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 to quickly deliver a 20 Gig symmetrical broadband service to customers.   

Liz Hsu, Senior Director, Product & Billing at Google Fiber, said: “The age of multi-gig broadband services is here and we’re committed to ensuring all of our customers can benefit from the incredible potential it brings. We believe investments in advanced network technologies like Nokia’s 25G PON solution will help catalyze change, drive innovation and revolutionize the user experience. We’re thrilled to be working with Nokia to move our industry and customers forward.”  

Geert Heyninck, General Manager of Broadband Networks at Nokia, said: “It’s an exciting time to be a Google Fiber customer as we work to help them usher in a new era of connectivity that’s capable of delivering lightning fast 20 gigabit services. With our 25G PON solution Google Fiber can reuse its existing fiber network to quickly and cost effectively deliver the next generation of gigabit services to their customers. We’re proud to continue supporting Google Fiber on its quest to build the foundation of tomorrow’s internet.”   


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 adoption rate of cloud gaming and XR in the second half of this decade, Nokia projects a CAGR that reaches as high as 32%. For networks to support the increasing demands of the future, they will need to be more cognitive and automated utilizing AI and ML, as well as address the transformative needs and operating models of organizations and consumers. Technology breakthroughs like XR and digital twins, combined with Web3 and other much-lauded emerging innovations, will transform businesses, society and the world.

Nishant Batra, Chief Strategy and Technology Officer, Nokia, said: “Nokia’s Technology Strategy 2030 is a direct response to the proliferation of cutting-edge technologies over the last decade. One thing is for certain: radical changes are needed now to evolve networks to meet the challenges of tomorrow and beyond. Enterprises across industry face three trends bearing down on them: AI, cloud and the constant evolution of connectivity. Our Technology Strategy 2030 lays out a future network architecture for our customers and the industry. It brings to life opportunities for innovation, sustainability, productivity and collaboration, which can only be enabled by the exponential power of networks.”


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 underway. The dark fiber route is expected to be completed in Q4 2023.

“We are thrilled to bring our vision to life to serve hyperscale needs for powerful, reliable digital infrastructure in Douglasville, Georgia,” says Mark Masi, EVP of Data Center Development at DC BLOX. “We are partnering with the best in the industry to ensure our state-of-the-art data centers meet the most stringent hyperscale needs by leveraging the most advanced construction, sustainability and power capabilities available in the industry. Moreover, we pride ourselves on providing tailored and flexible design configurations, ensuring that our tenants can customize their space to meet the most advanced AI/ML applications as well as any specific requirements they may have.”

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, powered by the latest NVIDIA H100 Tensor Core GPUs, by specifying their cluster size, future start date, and duration. 

AWS EC2 Capacity Blocks help ensure customers have reliable, predictable, and uninterrupted access to the GPU compute capacity required for their critical ML projects. 

“AWS and NVIDIA have collaborated for more than 12 years to deliver scalable, high-performance GPU solutions, and we are seeing our customers build incredible generative AI applications that are transforming industries,” said David Brown, vice president of Compute and Networking at AWS. “AWS has unmatched experience delivering NVIDIA GPU-based compute in the cloud, in addition to offering our own Trainium and Inferentia chips. With Amazon EC2 Capacity Blocks, we are adding a new way for enterprises and startups to predictably acquire NVIDIA GPU capacity to build, train, and deploy their generative AI applications—without making long-term capital commitments. It’s one of the latest ways AWS is innovating to broaden access to generative AI capabilities.”


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.


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 Works

  • An 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 to Lumen's NaaS platform, Lumen Internet On-Demand service activates in minutes, instead of months.
  • Customers are in control of their service and can increase or decrease bandwidth as needed.

"Our customers rely on us to offer a premier interconnection experience that's made possible with the combined capabilities of Equinix Fabric and the service providers that make up our digital ecosystem," said Arun Dev, Vice President of Digital Interconnection at Equinix. "I'm thrilled with the work our teams are doing to integrate Lumen NaaS with Equinix Fabric so that our customers can have even more choice for on-demand Internet connectivity to support their hybrid infrastructure."

"Offering businesses a quick and easy network buying experience is what makes our collaboration with Equinix so valuable," said Andrew Dugan, CTO for Lumen. "Lumen is bringing its NaaS platform to Equinix, giving their customers access to quick bandwidth boosts and personalized on-demand services. Together, we are solving business challenges so our customers can focus on innovation."


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, we are pleased to have reached this agreement. This transaction will position the Company to better align our balance sheet with our current business needs," said Kate Johnson, President and Chief Executive Officer of the Company. "As we move forward, we remain focused on executing our strategic transformation and delivering excellent value to our customers."


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, with the goal to achieve technical and operational readiness. O2 Telefónica, one of the leading mobile telecommunications providers in Germany, is transforming its network architecture towards one of the most efficient and future-proof networks built on modern RAN technologies, open interfaces and automation features.

“We believe cloud-native and autonomous architecture is a central pillar of network transformation to accelerate the adoption of innovative services, and O2 Telefónica is working with the best players in the field,” said Mallik Rao, Chief Technology & Information Officer at O2 Telefónica in Germany. “We are delighted to team up with Samsung as one of the first telecommunications providers in the European Union to test new networking solutions. We look forward to delivering the best-in-class connectivity to bring a host of new benefits to customers in the future.”

“Samsung is leading the charge in advancing vRAN and Open RAN with its proven expertise in large-scale commercial networks across multiple continents,” said Junehee Lee, Executive Vice President, Head of Global Sales & Marketing, Networks Business at Samsung Electronics. “This collaboration with O2 Telefónica in Germany represents Samsung’s ongoing commitment to forging new pathways in vRAN and Open RAN, bringing the next-generation networks one step closer.”


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, said nearly all of its $200M revenue in the last 12 months was derived from 400G or higher speed transceiver sales. In the most recent quarter, over half of Cloud Light’s optical transceiver revenue was derived from 800G modules.

“With Cloud Light, we are making a strategic investment to significantly expand our opportunities in the cloud data center and networking infrastructure space,” said Alan Lowe, Lumentum president and CEO. “Cloud Light provides us with the highest speed transceiver solutions at scale and complements our advanced component capabilities. This results in a broad product and technology portfolio that addresses a wide range of cloud operator needs.”

“We are confident that this transaction will deliver substantial, long-term value to our stockholders, with immediate earnings accretion and accelerated revenue growth. We look forward to welcoming Cloud Light’s very talented team to Lumentum,” concluded Mr. Lowe.

“Today’s announcement is a pivotal milestone in the history of Cloud Light, and a testament to the hard work and dedication of our employees,” said Dr. Dennis Tong, Cloud Light Founder and CEO. “We founded the company with a vision that our deep expertise in high-volume precision manufacturing would result in a superior value proposition for cloud data center customers. Having worked closely with the technology teams within leading cloud operators, we believe we can build upon our success to date and further accelerate cloud data center growth by combining Lumentum’s advanced photonic integration and transmission technologies with our highly automated packaging and manufacturing processes. We look forward to joining the Lumentum team and beginning an exciting new chapter.”



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 them head-on and delivering innovative solutions to support the evolving demands of the data center ecosystem," stated Matt Crowley, Senior Vice President of Cloud and Enterprise Infrastructure at Jabil. "This deal enables Jabil to expand its presence in the data center value chain."

Through its photonics business unit, Jabil empowers organizations to reduce the complexities of developing and deploying enhanced optical networking solutions by offering complete photonics capabilities, including component design, system assembly, and streamlined supply chain management.

“We are pleased to reach this agreement with a world-class supplier like Jabil. We look forward to working closely with Jabil, our customers, and our suppliers to enable a seamless transition as Intel shifts its focus to silicon photonics components for existing markets and emerging applications,” said Safroadu Yeboah-Amankwah, Senior Vice President and Chief Strategy Officer of Intel Corporation.

“Our Design-to-Dust™ capabilities continue to resonate with customers and we are investing in the areas of data center infrastructure services, liquid cooling, and silicon photonics to help our customers solve their challenges. Jabil is extremely well positioned to support customers as they incorporate innovative technologies into their data centers to navigate the increasing requirements around power and cooling being driven by artificial intelligence,” concluded Crowley.


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 like Bharatnet, where India needs to deploy ~20 Million fibre km cable by 2025, using 160-micron fibre instead of the standard 250-micron fibre can potentially reduce the deployment time by ~15%. This enables the use of ducts with a smaller diameter, thereby reducing the plastic footprint in the ground by ~30%.

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 billion), including Vantage’s stake. The data centers span more than 1.8 million gross square feet and 177MW of IT capacity and are located in key strategic markets.

Vantage’s management team, led by President and CEO Sureel Choksi, will continue to manage and operate these assets as part of its global data center portfolio. The additional capital raised from the Investor Consortium will be used to support the continued growth of Vantage’s EMEA data center platform.

“This Investment Partnership provides Vantage with multiple partners with deep expertise in digital infrastructure,” said Choksi. “This transaction provides Vantage with additional capital to continue our expansion in new and existing markets across EMEA, capitalizing on the extraordinary growth opportunities, driving innovation and delivering state-of-the-art sustainable data centers for our customers.”

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 $1.25 per diluted share in the third quarter of 2022. 

Some notes:

  • Supply chain and lead time is improving
  • International sales amounted to 21.5%, with the Americas at 78.5%. 
  • Services and subscription software contributed approximately 16.8% of revenues in the third quarter, up from 15.2% in Q2. 

“Arista once again delivered strong financial results in the third quarter,” says Jayshree Ullal, President and CEO of Arista Networks. “Customer momentum remained strong in both enterprise and cloud/AI sectors.”

Commenting on the company's financial results, Ita Brennan, Arista’s CFO said, “The team continues to demonstrate strong discipline, working to normalize supply chain metrics while delivering incremental improvements to our 2023 outlook, which now calls for year-over-year revenue growth in excess of 33%.”

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. OMS Group is one of the largest independent operators in this sector, with a diverse fleet including cable ships and cable barges, as well as cable landing stations serving the global telecommunications market.

KKR said this investment positions OMS Group well to accelerate its growth, including through expanding its fleet size and capabilities and investing in cable landing stations and subsea cable routes to serve global fast-growing cross-border data transmission trends and the demand for comprehensive subsea cable services.

Mr Projesh Banerjea, Director, Infrastructure at KKR, said, “OMS Group has established itself as a market leader with a longstanding track record of success and growth in Southeast Asia. As demand for greater connectivity across the region continues to grow, we are delighted to work closely with Datuk Lim, Mr Ronnie Lim, and the highly rated OMS Group team to meet this critical need.”

Datuk Soon Foo Lim, OMS Group’s Chairman, said, “OMS Group and KKR share the same vision and appreciation of the critical data infrastructure OMS Group builds and maintain for its clients. We look forward to working with Mr David Luboff, Mr Projesh Banerjea and the world-class KKR team in advancing OMS Group’s growth plans.”

Past KKR investments in Southeast Asia digital infrastructure have included the regional data center platform of Singtel, a leading Asian communications technology group headquartered in Singapore, and Pinnacle Towers, a digital infrastructure platform in Asia with a strong focus on the Philippines. Globally, KKR’s investments in digital infrastructure have included CyrusOne, a global leader in the development and operation of sustainable, scalable, high-availability and flexible data center solutions, and Global Technical Realty, a build-to-suit and roll-up acquisition data center platform in Europe.

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 service quality, develop an 18K-mile fiber network and served over 300 health care facilities and 1,600 fiber-to-the-tower connections, leading to a merger with Consolidated Communications. He was a co-founder of Madison River Communications, where he was instrumental in acquiring and integrating five RLEC operations, resulting in a merger with CenturyLink (now Lumen). He has served on numerous boards, including as Chairman and Vice Chairman of Electric Lightwave, where he helped guide the transformation of the company’s business model into a fiber-centric operation, resulting in a merger with Zayo.

“Over the past three years as Chairman, I have come to appreciate the caliber of the management team and the determination, dedication and talent within Windstream. I look forward to working with them to serve our customers with excellence as we continue to expand our fiber network,” said Mr. Sunu.

During Mr. Thomas’ tenure, Windstream acquired, merged and integrated several companies, successfully restructured under Chapter 11 and launched its fiber transformation. Mr. Thomas also held several leadership positions, including CFO of Windstream.

“I am proud of what we have achieved at Windstream,” said Mr. Thomas. “I thank the Board for their support and remain confident that the Company is on the right course.”

Windstream is owned by Elliott Investment Management, OakTree Capital Management, PIMCO and other principal investors.

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 contracts, comprising agreements to supply and install branching units and an indefeasible right of use for capacity on the Hawaiki Nui submarine cable, will be funded by the Australian Infrastructure Financing Facility for the Pacific (AIFFP). 

“The contracts between the Australian Government and BW Digital demonstrate our joint commitment to bridge the digital divide and provide secure, high-speed connectivity to Pacific island countries,” said Ludovic Hutier, chief executive officer of BW Digital.

“This agreement also reflects BW Digital’s strategy to build a trusted ecosystem of digital infrastructure servicing the needs of governments, businesses and communities throughout the Asia-Pacific region” he added.

Hawaiki plans transpacific SDM cable with 240 Gbps design capacity

Hawaiki Submarine Cable Limited Partnership (Hawaiki) announced plans for a new spatial division multiplexing (SDM) cable linking South-East Asia, Australasia and North America. 

The Hawaiki Nui system, which will span an estimated 22,000 km, will have a design capacity of 240Tbps and provide end-to-end connectivity between the three main hubs of the Pacific region: Singapore, Sydney and Los Angeles. The company plans to begin construction next year, with an expected cable ready for service (RFS) date in 2025.

Hawaiki has selected PT Mora Telematika Indonesia (Moratelindo) as its strategic partner for Indonesia, where it will have landings in Jakarta and Batam.

In Australia, Hawaiki Nui will serve both international and domestic capacity requirements, linking Sydney, Melbourne, Brisbane and Darwin, while providing them with direct access to Singapore and Los Angeles.

Hawaiki Nui will also be the first international cable to land in the South Island of New Zealand, linking Christchurch, Dunedin and Invercargill directly to Australia via a new and fully diverse subsea route. In addition, two branches will be built to connect Oahu and Big Island in Hawaii.

  • In 2021, Hawaiki announced the sale of 100 per cent of the shares of the company to BW Digital, an affiliate of Singapore-based global maritime conglomerate BW Group. 

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 electrons with semiconductors, to capturing ions with ion trap chips.

- The immense potential of quantum computing, especially when combined with quantum sensors to build quantum networks, opening up a whole new range of applications.


Filmed at Infineon's #Oktobertech event in Silicon Valley.

Have a tech update that you want to brief us on? Contact info@nextgeninfra.io!

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 from a radar sensor developed by Infineon, providing insights about the physical world around it. Users can ask high-level questions and receive responses about detected objects, their locations, and movement patterns.

- The model is multimodal, meaning it can handle data from various sensors like radar, camera, audio, etc. It maps these different modalities to a common embedding space, allowing for data fusion and providing insights that humans can easily understand. 


This innovative approach to sensor data interpretation opens up new possibilities for monitoring and alerting systems, making them instantly accessible and available to anyone without any coding or programming knowledge.

Filmed at Infineon's #Oktobertech event in Silicon Valley.

Have a tech update that you want to brief us on? Contact info@nextgeninfra.io!

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 when compared to standard products, these Eco-labelled products:

* Utilise ~52% less energy

* Carry ~75% less global warming potential

* Use ~18% more recycled content and ~25% more recycled packaging material and water

* Reuse and recover ~20% more waste

* Enhance the longevity of the network by nearly 13 years.

"As we announce this groundbreaking development today, I couldn't have been prouder. Our Eco-labelled products represent a monumental step forward for our customers' green journeys and put India at the forefront of concrete sustainability action. I'm sure it would create ripple effects of sustainable development in the entire digital networks industry across the world," said Ankit Agarwal, Managing Director, STL.

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 of an audio source.

* XR can extend the abilities of smartphones.


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.


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 take the competitiveness of our products and services to new heights. As always, our goal is to create greater value for our customers, partners, and society."

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 serve a key route in the Caribbean with the highest levels of service, reliability and security. The estimated Ready For Service (RFS) date is mid-2026. This next-generation cable will now land in Mexico through the extension to Cancun. There is an option to extend it further to Barranquilla (Colombia).

“The extension demonstrates Telxius’ continuous commitment to providing state-of-the-art, digital infrastructure in the Caribbean and throughout the Americas. Our partners and customers benefit from an ultrahigh capacity network, low latency and enhanced resiliency. We are proud of our ongoing expansion efforts, ensuring connectivity to key digital hubs in the Americas and Europe”, said Mario Martín, CEO at Telxius.


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 President for Optical Transport market research at Dell'Oro Group. "This is in part due to the continuous need for better, lower powered, and higher capacity transceivers that meet future global network requirements," added Yu.

"Historically, the majority of coherent optics have predominantly found their application in DWDM systems," stated Sameh Boujelbene, Vice President for Ethernet Switch market research at Dell'Oro Group. "However, with vendors making strides in developing smaller and more energy-efficient coherent transceivers, the scope of their use is rapidly expanding. This expansion encompasses not only the range of platforms they can support, but also the diversity of applications to which they can cater," added Boujelbene.

Additional highlights from the Coherent Optics Report:

  • Coherent Optics market is predicted to reach nearly $13 billion by 2027. This growth will be driven by both form factors: Module/Embedded and Plug. Pluggable transceivers are projected to grow at the highest rate and contribute most of the volume growth for the next five years.
  • The use of coherent transceivers on DWDM Systems will continue to contribute the largest share of the market revenue. However, within a short period of time, the use of coherent optics on Router & Switch platforms will reach material levels.
  • Coherent optics deployed on Router & Switch platforms will account for more than 50 percent of the annual increase in transceiver shipments throughout the forecast period. This will be due to the availability of ZR Optics, beginning with 400ZR and carrying through to 1600ZR.


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 benefits of moving from a single national fulfillment network in the U.S. to eight distinct regions are exceeding our optimistic expectations, and perhaps most importantly, putting us on pace to deliver the fastest delivery speeds for Prime customers in our 29-year history. The AWS team continues to innovate and deliver at a rapid clip, particularly in generative AI, where the combination of our custom AI chips, Amazon Bedrock being the easiest and most flexible way to build and deploy generative AI applications, and our coding companion (CodeWhisperer) allowing enterprises to have the equivalent of an experienced engineer who understands all of their proprietary code is driving momentum with customers, including adidas, Booking.com, GoDaddy, LexisNexis, Merck, Royal Philips, and United Airlines, all of whom are starting to run generative AI workloads on AWS. Between AWS re:Invent and our 29th holiday shopping season, this is a particularly action-packed time of year at Amazon and we’re excited for what’s to come.”

AWS highlights

  • Launched the AWS Israel (Tel Aviv) Region and a new AWS Local Zone in Phoenix, Arizona. The AWS Israel (Tel Aviv) Region is estimated to support an average of 7,700 full-time equivalent jobs annually through a planned investment of $7.2 billion through 2037.
  • Kicked off Project Kuiper’s Protoflight mission with the launch of two prototype satellites aboard an Atlas V rocket from United Launch Alliance. Project Kuiper, Amazon’s low Earth orbit satellite broadband initiative, will use this multimonth mission to test its satellites and network from space, and collect data ahead of the planned start of satellite production later this year. Project Kuiper also announced a partnership with Vodafone and Vodacom to extend the reach of their 4G/5G networks in Africa and Europe, provide backup to businesses, scale for major events, and quickly recover after disasters.

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 diluted net income per share of $0.60.

“We delivered better than expected Q3 results due to another record quarter in our enterprise business, which represented more than 50% of total company revenue for the first time in the company’s history,” said Juniper’s CEO, Rami Rahim. “While we are continuing to experience headwinds from our cloud and service provider customers, many of which are still digesting prior purchases, our enterprise momentum remains strong and provides confidence in our future growth prospects.”

“We delivered another quarter of improved profitability in Q3, as non-GAAP gross and operating margin both exceeded the mid-point of our guidance, which enabled us to achieve non-GAAP EPS above the high-end of our outlook,” said Juniper’s CFO, Ken Miller. “We remain committed to delivering greater than 100 basis points of non-GAAP operating margin expansion in 2023 and see the potential to deliver further improvement in 2024.”


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 with the release of the 0.9 PDK

  • Client Computing Group (CCG) revenue was $7.9 billion, down 3%
  • Data Center and AI (DCAI) revenue was $3.8 billion, down 10%
  • Network and Edge (NEX)revenue was $1.5 billion, down 32%
  • Mobileye revenue was $530 million, up 18%
  • Intel Foundry Services (IFS) revenue was $311 million, up 299%

"We delivered a standout third quarter, underscored by across-the-board progress on our process and product roadmaps, agreements with new foundry customers, and momentum as we bring AI everywhere,” said Pat Gelsinger, Intel CEO. “We continue to make meaningful progress on our IDM 2.0 transformation by relentlessly advancing our strategy, rebuilding our execution engine and delivering on our commitments to our customers.”


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 growth in India, the U.S., and Japan. However, IP Optical Networks sales in the EMEA region were approximately 20% lower in the quarter. Strategically, we went into live commercial service with our Neptune IP Router at a U.S. Tier One Service Provider this quarter. Cloud & Edge sales were lower primarily due to reduced spending from U.S. Tier One Service Providers, offset by additional voice modernization sales to U.S. Federal agencies," stated Bruce McClelland, President and Chief Executive Officer of Ribbon Communications.

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 equipment and software from U.S.communications infrastructure.


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 5405-S PTP grandmaster clock can now receive STL signals alongside GNSS-based timing. The device caters to a diverse range of indoor and outdoor deployment settings, serving industries from 5G and data centers to smart grids and defense. The OSA 5400 STL module, which brings the benefits of a compact STL/GNSS receiver to third-party switches and servers, is also available from the Adtran Oscilloquartz suite. 

The OSA 5405-S supports both LEO time services and multi-constellation GNSS, among other timing sources. By leveraging the power of STL signals, which are up to 1,000 times stronger and significantly more secure than GNSS, it can penetrate even the most challenging environments, including deep inside buildings and other hard-to-reach locations. 

“The world is waking up to the need for timing resilience. As GNSS systems face increasing vulnerabilities, it’s clear that relying solely on traditional synchronization sources is a ticking time bomb for our critical infrastructure. The potential fallout could be massive: grounded flights, non-functioning power plants and financial systems thrown into chaos. That’s why the launch of our OSA 5405-S is so crucial. With this solution, we’re making jamming and spoofing nearly impossible,” said Gil Biran, GM of Oscilloquartz, Adtran. “By ensuring highly precise positioning, navigation and timing (PNT) services even in GNSS-denied applications, our OSA 5405-S will be a vital resource for mobile operators, power utility companies, government, scientific research and more.”


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 the Telecommunications Act of 1996 and created by the Commission in 1997 to enhance access to advanced telecommunications and information services for all public and nonprofit elementary and secondary school classrooms and libraries.



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 to French Polynesia. 
  • Tabua, named after a sacred Fijian whale’s tooth, will connect the United States and Australia to Fiji.

In addition, the South Pacific Connect initiative will construct physically diverse cable landing stations in Fiji and French Polynesia and connect them with an interlink cable. This will serve to connect transpacific routes, improve reliability, add capacity, and reduce latency for users in the Pacific Islands and around the world.

The South Pacific Connect initiative will create a ring between Australia, Fiji and French Polynesia. This ring will include pre-positioned branching units that will allow other countries and territories of Oceania to join. 


  • In September, Google announced plans for Nuvem, a cable to connect Portugal, Bermuda, and the United States. Named after the Portuguese word for “cloud,” is expected to be ready for service in 2026.

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 with separate, in-Region billing and usage metering systems.

The new AWS European Sovereign Cloud promises the same security, availability, and performance as existing Regions. To deliver enhanced operational resilience within the EU, only EU residents who are located in the EU will have control of the operations and support for the AWS European Sovereign Cloud 

The AWS European Sovereign Cloud will launch its first AWS Region in Germany available to all European customers.


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 National Laboratory as well as CERN, the particle physics laboratory in Geneva whose Large Hadron Collider is one of ESnet’s largest data sources. 

The 400G circuit installations were made possible by the 2022 launch of ESnet6, the sixth iteration of ESnet’s critical data circulatory system for the DOE Office of Science research complex. ESnet6 was specifically designed to support multi-facility collaborations aligned with the DOE’s new Integrated Research Infrastructure (IRI) initiative, to help DOE researchers and their international collaborators effectively harness the barrage of data generated by artificial intelligence, high-resolution instrument imagery, complex long-term global studies, and more. ESnet’s traffic is increasing by a factor of 10 every 5.5 years; in 2022, the total exceeded 1.36 exabytes.

“It’s of vital importance that scientific researchers not be hindered by where they or their project’s instruments, computational resources, and data might be located,” said Inder Monga, executive director of ESnet. “Enabling 400G, which represents the networking industry’s current gold standard, will help facilitate that kind of seamless collaboration. We look forward to turning on 400G for more sites — and to upgrading to 800G as the technology begins to be available.”   


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 rooms simply and consistently across sites.  

Cisco’s Cinematic Meetings capabilities leverage an NVIDIA Jetson system-on-module to deliver collaboration experiences that reduce the impact of distance and make all meeting attendees feel like they’re in the room, even if they aren’t, a concept Cisco is calling Distance Zero.

"In order for people to want to come to the office, companies must fundamentally reimagine and reconfigure workspaces to provide seamless and immersive collaboration experience,” said Jeetu Patel, Executive Vice President and General Manager, Cisco Security and Collaboration. "Our collaboration with NVIDIA helps make this possible as we expand our portfolio of AI-powered solutions that unlock the potential of hybrid workers.” 

“Edge AI is playing a vital role in bringing autonomy and improving productivity across many industries,” said Deepu Talla, Vice President of Embedded and Edge Computing, NVIDIA. “Cisco and NVIDIA have been pioneering the use of AI to enhance collaboration in the workplace, and the new line of products will bring transformative technology to this space.” 

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 providing the quantum network configuration, control and orchestration for the EPB Quantum Network powered by Qubitekk, America’s first industry-led, commercially available quantum network. The company was founded in 2019 by Dr. Prineha Narang, an Assistant Professor at the John A. Paulson School of Engineering and Applied Sciences at Harvard University. 

“Quantum networking is key to the future of secure networking,” said Bill Gartner, Senior Vice President and General Manager, Cisco Optical Systems and Optics. “Through this investment, we are excited to support Aliro in advancing its research and development in this next stage of its growth."


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 models requiring the constant advancement of high-performance memory technologies,” said Neeraj Paliwal, general manager of Silicon IP at Rambus. “Thanks to Rambus innovation and engineering excellence, we’re delivering the industry’s leading-edge performance of 9.6 Gbps in our HBM3 Memory Controller IP.”

“HBM is a crucial memory technology for faster, more efficient processing of large AI training and inferencing sets, such as those used for generative AI,” said Soo-Kyoum Kim, vice president, memory semiconductors at IDC. “It is critical that HBM IP providers like Rambus continually advance performance to enable leading-edge AI accelerators that meet the demanding requirements of the market.”

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 and 40% year over year, primarily driven by the expanding roll-out of multi-band millimeter wave and microwave 5G wireless backhaul platform solutions.

“Even as we navigate a challenging demand environment with fiscal discipline and operational efficiency, our solid execution and innovative product offerings are enabling us to maximize strategic business opportunities across all our end markets. In 2023, we continue to lay important groundwork in Wi-Fi, ethernet, fiber broadband access gateways, and wireless and optical datacenter network infrastructure, which will be the foundation for potential future growth,” commented Kishore Seendripu, Ph.D., Chairman and CEO.

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 chapter as an independent company after the completed spin-off from Telia, and it is the Board’s assessment that the company’s long-term development will benefit from a new leadership. We are therefore pleased to appoint Daniel Kurgan as CEO for Arelion,” said Eva Elmstedt, Chairman of the Board. “With a proven track-record from leading positions in the industry, Daniel brings with him the experience and qualifications required to lead Arelion on this new journey. Having been on the Board for two years, he is also well familiar with the company and its culture.”

“I am honored to be appointed as CEO of Arelion. As a provider of the world’s best-connected IP backbone, our mission is to enable our customers’ growth, and to grow with them, and I am excited to build on that position in an operative role”, said Daniel Kurgan. “Having had the opportunity to be part of Arelion’s transformative journey, I know the immense potential of the company and now, as an independent company, we are in the position to realize it. I’m looking forward to working closely with the Board on the implementation of our growth strategy and to working together with all our talented people to keep the world connected.”

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 server-class Ethernet NIC market revenue (see accompanying chart).

“Up until recently, the SmartNIC market ramp was driven by a couple of the largest hyper-scale cloud service providers building their own proprietary SmartNICs for in-house deployments,” said Seamus Crehan, president of Crehan Research. “But now, with the ramp of merchant-built SmartNICs, we are moving toward broader market and customer adoption of these products.”

Crehan’s report shows that Intel’s IPUs were the largest single contributor to the SmartNIC market increase, helped by Google Cloud deployments of these products in its C3 instances for VMS and hyperdisk block storage and, more recently, in its A3 GPU supercomputer for generative AI and large language models. Intel’s strong IPU growth helped propel its total server-class Ethernet NIC revenue market share (Foundational/Performance NICs and SmartNICs) to the top position for merchant-built server-class Ethernet NICs. AMD/Pensando has also experienced strong growth in existing and new DPU deployments, from customers including Goldman Sachs, IBM Cloud, Microsoft Azure, NetApp, and Oracle Cloud. Nvidia was another vendor with a robust DPU increase, but instead of Ethernet, most of that increase resulted from the company's InfiniBand DPUs supporting very strong growth in its HGX Hopper and Ampere GPU-based systems.

"Despite the recent big increase in merchant-built Ethernet SmartNIC/DPU/IPU revenues, we are still in the early stages of this market, with many different

competing vendors and architectures," Crehan said. "Consequently, market shares can change significantly in a short amount of time, as evidenced by Intel’s IPU share gains."


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. “We are rapidly infusing AI across every layer of the tech stack and for every role and business process to drive productivity gains for our customers.”

“Consistent execution by our sales teams and partners drove a strong start to the fiscal year with Microsoft Cloud revenue of $31.8 billion, up 24% (up 23% in constant currency) year-over-year,” said Amy Hood, executive vice president and chief financial officer of Microsoft.

Business Highlights

Revenue in Productivity and Business Processes was $18.6 billion and increased 13% (up 12% in constant currency), with the following business highlights:

  • Office Commercial products and cloud services revenue increased 15% (up 14% in constant currency) driven by Office 365 Commercial revenue growth of 18% (up 17% in constant currency)
  • Office Consumer products and cloud services revenue increased 3% (up 4% in constant currency) and Microsoft 365 Consumer subscribers grew to 76.7 million
  • LinkedIn revenue increased 8%
  • Dynamics products and cloud services revenue increased 22% (up 21% in constant currency) driven by Dynamics 365 revenue growth of 28% (up 26% in constant currency)

Revenue in Intelligent Cloud was $24.3 billion and increased 19%, with the following business highlights:

  • Server products and cloud services revenue increased 21% driven by Azure and other cloud services revenue growth of 29% (up 28% in constant currency)

Revenue in More Personal Computing was $13.7 billion and increased 3% (up 2% in constant currency), with the following business highlights:

  • Windows revenue increased 5% with Windows OEM revenue growth of 4% and Windows Commercial products and cloud services revenue growth of 8%
  • Devices revenue decreased 22%
  • Xbox content and services revenue increased 13% (up 12% in constant currency)
  • Search and news advertising revenue excluding traffic acquisition costs increased 10% (up 9% in constant currency)