Thursday, July 20, 2023

Fiber Connect 2023 Showcase - August 20-23, 2023

Fiber Connect 2023, which will be held August 20-23, 2023, at the Gaylord Palms in Orlando, will host the following Proof-of-Concept demonstrations:

Digital 3D Georeferenced Fiber Network Roll-Out Management and Documentation - presented by DeepUp

  • This PoC will showcase an augmented reality (AR) solution with which 3D documented subsurface fiber networks can be virtually recovered and digitally seen in 3D to assist fiber network planning.

Enhancing the Customer Experience and Streamlining Operations with Cloud-Based Provisioning, Billing, and Orchestration - presented by Ting Internet and Wavelo

  • This PoC will demonstrate an approach to automate, orchestrate and synchronize disparate systems and processes to provision, install, bill, and manage customers more efficiently, ultimately resulting in higher customer satisfaction and lower operating costs.

Get Ready for The Next Generation of Applications by Deploying A Disruptive Broadband Architecture - presented by Ciena

  • This PoC will show how service providers can rethink their network architectural approach, leveraging disaggregation and virtualization, to push network access closer to the user to deliver and scale capacity where needed.

Leveraging Fiber to Efficiently Capture Small Businesses in Your Markets - presented by Calix

  • This PoC will show how Broadband Service Providers (BSP) can leverage their fiber access network, operations, and processes built around their consumer business to offer managed services purpose-built for small businesses.

Multi-Vendor Middle Mile Use Cases Enhancing PON Infrastructure via Infinera’s XR Optics Point-To-Multipoint, Automated by netFLEX® - presented by Infinera and LightRiver

  • This PoC showcases a multi-vendor FTTX PON network implemented with a 400G DWDM Middle Mile point-to-multipoint solution from the router to the OLT

Enhancing Fiber Reach with Ultra-High Capacity mmW Radios at Network Edge – presented by Ceragon

  • This PoC will show how to enhance fiber reach for operators, filling in where fiber may not reach…yet, allowing operators to better service customers with high-speed connectivity – even in problematic locations.

Superior Network Performance – Every Way You Slice It – presented by Nokia

  • This PoC will show how operators can guarantee quality of service with complete granularity across the network from the IP core to a user appliance in the home. With this level of control, operators can use their fiber network for anything and generate new revenues with guaranteed performance for any service type.

“When fiber leads, the future follows. Our PoC Showcase is a great example of the capabilities that fiber can deliver and the markets that fiber will disrupt next,” said Gary Bolton, President and CEO of the Fiber Broadband Association. “These PoCs are an exciting representation of our members’ ability to redefine what is possible when fiber is the enabling infrastructure that allows any industry, business, or market to go further, faster.”

For more information about Fiber Connect 2023 and to register, visit fiberconnect.fiberbroadband.org

Microsoft previews Azure Boost for offloading virtualized network functions

Microsoft began offering previous of Azure Boost, which offloads virtualization processes traditionally performed by the hypervisor and host OS onto purpose-built hardware and software, such as networking, storage, and host management. 

The idea is to separate hypervisor and host OS functions from the host infrastructure. Microsoft said Azure Boost will deliver greater network and storage performance at scale, improves security by adding another layer of logical isolation, and reduces the maintenance impact for future Azure software and hardware upgrades.

The preview of Azure Boost achieves 200 Gbps networking throughput and remote storage throughput up to 10 GBps and 400K IOPS.

The performance is enabled by a Microsoft Azure Network Adapter (MANA) that is powered by a custom system-on-chip (SoC).  The MANA runs a set of stable forward-compatible device drivers for Linux and Windows operating systems. MANA also supports Data Plane Development Kit (DPDK). In addition, the Azure Boost’s chip features hardware-based secure boot and attestation, while implementing a FIPS 140 certified kernel for its cryptography, providing federal government levels of security.

While the preview is new, Azure Boost has been providing benefits to millions of existing Azure VMs in production today, such as enabling the exceptional remote storage performance of the Ebsv5 VM series and networking throughput and latency improvements for the entire Ev5 and Dv5 VM series.  

https://techcommunity.microsoft.com/t5/azure-infrastructure-blog/introducing-microsoft-azure-boost-preview/ba-p/3876742

650 Group: AI Networking Surges over 100% YoY

The Data Center AI Networking market is expected to grow to over $3 billion in 2023, according to a newly release report by 650 Group, which also reveals that sales of both Infiniband and Ethernet for AI networking applications achieved record levels in 1Q23.

The report indicates that the top two vendors are Arista and NVIDIA. White box switch presence in AI/ML data centers is not as high as the overall market penetration. In addition, the report highlights the difference between Infiniband and Ethernet in vendor shares and market forecasts.

Highlights for 1Q23 include:

  • Arista and NVIDIA are the largest two vendors in this segment
  • By 2027, nearly 1 in 5 Ethernet Switch ports sold into the data center will be related to AI/ML and accelerated computing.
  • AI/ML will drive record levels of 800 Gbps ports and Optics during the first 18 months of adoption.
  • Hyperscaler CAPEX for 2023 will remain robust for AI/ML projects as traditional deployments show weakness in 2023
  • Customers continue to evaluate different networking topologies to address AI/ML networking requirements.

“The first half of 2023 has shown tremendous growth in vendor revenue related to AI/ML networking with 2H 2023 and 2024 set to surge as many customers’ proof of concepts move towards production networks,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “AI/ML puts a tremendous amount of bandwidth performance requirements on the network, and AI/ML is one of the major growth drivers for Data Center switching over the next five years. With bandwidth in AI growing, the portion of Ethernet switching attached to AI/ML and accelerated computing will migrate from a niche today to a significant portion of the market by 2027. We are about to see record shipments in 800Gbps based switches and optics as soon as products can reach scale in production to address AI/ML.”

https://www.650group.com

Nokia posts flat Q2 as mobile sales in N America decline, enterprise up

Nokia reported Q2 net sales of EUR 5.710 billion, flat yoy in constant currency, as gross margin declined to 38.8% due to regional mix in Mobile Networks, partly offset by a strong Network Infrastructure margin and catch-up net sales in Nokia Technologies.

Some highlights:

  • Network Infrastructure business saw a 6% decline in net sales in constant currency as macro uncertainty impacted the business, particularly in IP Networks which declined 11%. 
  • Fixed Networks also declined, driven by Fixed Wireless Access and some modest inventory management, nonetheless fiber demand remains robust. 
  • Optical Networks saw continued strength with 16% growth. 
  • Mobile Networks business continued to benefit from 5G deployments in India offsetting on-going weakness in North America, delivering 5% net sales growth in constant currency. 
  • Cloud and Network Services achieved net sales growth of 2% in constant currency and delivered a 2.2% operating margin in the quarter.
  • Nokia Technologies signed a new long-term patent license agreement with Apple.

Pekka Lundmark, Nokia CEO, writes: “Earlier in the year I highlighted that we were starting to see signs of macroeconomic challenges along with inventory digestion impacting customer spending and this has intensified through the second quarter. In the second half we expect these trends to continue to impact our business, meaning we now see second half net sales broadly similar to the first half in both Network Infrastructure and Mobile Networks with some sequential improvement visible into Q4.

“We have therefore reduced our net sales outlook for 2023 to EUR 23.2 billion to EUR 24.6 billion from the prior EUR 24.6 billion to EUR 26.2 billion. Proactive action by our business groups to manage cost is largely mitigating the impact to our operating margin and hence we only narrow the range to 11.5% to 13.0% from the prior 11.5% to 14.0%.

Looking beyond 2023, in Network Infrastructure we believe these impacts are mostly short-term in nature and that moving forward we see growth opportunities supported by the work we have been doing to diversify our customer base by growing in enterprise and webscale. In Mobile Networks there is still substantial need for operators to invest in 5G globally with only approximately 25% of the potential mid-band 5G base stations so far deployed outside China. We also remain focused on taking the necessary actions to improve our operating margin to double-digit. For the Group we remain committed to achieving at least 14% comparable operating margin longer-term.

Finally, given the strength of our balance sheet and EUR 3.7 billion net cash position I'm confident we have a firm foundation from which to navigate this period of uncertainty. I would like to thank all the Nokia employees for their hard work, cost focus and continued commitment.”



https://www.nokia.com/about-us/investors/results-reports/


Singapore’s Silicon Box targets chiplet fab and packaging

Silicon Box, a start-up based in Singapore, unveiled plans for a $2 billion advanced semiconductor foundry and packaging facility.

The venture, which as founded by Sehat Sutardja, his wife Weili Dai, and BJ Han, says it has developed a chiplet interconnect technology in sub 5 micron for design flexibility, power efficiency, and low manufacturing cost.

The 73,000 sqm facility in the district of Tampines will employ up to 1,200 people when fully developed.

“Silicon Box is well poised to solve the unique challenge for chiplets, which are essential to power emergent technologies. Our team of experts with over 30 years of multi-sectoral experience, critical ecosystem of partners and proprietary interconnection technology will shorten the design cycle of chiplets, lower new device costs, reduce power consumption and enable faster-time-to-market for industry partners involved in areas such as artificial intelligence (AI), data centres, electronic vehicles (EVs), mobile, and wearables, while protecting their intellectual property (IP),” states Dr. Han Byung Joon, CEO of Silicon Box.

https://www.edb.gov.sg/en/about-edb/media-releases-publications/silicon-box-launches-world-most-advanced-semiconductor-interconnection-facility-in-singapore.html

https://www.siliconboxinc.com

Cadence to Acquire Rambus SerDes PHY IP business

Cadence agreed to acquire the Rambus SerDes and memory interface PHY IP business. Financial terms were not disclosed.

Rambus will retain its digital IP business, including memory and interface controllers and security IP. The expected technology asset purchase also brings Cadence proven and experienced PHY engineering teams in the United States, India and Canada, further expanding Cadence’s domain-rich talent base.

“Memory and SerDes IP design and integration continues to be integral to the design of AI, data center and hyperscale applications, CPU architectures and networking devices, and the addition of the Rambus IP and seasoned team further accelerates Cadence’s Intelligent System Design strategy, which drives design excellence,” said Boyd Phelps, senior vice president and general manager of the IP Group at Cadence.

“The acquisition of the Rambus PHY IP broadens Cadence’s well-established enterprise IP portfolio and expands its reach across geographies and vertical markets, such as the aerospace and defense market, providing complete subsystem solutions that meet the demands of our worldwide customers.”

“The accelerating momentum of AI and continued growth in the data center is driving ever-increasing demand for memory and security,” said Sean Fan, senior vice president and chief operating officer at Rambus. “With this transaction, we will increase our focus on market-leading digital IP and chips and expand our roadmap of novel memory solutions to support the continued evolution of the data center and AI.”


Keysight intros handheld spectrum analyzer

Keysight Technologies is expanding its FieldFox portfolio with the new N9912C FieldFox Handheld Analyzer, a software-defined radio frequency (RF) testing platform offering field engineers more than 20 vector network analyzer (VNA), cable and antenna tester (CAT), and spectrum analyzer (SA) options for upgrade and download. 

The unit is designed to help field engineers conduct routine maintenance on and troubleshoot RF, microwave, and millimeter wave (mmWave) systems. 

The Keysight N9912C FieldFox Handheld Analyzer, covering up to 10 GHz, offers a mix of VNA, CAT, and SA tools.