Sunday, August 13, 2023

Tech Update: CXL over Optics is a Game Changer for AI Data Centers

What is Optical CXL? LLMs need massive amounts of memory. Looking ahead, this requirement will only grow. CXL is emerging as an industry standard way to enable vast pools of virtualized memory.

Here is Ron Swartzentruber, Director of Engineering from Lightelligence, to explain in 2 minutes how CXL over optics could be a game changer for data center architecture. Highlights:

  • The introduction of Photowave, a product that connects devices over a low latency Optical CXL fabric, is changing the way we think of computing and data center architectures.
  • The industry-backed CXL standard adds memory and cache coherency protocols to PCI Express, enabling disaggregation with much lower latency and higher bandwidth than an Ethernet-based solution.
  • The Photowave product extends the reach of the CXL PCI interconnect using photonics, offering energy efficiency and dramatic savings, and supports CXL 2.0 and PCI Gen 5 connectivity.

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Maui fire knocked out 20 mobile towers near Lahaina

The wild fire in west Maui disrupted or destroyed 20 out of 21 mobile towers serving the areas of Kapalua, Napili-Honokowai, Kaanapali, Lahaina, Launiupoko, and Olowalu, according to network outage data furnished by communications providers to the FCC.

In addition, cable and wireline companies reported 16,709 subscribers out of service in the disaster area; this may include the loss of telephone, television, and/or Internet services.

Singtel builds Singapore’s highest power density data center

Singtel held a groundbreaking ceremony to mark the commencement of construction of DC Tuas, Singapore’s highest power density, hyper-connected green data centre.

When operational in 2025, DC Tuas will offer 58MW of IT load capacity to support the strong demand for high-quality, sustainable digital infrastructure while optimising land, power and water use. The 120,000sqft, eight-storey facility is Singapore’s only data centre to be integrated with a cable landing station, providing its customers unparalleled international and domestic connectivity and enhanced network performance including lower latency and improved reliability.

DC Tuas, which is Singtel’s largest data centre in Singapore to date, will incorporate next-generation cooling capabilities that are able to support customers’ rack density of up to 80kW per rack with more efficient liquid cooling, thus lowering its PUE to below 1.3.

Cisco to acquire WG2 for could-native mobile core

Cisco agreed to acquire Working Group Two (WG2), a Norwegian company built from a Telenor incubation together with Cisco, that pioneered a cloud native mobile core as-a-service platform. Financial terms were not disclosed.

Cisco said WG2’s platform aligns with its Mobility Services Platform.

In a blog post, Matsum Mir, Senior Vice President and General Manager for Cisco Networking’s Provider Mobility business, writes: “WG2’s expertise in the mobile space brings capabilities crucial to the enterprise market including complete authentication, provisioning, voice, messaging, and data services, all of which will be rolled into our existing Control Center offers. Together, our Mobility Services Platform, and the Cisco Networking Cloud, Assurance, Security, and Collaboration portfolios, deliver remarkable value to our Service Provider partners and address business critical use cases for our enterprise customers.”

  • In 2019, Working Group Two (WG2), which is a new venture backed by Telenor Group and Digital Alpha (a financial fund supported by Cisco), announced a wholesale cloud-managed mobile network platform that will run both control and user plane on Amazon Web Services (AWS). The WG2 platform includes Cisco’s virtualized Ultra Packet Core, delivering 2G/3G/4G/5G mobile services, hosted on AWS. WG2 said its platform allows mobile operators and enterprises to create and monetize a new breed of business and consumer mobile services that control the network through a simple cloud-based API.

Oracle distributed cloud now available as a single rack on-prem

Oracle is making its distributed cloud platform available as a single-rack solution for enterprises to deploy in their own data centers. Oracle Compute Cloud@Customer enables organizations to run applications and middleware on OCI compute, storage, and networking services with flexible virtual machine (VM) shapes in their data centers. 

Organizations can use the same OCI services in their data centers and Oracle Cloud Regions, while developers and IT managers can use the same APIs and management tools to deliver a consistent user experience everywhere. 

“Users want a consistent experience regardless of where services are running, and that is why we continue to invest in our distributed cloud strategy with the launch of Compute Cloud@Customer,” said Edward Screven, chief corporate architect, Oracle.

Dell’Oro: Private Wireless RAN Revenues Accelerated in Q2

 Private wireless revenues remain small relative to total RAN investments, but year-over-year growth is on the uptick, according to a recent report from Dell’Oro Group. Preliminary readings suggest that total private wireless RAN revenues, including traditional private wide-area macro and small cells, increased by around 60 percent year-over-year (Y/Y) in the second quarter. This growth was underpinned by positive trends from both established and smaller RAN suppliers.

“As is the case with most new shiny objects, there is an initial period of excessive hype and anticipation that results in a mismatch between expectations and reality,” said Stefan Pongratz, Vice President at Dell’Oro Group. “After multiple adjustments, the industry is now coming to terms with the fact that private wireless is a marathon, not a sprint. With both the suppliers and the operators adjusting their near-term expectations, the industry is now more aligned and in a better position to meet these revised growth objectives. The results in the second quarter clearly show that the private wireless market is moving in the right direction,” continued Pongratz.

Additional highlights from the July 2023 Private Wireless Report:

  • Top 3 Private Wireless RAN suppliers for the 3Q 2022 to 2Q 2023 period include Huawei, Nokia, and Ericsson.
  • Top 3 Private Wireless RAN suppliers outside of China for the 3Q 2022 to 2Q 2023 period include Nokia, Ericsson, and Samsung.
  • The high-level message that we have communicated for some time has not changed—private wireless is a massive opportunity, but it will take some time for private wireless to impact the broader public plus private RAN market.
  • Following multiple downward forecast revisions over the past year, we did not make any material changes this time around to the forecast or the mix between public and private investments. Total private wireless RAN revenues are projected to grow at a 24 percent CAGR between 2022 and 2027, while public RAN revenues are set to decline at a 2 percent CAGR over the same time period.
  • The underlying technology mix has also not changed. 5G is dominating in China, while LTE is currently dominating outside of China. Private 5G RAN revenues are projected to exceed $1 billion by 2027.

Huawei returns to growth in 1H2023

Huawei reported revenue of CNY310.9 billion for 1H2023, with a year-on-year increase of 3.1% and a net profit margin of 15.0%. 

The company's ICT infrastructure business contributed CNY167.2 billion, its consumer business CNY103.5 billion, its cloud business CNY24.1 billion, its digital power business CNY24.2 billion, and its intelligent automotive solution (IAS) business CNY1 billion.

Huawei said the results were in line with its expectations.

"I'd like to thank our customers and partners for their ongoing support," said Sabrina Meng, Huawei's Rotating Chairwoman. "I'd also like to thank the entire Huawei team for its solidarity and dedication. Huawei has been investing heavily in foundational technologies to harness trends in digitalization, intelligence, and decarbonization, focusing on creating value for our customers and partners. In the first half of 2023, our ICT infrastructure business remained solid and our consumer business achieved growth. Our digital power and cloud businesses both experienced strong growth, and our new components for intelligent connected vehicles continue to gain competitiveness."