Tuesday, July 23, 2024

Telxius Expands to 400G with Juniper's Converged Optical Routing

Telxius, a leading global connectivity provider, is set to scale its core and edge network infrastructure to 400G using Juniper Networks’ Converged Optical Routing Architecture (CORA). This collaboration with Juniper Networks (NYSE:JNPR), known for its secure AI-native networks, aims to simplify network capacity expansion and efficiently deliver enhanced connectivity to metro networks and data center interconnects (DCI). The upgrade will enhance...

Dell'Oro: Front End Networks and Data Center Switch Sales

Ethernet data center switches deployed in non-accelerated infrastructure, or “Front-End Networks” are forecast to generate more than $100B in sales over the next five years, according to a new report by Dell’Oro Group. By 2028, 51.2 and 102.4 Tbps network chips are expected to enable the deployment of nearly 100M shipments of 800 Gbps and 1.6 Tbps switch ports in front-end networks. AI infrastructure build-outs, also known as “Back-End Networks”,...

Dell'Oro: Data Center Liquid Cooling Market Takes Off

The Data Center Liquid Cooling market has hit an inflection point, with mainstream adoption of liquid cooling starting in the second half of 2024, according to a new report from Dell'Oro Group that forecasts a market opportunity of more than $15 billion over the next five years (2024-2028).“After tracking the Data Center Liquid Cooling market for five years, it’s finally transitioning from a niche technology deployed in specific segments of the market...

Comcast Trims Connectivity Capex by 12.9% While Maintaining Growth

 Comcast reported its second-quarter 2024 results, showcasing mixed performance across its various business segments. In the Connectivity & Platforms division, which includes Residential and Business Connectivity units, revenue remained relatively stable with a slight decrease of 0.6% compared to the previous year. However, profitability in this segment improved, with Adjusted EBITDA increasing by 1.6% to $8.5 billion and Adjusted EBITDA...

Verizon Maintains Course in Q2, Cuts Capital Spending

Verizon Communications Inc. reported its second-quarter 2024 results, showcasing a mixed financial performance with some positive trends. The company's total consolidated operating revenue increased slightly by 0.6% year-over-year to $32.8 billion, driven by growth in service and other revenue. However, profitability saw a slight decline, with earnings per share dropping from $1.10 in Q2 2023 to $1.09 in Q2 2024. On an adjusted basis, EPS decreased...

Ontario's telMAX deploys Adtran's Mosaic CP microservices platform

Canadian service provider telMAX is utilizing Adtran's scalable, programmable fiber access technology to extend high-speed broadband services to more communities. telMAX is leveraging Adtran’s Mosaic CP microservices platform, integrated with the GLDS BroadHub subscriber management platform, to enable rapid and cost-effective network expansion. The advanced automation features of this technology streamline network management and service activation,...