Monday, June 12, 2023

Lumen, Google and Microsoft develop Exaswitch optical interconnect

 Lumen Technologies, Google Cloud and Microsoft Azure have partnered to develop ExaSwitch, a new optical interconnection ecosytem between data centers.

Exaswitch will enable on-demand, high-capacity optical connections between large, cloud peering partners across metro regions. Early adopters include Lumen, Google Cloud, Microsoft Azure and an additional large cloud provider.

The ExaSwitch administrator will install optical hardware at the preferred location for each participant, who will choose their own fiber source for connecting into ExaSwitch. When two participants agree to connect, they can join quickly through self-provisioning, or an API portal driven and managed by the administrator. The real-time capacity deployment allows them to easily order, modify and delete services as needed. Lumen is acting as the administrator for the initial deployments.

Highlights:

  • Participants use a self-service portal to configure and turn up connectivity with other participants much faster than they can now.
  • Connections are set up in 400G increments and can be consumed on demand in 100G increments, with each site capable of up to 25.6 Tbps of optical cross connects.
  • Participants will have the ability to connect their edge sites, data centers and central offices in major markets to gain diversity and save costs on cross connects.

Lumen is currently operating the ExaSwitch platform in three of the largest US interconnection hubs – Chicago, Dallas and Virginia. Lumen said it plans to expand to all major markets in North America with large Internet hubs.

"Creating a geographically distributed yet automated interconnection platform creates so many options to improve connectivity, resiliency, and speed to add capacity on to one's network," said Frank Rey, Partn.

https://news.lumen.com/2023-06-12-Lumen,-Google-and-Microsoft-create-new-on-demand,-optical-interconnection-ecosystem

Broadcom delivers up to 40% reduction in Wi-Fi RF front end module power

Broadcom has begun sampling its latest FBAR integrated front end module (FiFEM) devices for Wi-Fi access point (AP) applications, spanning Wi-Fi routers, residential gateways, and enterprise APs, enabling 5 GHz and 6 GHz band coexistence and low in-band insertion loss while reducing the bill of materials (BOM) at the RF front end. The devices also feature   state-of-the-art non-linear power amplifier (PA) design optimized for Broadcom’s Wi-Fi SoC Digital Predistortion (DPD) operation, enabling up to 40% reduction in RF front-end power.

“Broadcom has shipped billions of highly integrated RFFE modules to the cellular market. Our Wi-Fi 7 FiFEM devices leverage this deep integration expertise via our FBAR and high efficiency PA technology,” said Youngwoo Kwon, senior vice president and general manager of the Wireless Semiconductor Division at Broadcom. “We’re excited to contribute to the widespread deployment of Wi-Fi 7 systems with our industry-leading performance, low power, high efficiency 5-GHz and 6-GHz FiFEM devices.”


https://www.broadcom.com

Oracle cites strong growth in cloud and generative AI

Driven by strong growth in cloud services, Oracle reported fiscal 2023 Q4 revenue of $13.8 billion, up 17% in USD and up 18% in constant currency. GAAP net income was $3.3 billion, and non-GAAP net income was $4.7 billion. 

Some highlights

  • Cloud services and license support revenues were up 23% in USD and up 25% in constant currency to $9.4 billion. 
  • Cloud license and on-premise license revenues were down 15% in USD and down 14% in constant currency to $2.2 billion. 
  • For the fourth quarter of fiscal 2023, Cerner contributed $1.5 billion to total revenues.       

"Oracle's revenue reached an all-time high of $50 billion in FY23," said Oracle CEO, Safra Catz. "Annual revenue growth was led by our cloud applications and infrastructure businesses which grew at a combined rate of 50% in constant currency. Our infrastructure growth rate has been accelerating—with 63% growth for the full year, and 77% growth in the fourth quarter. Our cloud applications growth rate also accelerated in FY23. So, both of our two strategic cloud businesses are getting bigger—and growing faster. That bodes well for another strong year in FY24."

"Oracle's Gen2 Cloud has quickly become the number 1 choice for running Generative AI workloads," said Oracle Chairman and CTO, Larry Ellison. "Why? Because Oracle has the highest performance, lowest cost GPU cluster technology in the world. NVIDIA themselves are using our clusters, including one with more than 4,000 GPUs, for their AI infrastructure. Our GPU clusters are built using the highest-bandwidth and lowest-latency RDMA network—and scale up to 32,000 GPUs. As a result, cutting edge companies doing LLM development such as Mosaic ML, Adept AI, Cohere plus 30 other AI development companies have recently signed contracts to purchase more than $2 billion of capacity in Oracle's Gen2 Cloud."

https://investor.oracle.com/investor-news/news-details/2023/Oracle-Announces-Fiscal-2023-Fourth-Quarter-and-Fiscal-Full-Year-Financial-Results/default.aspx

O-RAN Alliance PlugFest draws 60 companies

The O-RAN Global PlugFest Spring 2023, which was conducted from April to June 2 in ten labs across Asia, Europe and North America, attracted 60 participating companies or institutions. 

At the upcoming MWD Shanghai 2023 conference, O-RAN companies plan to showcase 3 on-site and 15 virtual demonstrations, including innovations such as indoor positioning applications, cloud economics with 5G and AI applications, intelligent RAN control, machine learning load balancing, and energy-efficient network deployment solutions.

“The sheer scale of participation in O-RAN PlugFests is testament to industry support and momentum of deployment,” said Alex Jinsung Choi, Chair of the Board of O-RAN ALLIANCE and SVP Group Technology, Deutsche Telekom. “In the Spring 2023 PlugFest, we expanded the ecosystem by testing products from new vendors. Participants validated the security of end-to-end O-RAN architecture and demonstrated the power of the RIC to support critical use cases such as quality of service and energy efficiency.”

Steve Collar to step down as CEO of SES

Steve Collar will step down as CEO of SES, effective at the end of June 2023. to pursue other professional and personal endeavours. 

Ruy Pinto, currently Chief Technology Officer of SES, will assume the role of CEO until a permanent successor is announced. 

Frank Esser, Chairman of the SES Board of Directors, said, “We would like to thank Steve for his significant contribution to SES over a period of more than 20 years. As CEO, Steve successfully steered SES, leaving the business in a strong position for the future with a differentiated multi-orbit capability, world-class set of customer solutions, a simplified and market-centric organisation, and a strong balance sheet set to be further strengthened from the execution of C-band clearing. ”

Steve Collar commented, “It has been the greatest honour of my life to lead the incredible people at SES. SES has been the benchmark in the industry for decades and I leave the company as its leader and go back to being a huge supporter, admirer and fan and will be cheering Ruy and the Management Team on from the side-lines. With O3b mPOWER launching, the company performing well and C-band all but delivered, the future is bright, and I wish the Board and everyone at SES every success.”

Sivers Photonics lands order for its optical sensing

 Sivers Photonics announced a new order worth $1.3m (approx. MSEK 14) for the qualification and supply of advanced photonic devices for optical sensing applications from a US-based customer. 

The company said the new order includes the development, qualification and supply of custom photonic devices manufactured on Sivers’ InP100 technology platform and forms an essential part of the customer's advanced sensor product range.  

We're excited to continue our relationship with this customer, supplying custom devices designed and manufactured on our InP100 platform, on which we support many customers across several applications,” said Dr Andrew McKee, Interim Managing Director and CTO at Sivers Photonics. “We are thrilled that our technology is playing a critical role in allowing this customer to move closer to volume production.”

This order strengthens our relationship with this important US customer, and this market is definitely one of the major megatrends that Sivers Photonics offers a strong portfolio towards.” said Anders Storm, Group CEO of Sivers Semiconductors.