Thursday, February 1, 2024

Nubis and Alphawave Semi demo Optical PCI Express 6.0

At this week's DesignCon in Santa Clara, California, Nubis Communications and Alphawave Semi demonstrated PCI Express 6.0 over an optical link at 64GT/s per lane. 

In the demo, the Alphawave Semi PCIe Subsystem with PiCORE Controller IP and PipeCORE PHY directly drives and receives PCIe 6.0 traffic through a Nubis XT1600 linear optical engine over a PCIe 6.0 optical link at 64GT/s per fiber. Optical output waveform was measured on a Tektronix sampling scope with a high-speed optical probe. The demo was staged at the Tektronix booth.

The Nubis XT1600 optical engine supports up to 16 lanes of high-density PCIe Gen 6.0 or 100 Gbps/lane Ethernet optical connectivity without incorporating retimers.

PCIe over optics could be used togreatly expand the reach and flexibility of the interconnect for memory, CPUs, GPUs, and custom silicon accelerators.

“Our high level of integration with 16 lanes full-duplex in a single low-power, low-latency optical engine is a great match to the maximum bandwidth of PCIe x16 for next-generation compute and storage deployments,” said Scott Schube, VP of Marketing at Nubis Communications. “Our demonstration of the Nubis XT1600 linear optical engine and Alphawave Semi’s PCIe 6.0 Controller and PHY IP showcases the viability of a PCIe® 6.0 x8 link over optical fiber at 64 GT/s.”

“AI applications are reshaping data center networks, with hyperscalers deploying increasingly large clusters of disaggregated servers distributed over longer distances. This shift has generated heightened interest in PCIe over Optics among several of our customers,” said Tony Chan Carusone, CTO at Alphawave Semi. “Through our collaboration with Nubis, we’re pleased to demonstrate how we’re leveraging Alphawave Semi’s leadership in connectivity IP and silicon to enable PCIe optical connectivity solutions that accelerate high-performance AI computing and data infrastructure.”


https://awavesemi.com/press-release/nubis-communications-and-alphawave-semi-showcase-first-demonstration-of-optical-pci-express-6-0-technology/

AWS posts sales of $24.204 billion, up 13% yoy

AWS generated sales of $24.204 billion in Q4 2023, up 13% year-over-year.AWS segment operating income was $7.2 billion, compared with operating income of $5.2 billion in fourth quarter 2022.

For full year 2023, AWS segment sales increased 13% year-over-year to $90.8 billion. AWS segment operating income was $24.6 billion, compared with operating income of $22.8 billion in 2022.

A few customer highlights from AWS:

  • Amgen expanded its work with AWS to create generative artificial intelligence (generative AI)–based solutions, using Amazon SageMaker to help discover, develop, and accelerate the manufacturing of medicines for patients suffering from serious illnesses. Amgen will also use AWS’s global infrastructure and advanced services to power a new digital data and analytics platform.
  • Salesforce, which runs the vast majority of its cloud computing workloads on AWS, significantly expanded its global partnership with AWS. For the first time, Salesforce products are now available in the AWS Marketplace, giving customers streamlined purchasing options. This expansive partnership makes it easier for customers to bring AWS data into Salesforce products and deepens data and AI integrations between AWS’s and Salesforce’s products. Salesforce will support Amazon Bedrock as part of Salesforce’s open model ecosystem strategy and will expand its use of AWS, including compute, storage, data, and AI technologies.
  • Hospitality company Accor S.A. expanded its relationship with AWS to launch a generative AI Travel Assistant using Amazon Bedrock and Amazon SageMaker. The Travel Assistant aims to reinvent the guest experience by enhancing travel planning and booking, while reducing call volumes at Accor’s contact center.
  • Financial services provider Mitsubishi UFJ Financial Group (MUFG) signed a multiyear global agreement with AWS as its preferred cloud provider to innovate personalized financial services and use Amazon Bedrock to experiment with more than 100 potential generative AI use cases. By moving from on-premises data centers to AWS, MUFG reduced the cost of operating its standard IT infrastructure by 20%. Using Amazon QuickSight, MUFG lowered operational costs by approximately 70% compared to legacy technology.
  • Merck will work with AWS and Accenture to move a substantial portion of Merck’s IT infrastructure to AWS as its preferred cloud services provider. Merck is using services, including high-performance computing on AWS and AWS HealthOmics to speed drug discovery and accelerate therapeutic discovery and Amazon SageMaker for generative AI and machine learning (ML) to improve product manufacturing and availability.
  • Ecommerce retailer The Very Group expanded its collaboration with AWS, which included the launch of a Gen AI Innovation Lab. The lab will trial new generative AI retail solutions built on Amazon Bedrock to deliver interactive and personalized digital shopping experiences.
  • Automaker SAIC MOTOR selected AWS as its strategic cloud provider for its i-SMART connected vehicle platform. SAIC MOTOR is using AWS’s global infrastructure services to enhance the driving experience and build an elastic and agile connected vehicle architecture that can scale globally. SAIC MOTOR will use Amazon Bedrock to personalize the in-vehicle experience and to automatically diagnose vehicle issues.
  • Multinational telecom Axiata Group Berhad selected AWS as its primary cloud provider to accelerate its digital transformation across its operating companies by using AWS’s generative AI and ML capabilities, including Amazon Bedrock and Amazon SageMaker. By the end of 2024, Axiata will migrate more than 650 services spanning customer service, enterprise resource planning, and human resources, along with 80 ML applications.

Japan's OPTAGE tests Nokia’s symmetrical 25G PON

OPTAGE Inc. will use Nokia’s fiber solution to conduct Japan’s first field trial of a symmetrical 25G Passive Optical Network (PON) service. 

The trial paves way for 25G PON-based services OPTAGE plans to launch in FY2024 and commercial services hereafter. Nokia’s solution is based on the Quillion chipset which enables service providers to use multiple PON technologies at the same time on the same fiber. 

Masahiko Nabe, President & Representative Director at OPTAGE Inc., said: “We are continuously looking for new technologies to enhance our services. This trial with Nokia reiterates our commitment to provide the best possible experience to our subscribers. We are confident that once deployed, Nokia’s field-proven 25G PON solution will allow us to provide our customers with the fastest, most reliable broadband symmetrical service in Japan.”

Tetsuo Kamoshita, Japan Country Manager at Nokia said: “Our 25G PON solution allows service providers like OPTAGE to maximize the use of the existing fiber network to deliver ultra-fast broadband access. We are thrilled to support OPTAGE in conducting Japan and Asia Pacific’s first field trial of symmetrical 25G PON with live subscribers. Once deployed, OPTAGE will be able to quickly scale its fiber network to meet the growing capacity needs of its customers while ensuring exceptional network performance.”

https://www.nokia.com/about-us/news/releases/2024/02/01/nokia-and-optage-conduct-japans-first-field-trial-of-symmetrical-25g-pon/

https://optage.co.jp/en/company/

Dell'Oro: Smart NIC Market to Exceed $5B by 2028

The Smart NIC market is predicted to exceed $5 billion by 2028, according to a new report from Dell'Oro Group. Accelerated computing will continue to push the boundaries in server connectivity, demanding port speeds of 400 Gbps and higher speeds.

“The Ethernet Adapter market is poised for a compound annual growth rate of 13 percent, fueled by the increasing adoption of higher-speed ports and Smart NICs within data center infrastructures,” said Baron Fung, Senior Research Director at Dell’Oro Group. “The hyperscale cloud service providers will drive rapid development in server connectivity, including increasing the adoption of customized Smart NICs and DPUs, and server port speeds reaching 800 Gbps in the next several years for accelerated computing. The rest of the market, which lags the hyperscale market in the deployment of these technologies, will still be an attractive market for the open vendors offering off the shelf solutions,” added Fung.

Additional highlights from the January 2024 Ethernet Adapter and Smart NIC 5-Year forecast report include:

  • Total Ethernet Controller and Adapter market, not counting the AI back-end network market, is forecast to exceed $8 billion by 2028.
  • The majority of the accelerated servers will have server access speeds of 400 Gbps and higher by 2028.
  • Smart NICs are expected to cannibalize Standard NICs during our forecast period.

https://www.delloro.com/news/smart-nic-market-to-exceed-5-billion-by-2028/

Dell'Oro: Campus switch sales to surpass $100 billion

Well in excess of $100 B will be spent on campus switches over the next five years, according to a new report from Dell'Oro Group. After experiencing three strong years in campus switch sales, we foresee a significant correction in 2024, followed by a subsequent period of improved growth trajectory throughout our forecast horizon.

“Backlog normalization, capacity digestion, and spending optimization are all expected to hit the market in 2024,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Additionally, the recently announced HPE/Juniper acquisition may further depress sales performance this year and possibly even next year, since customers will be awaiting more clarity on post-acquisition roadmaps. We currently project a double-digit decline in campus switch sales in 2024.

“Despite such a steep anticipated sales decline in 2024, our analysis showed that the pandemic has effectively accelerated the growth in the campus switch market between 2019 and 2024, compared to the preceding five years.  This positive impact was propelled by several factors including an accelerated pace of digital transformation, a greater portion of high-priced Power-Over-Ethernet (PoE) devices, and the need for faster network speeds. We predict these factors will persist in the campus switch market and will drive better days ahead of us,” added Boujelbene.

Additional highlights from the Ethernet Switch – Campus 5-Year January 2024 Forecast Report:

  • The integration of Artificial Intelligence capabilities will remain pivotal for vendors striving to enhance their competitive positioning in the market. Nonetheless, the challenge lies in whether these vendors can effectively monetize these features or opt to leverage them for expanding and/or retaining their customer base.
  • 5/5.0 Gbps is expected to comprise less than 15 percent of campus switch sales by 2028.
  • PoE ports are forecast to comprise more than half of total campus switch port shipments by 2028.
  • IT/OT convergence is expected to increase over our forecast horizon, but adoption may take time given the very long 10-30-year lifecycle of industrial networking equipment.

https://www.delloro.com/news/campus-switch-sales-to-surpass-100-b-between-2024-and-2028/

MaxLinear launches Product Design Kit for Active Electrical Cables

MaxLinear product design kit (PDK) to optimize performance and accelerate the time to market for high-speed Active Electrical Cables (AEC) using its 5nm PAM4 DSP, Keystone. 

The Keystone 5nm DSP family caters to 400G and 800G applications, featuring a groundbreaking 106.25Gbps host side electrical I/O, aligning with the line side interface rate. Available variants support single-mode optics (EML and SiPh), multimode optics (VCSEL transceivers and AOCs), and Active Electrical Cables (AECs), offering comprehensive solutions with companion TIAs.

Host side interfaces cover ethernet rates of 25G, 50G, and 100G per lane over C2M, MR, and LR host channels. The line side interfaces, tailored for 100G/λ DR, FR, and LR applications, also support these rates. These devices boast extensive DSP functionality, encompassing line-side transmitter DPD, TX FIR, receiver FFE, and DFE.

“MaxLinear is focused on providing not only industry-leading interconnect technologies but also a comprehensive suite of tools to support our manufacturing and design partners,” said Drew Guckenberger, Vice President of High Speed Interconnect at MaxLinear. “Our development kit for our Keystone products provides them with a path to take products to market more quickly and more cost-effectively.”

https://www.maxlinear.com/news/press-releases/2024/maxlinear-launches-product-design-kit-for-active-electrical-cables-using-keystone-pam4-dsp