AWS hits $100 billion annual run rate

AWS segment sales increased 17% year-over-year to $25.0 billion. Amazon's quarterly financial report also reveals that AWS segment operating income for Q1 2024 was $9.4 billion, compared with operating income of $5.1 billion in first quarter 2023.“It was a good start to the year across the business, and you can see that in both our customer experience improvements and financial results,” said Andy Jassy, Amazon President and CEO. “The combination...

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AMD sees a big jump in AI and data center revenues

AMD reported Q1 2024 revenue of $5.5 billion, up 2% year-over-year, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07. “We delivered strong first quarter results with our Data Center and Client segments each growing more than 80% year-over-year driven by the ramp of MI300 AI accelerator shipments and the adoption of our Ryzen and EPYC processors,” said AMD Chair and CEO Dr....

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Vocus teams with Google on Australia-to-U.S. subsea capacity

 Vocus, a prominent digital infrastructure operator in Australia, has forged an agreement with Google to deploy cutting-edge submarine cable systems, linking Australia and the United States across the south Pacific. This collaboration marks a significant stride in their partnership, solidifying and expanding upon the Pacific Connect initiative, which aims to enhance digital connectivity in the region. The Honomoana cable system, as part...

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STACK Infras plans new 220MW data center campus in Dallas

STACK Infrastructure unveiled plans to develop a 220MW campus south of Dallas, Texas. The campus spans over 100 acres and is strategically engineered to accommodate both shell and turnkey deployments, providing scalability and dedicated power in response to the escalating demand for infrastructure supporting the growth of artificial intelligence, cloud computing, and other emerging technologies. The new 220MW campus is strategically situated...

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Vertical Systems: 2023 Global Provider Ethernet LEADERBOARD

Vertical Systems Group announces that seven companies achieved a rank on the year-end 2023 Global Provider Ethernet LEADERBOARD as follows (in order based on retail port share): Colt (U.K.), Orange Business (France), Verizon (U.S.), AT&T (U.S.), BT Global (U.K.), NTT (Japan), and Cirion (Argentina). This industry benchmark for multinational Ethernet network market presence ranks companies that hold a 4% or higher share of billable retail ports...

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Arelion opens PoP at Flexential's Tampa - North Site

Arelion has deployed a fully diverse Point-of-Presence (PoP) at Flexential's Tampa – North data center, supporting business growth in South Florida's regional edge markets by providing Arelion's full portfolio of IP and optical transport services to wholesale and enterprise customers. Flexential's Tampa – North data center serves Florida's high-tech corridor, offering secure connectivity, colocation, cloud and data protection services. The 60,000 square foot data center facility features 3 megawatts of critical power and sustainable cooling...

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A10 Networks reports Q1 revenue of $60.7 million, up 5.2% yoy

A10 Networks reported Q1 revenue of $60.7 million, in-line with expectations and up 5.2% year-over-year. Non-GAAP net income was $12.7 million (21.0% of revenue), or $0.17 per diluted share (non-GAAP EPS) compared to non-GAAP net income of $9.9 million (17.2% of revenue) or $0.13 per diluted share in the first quarter of 2023.“A10 continued to successfully navigate market volatility, as our diversification enabled us to address near-term Service Provider fluctuations, delivering solid first quarter results in-line with expectations,” said Dhrupad...

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NTT develops fabrication tech for flexible optical networks

NTT has developed a fabrication technology that allows various types of optical fibers to branch and merge without causing communication interruption.Worldwide, optical fibers come in different refractive index distributions and exhibit varied propagation characteristics (known as effective refractive index). Traditional methods of branching these fibers required matching the effective refractive index between the source and destination fibers, necessitating...

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Thintronics raises $23M for unified insulator

Thintronics, a start-up based in Berkeley, California, raised $23 million in Series A funding for its development of electronic materials for high-performance insulators for emerging AI datacenter, networking, and RF/millimeter-wave (mmW) applications.The funding was led by Maverick Capital and Translink Capital. Series A funding will support commercialization of a novel insulator platform.The company was founded on the idea that conventional assumptions...

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Micron awarded $6.1B in CHIPS Act funding

 Micron Technology has reached a preliminary agreement under the CHIPS and Science Act under which it will receive $6.1 billion to develop advanced memory manufacturing facilities in Idaho and New York. The total investment from Micron could reach $50 billion by 2030, supporting the creation of several leading-edge memory production plants. This includes expanding an existing facility in Boise, Idaho, and constructing two new facilities in Clay,...

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SURF tests 800G link over 1,650 km fiber with Ribbon

 SURF, the collaborative organization for IT in Dutch education and research, achieved 800G over a brownfield 1,650 km fiber optic link using Ribbon Communications' optical transport platform. The trial connected research institutes including Nikhef with The Large Hadron Collider located on the CERN campus in Geneva.The trial demonstrated a number of Ribbon's advanced transport solutions:Apollo TM800_2, which uses industry-leading 5nm-140Gbaud...

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Canada's Valo Networks picks Ekinops360 WDM

Valo Networks will be deploying the Ekinops360 WDM transport platform to deliver rural broadband connectivity in Red Deer County, Alberta, Canada.Valo Networks, launched in 2019, specializes in operating next-generation fiber-optic and wireless networks.  It is providing full turn-key service including the design, installation, commissioning, and ongoing operation of Red Deer County's new fiber optic network in the province of Alberta.  To...

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Tech Update: BT’s Path Toward Quantum Communications

BT is pioneering the future of secure communications through its ongoing trials of Quantum Key Distribution (QKD) over its fiber network in London in partnership with Toshiba and Adtran. These efforts are not just enhancing the security landscape but also paving the way for BT to establish a robust commercial quantum communication service. Andrew Lord, Senior Manager Optical Networks R&D from BT, provides an insightful update:- Andrew discusses...

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AWS to invest $11B in massive data center in Indiana

Amazon Web Services (AWS) plans to invest $11 billion to build a data center campus in north central Indiana.The project, which is the largest capital investment in Indiana’s history, aims to create at least 1,000 new jobs. The data center campus will be located in St. Joseph County. Based on the company’s significant capital investment plans, the Indiana Economic Development Corporation (IEDC) committed an investment in AWS in the form of data...

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Google to build $2 billion data center in Indiana

Google will build a new $2 billion data center in Fort Wayne, Indiana.Construction is now underway on the new data center and operational support complex on the southwest side of Fort Wayne. The new facility is expected to create up to 200 new, competitive jobs, including facilities, data center technicians and support services, including security, catering and grounds keeping, in the coming years. Google also plans to bring its Skilled...

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Juniper posts Q1 sales of $1.149 billion, down 16% yoy

Juniper Networks reported Q1 net revenues of $1,148.9 million, a decrease of 16% year-over-year, and a decrease of 16% sequentially. GAAP operating margin was (1.2)%, a decrease from 8.4% in the first quarter of 2023, and a decrease from 9.2% in the fourth quarter of 2023. Non-GAAP net income was $96.6 million, a decrease of 38% year-over-year, and a decrease of 51% sequentially, resulting in non-GAAP diluted net income per share of $0.29.“While...

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FCC votes 3-2 to restore Net Neutrality

 The FCC voted 3-2 along partisan lines to reclassify broadband service as a Title II telecommunications service, restoring Net Neutrality.The decision gives the FCC the authority to provide  oversight over broadband service providers, giving the Commission essential tools to: Protect the Open Internet – Internet service providers will again be prohibited from blocking, throttling, or engaging in paid prioritization of lawful content,...

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First O-RAN Certificates and Badges issued

 The O-RAN Alliance announced that two of its Open Testing and Integration Centres (OTICs) – the European OTIC in Berlin and Korea OTIC – recently issued their first-ever O-RAN Certificates and Badges. Japan OTIC issued its first O-RAN Certificates and Badges in June 2023 and continued with five more awarded in 2024.The portfolio of certified O-RAN products currently counts 23 solutions from 16 companies, awarded by 5 OTICs, with more being...

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Charter's Q1 revenue hits $13.7 billion, loss of 72K broadband

Charter Communications reported Q1 revenue of $13.7 billion, up by 0.2% year-over-year, driven by residential mobile service revenue growth of 37.8% and residential Internet revenue growth of 1.9%.Some highlightsAs of March 31, 2024, Charter had 29.8 million residential customer relationships, excluding mobile-only relationships.First quarter residential Internet customers decreased by 72,000, compared to an increase of 67,000 during the first quarter...

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Hughes opens advance manufacturing site in Maryland

Hughes Network Systems opened a manufacturing facility and private 5G incubation center in Germantown, Maryland.The Hughes Manufacturing Facility (EXM) produces U.S.-made hardware, including the Hughes HT3000W JUPITER System satellite modem and the Hughes HL1120W Low Earth Orbit (LEO) satellite terminal. In addition to about 400 engineers, technicians and manufacturing staff, the Hughes EXM facility utilizes advanced robotics to assist in the manufacture...

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SES activates commercial service on O3b mPOWER System

SES' second-generation, software-enabled O3b mPOWER satellite system is now operational and delivering commercial services.The first six O3b mPOWER satellites are operating at medium Earth orbit (MEO) or 8,000km. SES also has extensive ground infrastructure in place, enabling connectivity services ranging from tens of Mbps to multiple gigabits per second. To date, SES has launched six out of 13 O3b mPOWER high-throughput and low-latency satellites,...

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NASA's Deep Space Optical Comms breaks record

NASA's Deep Space Optical Communications (DSOC) experiment, which is onboard the Psyche asteroid mission spacecraft, successfully transmitted engineering data from over 140 million miles (226 million kilometers) away, 1½ times the distance between Earth and the Sun. The near-infrared transceiver’s 22-centimeter aperture telescope is mounted on an isolation-and-pointing assembly that stabilizes the optics and isolates it from spacecraft vibrations. The...

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Google Cloud's Q1 revenue jumps to $9.57B, up 28% yoy

Google Cloud revenue jumped 28% year-over-year to $9.57 billion in Q1 2024. Google Cloud's operating income grew nearly 5x to $900 million in Q1 2024, up from $191 million in Q1 2023.Alphabet's overall revenue grew 15% year-over-year to $80.5 billion in Q1 2024, driven by strong performances from Google Search, YouTube, and Google Cloud.Sundar Pichai, CEO, said: “Our results in the first quarter reflect strong performance from Search, YouTube and...

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Microsoft Q1 revenue grows to$61.9 billion, up 17%

 Citing robust growth in cloud services, Microsoft reported Q1 revenue of $61.9 billion, up 17% compared to last year. Net income was $21.9 billion, up 20%, and diluted earnings per share was $2.94, up 20%."Microsoft Copilot and Copilot stack are orchestrating a new era of AI transformation, driving better business outcomes across every role and industry,” said Satya Nadella, chairman and chief executive officer of Microsoft.“This quarter Microsoft...

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T-Mobile US posts strong Q1, raises guidance

T-Mobile US reported Q1 service revenues of $16.1 billion, up 4% year-over-year. Net income was $2.4 billion, up 22% year-over-year, and diluted earnings per share was $2.00, up 27% year-over-year.“T-Mobile had a great start to 2024 with industry-leading growth in service revenues and profitability,” said Mike Sievert, CEO of T-Mobile. “Even as the rest of wireless saw moderated customer growth, our momentum continued thanks to our increasingly differentiated...

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Intel posts Q1 revenue of $12.7B, up 9% yoy

Intel reported Q1 revenue of $12.7 billion, up 9% year over year (YoY). There was GAAP earnings (loss) per share (EPS) attributable to Intel was $(0.09).“We are making steady progress against our priorities and delivered a solid quarter,” said Pat Gelsinger, Intel CEO. “Strong innovation across our client, edge and data center portfolios drove double-digit revenue growth in Intel Products. With Intel 3 in high-volume production, leading-edge semiconductors...

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T-Mobile to acquire Lumos and set up Fiber JV with EQT

T-Mobile US has formed a joint venture (JV) with EQT’s Infrastructure VI fund (EQT) that will acquire fiber-to-the-home platform Lumos from EQT’s predecessor fund EQT Infrastructure III.    The JV will bring T-Mobile’s retail, marketing, brand and customer experience strengths together with EQT’s fiber infrastructure investment expertise. Together they will acquire Lumos’ scalable fiber network build capabilities to deliver best-in-class...

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TSMC previews A16 node, Chip on Wafer on Substrate, SiPh Engine

 At its 2024 North America Technology Symposium in Santa Clara, California, TSMC previewed a number of key developments, including:TSMC A16 Technology: With its N3E technology now in production, and N2 on track for production in the second half of 2025, TSMC debuted A16, the next technology node on its roadmap. A16 will combine TSMC’s Super Power Rail architecture with its nanosheet transistors for planned production in 2026. It improves logic...

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Ansys collaborates on TSMC's COUPE silicon photonics platform

Ansys announced a collaboration with TSMC on multiphysics software for TSMC's Compact Universal Photonic Engines (COUPE). COUPE is a Silicon Photonics (SiPh) integration system and Co-Packaged Optics platform that mitigates coupling loss while significantly accelerating chip-to-chip and machine-to-machine communication.TSMC COUPE, along with Ansys multiphysics solutions that are integrated with Synopsys' 3DIC Compiler unified exploration-to-signoff...

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IBM to acquire HashiCorp for multi-cloud automation - $6.4 billion

IBM agreed to acquire HashiCorp for $35 per share in cash, representing an enterprise value of $6.4 billion.  HashiCorp, which is based in San Francisco, provides multi-cloud infrastructure automation software. Its key products include Terraform for infrastructure as code, Vault for secrets management, Consul for service networking, and Nomad for workload orchestration. These tools allow enterprise customers to provision, secure, connect,...

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AT&T posts flat Q1 revenue of $30 billion, lower CAPEX

AT&T reported Q1 revenue of $30.0 billion versus $30.1 billion in the year-ago quarter, down 0.4%. Net income was $3.8 billion versus $4.5 billion in the year-ago quarter.The company attributed the dip to declines in Mobility equipment revenues, driven mainly by lower sales volumes, and lower Business Wireline revenues. This was mostly offset by increased service revenues, driven by Mobility, Consumer Wireline, and Mexico. Revenue trends also...

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Vantage Data Centers plans 52MW Ireland campus

Vantage Data Centers announced its entrance into the Irish market with the development of a multi-phase data center campus (DUB1). The company will invest more than €1 billion over multiple phases to support the construction and delivery of the campus in one of the largest data center markets in Europe. The first two phases consist of 52MW of IT capacity, with the first phase expected to be operational in late 2024. Upon completion, DUB1 will mark...

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Nokia ships Buy America-Compliant by Sanmina

Nokia's first Buy America-compliant products have rolled off the Sanmina manufacturing line. The first Nokia products to come off the Sanmina manufacturing line are its Optical Line Terminal (OLT) cards. Nokia will self-certify each product according to NTIA specifications to ensure that listed vendors comply with the final guidelines. The Nokia OLTs can be ordered as individual products or as part of Nokia’s Network-in-a-Box program.  ...

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