Wednesday, May 8, 2024

NTIA offers $420 million to promote Open Radio Units

The U.S. Department of Commerce’s National Telecommunications and Information Administration (NTIA) announced up to $420 million in funding to build the radio equipment needed to advance open network adoption in the U.S. and abroad.  “This $420 million investment will help shore up our supply chain and create opportunities for companies from the U.S. and our allies,” said Assistant Secretary of Commerce for Communications and Information and...

Tech Update: Open RAN Performance and Interoperability

2024 marks a critical juncture for Open RAN, as industry leaders and telecom operators assess the tangible impacts of this technology on network performance and vendor interoperability. Doug Roberts, EVP and GM, Automated Test & Assurance from Spirent explains: - The current state of Open RAN (O-RAN) and its potential for broad-based adoption in the coming year.- The shift in focus from throughput and volume to performance in next-generation...

CHIPS for America offers $285 million for Digital Twins in fabs

The U.S. Department of Commerce is seeking proposals to establish and operate a CHIPS Manufacturing USA institute focused on digital twins for the semiconductor industry. DDigital twins are virtual models that mimic the structure, context, and behavior of a physical counterpart. The CHIPS for America Program anticipates up to approximately $285 million for a first-of-its-kind institute focused on the development, validation, and use of digital twins...

Microsoft plans $3.3 billion data center in Wisconsin

Microsoft announced plans to invest $3.3 billion in cloud computing and AI infrastructure in Wisconsin.The state-of-the-art datacenter campus in Mount Pleasant, Wisconsin is expected to come online in 2026. The project is expected to bring an influx of 2,300 union construction jobs to the area by 2025, as well as providing long-term employment opportunities over the next several years. Along with building a physical data center, Microsoft will...

Arm sees demand across all segments

Arm reported revenues of $928 million for its fourth fiscal quarter, ended March 31, 2024, up 47% year-over-year, with record royalty revenue and strong growth in license revenue. Royalty revenue amounted to $514 million, up 37% year-over-year was driven by the rapidly increasing penetration of Armv9-based chips which typically command a higher royalty rate, and the recovery in the semiconductor industry.In its shareholder letter, Arm highlighted...

Cisco's AppDynamics adds AI to anomaly detection

Cisco announced a new virtual appliance for its AppDynamics On-Premises application observability offering, enabling customers to use a self-hosted observability solution built on AI-powered intelligence for anomaly detection and root cause analysis, application security, and SAP monitoring. The new innovations include: AI-Powered Detection and Remediation with Cognition Engine: Improve the accuracy of anomaly detection by leveraging dynamic...

Padtec posts Q1 results

Citing inventory saturation with customers and challenging conditions, Padtec reported net revenue of R$58.4 million in 1Q24 and R$347.9 million in LTM 1Q24. In the comparison between 1Q24 and 1Q23, there was a drop of 26.3% and between 1Q24 and 4Q23, the reduction was 34.5%. Gross profit amounted to R$14.9 million in 1Q24 (gross margin of 25.5%) and R$117.7 million in LTM 1Q24 (gross margin of 33.8%).Padtec noted restructuring including renegotiating contracts with suppliers and a reduction of its workforce to adjust its operationsCompany highlights...