Wednesday, May 22, 2024

#CampusNaaS: Redefining Network-as-a-Service

How far is the 'as a service' model permeating the networking industry? Anil Varanasi, Co-founder and CEO from Meter, discusses:

- The shift towards 'as a service' models in the networking industry. He discusses how companies are increasingly adopting this model as it looks better on their balance sheets and appeals to investors.

- The need for an end-to-end service, from designing the hardware to maintaining it, and providing routing, switching, wireless applications, and security. 

- A surge in companies claiming to offer 'as a service' models. He warns of potential fallout from products that are not fully integrated.

Check out our full set of Campus and Enterprise #NaaS (Network-as-a-Service) videos here: (plus download free Campus NaaS Report).

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#CampusNaaS: Early Innings for Campus NaaS

What is Network as a Service (NaaS) and how is it succeeding in the market? 

Mauricio Sanchez, Sr. Director, Enterprise Security & Networking Research from Dell'Oro Group covers the following in his video:

- The current definition of NaaS and its role in changing how network services are delivered, including the shift towards a cloud-based experience for provisioning and setting up network services.

- The intersection of NaaS with Secure Access Service Edge (SASE) and security, highlighting the emergence of vendors that provide both user edge secure access layer and middle services.

- The potential growth of NaaS in the future, with a focus on its benefits such as scalability, cost-efficiency, and enhanced connectivity for businesses across various sectors.

Want to be involved our video series? Contact

Check out our full set of Campus and Enterprise #NaaS (Network-as-a-Service) videos here: (plus download free Campus NaaS Report).


#CampusNaaS: Is NaaS at a Tipping Point?

Check out our full set of Campus and Enterprise #NaaS (Network-as-a-Service) videos here: (plus download free Campus NaaS Report).

Is Network-as-a-Service reaching the tipping point when the market shifts from early adopters to mainstream businesses? 

Pankaj Patel, CEO and co-Founder from Nile, share his views on:

- The gradual but impactful transition of major markets towards NaaS, drawing parallels with the evolution of the electric vehicle market and the cloud transition.

- The rapid evolution of NaaS and its impact on industries, emphasizing the shift towards simpler, secure, and high-performance connectivity.

- The benefits of NaaS for businesses, including scalability, cost efficiency, enhanced connectivity, and advanced AI and security features.

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AWS to invest EUR 15.7 billion in Spain

Amazon Web Services (AWS) has announced a significant investment plan of €15.7 billion in Spain, aimed at bolstering its AWS Europe (Spain) region. This investment is projected to support the equivalent of 17,500 full-time jobs annually in local businesses and contribute €21.6 billion to Spain's GDP by 2033. The initiative highlights Spain's strategic importance as a digital hub in Southern Europe, leveraging the country's excellent connectivity and favorable climatic and energy conditions. The investment also aligns with Spain's recently approved AI strategy.

Spanish Minister for Digital Transformation and Public Function, José Luis Escrivá, emphasized the strategic significance of AWS's investment, noting that it solidifies Spain's position as a leader in technological innovation and artificial intelligence in Europe. The investment will particularly benefit the region of Aragón, where 40% of the estimated national jobs (around 6,800) will be located. These jobs will span various sectors, including construction, facility maintenance, engineering, and telecommunications. Moreover, over half of the projected contribution to Spain's GDP will be concentrated in Aragón.

AWS's commitment to Aragón includes establishing a sustainable and technologically advanced infrastructure. Suzana Curic, AWS General Manager for Iberia, reiterated the company's dedication to supporting Spain through continued collaboration with local schools and community initiatives. AWS aims to maintain 100% renewable energy usage in its Aragón data centers and explore innovative, efficient, and sustainable operational practices. The investment also marks a sixfold increase from AWS's initial €2.5 billion plan announced in 2021.

Key Points:

  • Investment Amount: AWS will invest €15.7 billion in Spain.
  • Economic Impact: Expected to contribute €21.6 billion to Spain's GDP by 2033.
  • Job Creation: Supporting 17,500 full-time jobs annually, with 40% of these in Aragón.
  • Sustainability: AWS data centers in Aragón are 100% renewable energy-powered.
  • Local Support: Continued collaboration with local schools and community initiatives.
  • Expansion: Investment plan is six times the original plan from 2021.
  • Aragón's Role: Significant focus on Aragón, with substantial economic and job benefits.
  • Innovation Leadership: Reinforces Spain's position as a technological and AI hub in Europe.

Sparkle Lands BlueMed Submarine Cable in Greece

Sparkle, Italy’s first international service provider and a leading global operator, has successfully landed the BlueMed submarine cable in Chania, Greece. The announcement was made at a press conference held at the Italian Ambassador’s Residence in Athens, attended by key figures including Paolo Cuculi, the Italian Ambassador, and Dimitris Papastergiou, Greece’s Minister of Digital Governance. The event highlighted the strategic significance of the cable, which aims to enhance digital connectivity between Italy, France, Greece, and other Mediterranean countries.

The BlueMed cable is part of the broader Blue & Raman Submarine Cable Systems, a project developed in collaboration with Google and other operators. This system extends connectivity from Italy through the Mediterranean and further into the Middle East, reaching Mumbai, India. Equipped with four fiber pairs and an initial design capacity exceeding 25 Terabits per second (Tbps) per pair, BlueMed is set to provide high-speed internet connections and advanced solutions for ISPs, carriers, telecom operators, and content providers, catering to the rising digital demands in these regions.

The installation of BlueMed began in 2023 with the primary Tyrrhenian trunk linking Genoa and Palermo, with additional branches to Marseille, Bastia, Golfo Aranci, and Pomezia. From Palermo, the cable has traversed the Strait of Messina to Crete, with plans for further expansion in the Mediterranean towards Aqaba in Jordan. Currently, the Tyrrhenian and Middle Eastern segments are operational, with the entire route from Genoa to Aqaba expected to be fully functional by the end of this year. Sparkle is also enhancing its data center in Chania to support this infrastructure and future projects like GreenMed, aiming to improve connectivity between Central Europe, the Balkans, and the Eastern Mediterranean.

Key Points:

  • Sparkle landed the BlueMed submarine cable in Chania, Greece.
  • BlueMed connects Italy with France, Greece, and other Mediterranean countries, extending to the Middle East and India.
  • The cable has four fiber pairs with over 25 Tbps capacity per pair.
  • The project is a part of the Blue & Raman Submarine Cable Systems, in partnership with Google.
  • Future expansions include further Mediterranean landings and the GreenMed project connecting Italy to the Balkans and Eastern Mediterranean.

NVIDIA hits revenue of $26 billion, up 262% yoy

NVIDIA reported quarterly revenue of $26.0 billion, up 18% from Q4 and up 262% from a year ago. 

GAAP earnings per diluted share was $5.98, up 21% from the previous quarter and up 629% from a year ago. Non-GAAP earnings per diluted share was $6.12, up 19% from the previous quarter and up 461% from a year ago.

“The next industrial revolution has begun — companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center — AI factories — to produce a new commodity: artificial intelligence,” said Jensen Huang, founder and CEO of NVIDIA. “AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.

“Our data center growth was fueled by strong and accelerating demand for generative AI training and inference on the Hopper platform. Beyond cloud service providers, generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets.

“We are poised for our next wave of growth. The Blackwell platform is in full production and forms the foundation for trillion-parameter-scale generative AI. Spectrum-X opens a brand-new market for us to bring large-scale AI to Ethernet-only data centers. And NVIDIA NIM is our new software offering that delivers enterprise-grade, optimized generative AI to run on CUDA everywhere — from the cloud to on-prem data centers and RTX AI PCs — through our expansive network of ecosystem partners.”

NVIDIA also announced a ten-for-one forward stock split.

Synopsis posts sales of $1.455 billion, up approximately 15%

Synopsis reported revenue of $1.455 billion for its second quarter of fiscal year 2024, up approximately 15% year over year and at the high-end of guidance.

Quarterly GAAP earnings per diluted share were $1.92; non-GAAP earnings per diluted share were $3.00, up approximately 26% year over year and exceeding guidance.

Raising full year targets for revenue and non-GAAP EPS, based on strong execution and continued business momentum.

"We continued our strong operational execution and business momentum in Q2. Customers continue investing in Synopsys solutions to maximize their R&D and power their future innovations for this era of pervasive intelligence," said Sassine Ghazi, president and CEO of Synopsys. "We expect our planned acquisition of Ansys, which was approved today by Ansys shareholders, to further our mission of empowering technology innovators everywhere with essential silicon to systems design solutions."

Nokia completes acquisition of Fenix for defense expertise

Nokia completed its previously-announced acquisition of Fenix Group, a privately held company specializing in tactical communications solutions for defense communities. This acquisition, first announced in December 2023, enhances Nokia's capabilities in the defense sector by integrating Fenix's advanced broadband tactical communications products into its portfolio. Notable additions include the Banshee family and Talon MANET radios, which will enable Nokia to provide a more comprehensive suite of 3GPP-based solutions to its defense customers globally, facilitating the digital transformation of military communications.

Nokia said the completion of the acquisition, following the necessary review and approval by the Committee on Foreign Investment in the United States (CFIUS), signifies a crucial milestone in its U.S. strategy. This move reaffirms Nokia's commitment to delivering secure and innovative solutions to the U.S. Federal government. With Fenix's established support for Defense Department programs, Nokia is now strategically positioned to expand its role as a key technology provider for mission-critical defense needs.

Nokia and Fenix had previously collaborated under a Defense Innovation Unit (DIU) program initiated in October 2021 to provide tactical private wireless communications solutions. The acquisition supports the objective of enhancing dual-use technology capabilities for defense applications, ensuring that military operations benefit from high-performance, secure, and reliable communications solutions.

Key Points:

  • Acquisition Completion: Nokia completes the acquisition of Fenix Group.
  • Defense Sector Enhancement: Integrates Fenix's tactical communications products, including Banshee and Talon radios.
  • Strategic Milestone: Marks a significant step in Nokia’s U.S. strategy, supported by CFIUS approval.
  • Enhanced Offerings: Expands Nokia's 3GPP-based solutions for defense customers globally.
  • Defense Innovation Collaboration: Builds on a joint DIU program to deliver tactical private wireless communications.
  • Positioning: Strengthens Nokia's role as a trusted provider of mission-critical technology solutions.

Dell'Oro: Mobile Core Network market under stress

 Due to economic headwinds, the Mobile Core Network (MCN) market dropped 10 percent in 1Q 2024, according to a new report from Dell'Oro Group. The 5G MCN market growth rate continues to decelerate in 1Q 2024.

 “The four-quarter rolling average has developed an ominous downward trend for three quarters as economic headwinds tighten their grip on the market, moving into negative territory in year-over-year growth rate in 1Q 2024,” stated Dave Bolan, Research Director at Dell’Oro Group. “This suggests that the downward trajectory will last at least one more quarter after the market high in 1Q 2023 falls out of the four-quarter rolling average. In addition, the 5G MCN market, based on the four-quarter rolling average, has now decelerated for five quarters in a row.

 “Inflation has impacted the ability of some Mobile Network Operators (MNOs) to raise capital, and it has also impacted subscribers when it comes to upgrading their phones to 5G. Many MNOs have lowered their CAPEX plans and announced that they have fewer than expected 5G subscribers on their networks; which limits MNOs' growth plans. As a result, we are lowering our expectations for 2024 from a positive growth rate to a negative one,” continued Bolan.

 Additional highlights from the 1Q 2024 Mobile Core Network and Multi-Access Edge Computing Report include:

  • As of 1Q 2024, 51 MNOs have commercially deployed 5G SA eMBB networks with two additional MNOS launching in 1Q 2024.
  • Based on the four-quarter rolling average trends, CALA and EMEA are trending into negative territory in terms of Y/Y revenue growth rates. North America is also trending into negative territory, while Asia Pacific, including China, is trending positive as of 1Q 2024.
  • Based on the four-quarter rolling average trend, the top four vendor rankings and shares remained stable between 4Q 2023 and 1Q 2024.

Netrouting picks Nokia for Optical + IP in data centers

Netrouting, a leading provider of cloud services and data center solutions in the Netherlands, is deploying Nokia's advanced Optical and IP technologies for the seamless interconnection of its cloud infrastructure and peering across seven data centers.

Nokia’s IP routing and optical solutions will supply the cloud infrastructure provider with a scalable and stable network infrastructure for its network edge routers that support its core network, for the interconnection of its data centers, and for support of its points of local distribution. The solution will include Nokia’s 1830 Photonic Service Switch (PSS), its 7750 Service Router (SR), and 7220 Interconnect Router (IXR).

Mark Vanderhaegen, Director of European Cloud Infrastructure Business at Nokia, said: “Nokia is thrilled to work with Netrouting to deploy our optical and IP technologies, marking a significant milestone Netrouting’s journey towards a full infrastructure upgrade for its network and data centers. This deal not only showcases our continued commitment towards revolutionizing cloud connectivity, but also our ability to deliver comprehensive, state-of-the-art networking solutions that meet the evolving needs of our customers."