Thursday, July 11, 2024

Zayo announces major infrastructure upgrades

Zayo has announced a series of critical infrastructure upgrades, featuring significant expansions in network connectivity. These enhancements include the introduction of new 400G-enabled wavelength routes, expanded on-demand network capabilities, and IP core upgrades.

Diversifying 400G Connections

Since April 2024, Zayo has completed five unique and carrier-diverse 400G wavelength routes. These routes provide unmatched diversity and connect to Zayo’s extensive backbone, enabling resilient North to South and Coast to Coast connectivity with 400G capacity.

New 400G routes:

  • Los Angeles to San Jose: High-capacity, low-latency connectivity, extending to Salt Lake City, Portland, Dallas, and Phoenix.
  • Chicago to St. Louis: Adds a diverse entrance into Chicago, connecting to the Memphis to New Orleans route.
  • Reno to Barstow: Low-latency path beneficial for carriers, government agencies, and enterprises.
  • Columbus to Pittsburgh: Offers faster, direct access with additional routing diversity.
  • Quebec City to Montreal: Connects key data centers, extending reach into the U.S. Zayo is the sole major provider offering 400G connectivity between these locations.

Zayo has also expanded 400G capacity on routes linking Richmond, Cleveland, and Chicago, with nearly 90% of its North American fiber network now 400G-enabled, aiming for full enablement by the end of 2024.

Enabling Easy-to-Turn-Up Wavelength Capacity

To meet the growing demand for high-bandwidth applications like AI, Zayo has expanded its on-demand capacity services. The company’s industry-first Waves on Demand service offers wavelength turn-up in 24 hours and is now available on 10 high-demand routes, including new routes from Atlanta to Miami and Seattle to San Jose.

Strengthening Strategic Connections with IP Core Upgrades

Zayo has added 11 new North American IP points-of-presence (PoPs) in key data centers across multiple states and provinces. Additionally, four existing 400G IP PoP locations have been upgraded, enhancing connectivity in strategic markets such as San Jose, Seattle, Phoenix, and New York.

With these enhancements, Zayo now operates 375 global IP PoPs, 250 of which are in North America. These upgrades ensure scalable and reliable capacity, reduced latency, and improved performance to support advanced applications.

https://www.zayo.com/

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NTT DATA lands major contract for FBI’s Mission Critical Services

NTT DATA, a leading provider of digital business and IT services, has been chosen as a prime contractor by the Federal Bureau of Investigation (FBI). The company will deliver IT services through the FBI’s Information Technology Supplies and Support Services 2nd Generation (ITSSS-2) Blanket Purchase Agreement (BPA). This significant contract underscores NTT DATA's role in supporting critical IT infrastructure for federal agencies.

The ITSSS-2 BPA comes with an $8 billion ceiling and an eight-year performance period from June 21, 2024, to June 21, 2032. It will serve as the primary contract vehicle for the FBI to secure essential IT services and will be available for use by all components of the Department of Justice (DOJ). NTT DATA’s Federal Division will leverage existing and emerging technologies to provide business, delivery, platform, infrastructure, and IT solutions, ensuring the FBI's and DOJ’s mission-critical needs are met efficiently and effectively.

“We understand the importance of maintaining high levels of IT support services for the DOJ’s agencies including the FBI,” said Kevin Durkin, President, Federal Government Services, NTT DATA. “We are honored to expand our strong relationship with the FBI and the DOJ to significantly improve their IT performance, reliability and security, and enable their mission-critical activities to operate efficiently and effectively.”


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Dell'Oro: Mobile core network market continues decline

The Mobile Core Network (MCN) market 5-year cumulative revenue forecast is expected to decline 10 percent (2024-2028), according to a new report from Dell'Oro Group. The reduction in the forecast is caused by severe economic headwinds, primarily the high inflation rates, and the slow adoption of 5G Standalone (5G SA) networks by Mobile Network Operators (MNOs).

"It bears repeating, this is the fifth consecutive time we have reduced the growth rate of the MCN market as the build-out of 5G SA networks continue to wane compared to 5G Non-standalone networks," said Dave Bolan, Research Director at Dell'Oro Group. "This is the first 5-year forecast out of the last five where the 5-year CAGR (2023-2028) has fallen into negative territory. The count of 5G SA networks commercially deployed by MNOs remains the same as it was at the end of 2023, about 50 5G SA networks.

"For the same reasons outlined for the MCN market, we reduced the 5-year cumulative revenue forecast for the Multi-Access Edge Computing (MEC) market, a sub-segment of the MCN market, by 18 percent. In the case of MEC, the adoption rate is slowed much more dramatically than the overall MCN market. The industry is addressing these concerns with several initiatives such as open gateway application programmable interfaces (APIs) to attract the application development community to develop applications for the mobile industry that can easily be leveraged across all MNOs. Release 18 is introducing capabilities for new use cases, and Reduced Capability (RedCap) RAN software to bring more 5G IoT devices to market. However, these will take time to bring solutions to market and more importantly at scale to have an impact on the overall market growth," Bolan added.

Additional highlights from the Mobile Core Network & Multi-Access Edge Computing 5-Year July 2024 Forecast Report:

  • The CAGR is negative for all product segments—Packet Core, Policy, Signaling, Subscriber Data Management, and IMS Core.
  • The CAGR for the market segments is positive for 5G MCN and MEC, and negative for 4G MCN and IMS Core.
  • The CAGR by regions is positive for Asia Pacific excl. China, Europe, Middle East and Africa (EMEA), and Worldwide excluding China. The regions with negative CAGRs are North America, CALA, China, and Worldwide excluding North America.

https://www.delloro.com/news/mobile-core-network-market-woes-continue-market-forecast-to-decline-10-percent/

Armada secures $40 Million for its AI Edge

Armada, an edge computing start-up based in San Francisco, has announced a $40 million funding round led by M12, Microsoft's Venture Fund. This latest round brings the company's total funding to over $100 million, positioning Armada to further develop and expand its innovative edge computing solutions.

Armada’s flagship products include the Edge, a full-stack modular data center solution designed to provide industry-leading compute capabilities to remote sites in a rugged, mobile form factor. Additionally, the company's EdgeAI applications are purpose-built for use cases at the edge, capable of running on-premises or in the cloud. Armada is looking forward to enhancing its relationship with Microsoft Azure and the Azure Marketplace across its product suite.

Commander Connect, another key offering from Armada, is a comprehensive platform designed to centralize and optimize the management of IoT assets. This includes the integration of Starlink terminals, mobile data centers (Galleons), and other edge computing resources. Leveraging Azure's robust infrastructure, Commander Connect offers unparalleled scalability, security, and performance for enterprise-grade edge computing solutions.

This funding comes at a pivotal time as all Armada products are now available in the Microsoft Azure Marketplace, enabling Azure customers to use their pre-committed Azure spend on Armada products.

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Ekinops Reports Q2 and H1 2024 Financial Results

 In Q2 2024, Ekinops, a leading provider of telecommunications solutions, reported consolidated revenue of €29.2 million, reflecting a 25% decrease compared to Q2 2023. This decline was anticipated and consistent across constant exchange rates. However, on a sequential basis, Q2 2024 revenue showed a slight improvement, increasing by 3% relative to Q1 2024.

For the first half of 2024, Ekinops' revenue totaled €57.5 million, down 19% from H1 2023, with the trend remaining unchanged at constant exchange rates. Despite challenges in the Optical Transport segment, which saw a significant decline, the company experienced growth in its Access solutions and a stable performance in Software & Services, particularly in its SD-WAN solution.

Key Financial Highlights:

  • Q2 2024 Revenue: €29.2 million (down 25% year-on-year)
  • Sequential Growth: Q2 2024 revenue up 3% from Q1 2024
  • H1 2024 Revenue: €57.5 million (down 19% year-on-year)
  • Access Solutions: Up 1% over H1 2024, driven by a 16% rebound in French sales
  • Optical Transport Solutions: Down 41% over H1 2024
  • Software & Services: Accounted for 17% of half-year revenue, with increasing recurring revenue
  • Revenue by Region:
    • France: Up 5%, representing 44% of total business volumes
    • International: Down 31%, representing 56% of total half-year revenue
    • North America: Sales down 31%, representing 22% of Group business
    • EMEA (excluding France): Sales down 32%, representing 32% of total business
    • Asia-Pacific: Sales down 15%, with a 32% rebound in Q2 2024, representing 2% of Group business

The downturn in Optical Transport solutions is attributed to cautious investment policies by operators with high inventory levels, a slowdown in internet traffic growth, and a wait-and-see attitude ahead of the new 800G optical solution launch. Meanwhile, Access solutions benefitted from inventory rebuilding by major customers, although not yet at normative levels.

https://www.ekinops.com/news/corporate/h1-2024-revenue-57-5-m

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Deutsche Telekom's Dr. Mudesir appointed chair of O-RAN Alliance

Dr. Abdurazak Mudesir, Group CTO of Deutsche Telekom, has been elected as Chair of the Board of O-RAN Alliance.

Under Abdu’s chairmanship, O-RAN ALLIANCE stays fully committed to its mission to transform Radio Access Networks to be open, intelligent, virtualized and fully interoperable.

Dr. Alex Jinsung Choi, with his departure from Deutsche Telekom, has stepped down from the O-RAN ALLIANCE Board Chair. Alex was one of the founding directors of the O-RAN ALLIANCE in 2018. He served as Chief Operations Officer until 2022, and then as Chair of the Board until June 2024. 

“O-RAN ALLIANCE plays an essential role in the industry by setting an open specification framework and by facilitating the development of an innovative and competitive O-RAN ecosystem,” said Abdurazak Mudesir, Chair of the Board of O-RAN ALLIANCE and Group CTO of Deutsche Telekom. “O-RAN ALLIANCE remains committed to its efforts in architecture design, interfaces and test specifications, open source developments as well as development of the O-RAN ecosystem towards large scale deployments and global impact.”