Thursday, June 15, 2023

Vertical Systems: 2022 U.S. Wavelength Services LEADERBOARD

Four companies achieved a position on Vertical Systems Group's 2022 U.S. Wavelength Services LEADERBOARD (in rank order based on billable circuit share): Lumen, Zayo, Verizon and AT&T. 

To qualify for a rank on this LEADERBOARD companies must have four percent (4%) or more of the U.S. market for retail and wholesale wavelength services. Wavelength circuits provide Layer 1 dedicated bidirectional gigabit-speed optical fiber connections between two sites.

A Challenge Tier has been added for the first time to this benchmark to include providers with between 1% and 4% share of the U.S. Wavelength market. This share threshold aligns with the Challenge Tiers for Vertical Systems Group’s U.S and Global Provider Ethernet LEADERBOARDs. The following four companies attained a Challenge Tier citation on the 2022 U.S. Wavelength Services LEADERBOARD (in alphabetical order): Arelion (formerly Telia Carrier), Cox Business, Crown Castle and Windstream.

 “Wavelength services are growing steadily, driven by the surge in gigabit bandwidth requirements from carriers, webscale network operators, and enterprises,” said Rick Malone, principal of Vertical Systems Group. “In the past year the sweet spot jumped from 10 Gbps to 100 Gbps for new customer purchases due to more competitive pricing for higher speed wavelengths.”

U.S. Wavelength LEADERBOARD Research Highlights

  • Expansion of the U.S. base of wavelength circuits is being driven by double-digit growth for 100+ Gbps connections through 2027.
  • Billable installations of 400+ Gbps services are emerging as wavelength providers expand availability and rollout new solutions.
  • Customer demand for retail wavelength circuits continued to outpace wholesale deployments in 2022.
  • Three of the U.S. Wavelength Services LEADERBOARD companies – Lumen, Verizon and AT&T – are also ranked on both the 2022 U.S. Carrier Ethernet LEADERBOARD and the Global Provider Ethernet Services LEADERBOARD.
  • All four of the U.S. Wavelength Services LEADERBOARD companies are ranked on the 2022 U.S. Fiber Lit Buildings LEADERBOARD.

DE-CIX opens Internet Exchanges in Denmark

DE-CIX inaugurated its newest Internet Exchanges in Esbjerg and Copenhagen (Denmark). The IXs are now operational in the data centers of Bulk Data Centers (DK01) and Digital Realty (CPH1, CPH2 and CPH3) with more enabled sites to be announced in due course.

 The new DE-CIX Internet Exchanges in Denmark are based on the company's Apollon interconnection and cloud platform, which includes cloud routing service.

DE-CIX said its its InterconnectionFLEX service offers enterprises in Denmark a complete interconnection package for peering, cloud connectivity, and private network interconnects (PNIs). Customers can get direct access to over 50 clouds, 2000+ local and international networks and over 250 data centers in Germany, Southern Europe, Asia, and the USA – with one single contract and full flexibility, including a comprehensive interconnection consultation. 

In addition, DE-CIX in Denmark will act as a digital hub for regional connectivity, enabling local networks low-latency interconnection and the localization of global content, while increasing network stability, scalability, and security. The DE-CIX peering, and cloud connectivity platform also offers advanced service features and automation, including access to the DE-CIX self-service portal and the DE-CIX API.

 “DE-CIX is proud to provide interconnection services in Denmark, bringing our state-of-the-art platform to a highly digitalized society. People and businesses in Denmark deserve the very best interconnection, with secure, dedicated, and high-speed connectivity to clouds, content, and applications. By interconnecting our Danish platform with not only our Nordic ecosystem, but also with our interconnection platforms in the Central and Southern European and North American markets, DE-CIX offers Denmark access to the largest data center and carrier neutral interconnection ecosystem on the planet. DE-CIX provides the solution for the pain points of Danish companies and internationally acting enterprises to gain control of their business-critical data journey with the lowest latency possible and the highest level of security and ensure the best performance of applications. We are already on the verge of a new digital age, where every millisecond counts when it comes to building the infrastructure for the immersive Internet and for the applications of the future. DE-CIX is here to serve interconnection requirements of Danish enterprises, today and in the future,” says Ivo Ivanov, CEO of DE-CIX.

  •  DE-CIX recently launched similar platforms in Norway and Finland. The company nowoffers its interconnection services in close to 50 metro-markets in Europe, Africa, North America, the Middle East, and Asia. 
  • DE-CIX in Frankfurt, Germany, is one of the largest Internet Exchanges in the world, with a data volume of almost 34 Exabytes per year (as of 2022) and close to 1100 connected networks.

European Commission calls on all member states to ban Huawei and ZTE

 In a policy speech, European Commissioner Thierry Breton called on all  Member States to restrict or exclude completely Huawei and ZTE from their 5G networks. Currently, only 10 EU member states have such policies in place.

"We will continue to work with determination with the Member States that are lagging behind and the telecommunications operators. I can only emphasise the importance of speeding up decisions to replace high-risk suppliers from their 5G networks. I have also reminded the telecoms operators concerned that it is time to get to grips with this issue."

"For our part, the Commission will implement the 5G toolbox principles to its own procurement of telecoms services, to avoid exposure to Huawei and ZTE. We will also take into account the toolbox and the assessment in the report when allocating EU funding throughout our programmes."

"We have been able to reduce or eliminate our dependencies in other sectors such as energy in record time, when many thought it was impossible. The situation with 5G should be no different: we cannot afford to maintain critical dependencies that could become a "weapon" against our interests. That would be too critical a vulnerability and too serious a risk to our common security. I therefore call on all EU Member States and telecom operators to take the necessary measures without further delay."

Keysight intros electronic design automation software for 5G/6G

 Keysight Technologies introduced an electronic design automation (EDA) software suite for silicon developers working on millimeter wave (mmWave) and subterahertz (sub-THz) frequency capabilities for 5G mmWave and 6G products.

New PathWave ADS 2024 design capabilities include:

  • Faster second-generation 3D-EM and 3D-Planar meshing and solvers – Delivers algorithm enhancements taking superior advantage of domain knowledge about microwave structures and processes. Mesh optimization and layout and connectivity improvements reduce problem sizes for faster simulations. Solver enhancements also speed simulation by up to 10 times and require less specialized user expertise over a wider range of problems, including mmWave design at automotive radar frequencies of 79GHz. Open workflows save database management and reduce overhead from iterative, manual setup.
  • Advanced layout and verification features – Enables design sign-off directly from ADS for LVS, LVL, DRC, and ERC for MMICs, as well as streamline productivity for module and multi-technology assembly. Wavetek is the latest foundry to fully support ADS for an end-to-end workflow.
  • Electrothermal enhancements accelerate validation – Drives higher reliability and higher operating performance with validation of dynamic device operating temperatures under different bias and waveform conditions. Supports high-performance compute acceleration and up to 100 times transient speed-up using W3051E Electrothermal Dynamic Re-use, enabling higher test plan coverage and earlier insights in the design phase.
  • Custom workflow support with expanded Python APIs – Increases flexibility and scalability. A load-pull data import utility, ANN modeling, and Python automation scripting for 5G power amplifier designers unlock new application potential to create targeted personalities of ADS.

Joe Civello, PathWave ADS Product Manager at Keysight, said: “Traditional RF/uW EDA workflows involve a variety of specialized solvers that require database transfers, deep domain knowledge, and familiarity with multiple environments. We’ve added more speed and performance to ADS electromagnetic (EM) meshing and solving algorithms to improve sweeping coverage through parameters like process variations and layout effects. RFPro in PathWave ADS 2024 streamlines workflows into a unified circuit-EM co-design cockpit where circuit designers can now perform EM simulation to tune and optimize designs early in the development cycle. ”

Dell'Oro: Global data center CAPEX decelerates to 8% growth

Global data center capex decelerates to 8% year-over-year (Y/Y) growth in 1Q 2023 with softness emerging in the enterprise IT market, and with some of the hyperscalers entering a capex digestion cycle, according to a new report from Dell'Oro Group.

“While data center capex for the hyperscalers will decline significantly this year, we project some of the cloud service providers such as Microsoft and Google will continue to increase spending by double digits,” said Baron Fung, Senior Research Director at Dell’Oro Group. “Meanwhile, the beginning of the year witnessed a slow start in enterprise IT spending, with revenues for the server and storage OEMs down Y/Y. We anticipate that the demand will continue to deteriorate throughout the first half of 2023. The lower demand environment will have an impact of slowing systems pricing growth, which could prompt customers waiting on the sidelines to resume spending later this year. In addition, the recent server platform refresh from Intel and AMD, and the growing demand on AI/ML applications, is expected to motivate customers to upgrade their infrastructure,” explained Fung.

Additional highlights from the 1Q 2023 Data Center IT Capex Quarterly Report:

  • Server and storage systems revenue forecast declines to 3 percent growth in 2023, while network and physical infrastructure maintain double-digit revenue growth.
  • Server shipments for server OEMs were down 20 percent Y/Y in 1Q 2023, while white box server vendors were up more than 20 percent.
  • Top 4 US Cloud service providers on track to launch services in 14 new regions in 2023, a significant decrease from the 28 regions launched in 2022.

Sabey adds 85 MW to Quincy data center

Sabey Data Centers added two buildings and over 85 MW of critical power to its data center campus in Quincy, Washington.

The company says its Quincy location is one of its most successful multi-tenant data center campuses — now over 525,000 square feet across five purpose-built buildings offering modular efficiency managed by Sabey’s environment management team. 

“This is an exciting time for the entire Sabey organization,” said Tim Mirick, Chief Revenue Officer of Sabey Data Centers. “This expansion of our Quincy Data Center is a continuation of Sabey’s promise to provide best in class service to our customers. We are thrilled to be able to build out this campus to meet the demands of the industry.”