Arista clocks its first billion dollar quarter, acquires Pluribus

Arista Networks reported Q2 revenue of $1.052 billion, an increase of 20.0% compared to the first quarter of 2022, and an increase of 48.7% from the second quarter of 2021. GAAP gross margin was 61.2%, compared to GAAP gross margin of 63.1% in the first quarter of 2022 and 64.2% in the second quarter of 2021.

Non-GAAP net income was $342.7 million, or $1.08 per diluted share, compared to non-GAAP net income of $216.8 million, or $0.68 per diluted share in the second quarter of 2021.

Commenting on the company's financial results, Ita Brennan, Arista’s CFO said, “We are pleased with overall business momentum in the quarter with strong revenue growth driving significant EPS upside and demonstrating the inherent operational leverage of the business model.”

“In Q2 2022, we achieved our first billion-dollar revenue quarter, despite the challenges of an uncertain supply chain environment,” said Jayshree Ullal, President and CEO of Arista Networks. “This record milestone further validates the customer value of Arista’s differentiated cloud networking platforms, now adopted by many of the largest cloud and enterprise customers around the world.”

Arista also noted its acquisition of privately-held Pluribus Networks.  Financial terms were not disclosed. Pluribus, which was based in Palo Alto, California, developed software-defined cloud fabrics. Ericsson has been partnering with Pluribus Networks for the unified cloud network fabric of the Ericsson NFVI solution since 2016.  Pluribus has also been endorsed by NVIDIA for DPU-based networking.

Arista also noted on-going supply chain issues.

https://www.arista.com/en/company/news/press-release/15867-pr-20220801

• Over the years, Pluribus announced $145 million in venture funding over multiple rounds.

Pluribus nets $20 million to advance its distributed cloud networking

Thursday, October 07, 2021  Pluribus  

Pluribus Networks announced $20 million in new funding for its solutions for distributed cloud networking and SDN automation.Pluribus said it will use the financing to bolster R&D for multiple new product initiatives along with sales and marketing resources that will further accelerate the company’s penetration into the distributed cloud market, while supporting expansion into adjacent sectors.“With such pronounced momentum of cloud infrastructure...

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Video: Four Key Things to Know about Edge Data Center Networking

Monday, January 11, 2021  Edge, Pluribus  

The buildout of edge data centers will be one of the big investment trends for 2021. In this 3-minute clip, Mike Capuano, Chief Marketing Officer of Pluribus Networks, outlines 4 key things to know about edge data center networking.See video: https://youtu.be/rGEv052x0UkDownload our free 2020 Next-Gen Edge and Beyond Report here: http://ngi.how/edge-2...

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Pluribus scales up with its Adaptive Cloud Fabric

Wednesday, October 07, 2020  Pluribus  

Pluribus Networks introduced a number of architectural enhancements to its Adaptic Cloud Fabric to scale hybrid clouds and edge data centers to thousands of nodes.The Pluribus Adaptive Cloud Fabric, powered by the Netvisor ONE OS and open network switching hardware, leverages a controllerless SDN architecture that incorporates network automation, virtualization, secure segmentation, visibility and analytics.The company is introducing two complementary...

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Dell'Oro: Campus switch sales rise despite supply chain issues

Sunday, June 12, 2022  Dell’Oro, Research  

Worldwide sales of campus switch sales rose 7% in 1Q 2022, with growth across North America, Europe, Middle East and Africa, and China, according to a new report from Dell'Oro Group. North America accounted for more than half of the sales increase during the quarter.“Remarkably and despite ongoing supply challenges, 1Q 2022 marked the fourth consecutive quarter of high single-to-double-digit growth in the market,” said Sameh Boujelbene, Senior Director...

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Dell'Oro: Data center switch sales up 16% in 1Q 2022

Saturday, June 04, 2022  Data Centers, Dell’Oro, Research, Switching  

Global data center switch sales grew robustly in 1Q 2022, reaching the second-highest revenue ever captured in the market, just 2 percent below the record sales level achieved in the prior quarter. Arista, H3C, Juniper, Star-net Ruijie, and white box vendors captured most of the growth in the market, according to a recently published report from Dell’Oro Group. Arista grew the fastest and was able to gain more than two points of revenue share during...

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Arista intros 7130 Series of low latency programmable switches

Thursday, June 02, 2022  Arista, Switching  

Arista Networks introduced ultra low latency, highly programmable 7130 Series switching systems designed for demanding in-network applications, such as financial trading. The Arista 7130 Series of low latency programmable switchesare powered by full-featured, programmable switching silicon and ultra low latency Layer 1 and highly scalable FPGAs. The expanded 7130 Series includes two new models that integrate full-featured L2/3 switching and...

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Comcast Business teams with Fortinet on SASE

Comcast Business today announced a strategic partnership with Fortinet to deliver enterprises a new set of secure access service edge (SASE), and security service edge (SSE) solutions.

The new Comcast Business offerings — delivered through Comcast Business Secure Gateways — give enterprises the option to choose from either SASE or SSE solutions backed by Fortinet’s security-driven networking technology and Equinix’s flexible cloud connection Equinix Fabric for a complete secure network service. 

Comcast Business Secure Gateways provide a fully-hosted set of SASE or SSE services covering a broad range of security networking solutions for Firewall-as-a-Service (FWaaS), Intrusion Prevention (IPS), Data Loss Prevention (DLP), Cloud Access Security Brokers (CASB), and Zero Trust Network Access (ZTNA). Comcast Business Secure Gateways are hosted across the United States at Equinix data centers, offering up to 10 gigabits per second (Gbps) of cloud connectivity for public, private, or hybrid cloud deployments. The Equinix Fabric™ enables support of Amazon Web Services, Microsoft Azure, Google Cloud, IBM and more than 200 SaaS providers.

“In today’s dynamic world, no two companies are alike and very few are the same as they were just two years ago,” said Amit Verma, Chief Technology Officer, Enterprise Solutions, Comcast Business. “By expanding our relationship with Fortinet, we are offering our clients more choice and the flexibility to choose a solution that works for them – while providing some of the latest security solutions to help keep them ready for the day – today and tomorrow.”

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Video: Streamlining Secure Business Transactions with MEF LSO APIs

https://youtu.be/GE4dlNnV8QE

Automation is the process of streamlining business interactions, explains Daniele Mancuso, SVP Chief Product Management, Sparkle, and Board Director of MEF. 

MEF has developed its Lifecycle Service Orchestration (LSO) framework to promote this vision. The next step is to combine the LSO APIs with Blockchain.

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Video: Automation is the path to cloud-native network solutions

https://youtu.be/fbtvmPvQO0Q

Automation is key to enabling services across a global ecosystem of Service Providers, says Franck Morales, Vice President, Evolution Platform, Orange Business Services, and Director of MEF.

Here is a perspective on how this automation is developing within MEF and across the industry.

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Video: Blockchain and Smart Contracts for Billing and Settlement

https://youtu.be/jUd4Haz5E4A

MEF has made tremendous progress with its LSO APIs, streamlining the transfer of information between parties. The next step is to leverage blockchain to define smart contracts, explains Daniel Bar-Lev, VP Strategic Programs, MEF.

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MaxLinear releases Panther III DPU Storage Accelerator

MaxLinear released its Panther III storage accelerator based on 16 nanometer (nm) DPU architecture and features a high throughput of 200Gbps and ultra-low single-pass transformation latency. 

MaxLinear says Panther III is aimed at new opportunities within the storage market, including all-flash-array and non-volatile memory express (NVMe) systems. It offers a 12:1 data reduction technology that intelligently offloads the CPU to open all tiers of storage to their full bandwidth potential with no CPU or software limitations. 

Panther III features:

• Faster NVMe access: Combining the NVMe SSD drives growth and Panther III 200Gbps throughput with ultra-low latency enable quicker access to larger datasets (big data), allowing higher performance data analysis to deliver better workload accuracy
• Lower Capital Storage Expenses (CAPEX): The exclusive patent-pending MaxHash provides independent hash block size and programmable offset to enhance deduplication hit rates resulting in improved effective storage capacity and $/GB savings
• Fast System Integration: Feature-rich software development kit (SDK) contains API, drivers, and source code for easy incorporation with end application software and software-defined storage (SDS)
• Meet Six 9’s reliability: The built-in end-to-end data protection via Real Time Verification (RTV) of all transforms, NVMe protection, and in-line CRCs/parity assures data integrity and eliminates data loss

“Panther III comes to market at a critical inflection point for enterprise storage appliances and hyperscale data center disaggregated computing storage systems,” said James Lougheed, Vice President of High Performance Analog and Accelerator products. “With the rise of higher speed NVMe SSD drive deployment, software data compression and reduction techniques are no longer viable architectures. Even existing hardware compression offload solutions lack the ability to scale. The release of Panther III elevates the product family into a class of its own, ready to address a data storage market that’s doubling its Zettabytes capacity every three years.”

http://www.maxlinear.com/panther

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Windstream Wholesale connects to DC BLOX data center

Windstream Wholesale connected to its second DC BLOX data center at 433 6th St. South in Birmingham, Alabama, which is the first multi-tenant data center in the state of Alabama to receive Uptime Institute’s Tier III Certification of Constructed Facility (TCCF). 

Windstream Wholesale is now taking orders at the location for diverse Wave Services, Ethernet Solutions, and Dedicated Internet Access.

“We are very excited for an additional DC BLOX facility to join our growing portfolio of on-net data centers,” said Joe Scattareggia, chief revenue officer of Windstream Wholesale. “DC BLOX is an outstanding provider of secure, reliable tier III data centers, and Windstream Wholesale is pleased to support its mission of meeting the local and regional needs of businesses in growing communities. We look forward to expanding this valuable partnership with additional DC BLOX locations in the future.”

 https://www.windstreamwholesale.com

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Caltech develops optical switch in lithium niobite

A team led by Alireza Marandi, assistant professor of electrical engineering and applied physics at Caltech, has developed an all-optical switch in lithium niobate with the potential to perform optical signal processing.

The research, which was published in the journal Nature Photonics on July 28, studies how pulses of light can be temporarily confined in a tiny space in the substrate. 

The net result is the creation of a nonlinear splitter in which the light pulses are routed to two different outputs based on their energies, which enables switching to occur in less than 50 femtoseconds (a femtosecond is a quadrillionth of a second). 

https://www.caltech.edu/about/news/new-optical-switch-could-lead-to-ultrafast-all-optical-signal-processing

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FCC commences 5G mid-band spectrum auction

The FCC opened bidding in its latest mid-band spectrum auction at 10am on Friday, July 29.

Auction 108 makes available 8,017 new flexible-use, county-based overlay licenses in the 2.5 GHz band. These licenses are in areas with unassigned 2.5 GHz spectrum— mostly rural parts of the country—following disposition of applications filed in the Rural Tribal Priority Window, which has to date resulted in the grant of 335 licenses to serve Tribal communities.

“We all know there are gaps in 5G coverage, especially in rural America, and this auction is a unique opportunity to fill them in,” said FCC Chairwoman Jessica Rosenworcel. “I am grateful to the teams that have worked so hard to both stand up this auction and ensure the success of our efforts to make these airwaves available to Tribes to support wireless service in their communities”

Auction 108 utilizes a “clock-1” auction format similar to the clock phase of past FCC auctions, but rather than offering multiple generic spectrum blocks in a category in a geographic area, it will offer only a single frequency-specific license in a category in a county. The new flexible-use geographic overlay licenses in the 2.5 GHz band (2496-2690 MHz) must protect the operations of incumbent licensees within the auctioned areas, including any licensees that receive their licenses through applications filed in the Rural Tribal Priority Window.

http://www.fcc.gov/auction/108

FCC incentivizes to open underutilized spectrum for rural carriers

Monday, July 18, 2022  FCC  

The FCC voted to create an Enhanced Competition Incentive Program (ECIP) to establish incentives for wireless licensees to make underutilized spectrum available to small carriers, Tribal Nations, and entities serving rural areas. The new program encourages licensees to partition, disaggregate, or lease spectrum to better match available spectrum resources with entities that seek to provide needed services to under-connected communities.  Under...

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Rosenworcel proposes minimum of 100/20 and goal of 1,000/500

Sunday, July 17, 2022  FCC  

FCC Chairwoman Jessica Rosenworcel is proposing a new the national standard for minimum broadband speed of 100 Mbps for download and 20 Mbps for upload. She is also proposing for the FCC to set a separate national goal of 1 Gbps/500 Mbps for the future. “The needs of internet users long ago surpassed the FCC’s 25/3 speed metric, especially during a global health pandemic that moved so much of life online,” said Chairwoman Rosenworcel.  “The...

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FCC begins Mandatory Disaster Response Initiative for mobile operators

Thursday, July 07, 2022  FCC, Mobile  

The FCC launched a Mandatory Disaster Response Initiative (MDRI) aimed at ensuring that the nation’s communications networks are more available in the midst of disasters and other emergencies. MDRI will leverage the industry-developed Wireless Network Resiliency Cooperative Framework, which is a voluntary agreement among a limited group of facilities-based mobile wireless service providers.   This agreement, which the Commission endorsed...

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Meta builds out its Sarpy Data Center in Nebraska

Meta is building a new data hall at its Sarpy Data Center campus in Springfield, Nebraska. This will bring the campus to a total of nine buildings and 4 million-square-feet.

The Sarpy Data Center will continue to be supported by 100% renewable energy, made possible through our investments in wind energy, including a wind farm in Dixon County, Neb. Meta reached net zero emissions for its operations in 2020.

The facility was originally called the Papillion data center but was renamed Sarpy Data Center campus in 2021.

https://www.facebook.com/SarpyDataCenter/posts/pfbid02wGy6wFfKbqgXLouRvrLRSgnQNonyv85coDbF1oCeaQ8ouiXC8Ub8ZXS8GFRsvXCSl

Arelion brings 800G capacity to 1623 Farnam data center in Omaha

Wednesday, February 09, 2022  800G, Arelion, Infinera  

Arelion, the newly rebranded Telia Carrier, has upgraded its network capacity and capabilities at 1623 Farnam's interconnected edge data center in Omaha, Nebraska. The network expansion also enables access to Arelion's new multi-terabit optical fiber route, which delivers high-capacity bandwidth from Chicago to Denver and leverages Infinera's ICE6 800G coherent transponder technology. The new route utilizes transponder systems with coherent...

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Telit to acquire Thales' cellular IoT business

 Telit agreed to acquire Thales' cellular IoT products division, which offers a portfolio of cellular wireless communication modules, gateways, and data (modem) cards, ranging from 4G LTE, LPWAN to 5G. 

Thales' cellular IoT module business, with approximately 550 employees across 23 countries, services many of the world's top brands. It generated sales of more than €300 million in 2021.

The combined company will be called Telit-Cinterion and based in California. To sharpen focus on Industrial IoT, Telit Cinterion plans to spin off and manage separately the automotive IoT unit after closing.

Paolo Dal Pino, Telit's CEO, remarked: "Innovation, scale and efficient IoT solutions are key for success. This transaction with Thales is arguably the most impactful one for Telit competitiveness. While it will boost our ability to address customer needs more precisely from a richer portfolio, it will also enable us to deliver all new offerings derived from the experience, expertise, and the DNA of two companies that have made security and quality part of their brand promise from the very beginning."

Philippe Vallée, Thales's EVP Digital Identity and Security, added: "The Thales and Telit combination brings together complementary strengths. The business will provide a unique value proposition in a highly competitive global IoT market and will allow Thales to focus its investments on its three core activities in aerospace, defence and security and digital identity and security. The new combination will rely on a unique set of expertise brought by Thales and Telit employees. It will also benefit from leveraging both companies' strong and complementary product portfolio and Thales's experience in cellular connectivity."

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Frasers Property Australia upgrades with Juniper's AI-driven network

Frasers Property Australia and Frasers Property Industrial in Australia, one of Australia’s leading diversified property groups, has selected Juniper Networks to upgrade its network infrastructure, enhancing business agility and IT efficiency across Australia.

The rollout will bring Juniper’s AI-driven network solutions to 35 residential and commercial properties.

Highlights:

• Juniper Networks QFX Series Switches provide a flexible enterprise network fabric that seamlessly connects all its properties, headquarters, sales offices, construction sites and data centers, delivering an efficient and scalable way to support its expanding operations.
• Juniper Networks SRX Series Services Gateways coupled with Junos Space Security Director manages security policies on-premises and in the cloud, enabling network traffic to be secure while safeguarding tenants, staff and visitors against cyber threats.
• Juniper Wireless Access Points, in concert with the Juniper Mist Wired Assurance and Marvis Virtual Network Assistant cloud services, enable Frasers Property to deliver superior user experiences, while simplifying and automating IT operations allowing the IT team to respond to and resolve network issues quickly across geographically-vast sites.
• Looking ahead, Frasers Property is keen to explore how Juniper Mist User Engagement can deliver marketing insights at its retail centers by leveraging the virtual Bluetooth LE technology built into the Access Points they have already deployed.

https://www.juniper.net/us/en/customers/frasers-property-australia-case-study.html

Juniper enhances its AI-driven SD-WAN capabilities

Tuesday, January 18, 2022  Juniper, SD-WAN  

Juniper Networks has enhanced its SD-WAN offering with full Session Smart Routing operations delivered via Mist cloud powered by AI. In addition, Juniper has expanded its SSR portfolio with enhanced IDS/IPS and URL filtering capabilities and made it easier to get SSR up and running with new cloud-ready appliances with Zero Touch Provisioning. Juniper said its AI-driven SD-WAN solution will now support day 0/1 SSR operations including many of...

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Bell Canada expands 5G+ across Ontario

Bell Canada is now deploying 3500 MHz wireless spectrum in the next phase of its 5G rollout.

Bell 5G+ service is now available in southern Ontario, including Toronto, Guelph, Kitchener-Waterloo, London, Barrie and select areas of Mississauga, Bell 5G+ is expected to be faster and more responsive, allowing for a superior mobile experience. In Toronto, speeds with 5G+ are now over 50% faster than before.

"Bell is taking its most-awarded 5G network and making it even better with 5G+, offering customers access to even faster mobile speeds than before. Ontario is just the beginning, and we look forward to rolling it out to more Canadians, and delivering on our promise to provide the latest technology and best experience for our customers," states Stephen Howe, Chief Technology and Information Officer, Bell.

https://www.bce.ca/news-and-media/releases/show/Bell-5G-expands-across-Ontario-offering-Canadians-its-fastest-mobile-speeds-ever?page=1&month=&year=&perpage=25

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T-Systems becomes AWS Security Competency Partner

 T-Systems has achieved an Identity and Access management distinction in the Amazon Web Services (AWS) Security Competency. 

To receive the designation, partners must possess deep AWS expertise and deliver solutions seamlessly on AWS. AWS established the AWS Competency Program to help customers identify AWS Partners with deep industry experience and expertise.

As a Premier Partner and Managed Service Provider (MSP), T-Systems has already proven success in meeting AWS’s technical Frank Strecker, SVP Global Cloud Computing & Big Data at T-Systems, states: "Security is a core component of T-Systems’ DNA and key for our clients’ trust. Recognition as an AWS Security Competency Partner underlines our commitment in this area.” 

https://www.telekom.com/en/media/media-information/archive/t-systems-becomes-aws-security-competency-partner-1012156

• In March this year, T-Systems worked with AWS to offer Data Protection as a Managed Service on AWS. Through the offering, T-Systems using its expert knowledge of localized needs will manage encryption, and create and implement transparent residency controls. Data is managed and protected in adherence to European regulations such as the GDPR and Schrems II judgement, while customers also benefit from the innovation, speed, scalability, breadth and depth offered by AWS cloud. 

Deutsche Telekom to test 5G Standalone with Google Cloud

Tuesday, July 12, 2022  Deutsche Telekom, Google Cloud  

Deutsche Telekom and Google Cloud  announced an expanded partnership focused on the following areas: Core Network Services: Deutsche Telekom and Google Cloud will jointly pilot several network services such as 5G Standalone in Austria, as well as remote packet gateway functions, leveraging Google Cloud and Google Distributed Cloud Edge, a fully managed product that brings Google Cloud’s infrastructure and services closer to where data is...

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Key provisions of the CHIPS and Science Act of 2022

The U.S. House of Representatives voted 243-187 to pass the CHIPS and Science Act of 2022. The legislation was approved by the U.S. Senate last week. President Biden is now expected to sign it into law.

The principal aim of the CHIPS Act is to onshore domestic manufacturing of semiconductors. It will also substantially increase government funding for science and technology development programs impacting the networking and telecommunications fields. 

The legislation provides $54.2 billion in total appropriations for CHIPS and Public Wireless Supply Chain Innovation (also known as ORAN), and $82.5 billion in additional appropriations for research programs through the National Science Foundation, the Department of Commerce, NIST, NASA, and the Department of Energy.

Here is a summary

CHIPS for America Fund:

• Manufacturing Incentives: $39 billion in financial assistance to build, expand, or modernize domestic facilities and equipment for semiconductor fabrication, assembly, testing, advanced packaging, or research and development, including $2 billion specifically for mature semiconductors. Within the incentive program, up to $6 billion may be used for the cost of direct loans and loan guarantees.
• Research and Development (R&D): $11 billion for Department of Commerce (DOC) research and development.
• National Semiconductor Technology Center (NSTC): A public-private partnership to conduct advanced semiconductor manufacturing R&D and prototyping; invest in new technologies; and expand workforce training and development opportunities.
• National Advanced Packaging Manufacturing Program: A Federal R&D program to strengthen advanced assembly, test, and packaging (ATP) capabilities, in coordination with the NSTC.
• Manufacturing USA Semiconductor Institute: A partnership between government, industry, and academia to research virtualization of semiconductor machinery, develop ATP capabilities, and design and disseminate training.
• Microelectronics Metrology R&D: A National Institute of Standards and

CHIPS for America Workforce and Education Fund: $200 million to kick start development of the domestic semiconductor workforce, which faces near-term labor shortages, by leveraging activities of the National Science Foundation.

CHIPS for America Defense Fund: $2 billion for the DoD to implement the Microelectronics Commons, a national network for onshore, university-based prototyping, lab-to-fab transition of semiconductor technologies—including DoD-unique applications—and semiconductor workforce training.

CHIPS for America International Technology Security and Innovation Fund: $500 million for the DOS, in coordination with the U.S. Agency for International Development, the Export-Import Bank, and the U.S. International Development Finance Corporation, to support international information and communications technology security and semiconductor supply chain activities, including supporting the development and adoption of secure and trusted telecommunications technologies, semiconductors, and other emerging technologies.

Public Wireless Supply Chain Innovation Fund: $1.5 billion through the DOC National Telecommunications and Information Administration (NTIA), in coordination with NIST, the Department of Homeland Security, and the Director of National Intelligence, among others, to spur movement towards open-architecture, software-based wireless technologies, and funding innovative, ‘leap-ahead’ technologies in the U.S. mobile broadband market.Technology (NIST) research program to advance measurement science, standards, material characterization, instrumentation, testing, and manufacturing capabilities.

O-RAN: The CHIPS & Innovation Act of 2022 would also provide $1.5 billion to implement the USA Telecom Act that was enacted in the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021. This program would help shore up the global telecommunications supply chain and limit the scope of involvement globally of telecommunication companies with close ties to the Communist Party of China, like Huawei. Funds would be used to capitalize on U.S. software advantages, accelerating development of an open-architecture model (known as OpenRAN) that would allow for alternative vendors to enter the market for specific network components, rather than having to compete with Huawei end-to-end.

Basic R&D: Expanded funding for Research and Innovation (National Science Foundation, Department of Commerce, National Institute of Standards and Technology, NASA, and Department of Energy). Representing the largest five-year investment in public R&D in the nation’s history, the expanded funding aims to "grow both curiosity-driven and translational research, ensuring both the creation of new ideas and the ability of those ideas to create new innovations, products, companies, and jobs in the United States."

https://www.commerce.senate.gov/2022/7/view-the-chips-legislation

Read the bill's text:  https://www.commerce.senate.gov/services/files/CFC99CC6-CE84-4B1A-8BBF-8D2E84BD7965

EU Chips Act promises €43 billion in semiconductor investments

Wednesday, February 09, 2022  Europa  

The European Commission is calling for €43 billion euros of public and private investments to spur the design, manufacturing and packaging of advanced semiconductors in Europe.The EU Chips Act aims to bring about a thriving semiconductor sector from research to production and a resilient supply chain. The ambition is for the EU to double its current market share in semiconductors to 20% in 2030. Key elements of the proposal:The main components are:The...

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Aruba advances its AIOps capabilities

Aruba introduced new AIOps capabilities for its Aruba ESP (Edge Services Platform) aimed at reducing the time spent on manual tasks such as network troubleshooting, performance tuning, and Zero Trust/SASE security enforcement. 

Aruba said AIOps, which it has been developing since 2013, is now being used not just network troubleshooting but also performance optimization and critical security controls.

The new capabilities are powered by Aruba’s massive data lake, which continuously and anonymously collects and analyzes device, user, and location data from over 120,000 Aruba Central customers, from more than 2 million network devices and 200 million clients per day. Aruba’s AI is trained by the high volume and wide variety of network and client data. 

“For AI results that customers can trust, the key ingredient is not a mathematical model, but access to a large volume and variety of data to train the models to produce reliable results across all network topologies. Without that foundation, so-called “AI” is nothing more than demoware,” said Larry Lunetta, vice president of portfolio solutions marketing at Aruba. “Fueled by our data lake, our AIOps solutions help enterprises reduce trouble tickets by up to 75 percent while optimizing their network performance by 25 percent or more.”

The new AI-powered IT efficiency features include:

• Aruba Client Insights: Automatically identifies each endpoint connecting to the network with up to 99% accuracy, which is especially important as increasing numbers of IoT devices are added to networks, sometimes without approval from IT. This allows organizations to better understand what’s on their networks, automate access privileges, and monitor the behavior of each client’s traffic flows to more rapidly spot attacks and take action.
• AI-powered Firmware Recommender: Provides IT teams with the best version of firmware to run for the wireless access points in their environments – regardless of model numbers. This greatly reduces support calls and guesswork that network admins face, and helps ensure new features and fixes are implemented more quickly.
• AI Search in Spanish: The same built-in natural language search function in Aruba Central shows its versatility by now supporting queries and responses in Spanish to satisfy the needs of our second largest geographical user community.
• Automated Infrastructure Predictions: Leverages Aruba’s AI Assist feature and Aruba Support outreach to recognize possible hardware and software infrastructure issues for preemptive engagement that can consist of firmware upgrades or recommended hardware replacement.

https://news.arubanetworks.com/news-release-details/2022/Aruba-Helps-Network-Teams-Overcome-Scarce-Staff-Resources-with-First-AIOps-Solution-that-Combines-Network-and-Security-Insights-for-Improved-IT-Efficiency/default.aspx

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AWS sales in Q2 reached $19.7 billion, up 33% yoy

In its Q2 earnings report, Amazon reported quarterly sales for AWS of $19.739 billion, up 33% yoy. AWS operating income amounted to $5.715 billion. AWS operating expenses amounted to $14.024 billion.

• Some customer wins for AWS in Q2
• Delta Air Lines selected AWS as preferred cloud provider to accelerate its digital business transformation and reimagine the travel experience. 
• Riot Games and AWS have teamed up to bring AWS’s data analytics integration to esports broadcasts for the first time, through Riot’s League of Legends, VALORANT, and League of Legends: Wild Rift esports leagues. AWS will also power Riot’s new cloud-first remote broadcast centers, which will support Riot’s current and future ambitions to reimagine entertainment experiences for billions of fans worldwide. 
• BT selected AWS as preferred cloud provider to transform legacy infrastructure and internal applications to a new cloud-first architecture.
• Investment banking firm Jefferies will migrate all its IT systems to AWS, including internal and customer-facing applications, IT resources, and companywide data.
• Health and wellness organization Geisinger selected AWS as its strategic cloud provider. Geisinger will migrate its entire digital portfolio of more than 400 applications and numerous workflows to AWS, which will enable lifesaving technologies and save Geisinger several million dollars annually. 
• Sweden-based SKF, the leading manufacturer of bearings, collaborated with AWS to launch a fully automated, condition-monitoring solution for industrial machine reliability and predictive maintenance. This helps manufacturers monitor equipment, detect anomalies, and avoid unexpected machine failures in their facilities. 
• Italian multinational energy company Eni worked with AWS to integrate its proprietary data platform XWARE with the built-for-the-cloud Open Subsurface Data Universe on AWS.

https://ir.aboutamazon.com/news-release/news-release-details/2022/Amazon.com-Announces-Second-Quarter-Results-fe1df2b70/default.aspx

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Intel hit by drops in Client Computing and Datacenter + AI

Citing a number of execution issues and macroeconomic headwinds, Intel reported GAAP revenue of $15.3 billion, down 22% year over year (YoY), and non-GAAP revenue of $15.3 billion, down 17% YoY. Second-quarter GAAP earnings per share (EPS) was $(0.11); non-GAAP EPS was $0.29.

The poor performance was driven by Intel’s Client Computing and Datacenter and AI Groups. Intel's Network and Edge Group and Mobileye achieved record quarterly revenue.

“This quarter’s results were below the standards we have set for the company and our shareholders. We must and will do better. The sudden and rapid decline in economic activity was the largest driver, but the shortfall also reflects our own execution issues,” said Pat Gelsinger, Intel CEO. “We are being responsive to changing business conditions, working closely with our customers while remaining laser-focused on our strategy and long-term opportunities. We are embracing this challenging environment to accelerate our transformation.” 

"We are taking necessary actions to manage through the current environment, including accelerating the deployment of our smart capital strategy, while reiterating our prior full-year adjusted free cash flow guidance and returning gross margins to our target range by the fourth quarter," said David Zinsner, Intel CFO. "We remain fully committed to our business strategy, the long-term financial model communicated at our investor meeting and a strong and growing dividend."

https://www.intc.com/financial-info

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