Wednesday, November 8, 2023

2023 Private Wireless Resource Site

 Realizing the Promise of Private 5G in 2024

Private Wireless hit the market with significant buzz starting in 2021 (even though solutions had been available for many years prior). Unfortunately, 2023 saw market setbacks, leading industry analysts to cut their growth rate projections. Private Wireless remains promising with significant interest from CSPs and enterprises, but to achieve the promise of Private 5G in 2024, the industry will need to address the lessons from the past few years.

Our newly launched 2023 Private 5G Resource Site and accompanying report will provide readers with perspectives and insights from industry thought leaders and innovators like Dell, Spirent, Aarna Networks, Napatech, Airspan, HPE Aruba, JMA Wireless, Boingo, NTT, Juniper, our analyst friends at Dell'Oro plus neXtCurve, and more.

AvidThink Report provides Insights into Private Wireless Networking

We first covered private wireless in our 2021 report, introducing readers to the technology, deployment architecture, and early use cases. In this AvidThink research brief update, we parse through current information gathered from working with enterprises, vendors, hyperscalers, and CSPs on private 5G and provide readers with updated guidance on what to expect in the private wireless market over the next 12-18 months.

Download the report to explore AvidThink’s perspectives on Private 5G and 4G LTE in the enterprise.

Select topics from the 2023 Private Wireless report  include:

  • Rise of Private Wireless
    • Benefits of Private Wireless
    • Private Wireless -- Spectrum Considerations
  • Private Wireless Market -- Headwinds to Overcome
    • Adjustments in Private 5G Market Size
  • Realizing the Promise of Private Wireless -- Lessons Learned
    • Diverse Market Segments for Private Wireless
    • Private Wireless Ecosystem Player Update
    • Evolving Business Models
  • Expectations for Private Wireless in 2024
    • Outcome-Based Blueprints and Pilots
    • Partnerships and Ecosystem Growth
    • Neutral Host as Viable Path
    • Cost Improvements to Private 5G
    • Open RAN Innovation

Photonic Inc. unveils its quantum in silicon, $140m in funding

Photonic Inc., a start-up based in Vancouver, unveiled its architecture for scalable, fault-tolerant, and unified quantum computing and networking platforms based on photonically linked silicon spin qubits. The company specializes in spin-photon interfaces in silicon, silicon integrated photonics, and quantum optics. 

Photonic's technology provides computing (with spin qubits), networking (via photons), and memory. Photonic links in silicon deliver quantum entanglement not only between qubits on the same chip but also among multiple quantum chips. 

The company says silicon-based qubits enjoy substantially greater microelectronic-style scalability than other types of qubits. Indeed, Photonic’s architecture achieves horizontal scaling. Photonic's highly connected qubit architecture also enables use of efficient quantum error correction codes, such as quantum LDPC (Low Density Parity Check) codes. These codes are known for extremely low physical to logical qubit overheads and fast and efficient hardware implementation.

“Quantum computing is real, and we believe that—within five years, significantly sooner than the widely accepted timeframe—we will be the first quantum computing company to offer a scalable, distributed, and fault-tolerant solution,” said Dr. Stephanie Simmons, Founder and Chief Quantum Officer of Photonic and Co-chair of Canada’s National Quantum Strategy Advisory Board. “These are the capabilities that must be delivered for quantum computing to be a relied upon across industries, and we believe that we have correctly identified the silicon T centre as the missing component needed to finally unlock the first credible path to impactful commercial quantum computing.”

“Ultimately, the breadth of problems to which quantum computing can offer a solution means it will have a tangible, meaningful impact on people all around the world,” said Dr. Paul Terry, Photonic Chief Executive Officer. “We’re moving to large-scale, accessible quantum computers networked together to provide access to quantum services that will enable companies and governments to suddenly tackle problems that are, right now, beyond our capabilities because of the inescapable constraints of classical computing. It’s incredibly thrilling to be on the cusp of this inflection point in quantum computing and, more broadly, physics history.”

Photonic has raised an investment round of US$100 million from organizations including British Columbia Investment Management Corporation (BCI), Microsoft Corporation, the UK government’s National Security Strategic Investment Fund (NSSIF), Inovia Capital, and Amadeus Capital Partners. This brings the company’s total funding raised to date to US$140 million.

In addition, Photonic announced a strategic collaboration with Microsoft under which the companies will provide an integrated roadmap of technologies and products that can enable reliable quantum communications over long distances, as well as access to Photonic’s quantum computing offering via Microsoft Azure Quantum Elements. 

Microsoft is engineering a fault-tolerant quantum supercomputing ecosystem at scale on Azure to accelerate scientific exploration. 

“Our strategic collaboration with Microsoft will enable us together to accelerate the pursuit of quantum at scale,” said Dr. Stephanie Simmons, Founder and Chief Quantum Officer of Photonic and Co-chair of Canada’s National Quantum Strategy Advisory Board. “Microsoft is the perfect partner for Photonic, enabling us to tap into global infrastructure, proven platforms, and the tremendous scale of Microsoft Azure.”

“We are thrilled about joining forces with Photonic in improving the world through quantum technologies,” said Jason Zander, Executive Vice President of Strategic Missions and Technologies, Microsoft. “There is an opportunity to ignite new capabilities across the quantum ecosystem extending beyond computing, such as networking and sensing, and unlocking applications and scientific discovery at scale across chemistry, materials science, metrology, communications, and many other fields. The capabilities we aim to deliver together with Photonic can enable this vision and bring about quantum’s impact far more quickly than otherwise possible.”

Ventana Micro debuts 32-core RISC-V processor with UCIe

Ventana Micro Systems, a start-up based in Cupertino, California, unveiled the second generation of its Veyron family of RISC-V processors. 

The new Veyron V2, which claims to be the highest performance RISC-V processor available currently, features an UCIe chiplet interconnect. The company says its Veyron V2’s chiplet-based solutions provide advantages in unit economics, accelerating time to market by up to two years and reducing development costs by up to 75%. 

“Veyron V2 represents a leap forward in our quest to lead the industry in high-performance RISC-V CPUs that are ready for rapid customer adoption,” said Balaji Baktha, Founder and CEO of Ventana. “It substantiates our commitment to customer innovation, workload acceleration, and overall optimization to achieve best in class performance per Watt per dollar. V2 enhancements unleash innovation across data center, automotive, 5G, AI, and client applications.”

Veyron V2 Features

  • Fifteen wide, aggressive out-of-order pipeline
  • 3.6GHz
  • 4nm process technology
  • 32 cores per cluster
  • High core count multi-cluster scalability up to 192 cores
  • 128MB of shared L3 cache per cluster
  • 512b vector unit
  • Ventana AI matrix extensions
  • Provided with server-class IOMMU and Advanced Interrupt Architecture (AIA) system IP 
  • Advanced side channel attack mitigations
  • Comprehensive RAS features
  • Top-down performance tuning methodology
  • SDK released with necessary software already ported to Veyron
  • Veyron V2 Development Platform available

https://www.ventanamicro.com/ventana-introduces-veyron-v2/



Ciena milestone: 100,000 WaveLogic 5 800G Shipments

Ciena celebrated an important milestone: surpassing 100,000 modems shipped of its WaveLogic 5 Extreme (WL5e) programmable 800G technology for metro, long-haul, and submarine networks.

“To reach this milestone of 100,000 WaveLogic 5 Extreme modems shipped is hugely significant for Ciena, and a testament to both the quality of our technology and the size of our global footprint. Our pursuit to push the boundaries of optical performance is far from over, and we’re pleased to say customers have already made purchase orders for our next-generation WaveLogic 6 technology, which we’ll begin shipping next year,” stated Dino DiPerna, Senior Vice President, Global Research & Development, Ciena

Highlights:

  • WL5e has been shipped to more than 250 customers across 68 countries around the world.
  • 100,000 WL5e modems are transmitting more than 50 Petabits/sec of data, which is equal to the entire world streaming an HD video at the same time with capacity remaining.
  • The energy efficiency savings from the 100,000 WL5e modem shipments is equal to more than 82,000 metric tonnes of C02 emissions avoided annually, which is comparable to not using 9 million gallons of gasoline.
  • 100,000 WL5e modems stacked on top of each other would only cover one-third of a kilometer or .22 of a mile.
  • Since its introduction in 2008, the WaveLogic line of products has delivered up to 40 times more capacity over fiber and more than 90% reduction in Watts/Gbps for Ciena customers.

Infinera posts preliminary Q3 revenue in $378 ~ $392m range

 Infinera announced that preliminary Q3 revenue is expected to be $378 million to $392 million, ahead of the midpoint of the company’s prior outlook of $361 million to $391 million. Preliminary non-GAAP net income (loss) per diluted share is expected to be $0.03 to $0.08, ahead of the company’s prior outlook of ($0.06) to $0.02.

Infinera CEO David Heard said, “The third quarter was another solid quarter for us, with all key preliminary financial metrics – revenue, gross margin, operating margin, and EPS, expected to be ahead of the midpoint of our outlook range. Bookings were strong in the quarter with a book-to-bill ratio above 1, based on our preliminary revenue range. Furthermore, through the first three quarters of 2023, we expect to report that we have grown revenue, expanded gross margin, and increased operating margin, compared to the same period last year.”

“Traction across our portfolio remained strong in the quarter. We secured new design wins with major telecom service providers and hyperscale customers for our Systems group and received additional orders for our Subsystems group. We remain confident in our strategy, laser focused on execution and committed to driving meaningful earnings per share expansion in the future,” continued Mr. Heard.

https://investors.infinera.com/news/news-details/2023/Infinera-Corporation-Announces-Preliminary-Third-Quarter-2023-Financial-Results/default.aspx

SES Space & Defense awarded $270m MEO contract

The U.S. Department of Defense (DoD) awarded a five-year, US$270 million contract to SES Space & Defense for Medium Earth Orbit (MEO) low-latency, high-throughput satellite (HTS) services. 

The Blanket Purchase Agreement (BPA) includes end-to-end MEO managed services with HTS capacity, broadband services, gateway services, monitoring and control services, satellite terminal leasing and sales, field service representative (FSR) support, training services and terrestrial backhaul.

“SES Space & Defense is excited to receive this award, and we look forward to further supporting DoD users with SES’s MEO HTS capabilities,” said David Fields, SES Space & Defense President and CEO. “The new BPA signifies the DoD’s continued interest in MEO as a cornerstone commercial satellite communications capability.”

https://www.sessd.com

Orange Business delivers Flexible SD-WAN with VMware

Orange Business announced Flexible SD-WAN with VMware as an embedded SD-WAN offering in its Evolution Platform.

Orange Business says customers consuming Flexible SD-WAN with VMware via Evolution Platform will benefit from a global network of Super Points of Presence (PoPs). These Super PoPs are located strategically on the Orange Tier 1 global backbone, close to the customer and cloud providers, significantly lowering latency for applications and services, as well as providing needed business agility.

“In today's digital-first business environment, the demand for a resilient, adaptable and secured network infrastructure has never been more critical. We welcome VMware on board Evolution Platform. Its SD-WAN offering will provide our customers with choice and interoperability, enabling them to build the ideal network for their business,” said Jean-Noël Michel, vice president, Communication Services, Orange Business.

“We’re excited to bring the flexibility and enhanced performance of VMware SD-WAN to the Evolution Platform by Orange Business,” said Sanjay Uppal, senior vice president and general manager, Service Provider and Edge, VMware.  

https://www.orange-business.com/en/press/orange-business-vmware-transform-flexible-sd-wan-simplify-customer-experience-digitalization

Optus suffers widespread outage across Australia

Optus experienced an Australia-wide blackout across its mobile and landline networks for most of Wednesday, November 8.  Service has now been restored.

The company said the problem was a network fault, but did not elaborate.

The outage impacted 10 million customers across the country.  The Australian government has launched an investigation.