Lumen Highlights Fiber Boom for AI Connectivity, Q2 Improvements

Lumen Technologies announced it has secured $5 billion in new business driven by major demand for connectivity fueled by AI, alongside reporting its second-quarter 2024 financial results. Lumen said large companies across industry sectors are seeking to secure fiber capacity quickly, as this resource becomes increasingly valuable and potentially limited due to booming AI needs. Additionally, Lumen is in active discussions with customers to secure...

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Deutsche Telekom Reports Strong Q2, Raises Full-Year Guidance

 Deutsche Telekom continues to demonstrate robust financial performance, posting significant gains for the second quarter of 2024. Service revenues rose by 4.9% year-on-year to €24.1 billion, while adjusted EBITDA AL increased by 7.8% to €10.8 billion. On an organic basis, service revenue growth stood at 4.0%, and adjusted EBITDA AL grew by 6.6%. Free cash flow AL surged by 48.5% to €5.2 billion. CEO Tim Höttges praised the company’s consistent...

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HPE adds AI-Behavioral Analytics-based Network Detection

Hewlett Packard Enterprise bolstered its AI-driven networking portfolio with new behavioral analytics-based network detection and response (NDR) capabilities and expanded Zero Trust Network Access (ZTNA) to campus networks. Delivered through HPE Aruba Networking Central, these solutions enhance threat detection, response, and security policy enforcement across both cloud and local networks.AI-Powered NDR: Leverages telemetry data to train AI models...

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Equinix Q2: Revenue and Income Surge Amid Data Center Investments

Equinix reported strong second-quarter 2024 results, highlighting significant infrastructure developments and solid operating metrics. Revenues reached $2.16 billion, marking a 2% increase over the previous quarter despite a $6 million negative foreign currency impact. Operating income surged by 20% to $436 million, driven by robust performance and a gain from the sale of a Silicon Valley asset. Net income saw a 30% rise to $301 million, translating...

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Alabama Fiber Network picks Arista and Ciena for Middle Mile

Alabama Fiber Network (AFN), a consortium of eight electric cooperatives, has chosen Arista as its provider of routing and switching equipment for a significant middle-mile network project. This initiative aims to deliver affordable, high-capacity, and reliable internet access to last-mile providers and large enterprises in underserved rural areas across Alabama. Supported by the State of Alabama through Governor Ivey’s Be Linked Alabama initiative...

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Dell'Oro: Data Center CAPEX Forecast Raised to 24% CAGR

Dell'Oro Group raised it data center capex forecast  to a 24 percent compound annual growth rate (CAGR) by 2028 as a result of surging demand in AI-related data center infrastructure.“AI has the potential to generate more than a trillion dollars in AI-related infrastructure spending in cloud and enterprise data centers over the next five years,” said Baron Fung, Senior Research Director at Dell’Oro Group. “AI infrastructure, which includes servers...

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Sparkle Pioneers Network-as-a-Service (NaaS) with Quantum-Safe

Sparkle completed a Network-as-a-Service (NaaS) Proof of Concept (PoC) focusing on a quantum-safe Internet use case. This milestone was achieved in collaboration with Adtran, Arqit Quantum Inc., Intel, and Telsy, a cybersecurity company under the TIM Group. The trial, conducted on Sparkle’s metropolitan fiber optic network in Athens, demonstrated the agile and fully automated implementation of an on-demand MEF Internet Access Service secured by post-quantum...

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Universal Chiplet Interconnect Express 2.0 Spec

The Universal Chiplet Interconnect Express (UCIe) Consortium has unveiled its 2.0 Specification, marking a significant advancement in the standardization of system architecture for chiplet manageability. The new specification addresses key design challenges in testability, manageability, and debugging (DFx) throughout the System-in-Package (SiP) lifecycle, from initial sorting to field management. With the introduction of optional manageability features...

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Kioxia Showcases Data Center SSD with Optical Interface

 Kioxia is showcasing a prototype SSD with an optical interface at the "FMS: the Future of Memory and Storage" conference in Santa Clara, CA, from August 6 to August 8. The optical interface not only reduces wiring complexity but also maintains energy efficiency and high signal quality, offering enhanced flexibility for data center system design and applications.Adopting an optical interface allows for the aggregation and seamless interconnection...

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Purdue to to Host SK hynix’s Memory Packaging Fab with $450M from CHIPS Act

The U.S. Department of Commerce and SK hynix have signed a non-binding preliminary memorandum of terms (PMT) to provide up to $450 million in proposed federal incentives under the CHIPS and Science Act. This funding aims to establish a high-bandwidth memory (HBM) advanced packaging fabrication and research and development (R&D) facility in West Lafayette, Indiana. This project is part of SK hynix's broader $3.87 billion investment to build a...

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STACK adds $3 billion in new financing to its data center expansions

 STACK Infrastructure has announced an additional $3 billion in green financing for four key projects in the U.S. These projects, located on campuses either active or under development, collectively total 900MW. This funding follows recent global financing announcements of $3.3 billion and $1.3 billion, highlighting STACK's commitment to environmental responsibility and innovation. With this latest funding, STACK has now secured over $15 billion...

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Microsoft Integrates Marvell's FIPS 140-3 Security Modules

Microsoft will integrate Marvell's NIST FIPS 140-3 Level-3 compliant LiquidSecurity hardware security modules (HSMs) into its Azure Key Vault and Managed HSM services. This update will enhance Microsoft's security posture and its portfolio of security services. Marvell's LiquidSecurity HSMs, which achieved the FIPS 140-3 Level-3 certification in June, are designed to meet the stringent security requirements of financial institutions and government...

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IBM Unveils Generative AI-Powered Cybersecurity Assistant

IBM unveiled new generative AI capabilities within its managed Threat Detection and Response (TDR) Services, designed to enhance security operations for clients. This advanced feature, built on IBM's watsonx data and AI platform, introduces the IBM Consulting Cybersecurity Assistant, which aims to expedite and improve the identification, investigation, and response to critical security threats. This new tool is part of IBM Consulting's threat detection...

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UK Competition Authority Clears HPE-Juniper Deal

 The UK Competition and Markets Authority has cleared the pending acquisition of Juniper Networks by Hewlett Packard Enterprise Company.The US$14 billion deal was first announced on 09-January-2024. The EU has also recently cleard the deal.https://www.gov.uk/cma-cases/hewlett-packard-enterprise-company-slash-juniper-networks-inc-merger-inquiryundefi...

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Groq Secures $640M Series D Funding for Fast AI Inference

 Groq, a start-up based in Mountain View, California, raised $640 million in a Series D round, bringing its valuation to $2.8 billion. The funding was spearheaded by BlackRock Private Equity Partners, with contributions from existing and new investors such as Neuberger Berman, Type One Ventures, Cisco Investments, Global Brain’s KDDI Open Innovation Fund III, and Samsung Catalyst Fund. The influx of capital will support Groq’s expansion and...

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Crowdstrike posts Root Cause Analysis on July 19th Incident

Crowdstrike published a Root Cause Analysis (RCA) detailing the findings, mitigations and technical details of the July 19, 2024, Channel File 291 incident. In February 2024, CrowdStrike enhanced its Falcon sensor with advanced AI and machine learning capabilities to detect and mitigate novel threats on Windows systems. A new sensor capability was introduced to monitor potential abuses of Windows mechanisms, with rapid response content updates...

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Dell'Oro: AI Buildouts Drive GPU and Accelerator Chips at 38% CAGR

Accelerator revenues, consisting mostly that of GPUs and custom accelerators, are forecast to grow at a 38 percent compound annual growth rate (CAGR) for the next five years, according to a new report from Dell'Oro Group. The worldwide Data Center IT Semiconductors market, which includes the major components for servers and storage systems, is set to reach $390 billion by 2028.“We recently raised our revenue forecast on accelerators because AI-related...

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FCC issues initial license to AST SpaceMobile

The U.S. Federal Communications Commission (FCC) has granted an initial license for space-based operations in the United States authorizing AST SpaceMobile to launch and operate V, S, and UHF frequencies to support gateway, feeder link, and telemetry, tracking, and control operations for the first five commercial BlueBird satellites.Key Points:FCC Approval: AST SpaceMobile has received authorization to operate key frequencies for its space-based...

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