Cignal AI: EMEA optical and packet transport spending bounces back

European operators resumed purchases of optical and packet transport hardware in 3Q20 as COVID-related supply chain and operational delays eased, according to the most recent Transport Hardware Report from research firm Cignal AI. At the same time, North American spending weakness spread to the optical hardware segment as the region’s operators paused capex after aggressive deployments in the first half of the year.

“EMEA’s packet and optical transport sales growth was bolstered by sales deferred from Q2 and raised the market overall during the third quarter,” said Scott Wilkinson, Transport Hardware lead analyst at Cignal AI. “The outcome was different in North America, where sales were more frontloaded in the first two quarters than in EMEA, especially by the larger operators. NA annual CapEx budgets are largely exhausted, producing declining sales in the second half of the year for this region.”

Highlights:

• Optical hardware spending grew by double-digits in EMEA, countering expectations of a flat-to-down quarter in optical spending. Nokia led the robust growth with a boost from sales deferred from Q2. Worldwide, optical hardware spending was up slightly.
• Packet transport hardware spending also rose in EMEA but declined worldwide. EMEA packet transport revenue for both Huawei and Juniper grew by more than 20% YoY as the two companies gained ground on market leaders Cisco and Nokia.
• North American optical and packet spending declined this quarter, as anticipated by vendors (Ciena, Cisco) with exposure to large network operators. Ciena continues to lead optical market share with slight YoY revenue growth, while Cisco maintains packet transport market leadership despite a sharp YoY revenue decline.

https://cignal.ai/2020/11/emea-optical-and-packet-transport-spending-bounces-back-in-3q20/

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Dell'Oro: Optical transport equipment market grew 9% in 3Q 2020

Thanks to higher demand in Asia Pacific, optical transport equipment revenue increased 9 percent year-over-year in 3Q 2020 reaching $3.8 billion, according to a new report from Dell'Oro Group.

“Sales slowed in North America following a strong first half of the year,” said Jimmy Yu, Vice President at Dell’Oro Group. “Whether it was due to network demand caused by people working and studying from home or new projects at the beginning of the year, the demand for optical equipment in the region rose 11 percent in the first half of 2020. But I think there was enough concern surrounding the longevity of the pandemic that service providers grew cautious and refrained from overextending their capital. As a result, optical revenue in North America declined 7 percent in the third quarter,” continued Yu.

Highlights:

• Growth in Asia Pacific more than offset the lower revenue in North America and Latin America. 
• Optical revenue grew 22 percent year-over-year in Asia Pacific, driven largely by higher deployments in China and Japan. 
• With lockdown restrictions easing, some regions such as Middle East and Africa (MEA), significantly rebounded in the quarter following a sharp decline in 1H 2020. 
• Sales in China, Japan, and MEA each grew over 25 percent.

https://www.delloro.com/news/optical-transport-equipment-market-grew-9-percent-in-3q-2020-to-3-8-billion/

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Dell'Oro: Surging demand for 5G accelerates RAN growth

Preliminary readings indicate that the positive momentum that has characterized the radio access network (RAN) market since the upswing began in the second half of 2018 extended into the third quarter, with surging demand for 5G propelling the RAN market to robust year-over-year growth, according to Dell'Oro Group.

“While we correctly identified that the RAN market would appear disconnected from the underlying economy throughout this year, we also underestimated the pace and the magnitude of these 5G rollouts,” said Stefan Pongratz, analyst with the Dell’Oro Group. “This shift from 4G to 5G, including low-band-and mid-band 5G NR, continued to accelerate at a torrid pace in the quarter, underpinned by stronger-than-expected 5G activity in multiple regions.”

Highlights:

• RAN revenue shares were impacted to some degree by the state of the 5G rollouts in China and North America, resulting in share gains for both Huawei and ZTE over the 1Q20-3Q20 period.
• The near-term outlook remains favorable for both macro and small cells, with combined 2020 and 2021 2G-4G and 5G base station shipments projected to eclipse 10 M units.
• We have adjusted the near-term RAN market outlook upward, to reflect stronger than expected activity in China, Europe, and North America, with total RAN projected to approach $70 B to $80 B for the combined 2020 and 2021 period.

https://www.delloro.com/news/surging-demand-for-5g-accelerates-ran-growth/

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IBM to acquire Instana for AIOps application monitoring

IBM will acquire Instana, an application performance monitoring and observability company based in Chicago and with a development center in Germany. Financial terms were not disclosed.

Instana provides businesses with capabilities to manage the performance of complex and modern cloud-native applications no matter where they reside – on mobile devices, public and private clouds and on-premises, including IBM Z.  Instana's enterprise observability platform automatically builds a deep contextual understanding of cloud applications and provides actionable insights to indicate how to best prevent and remedy IT issues that could damage the business or reduce customer satisfaction -- such as slow response times, services that aren't working or infrastructure that is down.

Once Instana's capabilities are integrated into IBM, companies will be able to feed these insights into Watson AIOps. The information could then be compared to a baseline of a normal operating application, with AI triggering alerts to resolve issues quickly before negative impacts to that transaction or activity. This can help eliminate the need for IT staff to manually monitor and manage applications, freeing these employees to focus on innovation and higher value work. 

"With the added responsibility of ensuring the build and run quality of the software they develop, DevOps teams need a new generation of application performance monitoring and observability capabilities to succeed," said Mirko Novakovic, co-founder and CEO, Instana. "Instana's observability capabilities combined with IBM's AI-powered automation capabilities across hybrid cloud environments will give clients a full view of their application performance to best optimize operations."

https://www.ibm.com/cloud/blog/ibm-and-instana

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Verizon to install private 5G Ultra Wideband for GM, Honeywell

Verizon will install its 5G Ultra Wideband service inside the corporate offices of General Motors and Honeywell to help drive digital transformation initiatives.

General Motors (GM) and Verizon Business partnered to install 5G Ultra Wideband at GM’s recently announced Detroit-Hamtramck Assembly Center, known as Factory ZERO, an all-electric vehicle (EV) assembly plant. 

Honeywell is installing Verizon’s 5G Ultra Wideband inside their new corporate headquarters in Charlotte. The service will serve their Innovation Center and Executive Leadership floor, where they will showcase different Honeywell products and solutions that benefit from the high bandwidth and low latency provided by Verizon 5G Ultra Wideband.

“If the past few months have taught us anything, it’s that the acceleration to digital will only get faster and our customers must seize this moment to scale quickly, and General Motors and Honeywell are two industry-leading companies that are first movers in this area,” said Tami Erwin, CEO of Verizon Business.“We’ve opened the door to the 5G era and have a once-in-a-lifetime opportunity to completely reimagine the future of enterprise. Foundational to this is the power of Verizon’s 5G network coupled with our expanding portfolio of enterprise cloud applications and devices, including the powerful, new iPhone 12 lineup.”

Apple and Verizon also announced Verizon 5G Fleet Swap, a first-of-its-kind program that allows customers to trade in their entire fleet of smartphones, from Verizon or any carrier, and upgrade to any model in the iPhone 12 lineup for zero upfront cost, with zero to low cost per month.

“The iPhone 12 lineup is the best for business, with an all-new design, advanced 5G experience, industry-leading security and A14 Bionic, the fastest chip ever in a smartphone,” said Susan Prescott, Apple’s vice president of Markets, Apps and Services. “Paired with Verizon’s 5G Ultra Wideband going indoors and 5G Fleet Swap, an all-new device offer for enterprise, it’s now easier than ever for businesses to build transformational mobile apps that take advantage of the powerful iPhone 12 lineup and 5G.”

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Vantage raises US$1.25 billion in equity funding

Vantage Data Centers raised US$1.25 billion in incremental equity capital from its existing investors, led by Digital Colony. This funding will be used to fuel ongoing expansion and development across North America and Europe.

“Hyperscale data center market demand remains strong, and this capital raise will allow Vantage to accelerate its global expansion of sustainable, large-scale campuses,” said Sharif Metwalli, CFO, Vantage Data Centers. “This capital raise demonstrates our investors’ continued commitment to Vantage’s strategic growth plan.”

“The Vantage team continues to do an amazing job supporting the growth of their hyperscale customers as they expand in North America and increasingly throughout Europe,” said Marc Ganzi, president and CEO of Colony Capital and Digital Colony. “Supporting the strategic development and financing of our partner companies is a key pillar of Digital Colony’s alpha-creation strategies, so we’re thrilled to be a part of Vantage’s next big step forward.”

Vantage Data Centers opens data center campus near Frankfurt

Monday, November 02, 2020  Data Centers, Germany, Vantage Data Centers  

Vantage Data Centers inaugurated its first 15MW data center in Germany along with partners Energieversorgung Offenbach (EVO) and DataCenter-Group (DCG). 

The campus, located in Offenbach, will house three multi-story data centers totaling 55MW of critical IT capacity and 650,000 square feet (60,000 square meters) when fully developed. The opening of the Frankfurt campus is a key milestone in Vantage’s strategy to expand across Europe.

"The development of this campus in one of the most sought-after markets in Europe is the first milestone in our USD $2 billion European expansion strategy,” said Antoine Boniface, president, Vantage Europe. “Many of our customers need to be in Europe for a variety of reasons, whether it’s to reduce latency or to comply with local privacy laws. Offenbach is an ideal location, located within one kilometer of the main peering points and just 15 minutes from Frankfurt’s international airport."

The Frankfurt campus was part of the acquisition of Etix Everywhere in February 2020, which Vantage announced along with greenfield developments in Berlin, Milan, Warsaw and Zurich.

Vantage Data Centers gains strategic backing from Colony Capital

Tuesday, July 07, 2020  Data Centers, Vantage  

Vantage Data Centers announced a strategic partnership valued at $3.5 billion to accelerate the expansion of its wholesale data centers throughout North America and Europe.

Specifically, the Colony-led investor group will invest $1.2 billion in Vantage’s diversified portfolio, including 12 stabilized North American data centers, which span more than 1.4 million gross square feet and 150MW of IT capacity across key strategic markets in Santa Clara, California; Quincy, Washington; Montreal and Quebec City, Canada.

Vantage’s management team, led by Sureel Choksi, president and CEO, will continue to manage and operate these assets as part of its global data center footprint. Vantage will maintain the same level of superior service to its valued customers in each market, while simultaneously developing and operating additional data centers throughout North America and Europe. The capital provided by this transaction will support Vantage’s strategy to expand and enhance its global footprint.

http://www.vantage-dc.com

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FCC opens 5.9 GHz band for Wi-Fi and C-V2X

The FCC adopted new rules for the 5.9 GHz band (5.850-5.925 GHz) to make new spectrum available for unlicensed uses, such as Wi-Fi, and improve automotive safety.  Specifically, the new band plan designates the lower 45 megahertz (5.850-5.895 GHz) for unlicensed uses and the upper 30 megahertz (5.895-5.925 GHz) for enhanced automobile safety using Cellular Vehicle-to-Everything (C-V2X) technology.

The FCC said the spectrum’s impact will be further amplified by the fact that it is adjacent to an existing Wi-Fi band which, when combined with the 45 megahertz made available today, will support cutting-edge broadband applications.  These high-throughput channels—up to 160 megahertz wide—will enable gigabit Wi-Fi connectivity for schools, hospitals, small businesses, and other consumers.  The Report and Order adopts technical rules to enable full-power indoor unlicensed operations in the lower 45 megahertz portion of the band immediately, as well as opportunities for outdoor unlicensed use on a coordinated basis under certain circumstances.  Under the new rules, ITS services will be required to vacate the lower 45 megahertz of the band within one year.  

The new rules also will improve automotive safety by reserving the upper 30 megahertz of the band for Intelligent Transportation System (ITS) services and designating C-V2X as the technology standard for safety-related transportation and vehicular communications.  C-V2X uses cellular protocols to provide direct communications between vehicles and obstacles like other vehicles, cyclists, pedestrians, and road workers, and to receive safety information from roadside transmitters.  

https://www.fcc.gov/document/fcc-modernizes-59-ghz-band-improve-wi-fi-and-automotive-safety

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NVIDIA intros Mellanox 400G InfiniBand - the 7th generation

NVIDIA introduced the seventh generation of Mellanox InfiniBand delivering ultra-low latency and double data throughput with NDR 400Gb/s, as well as new NVIDIA In-Network Computing engines to provide additional acceleration.

NVIDIA Mellanox 400G InfiniBand offers 3x the switch port density and boosts AI acceleration power by 32x. In addition, it surges switch system aggregated bi-directional throughput 5x, to 1.64 petabits per second, enabling users to run larger workloads with fewer constraints.

Edge switches, based on the Mellanox InfiniBand architecture, carry an aggregated bi-directional throughput of 51.2Tb/s, with a landmark capacity of more than 66.5 billion packets per second. The modular switches, based on Mellanox InfiniBand, will carry up to an aggregated bi-directional throughput of 1.64 petabits per second, 5x higher than the last generation.

NVIDIA said the world’s leading infrastructure manufacturers — including Atos, Dell Technologies, Fujitsu, GIGABYTE, Inspur, Lenovo and Supermicro — plan to integrate NVIDIA Mellanox 400G InfiniBand into their enterprise solutions and HPC offerings. These commitments are complemented by extensive support from leading storage infrastructure partners including DDN and IBM Storage, among others.

“The most important work of our customers is based on AI and increasingly complex applications that demand faster, smarter, more scalable networks,” said Gilad Shainer, senior vice president of networking at NVIDIA. “The NVIDIA Mellanox 400G InfiniBand’s massive throughput and smart acceleration engines let HPC, AI and hyperscale cloud infrastructures achieve unmatched performance with less cost and complexity.”

“Microsoft Azure’s partnership with NVIDIA Networking stems from our shared passion for helping scientists and researchers drive innovation and creativity through scalable HPC and AI. In HPC, Azure HBv2 VMs are the first to bring HDR InfiniBand to the cloud and achieve supercomputing scale and performance for MPI customer applications with demonstrated scaling to eclipse 80,000 cores for MPI HPC,” said Nidhi Chappell, head of product, Azure HPC and AI at Microsoft Corp. “In AI, to meet the high-ambition needs of AI innovation, the Azure NDv4 VMs also leverage HDR InfiniBand with 200Gb/s per GPU, a massive total of 1.6Tb/s of interconnect bandwidth per VM, and scale to thousands of GPUs under the same low-latency InfiniBand fabric to bring AI supercomputing to the masses. Microsoft applauds the continued innovation in NVIDIA’s Mellanox InfiniBand product line, and we look forward to continuing our strong partnership together.”

“High-performance interconnects are cornerstone technologies required for exascale and beyond. Los Alamos National Laboratory continues to be at the forefront of HPC networking technologies,” said Steve Poole, chief architect for next-generation platforms at Los Alamos National Laboratory. “The Lab will continue their relationship working with NVIDIA in evaluating and analyzing their latest 400Gb/s technology aimed at solving the diverse workload requirements at Los Alamos.”

“Amid the new age of exascale computing, researchers and scientists are pushing the limits of applying mathematical modeling to quantum chemistry, molecular dynamics and civil safety,” said Professor Thomas Lippert, head of the Jülich Supercomputing Centre. “We are committed to leveraging the next generation of Mellanox InfiniBand to further our track record of building Europe’s leading, next-generation supercomputers.”

https://nvidianews.nvidia.com/news/nvidia-announces-mellanox-infiniband-for-exascale-ai-supercomputing

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PacketLight debuts 4x400G transponder/muxponder

PacketLight Networks announced the release of its PL-4000T transponder/muxponder supporting any mix of 100GbE, OTU4 or 400GbE services over 400G wavelengths for high capacity DCI, metro, and long-haul applications.  for service providers, enterprise, campus, government, and cloud computing networks.

The PL-4000T modular, standards-based device can serve as either a 4x100GbE muxponder or 1x400GbE transponder per slice using pluggable optical modules. In addition, the PL-4000T strengthens data security by supporting Layer-1 encryption based on GCM-AES-256 standards and Diffie-Hellman (DH) Key Exchange.

The PL-4000T supports standard MSA pluggable modules QSFPDD, CPF2-DCO, and QSFPDD-DCO, and industry standard OFEC and CFEC. The modules reduce power consumption by more than 70 percent and improve port density per 1U compared with existing proprietary, bulky solutions on the market.

The solution integrates EDFA, mux/demux, and an optical switch for fiber protection, delivering the entire DWDM/OTN end-to-end infrastructure solution in a 1U form factor. The PL-4000T provides a full demarcation point between the 100GbE, OTU4, and 400GbE client service and the DWDM and is interoperable with any third-party vendors’ switches and routers.

“We are focused on our customers’ needs to expand their networks faster than ever by providing them with the benefits of our latest technology,” says Koby Reshef, CEO of PacketLight Networks. "Our solution enables migration to 400G networks with optimal cost and performance, while supporting the OIF ZR, OpenZR+, and Open ROADM standards.”

https://www.packetlight.com/about/press-releases/packetlight-400g-transponder-muxponder

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ProLabs launches 100G/200G CFP2-DCO transceivers

ProLabs launched its new 100G/200G CFP2-DCO coherent optical transceivers supporting long campus-to-campus ranges.

THE CFP2-DCO transceivers can transmit highly efficient DWDM signals at 100G (or 200G) data rates up to 80 kilometers without the need for amplification. Coherent optics enhance performance in edge and long haul/transport applications, such as edge-to-core or remote-to-metropolitan fiber runs.

"To achieve the data rates and reach needed to meet future data demands, core network infrastructure must evolve despite the cost," said Patrick Beard, Chief Technology Officer at ProLabs. "Migrating from current configurations to new coherent technologies not only provides immediate, cost-effective 100G relief for long haul bottlenecks, but also establishes a reliable foundation for scaling into 200G."

ProLabs says its coherent optical solutions are interoperable in environments with switches and routers from Cisco, Dell, and Edge-core.

https://www.prolabs.com/solutions/coherent-optics-open-the-door-to-100g-200g-over-long-distances

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NVIDIA posts record Q3 sales of $4.73, "firing on all cylinders"

NVIDIA reported record Q3 revenue of $4.73 billion, up 57 percent from $3.01 billion a year earlier, and up 22 percent from $3.87 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $2.12, up 46 percent from $1.45 a year ago, and up 114 percent from $0.99 in the previous quarter. Non-GAAP earnings per diluted share were $2.91, up 63 percent from $1.78 a year earlier, and up 33 percent from $2.18 in the previous quarter.

“NVIDIA is firing on all cylinders, achieving record revenues in Gaming, Data Center and overall,” said Jensen Huang, founder and CEO of NVIDIA. “The new NVIDIA GeForce RTX GPU provides our largest-ever generational leap and demand is overwhelming. NVIDIA RTX has made ray tracing the new standard in gaming.

“We are continuing to raise the bar with NVIDIA AI. Our A100 compute platform is ramping fast, with the top cloud companies deploying it globally. We swept the industry AI inference benchmark, and our customers are moving some of the world’s most popular AI services into production, powered by NVIDIA technology.

“We announced the NVIDIA DPU programmable data center processor, and the planned acquisition of Arm, creator of the world’s most popular CPU. We are positioning NVIDIA for the age of AI, when computing will extend from the cloud to trillions of devices.”

Highlights:

• Data Center - Third-quarter revenue was a record $1.90 billion, up 8 percent from the previous quarter and up 162 percent from a year earlier.
• Gaming - Third-quarter revenue was a record $2.27 billion, up 37 percent from the previous quarter and up 37 percent from a year earlier.
• Unveiled the GeForce RTX® 30 Series GPUs, powered by the NVIDIA Ampere architecture and the second generation of RTX, with up to 2x the performance of the previous Turing-based generation.
• Professional Visualization - Third-quarter revenue was $236 million, up 16 percent from the previous quarter and down 27 percent from a year earlier.
• Automotive - Third-quarter revenue was $125 million, up 13 percent from the previous quarter and down 23 percent from a year earlier.

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Nokia and Qualcomm hit record 8 Gbps on commercial 5G mmWave network

Nokia, Elisa and Qualcomm Technologies achieved a record 8 Gbps from a 5G base station over a commercial network. 

The fast speed, which was showcased at Elisa’s flagship store in Helsinki, Finland, delivered 8 Gbps to two 5G mmWave devices connected simultaneously.  

The milestone was achieved by utilizing Nokia’s 5G mmWave technology and Qualcomm Technologies’ 5G smartphone form factor test devices over Elisa’s commercial 5G network. The base station utilized two Nokia AirScale radios, each using 800 MHz of commercial millimeter wave 5G spectrum at 26 GHz. These provided connectivity to two 5G smartphone form factor test devices powered by a Qualcomm Snapdragon X55 5G Modem-RF System featuring second-generation Qualcomm® QTM525 mmWave antenna modules, with each device reaching 4 Gbps peak speeds from the base station.

Sami Komulainen, executive vice president, production, Elisa, said, “This is an important development and another step in our efforts to bring the fastest speeds and best 5G experiences to our customers. Elisa was the first in Finland and amongst first in the world to deploy 5G. Reaching 8Gbps is a natural step in our 5G development and we want to explore the possibilities 5G offers and push the technology further to benefit our customers.”

Tommi Uitto, president, mobile networks, Nokia, commented, “We are proud to work with our partners on this important and significant achievement that will deliver incredible 5G experiences to people and businesses in Finland. This is another milestone in the development of 5G services and demonstrates the capacity of our commercially deployed 5G solutions.”  

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Sierra Wireless sells Shenzhen-based automotive embedded module line

Sierra Wireless completed the previously announced sale of its Shenzhen, China-based automotive embedded module product line to Rolling Wireless (H.K.) Limited (“Rolling Wireless”) for US$165 million in cash. The sale of the automotive product line includes approximately US$19 million of cash and is subject to normal working capital adjustments.

The automotive embedded modules were developed in China by Sierra Wireless and manufactured in China by outsourced contract manufacturers for sale to global electronics companies for integration into new vehicles assembled in China, Europe, and Mexico. Approximately 150 of the Company’s employees located in Mainland China, Europe and in the Asia Pacific region are becoming employees of Rolling Wireless upon the closing of the transaction.

“This divestiture of the Automotive product line enables Sierra Wireless to strengthen our focus and success in investment in our IoT Solutions that deliver high-value recurring revenue,” said Kent Thexton, President and CEO of Sierra Wireless. “Completing the transaction also gives us financial strength as we expand our position in the growing IoT solutions market as well as broaden our portfolio of new 5G modules and gateways for the Enterprise and Mobile Broadband markets.”

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Equinix announces $200M expansion at Ashburn campus

Equinix announced further expansion in the Washington, D.C. area with the opening of its 16th International Business Exchange data center, DC21, at its campus in Ashburn, Virginia.

Highlights

• DC21 is a two-story, state-of-the-art data center designed to deliver both small- and large-capacity deployments. The innovative, modular construction incorporates Equinix's Flexible Data Center (FDC) principles, which leverage common design elements for space, power and cooling to reduce capital costs while ensuring long-term maintenance predictability. 
• The $95 million first phase of DC21 will provide more than 41,000 square feet of colocation space, offering an initial capacity of 925 cabinets. 
• Upon completion of the planned future phases, DC21 is expected to provide total capacity of 3,100 cabinet equivalents and colocation space of more than 124,000 square feet.

With the addition of DC21, as well as the opening of the DC15 data center earlier this year, Equinix has invested more than $200 million in the Washington, D.C. area in 2020. The $111 million first phase of DC15 opened in Q2 2020 with an initial capacity of 1,600 cabinet equivalents and colocation space of approximately 23,000 square feet.

The Equinix Ashburn Campus provides a wide range of interconnection solutions, including Equinix Fabric — formerly Equinix Cloud Exchange Fabric - an on-demand, SDN-enabled interconnection service.Through Equinix Fabric, customers in Ashburn can set up direct connectivity with international and local cloud service providers across the U.S., including Alibaba, AWS, Google Cloud, Microsoft Azure, Oracle Cloud, SAP Cloud and SoftLayer, as well as major network service providers.

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Marvell announces first 112G 5nm SerDes

Marvell introduced the first 112G 5nm SerDes solution that has been validated in hardware. The company also confirmed that it has recently secured a new custom ASIC design win customer that will embed this new IP to build next generation top-of-rack (ToR) and spine switches for leading hyperscale data centers.

The Marvell 5nm SerDes solution doubles the bandwidth of current systems based on 56G while enabling the deployment of 112G I/Os. The device offers the ability to operate at 112G PAM4 across channels with >40dB insertion loss. The solution also delivers power reduction of more than 25% compared to 7nm, enabling systems with tight thermal/power constraints and helping to drive down total cost of ownership. The power reduction of Marvell's high-speed SerDes enables scale up of bandwidth within acutely constrained 5G applications.

Marvell plans to offer a complete product suite of PHYs, switches, data processor units (DPUs), custom server processors, controllers, accelerators and custom ASICs in 5nm, delivering end-to-end interoperable infrastructure solutions. This interoperability between Marvell components will allow customers to significantly reduce their product development and validation cycle time, and time-to-market.

"Our new 112G 5nm SerDes solution, with its industry-leading power, performance and area metrics is a true game changer and will help scale data infrastructure to meet growing interconnect requirements," said Sandeep Bharathi, senior vice president of Central Engineering at Marvell. "System performance is typically limited by bandwidth and power in most infrastructure applications, and our new 112G solution in 5nm addresses this by doubling the bandwidth, while reducing the overall I/O power."

"We are excited to bring this proven 112G SerDes to our custom ASIC partners looking for the highest throughput at the lowest power in the industry. Our customers in multiple markets have confirmed for us that this IP exceeds their system requirements for performance and power consumption," said Kevin O'Buckley, vice president and general manager of the ASIC BU at Marvell. "Leveraging this 5nm SerDes IP across our Marvell platform allows our customers to build entire interoperable data center, wireless and wired networking systems using Marvell standard products, customized standard products and full custom ASIC solutions."

Marvell to acquire Inphi for optical components business

Thursday, October 29, 2020  400ZR, Data Centers, Inphi, Marvell, Optical, Silicon  

Marvell Technology Group Ltd. agreed to acquire Inphi Corp. in a cash and stock transaction valued at approximately US$10 billion, consisting of $66 in cash and 2.323 shares of stock of the combined company for each Inphi share. Upon closing of the transaction, Marvell shareholders will own approximately 83% of the combined company and Inphi stockholders will own approximately 17% of the combined company.Inphi’s high-speed electro-optics target data...

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Marvell intros a customizable ASIC program in 5nm

Thursday, July 23, 2020  Marvell, Silicon  

Marvell debuted a cutomizable ASIC targetting applications ranging from next generation 5G carriers, cloud data centers, enterprise and automotive. Marvell’s new ASIC solution enables a multitude of customization options and a differentiated approach with best-in-class standard product IP including Arm-based processors, embedded memories, high-speed SerDes, networking, security and a wide range of storage controller and accelerators in 5nm and below. With...

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AWS Network Firewall managed service goes online

Amazon Web Services announced the general availability of AWS Network Firewall, a new managed security service that makes it easier for customers to enable network protections across all of their AWS workloads. The service automatically scales with network traffic to provide high availability protections without the need to set up or maintain the underlying infrastructure. 

AWS Network Firewall’s flexible rules engine gives customers granular control to define their own custom rules or integrate with their existing security ecosystem by importing rules from leading AWS Partner Network (APN) security partners like AlertLogic, CrowdStrike, Fortinet, and Trend Micro. 

Customers pay only by hours deployed and gigabytes processed. 

“When we talk to customers about what they want in a cloud network firewall they tell us that they want network protections that work with their existing security systems and without the headache of managing the underlying infrastructure,” said Steve Schmidt, CISO, AWS. “AWS Network Firewall provides scalable network protections that allow customers to deploy highly customizable rules for their entire AWS infrastructure, and integrates with many of the APN partner services that customers already use. Best of all, there’s no need to configure or maintain additional infrastructure.”

https://aws.amazon.com/network-firewall/

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Fujitsu powers DCI connectivity in Bogota

EdgeUno, a leading multinational provider of infrastructure as a service (IaaS), data center services and high-speed internet in Colombia, has deployed the Fujitsu 1FINITY platform for its data center interconnect (DCI) network in Bogota.

Specifically, EdgeUno deployed Fujitsu 1FINITY T100 Transport blades in a 4 × 200G, point-to-point configuration to connect data centers, creating a state-of-the-art 800G capacity network in the region.

Fujitsu said the plug-and-play architecture of its 1FINITY platform enabled EdgeUno to deploy and provision the system in a few hours in order to secure a valuable new customer. 

“Thanks to the fast deployment and simple, reliable turn-up capability of the Fujitsu transport infrastructure, we were able to efficiently and rapidly connect key point of presence locations in Bogota,” said Mehmet Akcin, chief executive officer, EdgeUno. “The 1FINITY blades were very easy to add to our data center network, allowing us to quickly scale capacity while maintaining our reputation for delivery of data services with the lowest latency and highest availability.”

“We designed the modular 1FINITY platform to enable unsurpassed agility, efficiency and performance in today’s disaggregated networks, equipping service providers with the leading-edge technology they need to be first to market,” said Doug Moore, president and chief executive officer at Fujitsu Network Communications, Inc. “Deployment of 1FINITY T100 Transport blades offers EdgeUno a significant competitive advantage in speed, reliability and capacity.”

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Telstra to speed up trading across eight global exchanges

Telstra is introducing a financial trading solution that leverages its priority routes over its trans-Pacific subsea cable networks. 

The Telstra Octagon service will provide financial firms with low latency connectivity directly into eight of the world’s most valuable futures and commodities marketplaces. This includes the CME and ICE exchanges in the U.S. as well Australia, Hong Kong, Singapore, Taiwan, South Korea and Japan. 

Telstra owns and operates the largest subsea cable system with more than 250,000 miles of subsea cables globally that connects the world with Asia, currently carrying nearly one-third of all Asia-Pacific internet traffic.

Priority end-to-end access to the networks enables financial and trading organizations to respond to market-moving events as they happen and execute investment strategies across Asian, Australian and U.S. capital markets. Additional benefits include Telstra’s network redundancy, resilience and market access.

“The Telstra Octagon was designed to enable global financial trading firms to thrive in the hyper-competitive trading world of today where the difference between success and failure is measured in milliseconds,” said Nicholas Collins, president, Telstra Americas.

“These are challenging and unprecedented times for global finance, and we believe that the Telstra Octagon will provide both established and upcoming organizations the ability to trade faster across key exchanges between North America and the dynamic markets in the Asia-Pacific region,” Collins continued.

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Dell'Oro: Microwave Transmission Equipment Market up 6% in 3Q

The market for Microwave Transmission equipment grew 6 percent year-over-year in 3Q 2020 following a steep decline in the first half of the year, according to a new report from Dell'Oro Group.

“The wireless backhaul market began to recover in the third quarter following the end of COVID-19 related lock downs,” stated Jimmy Yu, Vice President at Dell’Oro Group. “We think there is more growth to come for this market and remain positive that demand for Microwave Transmission equipment will continue to increase. Assuming the worst of the pandemic is behind us, the economy recovers, and 5G mobile radio deployments stay on pace, we are predicting the microwave market to grow 4 percent next year to $3.1 billion,” added Yu.

For the year-to-date period, which includes the first nine months of 2020, the top six microwave vendors with a collective revenue share of nearly 80 percent were Huawei, Ericsson, Nokia, Ceragon, NEC, and Aviat. Among these vendors, three (Aviat, Huawei, and Nokia) outperformed the market and increased their individual market shares by at least one percentage point in the year-to-date period compared to last year.

The vendors with the highest share in the fast growing E/V Band market, which grew 35 percent year-over-year in 3Q 2020, were Huawei, Nokia, Ericsson, and Siklu. In the year-to-date period, Nokia’s share of the E/V Band market sharply increased by eight percentage points.

https://www.delloro.com/news/microwave-transmission-equipment-market-increased-6-percent-in-3q-2020-according-to-delloro-group/

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Huawei to sell its Honor smartphone brand under duress

Huawei confirmed reports that it will sell off its Honor business assets to Shenzhen Zhixin New Information Technology Co..  The Honor business unit offers phones in the low- to mid-end price range and ships over 70 million units annually.

Financial terms were not disclosed, however, a Reuters report estimated the business unit could fetch up to 100 billion yuan (US$15.2 billion).

Huawei said its consumer business has been "under tremendous pressure as of late" due to a persistent unavailability of technical elements needed for the mobile phone business.

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