Keysight's 800GE Layer 1-3 platform hits 51.2 Tbps test load

Keysight Technologies' AresONE-M 800GE Layer 1-3 Ethernet performance test platform set a new benchmark for validating Ethernet silicon switches by processing  1.2 Tbps of traffic across 64 x 800GE links while measuring loss, latency, and jitter.The tests were conducted on the Marvell Teralynx 10 Ethernet switch chip.Highlights from the validation include:High throughput and high speed – The Keysight AresONE-M 800GE generated 51.2 Tbps of traffic,...

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Google Cloud opens in Johannesburg

 Google activated its new Johannesburg cloud region in South Africa.  The Johannesburg region is connected to Google’s secure network, including the recently-completed Equiano subsea cable system that connects Portugal with Togo, Nigeria, Namibia, South Africa, and St. Helena.With this opening, Google now operates  40 cloud regions and 121 zones, which together deliver Google Cloud services to over 200 countries and territories wo...

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Lumen expands NaaS with Ethernet On-Demand and IP-VPN

Lumen Technologies introduced two Network-as-a-Service (NaaS) offerings: Lumen Ethernet On-Demand and Lumen IP-VPN (Internet Protocol Virtual Private Network) On-Demand. These services are designed to provide private cloud connections, ensuring data protection and enhanced security, vital for businesses handling substantial amounts of sensitive data.The new private Ethernet and IP-VPN Network-as-a-Service connections bring several advantages...

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Dell'Oro: AI infrastructure is delaying front-end networks

AI infrastructure build-outs, also known as 'Back-End Networks', are causing budget cuts and project delays in general-purpose infrastructure, or 'Front-End Networks', according to a new report from Dell'Oro Group. Despite these project delays, 800 Gbps port shipments are forecast to quadruple in 2024."Recent interviews with major Cloud service providers (SPs) unveiled multiple projects experiencing delays or being put on hold due to a shift in focus...

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Qualcomm posts higher revenues and earnings

Qualcomm reported quarterly revenue of $9.935 billion, up 5% compared to $9.463 billion for the same period a year earlier. Net income amounted to $2.767 billion, up 24% compared to a year earlier.“We are extremely pleased to report strong quarterly results, with revenues and EPS exceeding the high end of our guidance,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Looking ahead, we are building on this momentum with our leading...

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MaxLinear sees promise in wireless and optical datacenter

MaxLinear reported net revenue of $125.4 million, down 8% sequentially and down 57% year-over-year. Non-GAAP diluted earnings per share was $0.01, compared to $0.02 in the prior quarter, and $1.07 in the year-ago quarter.For the full Fiscal Year 2023, MaxLinear reported net revenue of $693.3 million, down 38% over fiscal 2022. GAAP gross margin was 55.6%, down from 58.0% in the prior year, and non-GAAP gross margin was 60.8%, down from 61.6% the...

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Extreme Networks expects more normalized revenue/earnings

 Extreme Networks reported quarterly revenue of $296.4 million, down 6.9% year-over-year. SaaS ARR $158.0 million, up 37.4% year-over-year. Non-GAAP diluted EPS amounted to $0.24, compared to $0.27 in the prior year quarter. "The integration of AI, security and analytics into a single platform is a key differentiator for Extreme and helped drive 37% subscription ARR growth in the quarter. We enhance network security, visibility and performance...

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NETGEAR's Patrick C.S. Lo steps down

NETGEAR that Patrick C.S. Lo, current Chief Executive Officer and Chairman of the board, is retiring from his position at NETGEAR and from the company’s Board. Lo will remain as a strategic advisor to support a seamless leadership transition through July 2024. NETGEAR's Board has appointed Charles (CJ) Prober, a senior technology executive, to succeed him effective immediately. Prober is also joining NETGEAR’s Board of Directors. is experience...

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Dell'Oro: Wi-Fi 7 Sales Will Lift the Market

Sales of Wi-Fi 7 Access Points (APs) will reach nearly three quarters of total APs revenues by 2028, according to a new report from Dell'Oro Group.  The introduction of Wi-Fi 7 to enterprises will be one of the few bright spots for vendors in 2024, in a market that is expected to contract by 9 percent.“There has been a flurry of vendors announcing new Wi-Fi 7 APs in January,” said Siân Morgan, Wireless LAN (WLAN) Research Director at Dell’Oro...

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OIF kicks off Interoperable 1600ZR+ project

OIF kicked off two new projects:Interoperable 1600ZR+ - the project complements the 1600ZR project unveiled last September (2023). Responding to market demand for higher-performance (ZR+) modes, OIF is working towards integrating these modes into its application scope for 1600 Gb/s interfaces.Retimed Tx Linear Rx Specs EEI Project - focused on developing specifications for Retimed Tx Linear Rx (RTxLRx). The initial applications target Ethernet and...

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Microsoft reports a 30% growth in Azure and other cloud services

Microsoft reported revenue of $62.0 billion for the December quarter, up 18% (up 16% in constant currency), and net income of $21.9 billion, up 33% compared to same period a year earlier. Diluted earnings per share was $2.93 and increased 33%, and increased 26% non-GAAP (up 23% in constant currency)."We’ve moved from talking about AI to applying AI at scale," said Satya Nadella, chairman and chief executive officer of Microsoft. "By infusing AI across...

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Google Cloud generated sales of $9.2 in Q4, loss of $863M

In its quarterly financial report, Alphabet said Google Cloud generated quarterly sales of $9.192 billion compared with $7.315 billion a year earlier, an increase of 26%. The quarterly operating loss for Google Cloud narrowed to ($863 million), compared with a loss of ($1.237 billion) a year earlier.In January 2023, Google completed an evaluation of how long their servers and network equipment last. As a result, they extended the expected lifespan...

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AMD posts strong Q4 sales, weaker outlook

AMD reported Q4 2023 2023 revenue of $6.2 billion, gross margin of 47%, operating income of $342 million, net income of $667 million and diluted earnings per share of $0.41. On a non-GAAP basis, gross margin was 51%, operating income was $1.4 billion, net income was $1.2 billion and diluted earnings per share was $0.77.For the full year 2023, the company reported revenue of $22.7 billion, gross margin of 46%, operating income of $401 million, net...

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Juniper posts Q4 revenue of $1.365B

Juniper Networks reported Q4 2023 revenue of $1,364.8 million, a decrease of 6% year-over-year, and a decrease of 2% sequentially. Non-GAAP net income was $196.9 million, a decrease of 8% year-over-year, and an increase of 2% sequentially, resulting in non-GAAP diluted earnings per share of $0.61.Full-Year 2023 net revenues were $5,564.5 million, an increase of 5% year-over-year. Non-GAAP net income was $736.4 million, an increase of 15% year-over-year,...

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Extreme launches cloud-managed switches + Wi-Fi 7 AP

 Extreme Networks launched two solutions aimed at enhancing network connectivity, security, and application performance for highly distributed enterprises. The first is the AP5020, a Wi-Fi 7 Universal Access Point (AP) operating on the 6 GHz spectrum. This AP is specifically designed to cater to high-bandwidth, latency-sensitive applications, and IoT devices, enabling enterprises to modernize and manage their operations more effectively. The...

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Juniper unveils AI-Native Networking Platform

 Juniper Networks unveiled its AI-Native Networking Platform, unifying all of the company's campus, branch and data center networking solutions with a common AI engine and Marvis Virtual Network Assistant (VNA). The idea is to leverage end-to-end AI for IT Operations (AIOps) for deep insight, automated troubleshooting and seamless end-to-end networking assurance. Juniper says its AI-Native Networking Platform provides the simplest and most...

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Juniper intros QFX switches based on Broadcom's Tomahawk 5

Juniper Networks introduced new data center switches based on the most advanced Broadcom Tomahawk 5 silicon for 800GE:QFX5230-64CD switch is a high-radix class switch, dedicated for high- bandwidth network switching devices supporting up to 64 × 400GbE, 128 × 200GbE, 256 × 100GbE, 64 × 40GbE, 256 × 25GbE, 256 × 10GbE ports in 2 U form factor. The switch is designed for AI data center deployments and spine and super-spine roles within IP and Ethernet...

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Juniper debuts 800GbE PTX Packet Transport Router

Juniper Networks introduced its PTX10002-36QDD router, a compact, high-density platform for use as core, peering, data center interconnect and data center edge, metro aggregation, and AI data center networking, for service and cloud providers, as well as enterprise networks.The PTX10002-36QDD is a 2 U fixed-configuration 800GbE router with 28.8Tbps capacity for supporting 36x800GbE or 72x400GbE interfaces with inline MACsec. The platform is powered...

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Arrcus brings Egress Cost Control to Multicloud

Arrcus introduced an Egress Cost Control (ECC) capability for its FlexMCN multi-cloud networking solution.Arrcus' Egress Cost Control helps enterprises slash cloud connectivity costs by intelligently routing traffic to destinations with the lowest egress costs. This is especially useful for bandwidth-hungry applications such as distributed Large Language Models (LLM) for generative AI, Database Replication, High Performance Computing (HPC),...

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650 Group: Campus Ethernet switch NaaS market grows 60% Y/Y

The needs of enterprises are different now and will continue to evolve away from pure CAPEX consumption models, according to a new report from 650 Group, which provides insight into the NaaS market for campus/enterprise switching. While managed service providers historically took vendor equipment to offer solutions as a service, vendors offering the solution directly via the channel have been a relatively new phenomenon over the past two years. “NaaS...

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Plans announced for Hawaiian Islands Fiber Link cable

The University of Hawaiʻi (UH) and Ocean Networks Inc. (ONI) announced plans to build a submarine optical fiber cable system, known as the Hawaiian Islands Fiber Link (HIFL), to link the Hawaiian Islands and enhance high-speed broadband internet access across the state.HIFL will be a carrier-neutral, open-access system with landing sites on Oʻahu, Hawaiʻi, Maui, Kauaʻi, Lānaʻi and Molokaʻi. The system will have 24 fiber pairs with a design life of...

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European Investment Bank extends EUR 420 million to Ericsson

Ericsson has signed two 7-year loans with the European Investment Bank (EIB) for a total of EUR 420 million. The first EUR 250 million was disbursed in December 2023.Ericsson said it will use the financing for research and development (R&D) in relation to enhanced wireless technology between 2023 and 2025. Carl Mellander, Ericsson’s CFO, says: “Wireless technology will play a key role in transitioning towards a low-carbon economy. The signing...

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FCC seeks improved network resiliency during disasters

The FCC updated its rules, and proposed additional updates, to improve communications network reliability, resiliency, and transparency during disasters and outages.  The rule changes will increase participation in, and enhance the use of, the FCC’s Disaster Information Reporting System (DIRS), in which service providers report on their operational status during emergencies.  This operational data informs service restoration efforts during...

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FCC updates rules in 70/80/90 GHz bands

The Federal Communications Commission today adopted updates to its rules for the 70, 80, and 90 GHz spectrum bands to facilitate broadband access on ships and aircrafts, in addition to backhaul service for 5G.  This action will promote the efficient use of spectrum and will provide opportunities for the development of new broadband service options. The new rules for the 71–76 GHz, 81–86 GHz, 92–94 GHz, and 94.1–95 GHz bands authorize certain...

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Lufthansa Group to install EAN broadband on aircraft

Lufthansa Group, which operates the Lufthansa, SWISS and Austrian Airlines, selected Viasat and Deutsche Telekom to equip more than 150 aircraft with EAN (European Aviation Network).EAN combines S-band satellite coverage from Viasat with a complementary ground network (CGN) operated by Deutsche Telekom. EAN provides high-speed Internet on airplanes that supports streaming and other broadband applications.Viasat acquired Inmarsat last year and continues...

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MACOM intros laser drivers and TIA for pluggable

MACOM introduced its new dual channel laser driver and transimpedance amplifier (TIA) products. MACOM PURE DRIVE solutions offer an alternative to Digital Signal Processor (DSP) based architectures for pluggable optical modules and provide the opportunity to lower power consumption, improve signal latency and reduce overall module manufacturing costs.The new products, MATA-39224 (2x100G TIA) and MALD-39225 (2x100G VCSEL Driver), join MACOM’s...

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Ericsson makes chages to executive team

 Ericsson announced three executive appointments:Niklas Heuveldop, currently Head of Market Area North America, is appointed new Head of Business Area Global Communications Platform and CEO of Vonage as of February 1, 2024Yossi Cohen, currently Head of Strategy, Technology, Marketing and Business Development within Market Area North America, is appointed Senior Vice President and Head of Market Area North America as of February 1, 2024Rory Read,...

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Frontier is first SP in North America to offer Nile’s AI-driven NaaS

Frontier is introducing Network-as-a-Service (NaaS) powered by Nile's AI-driven platform. The service provides enterprises with scalable wired and wireless networks via the cloud on a subscription basis with no up-front costs. The Nile NaaS platform has built-in security features and uses AI to make automatic upgrades and proactively detect and resolve service issues, ensuring better network performance.Frontier delivers high-speed, reliable fiber...

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Dell'Oro: Data Center Spending to hit 18% CAGR over next 5 Years

 Worldwide data center capex is forecast for a compound annual growth rate of 18 percent as investments shift towards AI, according to a new report from Dell'Oro Group. The report anticipates accelerated computing that are optimized AI workloads will account for a quarter of the data center capex.“Accelerated computing optimized for domain specific workloads such as AI is forecast to exceed $200 billion by 2028, with the majority of the investments...

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T-Mobile US adds 540K fixed wireless customers in Q4 2023

T-Mobile US reported total Q4 2023 service revenues of $16.0 billion, up 3% year-over-year and up 3% year-over-year to $63.2 billion in 2023.  Net income increased 36% year-over-year to $2.0 billion in Q4 2023 and increased 221% year-over-year to $8.3 billion in 2023, which included Merger-related costs, net of tax, of $775 million. Diluted EPS increased year-over-year to $1.67 per share in Q4 2023 and increased year-over-year to $6.93 per share...

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Intel posts stronger Q4 sales of $15.4 billion

Intel reported Q4 2023 revenue of $15.4 billion, up 10 percent year-over-year (YoY). Full-year revenue was $54.2 billion, down 14 percent YoY. Fourth-quarter earnings per share (EPS) attributable to Intel was $0.63; non-GAAP EPS attributable to Intel was $0.54.“We delivered strong Q4 results, surpassing expectations for the fourth consecutive quarter with revenue at the higher end of our guidance,” said Pat Gelsinger, Intel CEO. “The quarter capped...

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