Tuesday, May 30, 2023

Amazon Security Lake consolidates data from cloud, on-prem and SaaS

Amazon Web Services launched a service that automatically centralizes an organization’s security data from across their AWS environments, leading SaaS providers, on-premises environments, and cloud sources into a purpose-built data lake.

Amazon Security Lake converts and conforms incoming security data to the Open Cybersecurity Schema Framework (OCSF) open standard, making it easier for security teams to automatically collect, combine, and analyze security data from more than 80 sources, including AWS, security partners, and analytics providers. 

The service builds the security data lake using Amazon Simple Storage Service (Amazon S3) and AWS Lake Formation to automatically set up security data lake infrastructure in a customer’s AWS account, providing full control and ownership over security data. 

The data lake collects security data from sources like Amazon VPC Flow Logs and AWS CloudTrail, third-party sources like Splunk, CrowdStrike, Datadog, and Cribl, and their own sources of data. 

Keysight and Nokia test 6G active sub-THz components

Keysight Technologies and Nokia Bell Labs will demonstrate component and radio frequency integrated circuit (RFIC) characterization for 6G subterahertz (sub-THz) radio frequency (RF) applications in the D- and E-bands at the International Microwave Symposium 2023 (IMS 2023) in June.

The companies have been collaborating to develop characterization techniques to test active sub-THz components, such as amplifiers, mixers, and frequency converters, to ensure they do not introduce additional signal distortion into communications systems.

The demonstration characterizes a Nokia power amplifier (PA) developed for use in 6G D-band wireless communications systems and designed to operate with a low error vector magnitude (EVM). Using the Keysight N5290A PNA Millimeter Wave System, Nokia Bell Labs can accurately detect the PA’s low EVM, which is a measure of the signal distortion introduced into the communications system by the component. With these measurements, Nokia Bell Labs can better understand the PA’s performance to optimize its 6G transmission system design.

Keysight and Nokia Bell Labs are also partnering to showcase an E-band test solution at IMS 2023. The demonstration features the Keysight N9042B UXA Signal Analyzer used in combination with the V3050A Signal Analyzer Frequency Extender to measure a Nokia transceiver RFIC designed for use in an E-band system for backhaul applications.

Shahriar Shahramian, Head of RFIC & Packaging Lab, Nokia Bell Labs, said: “At Nokia Bell Labs we continue to push the carrier frequency and complexity of our RFIC, packaging, and module integration. With these advancements we move the frontier of what is possible from 6G wireless and optical communication systems. Consequently, the test and measurement industry plays a vital role to enable the complex characterization demanded from our devices and to reduce our time to market.”

NVIDIA’s data center revenue rises 14% yoy to $4.28B

NVIDIA reported quarterly revenue of $7.19B, down 13% compared to a year ago but well above its outlook. More significantly, NVIDIA again affirmed that Cloud Service Providers (CSPs) and enterprises are racing to deploy its flagship NVIDIA Hopper- and Ampere-architecture GPUs to meet surge in interest in generative AI.

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 — accelerated computing and generative AI,” said Jensen Huang, founder and CEO of NVIDIA. “A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service and business process. Our entire data center family of products — H100, Grace CPU, Grace Hopper Superchip, NVLink, Quantum 400 InfiniBand and BlueField-3 DPU — is in production. We are significantly increasing our supply to meet surging demand for them.” 

Some highlights

  • Data center first-quarter revenue was a record $4.28 billion, up 14% from a year ago and up 18% from the previous quarter.
  • Google Cloud is the first cloud provider offering the new NVIDIA L4 Tensor Core GPU to accelerate generative AI applications.
  • Gaming first-quarter revenue was $2.24 billion, down 38% from a year ago and up 22% from the previous quarter.
  • Professional Visualization first-quarter revenue was $295 million, down 53% from a year ago and up 31% from the previous quarter.
  • Automotive first-quarter revenue was a record $296 million, up 114% from a year ago and up 1% from the previous quarter.

HPE sees growth in GreenLake edge-to-cloud

Hewlett Packard Enterprise reported Q2 revenue of $7.0 billion, up 4% from the prior-year period and 9% in constant currency. GAAP margin amounted to 36.0%, an all-time record for the company.

“Building on a great start to the fiscal year, HPE grew revenue, increased the contribution of recurring revenue through the HPE GreenLake edge-to-cloud platform, and delivered exceptional profitability to generate a strong second quarter performance,” said Antonio Neri, president and CEO of Hewlett Packard Enterprise. “Our shift to a higher-margin portfolio mix led by the Intelligent Edge segment, and the strong demand for our AI offering, further strengthen the investment opportunity for our shareholders.”

Some highlights:

* Intelligent Edge revenue was $1.3 billion, up 50% from the prior-year period in actual dollars and 56% in constant currency, with 26.9% operating profit margin, compared to 12.6% in the prior-year period. 

* High Performance Computing & Artificial Intelligence revenue was $840 million, up 18% from the prior-year period in actual dollars and 22% in constant currency. 

* Compute revenue was $2.8 billion, down 8% from the prior-year period in actual dollars and 3% in constant currency.

* Storage revenue was $1.0 billion, down 3% from the prior-year period in actual dollars and up 2% in constant currency. HPE Alletra revenue grew triple digits from the prior-year period. 

* Financial Services revenue was $858 million, up 4% from the prior-year period in actual dollars and up 7% in constant currency. 


IP Infusion cites surging demand for white box open networking

IP Infusion reported record-breaking growth in 1Q 2023 with sales at the highest ever level for a single quarter. 

The company, which is a wholly owned and independently operated subsidiary of ACCESS CO, said first quarter OcNOS sales orders are more than three times Year over Year compared to Q1 2022, led by robust demand for OcNOS’s disaggregated Data Center, Aggregation Router and Cell Site Router products.

In addition, 23 new customers in the first quarter chose OcNOS, the industry’s first and preferred full-featured modular extensible network OS designed for white box open networking solutions. 

“IP Infusion is proud to report yet another unequaled quarter of sales growth fueled by a powerful demand for our industry-acclaimed OcNOS products,” said Atsushi Ogata, President and CEO of IP Infusion. “This solid performance reflects our commitment to exceed expectations for delivering the most advanced disaggregated solutions to our expanding customer base and partners across the globe.”

Vector Capital to acquire Riverbed

Vector Capital, a leading private equity firm, agreed to acquire Riverbed Technology. Financial terms were not disclosed.

Riverbed, which was founded in 2002 and is based in San Francisco, specializes in network acceleration and telemetry.

Riverbed’s existing lenders will continue to support the Company by providing it with a new credit facility at closing. 

Stephen Goodman, a Principal at Vector Capital, added: “With a significantly enhanced balance sheet and greater financial flexibility, Riverbed will have the ability to accelerate innovative offerings like Aternity and Alluvio IQ, creating value for its blue-chip customer base.”


Semtech appoints new CEO

Semtech appointed Paul H. Pickle as its new president and chief executive officer, replacing Mohan Maheswaran, who announced his retirement in March.

Previously, Mr. Pickle has served as president and chief executive officer and member of the board of directors of Lantronix. Before that, he served as president and chief operating officer of Microsemi Corporation, a provider of semiconductor and system solutions, from November 2013 until Microsemi was acquired by Microchip Technology Inc. in May 2018 for $10.3 billion.