Wednesday, May 24, 2023

Microsoft: China's Volt Typhoon targets US critical infrastructure

Microsoft uncovered stealthy and targeted malicious activity aimed at critical infrastructure in the United States and carried out by Volt Typhoon, a state-sponsored actor based in China.Microsoft alledges that this Volt Typhoon campaign is pursuing development of capabilities that could disrupt critical communications infrastructure between the United States and Asia region during future crises.The attack gains initial access to targeted organizations...

Ayar Labs raises additional funding for optical I/O chiplets

Ayar Labs, a start-up based in Santa Clara, California, raised an additional $25 million in Series C1 funding, for its work in silicon photonics for chip-to-chip connectivity.Ayar Labs uses industry-standard silicon processing techniques to deliver fast, high-density, low power optical I/O chiplets and multi-wavelength light sources. The new funding brings the company's total Series C raise to $155 million. The oversubscribed up round was led...

Tech Update video: Ayar Labs' Optical I/O Chiplets

How will optical I/O revolutionize data communications?https://youtu.be/LP2-Y_TYPPECharlie Wuischpard, CEO from Ayar Labs explains:The benefits of optical communication brought closer to the source, replacing copper traces on motherboards with fiber optic communicationAyar Labs' chiplet using silicon photonics technology and micro ring resonators for efficient data transmissionApplications in AI training, scale-out architectures, and data centers...

NVIDIA sees trillion dollar upgrade cycle for data center infrastructure

NVIDIA reported revenue for the first quarter ended April 30, 2023, of $7.19 billion, down 13% from a year ago and up 19% from the previous quarter.GAAP earnings per diluted share for the quarter were $0.82, up 28% from a year ago and up 44% from the previous quarter. Non-GAAP earnings per diluted share were $1.09, down 20% from a year ago and up 24% from the previous quarter.“The computer industry is going through two simultaneous transitions —...

Dell'Oro: Open RAN and vRAN growth slowed in 1Q 2023

Revenue growth moderated in 1Q 2023 for both Open RAN and Virtualized RAN (vRAN), according to a recent report from Dell'Oro Group. “Since both Open RAN and vRAN are still driven by a few large service providers, the slower growth in the first quarter was for the most part in line with expectations, reflecting more so the state of the 5G rollouts with some of the advanced operators than a shift in the overall Open RAN/vRAN market sentiment,”...

Dell'Oro: MEC market fails to materialize

The Multi-access Edge Computing (MEC) market has failed to materialize as expected. Dell'Oro Group is is lowering expectations by more than 20 percent for 2023.In addition, the China Mobile Core Network (MCN) market hit a steep decline in 1Q 2023 weighing down the total market.“The MEC market is not reaching the potential market as expected initially. Except for China, the big promise for MEC was addressing the needs of Enterprises. Several factors...