Marvell ships 51.2 Tbps Ethernet switch for AI Data Centers

 Marvell Technology announced the production and customer deployment of its flagship 51.2 Tbps programmable Teralynx 10 Ethernet switch chip for cloud data centers. The Teralynx 10 is engineered to support training, inference, general-purpose computing, and other workloads, driving the scale of accelerated infrastructure in the rapidly growing AI sector.Marvell said its Teralynx 10 is designed with a clean-sheet switch architecture, delivering...

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Linux Foundation Launches LF Broadband

 The Linux Foundation has announced the formation of LF Broadband, an open and collaborative initiative aimed at driving innovation in open source broadband access. LF Broadband will support a range of projects transforming broadband networks and the Passive Optical Network (PON) industry, including the SEBA reference design for building open broadband networks and the VOLTHA open source project for virtualizing multi-vendor PON systems....

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AT&T Eyes Fiber Reach Expansion via Capital-light Partnerships

 AT&T is benefitting from a growing convergence between its fiber and wireless services, according commentary during the company’s Q2 2024 earnings call with CEO John Stankey.In the second quarter, AT&T added 239,000 new fiber subscribers, marking the fourth consecutive quarter of positive broadband net gains. This growth is part of a broader strategy to enhance connectivity across the United States, with nearly 28 million...

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Dell'Oro: Optical Transport Equipment Market to Grow at 2 Percent CAGR

Due to customers pausing purchases as they digest excess inventory, the Optical Transport market is forecasted to grow 2 percent on average for the next five years due to a decline in 2024, according to a new report from Dell'Oro Group.“2024 is turning out to be a tough year for the Optical Transport equipment market because of inventory digestion,” said Jimmy Yu, Vice President at Dell’Oro Group. “But looking past this year, when the market gets...

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AST SpaceMobile readies its first 5 commercial "Bluebird" satellites

 AST SpaceMobile has completed its first five commercial satellites, known as Bluebirds. Each satellite is equipped with communications arrays measuring 693 square feet (64.4 square meters) and is set for shipment to Cape Canaveral in early August, with a launch window scheduled for September. These satellites are designed to provide U.S. nationwide non-continuous service, leveraging over 5,600 cells in premium low-band spectrum and offering...

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Juniper posts Q2 sales, merger with HPE expected to close end of year

Juniper Networks reported a decline in net revenues to $1,189.6 million, down 17% year-over-year, but up 4% sequentially. The GAAP operating margin fell to 3.8% from 9.9% in the same quarter last year, yet improved from (1.2)% in the previous quarter. Non-GAAP operating margin also decreased to 10.9% from 16.9% year-over-year but saw a slight increase from 10.6% sequentially. GAAP net income increased by 40% year-over-year to $34.1 million, translating...

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Chandrasekaran to head Intel Foundry Manufacturing

Intel appointed Dr. Naga Chandrasekaran as chief global operations officer, executive vice president and general manager of Intel Foundry Manufacturing and Supply Chain organization, replacing Keyvan Esfarjani, who has decided to retire from Intel after nearly 30 years of dedicated service.Chandrasekaran joins Intel from Micron, where he served as senior vice president for Technology Development. He will be a member of Intel’s executive leadership...

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NETSCOUT's Q2 sees sharp drop in sales, workforce reduction

NETSCOUT SYSTEMS reported a significant drop in sales for the second quarter of fiscal year 2025. The company recorded total revenue of $174.6 million, down from $211.1 million year-over-year. Product revenue fell to $61.2 million from $94.7 million, while service revenue slightly decreased to $113.4 million from $116.5 million. The company also recently initiated a major restructuring effort, including a voluntary separation program (VSP) expected...

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