, confining single...

Tech Update: Opening the Window to Physical AI

Imagine being able to ask AI about what's happening right now in your physical environment. Jaime Lien, Founder & Head of Hardware and Signal Processing from Archetype AI, explains:- Archetype AI is developing a generative AI foundational model that translates sensor data into a semantic and natural language format. This allows anyone to understand and interact with complex sensor data.- Their demo showcases how their model can interpret data...

STL launched a range of Eco-labelled Certified Optical Products

The range of optical products is recognised by US-based Sphera, an ESG performance consulting services company, and verified by Metsims Sustainability Consulting, a global sustainability consulting firm.These ISO 14024 and EU guidelines compliant Ecolabels granted to STL's products are multi-attribute in nature, which means they cover many distinct environmental parameters such as energy use, chemical use, recycling, and more. STL says that...

Qualcomm targets cross-platform device connectivity

Qualcomm introduced Snapdragon Seamless, a cross-platform technology that enables Android, Windows and Snapdragon devices using other operating systems to discover each other and share information to work as one integrated system.For example:* Mice and keyboards can work seamlessly across PCs, phones and tablets.* Files and windows can be dragged and dropped across different types of devices.* Earbuds can switch intelligently based on the priority...

SpaceX completes 50th Starlink launch of 2023

On Sunday morning, SpaceX successfully launched 22 Starlink satellites into low Earth orbit from  Space Launch Complex 4 East (SLC-4E) at Vandenberg Space Force Base in California..This marks the 50st Starlink launch of 2023. And the seventh flight for the first stage booster supporting this mission, which previously launched Space Development Agency’s Tranche 0 mission and now six Starlink missions.https://www.spacex.com/launches/mission/?missionId=sl-...

Huawei cites 2.4% sales growth through Q3

During the first nine months of 2023, Huawei generated CNY456.6 billion in revenue, with a year-on-year increase of 2.4% and a net profit margin of 16.0%."The company's performance is in line with forecast," said Ken Hu, Huawei's Rotating Chairman. "I'd like to thank our customers and partners for their ongoing trust and support. Moving forward, we will continue to increase our investment in R&D to make the most of our business portfolio and...

Thursday, October 26, 2023

Telxius to extend Tikal subsea cable to Mexico

Telxius unveiled plans to extend its Tikal subsea cable system via a spur to Cancun, Mexico.Tikal was announced jointly with America Movil in January 2023 to connect Puerto Barrios (Guatemala) to Boca Raton (United States). Telxius will now lead independently, on its own, the extension project to Cancun and the related supply contract is already in force with ASN.Tikal’s main trunk will launch with an initial estimated capacity of 380 Tbps and will...

Dell'Oro: Coherent Optical Transceiver Shipments to grow at 17% CAGR

Dell'Oro Group is forecasting that coherent optical transceiver shipments will grow at a 17 percent compounded annual growth rate (CAGR) for the next five years. Additionally, the Coherent Optics market is undergoing a tectonic shift with the availability of small form factor pluggable optics that will increase the use of coherent technology in routers and ethernet switches."The demand for coherent technology is expanding," stated Jimmy Yu, Vice...

AWS generated Q3 sales of $23 billion, up 12% yoy

Amazon reported AWS Q3 sales of $23.1 billion, up 12% year-over-year. AWS operating income for the quarter amounted to $6.976 billion, up 29% yoy.“We had a strong third quarter as our cost to serve and speed of delivery in our Stores business took another step forward, our AWS growth continued to stabilize, our Advertising revenue grew robustly, and overall operating income and free cash flow rose significantly,” said Andy Jassy, Amazon CEO. “The...

Juniper posts revenues of $1.398B, down 1% yoy

Juniper Networks reported net revenues of $1,397.8 million for the three months ended September 30, 2023, a decrease of 1% year-over-year and a decrease of 2% sequentially. Non-GAAP operating margin was 17.5%, an increase from 17.2% in the third quarter of 2022, and an increase from 16.9% in the second quarter of 2023. Non-GAAP net income was $193.9 million, an increase of 2% year-over-year, and an increase of 3% sequentially, resulting in non-GAAP...

Intel posts Q3 sales of $14.2 billion

Intel posted Q3 revenue of $14.2 billion, down 8% from the same period last year. Intel also said that it remains on track to meet its goal of achieving five nodes in four years and to regain transistor performance and power performance leadership by 2025. Along with Intel 7, Intel 4, the company’s first node using extreme ultraviolet (EUV) technology, is now in high-volume manufacturing. Intel also achieved a critical milestone on Intel 18A...

Ribbon posts revenue of $203M on strong IP Optical sales

Ribbon Communications reported Q3 revenue of $203 million, compared to $207 million for the third quarter of 2022 and $211 million for the second quarter of 2023."Ribbon delivered solid earnings in the third quarter as GAAP Income from Operations improved by $4 million and Non-GAAP Adjusted EBITDA increased 21% year over year. IP Optical Networks sales have increased 14% year-to-date and were up 6% in the third quarter with approximately 50% sales...

President Biden requests $6 billion for ACP, $3.1 billion for Rip-n-Replace

As part of a Fiscal '24 Supplemental Budget Request to Congress, President Biden is requesting an additional $6.0 billion to strengthen the Affordable Connectivity Program by extending free and discounted high-speed internet for eligible households through December 2024.Biden is also requesting an additional $3.1 billion for FCC to reimburse communications providers under the Rip-n-Replace program for the ongoing removal of insecure, Chinese-made...

Adtran introduces new synchronization solutions with Satellite Time and Location technology

Adtran has launched new synchronization solutions featuring Satellite Time and Location (STL) technology to address the growing vulnerabilities of GPS and other GNSS systems to jamming and spoofing attacks. STL harnesses low-earth orbit (LEO) satellites as a distinct time source, offering an alternative to GNSS. This dual-source approach aligns with zero-trust principles, ensuring resilience even in the event of GNSS disruption.Adtran's OSA...

FCC announces funding for Wi-Fi on school buses

The FCC will allow E-Rate funding to be used for Wi-Fi on school buses beginning in funding year 2024 as the Emergency Connectivity Fund (ECF) program is set to sunset.  The FCC ruling clarifies that the use of Wi-Fi, or other similar access point technologies, on school buses serves an educational purpose and the provision of such service is therefore eligible for E-Rate funding. The E-Rate program was authorized by Congress as part of...

Wednesday, October 25, 2023

Google and partners plan new subsea cables in South Pacific

Google, in partnership with In collaboration with a number of partners, including Fiji International Telecommunications, Office of Posts and Telecommunications of French Polynesia, APTelecom and Vocus Group, announced plans for two new subsea cables connecting Fiji and French Polynesia to both the United States and Australia.Honomoana, named after the Polynesian word for “link” (hono) and “ocean” (moana), will connect the United States and Australia...

AWS announces independent sovereign cloud in Europe

Amazon plans to launch the AWS European Sovereign Cloud, a new, independent cloud for Europe. The new service will use data centers within the EU that are separate and independent from the company's existing Regions.Amazon says the AWS European Sovereign Cloud will be sovereign-by-design, and will be built on more than a decade of experience operating multiple independent clouds for the most critical and restricted workloads. It will also be built...

ESnet activates 400G to four DOE National Lab

The Energy Sciences Network (ESnet) activated 400G circuits to four of the Department of Energy’s (DOE’s) national laboratories and user facilities: Argonne National Laboratory, National Energy Research Scientific Computing Center, Oak Ridge National Laboratory, and Pacific Northwest National Laboratory. ESnet notes that most of the data-intensive national labs will be upgrading to 400G service in the coming months. This includes Lawrence Berkeley...

Cisco looks to NVIDIA AI to power Hybrid Workspaces

Cisco is working with NVIDIA to deliver AI-powered meetings for hybrid workers. Cisco is launching Room Kit EQX and expanding its Cinematic Meetings capabilities — both powered by NVIDIA’s AI engine — with the goal of enhancing collaboration experiences with audio and video intelligence and enabling more equitable hybrid meetings. The Room Kit EQX is a new, integrated collaboration solution that allows customers to deploy beautiful, future-of-meeting...

Cisco makes an investment in Aliro Quantum

Aliro Quantum, a start-up based in Boston, announced that Cisco Investments participated in its recently announced round of funding, joining Accenture Ventures and lead investor Flybridge Leaders Fund.Aliro Quantum is developing foundational technologies needed for quantum networks and has filed ten patents that include 124 claims. The company has launched AliroNet, a non-QKD multipurpose entanglement-based secure network solution. Aliro is also...

Rambus unveils 9.6 Gbps HBM3 Memory Controller IP

Rambus announced that its HBM3 Memory Controller IP is now capable of up to 9.6 Gbps performance. This represents a 50% increase over the HBM3 Gen1 data rate of 6.4 Gbps. The Rambus HBM3 Memory Controller can enable a total memory throughput of over 1.2 Terabytes per second (TB/s) for training of recommender systems, generative AI and other demanding data center workloads.“HBM3 is the memory of choice for AI/ML training, with large language...

MaxLinear posts Q3 sales of $135.5M, down 53% yoy

MaxLinear reported Q3 net revenue og $135.5 million, down 26% sequentially and down 53% year-over-year. Non-GAAP gross margin was 60.8%. This compares to 61.0% in the prior quarter, and 62.0% in the year-ago quarter. Non-GAAP diluted earnings per share was $0.02, compared to $0.34 in the prior quarter, and $1.05 in the year-ago quarter.“In the third quarter, we delivered $135.5 million in revenues. Our infrastructure category was up 1% sequentially...

Arelion appoints Daniel Kurgan as CEO

Arelion announced the appointment of Daniel Kurgan as President and CEO of Arelion, replacing Staffan Göjeryd who is stepping down after seven years at the helm.Daniel Kurgan, Board Executive of Arelion since January 2022, has more than 25 years of experience from the industry and several leading positions, including 14 years as CEO of BICS, Chairman of TeleSign, Chairman of Intercloud and Senior Advisor at Drake Star. “Arelion enters a new...

Tuesday, October 24, 2023

Crehan: Merchant-built Ethernet SmartNIC revenues up 3X

 Revenues for the merchant-built Ethernet smartNIC market, which includes Data Processing Units (DPUs) and Infrastructure Process Units (IPUs), more than tripled year-over-year in the first half of calendar-year 2023, according to a recent report from Crehan Research Inc. This is the second consecutive half- year period in which revenues have more than tripled, result in merchant-built Ethernet SmartNICs now comprising over 20% of total merchant-built...

Microsoft posts 29% growth in Azure sales

Citing growth in cloud services, Microsoft reported quartler revenue of $56.5 billion, an increase of 13% (up 12% in constant currency), net income of $22.3 billion, up 27% (up 26% in constant currency), with diluted earnings per share was $2.99 and increased 27% (up 26% in constant currency).“With copilots, we are making the age of AI real for people and businesses everywhere,” said Satya Nadella, chairman and chief executive officer of Microsoft....