Thursday, May 2, 2024

O2 Telefónica activates O-RAN with Samsung in Germany

Samsung Electronics and O2 Telefónica launched their first virtualized RAN (vRAN) and Open RAN commercial site in Germany. This marks the first commercial deployment of Samsung’s 5G vRAN solution in Germany. The site is now operating in Landsberg am Lech, Bavaria, providing high-performance and reliable 4G and 5G services to customers. The companies expect to expand the vRAN and Open RAN network to seven additional sites in the region in the coming months.

For the initial deployments, Samsung’s offering includes its market-leading 4G and 5G vRAN 3.0 solution and O-RAN compliant radios supporting low- and mid-bands (700MHz, 800MHz, 1.8GHz 2.1GHz, 2.6GHz and 3.6GHz), including 64T64R Massive MIMO radios. Samsung’s advanced vRAN 3.0 features enhanced capabilities for improved energy efficiency, optimized performance and intelligent automation.

"As the next step, the companies will introduce Samsung’s intelligent network automation solutions to control life cycle management — from deployment and operation to maintenance. This O-RAN compliant automation solution offers the ability to accelerate innovative software-based network rollouts by enabling automated deployment of thousands of network sites simultaneously.

"We are taking another big step in our Open RAN journey. Together with Samsung, we are utilizing the latest Open RAN technologies in our mobile network. On the way to the network of the future, we are integrating new network solutions to provide our customers with outstanding connectivity. Open RAN is a building block that can help us to automate our network, deploy new updates faster and use network components more flexibly,” said Mallik Rao, Chief Technology & Information Officer of O2 Telefónica.


https://news.samsung.com/global/o2-telefonica-and-samsung-launch-vran-and-open-ran-network-in-germany

BT connects first EV charger to outdoor cabin

BT  has installed its first EV charge point powered from a street cabinet. The charger, which is powered by a BT Group owned cabinet traditionally used to store broadband and phone cabling, forms part of a nationwide pilot by the business’ start-up incubation hub Etc., designed to address the shortfall in public EV charging infrastructure.

BT said the pilot installation, which is installed in East Lothian, Scotland, could lead to the wider upgrade of cabinet units across the UK. 

The pilot will focus next on West Yorkshire, with ambitions to scale up to 600 trial sites across the UK. EV drivers can use the charge point  by downloading the trial app from the App Store or Google Play Store.


Cloudflare posts Q1 sales of $379M, up 30% yoy

Cloudflare reported Q1 total revenue of $378.6 million, representing an increase of 30% year-over-year. Non-GAAP net income per diluted share was $0.16, compared to $0.08 in the first quarter of 2023.

“The first quarter marked a strong start to the year, as we grew revenue 30% year-over-year to $378.6 million—fueled by a record number of net-new customers year-over-year spending more than $100,000, $500,000, and $1 million with Cloudflare on an annualized basis. I'm incredibly proud of the fact that our team has been able to continue to build our network, service larger and larger customers, and launch entirely new categories of products—including in the AI space—while also remaining disciplined with our gross and operating margins and our free cash flow,” said Matthew Prince, co-founder & CEO of Cloudflare. 



https://cloudflare.net/files/doc_financials/2024/q1/Q1-2024-Investor-Presentation.pdf

Photonic Inc builds its Quantum team

Photonic Inc., a start-up based in Vancouver that is advancing distributed quantum computing in silicon, announced key additions to its research team:

  • Dr. Chantal Arena joins as vice president of research, development, and production – devices. Arena has 35 years' experience in business strategy, materials science, and semiconductor devices fabrication, most recently as co-chief executive and technical officer at Lawrence Semiconductors. She holds a doctorate in material science-physics from the Polytechnic Institute of Grenoble, France.
  • Dr. Klaus Schuegraf joins as vice president of research, development, and production – systems. Schuegraf brings over 30 years of experience driving innovation in semiconductor technology development, and leading large technical teams at companies including PsiQuantum, Intel, SanDisk, Applied Materials, and Cymer/ASML. He holds a doctorate in electrical engineering from the University of California, Berkeley.
  • Quantum networking pioneer Dr. Thomas Jennewein serves as one of Photonic’s scientific fellows. As a Canada Excellence Research Chair (CERC), and scientific lead for the Quantum EncrYption and Science Satellite (QEYSSat) – Canada’s first quantum communication satellite – Jennewein informs the company’s quantum networking strategy. He is a professor at Simon Fraser University and the Institute for Quantum Computing. He holds a doctorate in physics from the University of Vienna, Austria.
  • Dr. Michael Thewalt also serves as a scientific fellow at Photonic; he is the world expert on the optical properties of isotopically enriched silicon-28, the material forming Photonic’s scalable quantum technologies architecture. Thewalt, an emeritus professor at Simon Fraser University, cofounded Photonic – along with Stephanie Simmons – and held an NSERC Industrial Research Chair for over 10 years. Thewalt has a doctorate in physics from the University of British Columbia.
  • Also onboard as a scientific fellow at Photonic is Dr. Artem (Art) Cherkasov, a Tier 1 Canada Research Chair in Precision Cancer Drug Design, senior scientist at the Vancouver Prostate Center and professor in the Department of Urologic Sciences at the University of British Columbia. Cherkasov provides expertise to Photonic in computer-aided drug discovery (CADD) and new cancer therapeutics discovery—with a focus on how quantum technologies will provide value in these areas. He holds a doctorate in chemistry from Kazan State University.

“Photonic has searched extensively for the right talent to help us achieve our ambitious goals. We are confident that, with these roles filled by such high-caliber people, and our ongoing scientific advisory team, we will further accelerate progress on our path to make distributed quantum computing a commercial reality,” said Dr. Paul Terry, Photonic chief executive officer.

“The quantum industry is starting to recognize the need for distributed quantum capabilities. Photonic’s architecture is unique on this front, and it is exciting to have industry veterans and innovators recognize this potential and join the relentless pursuit of scalable, distributed, and fault-tolerant commercial quantum computing,” said Dr. Stephanie Simmons, founder and chief quantum officer of Photonic and co-chair of Canada’s National Quantum Strategy Advisory Board.

https://photonic.com/

Photonic Inc. unveils its quantum in silicon, $140m in funding

Photonic Inc., a start-up based in Vancouver, unveiled its architecture for scalable, fault-tolerant, and unified quantum computing and networking platforms based on photonically linked silicon spin qubits. The company specializes in spin-photon interfaces in silicon, silicon integrated photonics, and quantum optics. 

Photonic's technology provides computing (with spin qubits), networking (via photons), and memory. Photonic links in silicon deliver quantum entanglement not only between qubits on the same chip but also among multiple quantum chips. 

The company says silicon-based qubits enjoy substantially greater microelectronic-style scalability than other types of qubits. Indeed, Photonic’s architecture achieves horizontal scaling. Photonic's highly connected qubit architecture also enables use of efficient quantum error correction codes, such as quantum LDPC (Low Density Parity Check) codes. These codes are known for extremely low physical to logical qubit overheads and fast and efficient hardware implementation.

“Quantum computing is real, and we believe that—within five years, significantly sooner than the widely accepted timeframe—we will be the first quantum computing company to offer a scalable, distributed, and fault-tolerant solution,” said Dr. Stephanie Simmons, Founder and Chief Quantum Officer of Photonic and Co-chair of Canada’s National Quantum Strategy Advisory Board. “These are the capabilities that must be delivered for quantum computing to be a relied upon across industries, and we believe that we have correctly identified the silicon T centre as the missing component needed to finally unlock the first credible path to impactful commercial quantum computing.”

“Ultimately, the breadth of problems to which quantum computing can offer a solution means it will have a tangible, meaningful impact on people all around the world,” said Dr. Paul Terry, Photonic Chief Executive Officer. “We’re moving to large-scale, accessible quantum computers networked together to provide access to quantum services that will enable companies and governments to suddenly tackle problems that are, right now, beyond our capabilities because of the inescapable constraints of classical computing. It’s incredibly thrilling to be on the cusp of this inflection point in quantum computing and, more broadly, physics history.”

Photonic has raised an investment round of US$100 million from organizations including British Columbia Investment Management Corporation (BCI), Microsoft Corporation, the UK government’s National Security Strategic Investment Fund (NSSIF), Inovia Capital, and Amadeus Capital Partners. This brings the company’s total funding raised to date to US$140 million.

In addition, Photonic announced a strategic collaboration with Microsoft under which the companies will provide an integrated roadmap of technologies and products that can enable reliable quantum communications over long distances, as well as access to Photonic’s quantum computing offering via Microsoft Azure Quantum Elements. 

TIM to integrate Oracle Cloud Infrastructure in Italy

 TIM Enterprise, will integrate Oracle Cloud Infrastructure (OCI) into its portfolio. 

In addition, TIM will become the host partner for Oracle’s second planned cloud region in Italy, which will be located in Turin and hosted in TIM Group’s next-generation datacenter. The upcoming Oracle Cloud Turin Region will provide public and private sector organizations access to a wide range of cloud services to migrate all types of workloads from their data centers to OCI, modernize their applications, and innovate with data, analytics, and AI. 

Oracle says that the new cloud region in Turin and the existing Oracle Cloud Milan Region, its customers in Italy will be able to replicated workloads to distributed locations, while helping address their digital sovereignty and compliance requirements by keeping replicated data in Italy.

“We are pleased to be working with Italy’s leading telecommunications provider to bring OCI to public and private sector organizations and support their migration to the cloud,” said Richard Smith, executive vice president and general manager, EMEA Cloud Infrastructure, Oracle. “By adding OCI to its robust cloud service offerings, TIM Enterprise will be able to provide a cloud platform used by customers all over the world to run their most mission-critical workloads in the cloud. In addition, with the upcoming second cloud region in Italy, we are reaffirming our commitment to helping Italian organizations of all sizes and industries accelerate the adoption of AI and other innovative technologies.”

VIAVI posts revenue of $246 million

Citing a challenging market, VIAVI reported quarterly revenue of $246.0 million, down $1.8 million or 0.7% year-over-year. GAAP net loss was $(24.6) million, or $(0.11) per share. Non-GAAP net income was $13.2 million, or $0.06 per share.

"VIAVI end markets spend environment continues to be challenging, particularly the service providers and enterprise customer segments.  In view of these continued headwinds, our revenue came in at the lower end of our guidance, with stronger OSP demand partially offsetting weaker than expected NSE demand. Our EPS came in at the lower half of our guidance range, driven by lower NSE volume and less favorable product mix" said Oleg Khaykin, VIAVI's President and Chief Executive Officer.

  • Americas, Asia-Pacific and EMEA customers represented 35.9%, 36.5% and 27.6%, respectively, of total net revenue for the quarter ended March 30, 2024.
  • As of March 30, 2024, the Company held $486.1 million in total cash, short-term investments and short-term restricted cash.
  • As of March 30, 2024, the Company had $250 million aggregate principal amount of 1.625% Senior Convertible Notes and $400 million aggregate principal amount of 3.75% Senior Notes with a total net carrying value of $634.4 million.
  • During the fiscal quarter ended March 30, 2024, the Company generated $19.5 million of cash flows from operations.


Orange brand marks 30th anniversary

Orange was launched as a telecom brand on April 28, 1994 with the renaming of the Rabbit mobile network, then part of Hong Kong-based Hutchison Whampoa.

In 2000, the France Télécom group bought Orange, evolving its brand positioning, and taking advantage of its strong appeal to expand internationally. In France, Wanadoo and Ma Ligne TV became Orange in 2006 and, in 2013, the entire Group changed its name to Orange.


https://www.orange.com/en/news/2024/orange-brand-celebrates-its-30th-birthday

Wednesday, May 1, 2024

SEA-ME-WE-6 subsea cable lands in Marseille

The SEA-ME-WE 6 (Southeast Asia-Middle East-Western Europe 6) submarine cable system has landed in Marseille 

The  21,700 km cable, which will link France to Singapore, boasts 10 fiber pairs and the latest SDM technology for a design capacity of 130 Tbps.

Work will begin on the installation of more than 3,000 kilometers of cable to bring the system to Egypt. 

Orange is responsible as "landing party" in France and is hosting the cable in Marseillein its secure infrastructure, providing neutral access to all the city's data centres via a state-of-the-art urban fibre optic ring.

"We are delighted with the arrival of this new route, which will allow us to offer a new solution for high-speed, high-performance "express" connectivity between France and Asia as well as improved speeds to our sites in the Indian Ocean.  Moreover, this new cable will enable us to meet the growing needs of our customers on this strategic route over the long term. Our network will also allow our wholesale customers to join many international networks to Asia, as well as Africa and the Americas. The arrival of this new cable in Marseille once again places France at the heart of the European hub, with direct access to major European cities." says Jean-Louis Le Roux, Director of International Networks at Orange. 

https://newsroom.orange.com/orange-announces-the-landing-of-the-sea-me-we-6-submarine-cable-on-its-infrastructure-in-marseille/?lang=en

Intel cites advancement in silicon-based Quantum Processors

 Quantum hardware researchers at Intel have unveiled a revolutionary 300-millimeter cryogenic probing process. This process is designed to gather vast amounts of data on the performance of spin qubit devices across entire wafers using complementary metal oxide semiconductor (CMOS) manufacturing techniques.

Key points:

Enhanced Data Collection: The new probing process, combined with improved qubit device yield, has significantly increased the volume of data available for analyzing uniformity. This is a crucial step in the journey to scale up quantum computers.

High Gate Fidelity: Researchers discovered that single-electron devices on these wafers excel as spin qubits, achieving an impressive gate fidelity of 99.9%. This fidelity level sets a new benchmark for qubits manufactured using CMOS techniques.

Compact and Denser Qubits: Spin qubits, measuring approximately 100 nanometers across, are denser compared to other qubit types like superconducting qubits. This density enables the creation of more complex quantum computers on a single chip of the same size.

Cutting-Edge Fabrication: Leveraging extreme ultraviolet (EUV) lithography, Intel managed to achieve these tight dimensions while ensuring high-volume manufacturing capability.

Looking ahead, Intel aims to further enhance these techniques by:

  • Adding more interconnect layers to create 2D arrays with increased qubit count and connectivity.
  • Demonstrating high-fidelity two-qubit gates on its industry manufacturing process.
  • Continuing efforts to scale quantum devices and improve performance with its next-generation quantum chip, prioritizing the development of fault-tolerant quantum computers with millions of uniform qubits.

An Intel paper on this topic has been published in the journal Nature.

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SES + Intelsat merger to create stronger multi-orbit operator

SES agreed to acquire Intelsat for $3.1 billion (€2.8 billion) in cash in a move that will create a stronger multi-orbit operator with greater coverage, improved resiliency, expanded suite of solutions, and enhanced resources to profitably invest in innovation.

With a combined fleet of more than 100 Geostationary Earth Orbit (GEO) and 26 Medium Earth Orbit (MEO) satellites, the combined SES will benefit from enhanced coverage, greater network resiliency, complementary spectrum (C-, Ku-, Ka-, Military Ka-, X-band, and Ultra High Frequency) rights, and improved service delivery utilising an expanded network of ground segment assets. 

By end-2026, 8 new GEO (including 6 software-defined) satellites and 7 new MEO (O3b mPOWER) satellites are expected to be launched adding further redundancy and additional growth capacity.  

Adel Al-Saleh, CEO of SES, commented: "This important, transformational agreement strengthens our business, enhances our ability to deliver world-class customer solutions, and generates significant value for our shareholders in a value accretive acquisition which is underpinned by sizeable and readily executable synergies. In a fast-moving and competitive satellite communication industry, this transaction expands our multi-orbit space network, spectrum portfolio, ground infrastructure around the world, go-to-market capabilities, managed service solutions, and financial profile. I am excited by the opportunity to bring together our two companies and augment SES’s own knowledge base with the added experience, expertise, and customer focus of the Intelsat colleagues."  

Highlights

•    Delivers €2.4 billion (NPV) of synergies (85% of equity consideration) with 70% executed within 3 years after closing.

•    Expands multi-orbit satellite-based capabilities, spectrum portfolio, and global ground network to serve customers.

•    Increases revenue in high demand and growing Networks segments representing ~60% of expanded revenue base.

•    Combines complementary investment in space, ground, and network innovation to unlock future value and opportunity.

•    Brings together a wealth of collective talent, expertise, engineering knowledge, and go-to-market capabilities.

•    Company( ) will benefit from gross backlog of €9 billion, revenue of €3.8 billion, and Adjusted EBITDA of €1.8 billion.

•    Medium-term Adjusted EBITDA growth driving future free cash flow (FCF) generation outlook.







https://www.ses.com/press-release/ses-acquire-intelsat-compelling-transaction-focused-future

CoreWeave adds $1.1 billion in funding, valuation tops $19 billion

CoreWeave, a start-up deploying cloud infrastructure optimized for large-scale GPU-accelerated workloads, secured $1.1 billion in new funding. 

The new funding round was led by Coatue, with participation from Magnetar who led the last primary round, as well as Altimeter Capital, Fidelity Management & Research Company, and Lykos Global Management. 

The Wall Street Journal reported that the new funding brings CoreWeave's valuation to $19 billion.

CoreWeave says the new funding will be used for expansion into new geographic regions to meet the explosive demand for GPU accelerated cloud infrastructure worldwide.

"CoreWeave continues to push forward as a provider of critical infrastructure in the development of AI, and the high caliber of investors who continue putting their trust in us validates the enormous opportunity we have to define the next generation of cloud computing," said Mike Intrator, co-founder and CEO of CoreWeave. "CoreWeave is designed specifically to tackle the most complex and pressing challenges in high performance compute. With this new round, we will continue investing in and working with the largest AI enterprises in the world."


LFEdge launches 4 New Edge Computing Projects

More open source activity is underway in the Edge Computing Domain.  Arpit Joshipura, GM Networking + Edge IOT from Linux Foundation, introduced  four new projects:

Project EDGELAKE - pioneers a decentralized network for edge computing. An EdgeLake Network makes distributed edge nodes operate as a single machine that seamlessly captures, stores, and manages data at its source (allowing data to remain in-place), while providing a complete and unified view of the data. EdgeLake transforms the distributed edge to a Virtual and Unified Data-Lake allowing companies to extract real-time insight from their edge data (using SQL).

Project INFIEDGEAI - will create a unified, open platform to simplify the deployment of efficient, low-latency AI models on resource-constrained edge devices. By optimizing AI models for edge devices, such as smartphones and smart speakers, AI Edge enables efficient real-time applications that operate independently of central servers.

Project OpenBao - an identity-based secrets and encryption management system. It exists to maintain and improve a software solution to manage, store, and distribute sensitive data including secrets, certificates, and keys. The OpenBao community will provide this software under an OSI-approved open-source license, led by a community run under open governance principles.

Project InstantX - with initial code seeded by Vodafone Business, this is a cloud and edge cloud platform to exchange and distribute data in real-time between users in a certain geography through "far-edge" computing power. It solves the problem of asynchronous and instant data exchange across clients in the same region while offering that data for off-line processing and self-learning to derive further added-values.

https://youtu.be/JLc47u3FFRQ

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Introducing Project Paraglider for Multicloud Networking

 Check out other Tech Updates on our YouTube Channel (subscribe today): https://www.youtube.com/@NextGenInfra and check out our latest reports at: https://nextgeninfra.io/

Arpit Joshipura, GM Networking + Edge IOT from Linux Foundation introduces Project Paraglider for multi cloud networking:

- The Linux Foundation, one of the largest collaboration hubs for open source networking, is expanding its partnership with Open Air Interface to develop end-to-end 5G super blueprints, revolutionizing the way we approach networking.

- The introduction of a new project, Paraglider, aims to simplify networking within and across clouds, making multicloud networking more accessible and efficient. Paraglider, a new open source initiative to simplify the setup and management of networks both within a cloud and across multiple clouds. Paraglider differentiates itself by providing a unified, simplified API across clouds to directly specify network-level connectivity needs. By seamlessly creating the necessary networking infrastructure based on a tenant's high-level connectivity intent, users no longer have to worry about the 'how' of their networks and can instead focus on what they want those networks to achieve. Paraglider further enables users to operate across multiple clouds, choosing the right cloud service provider for each element of their workload, without worrying about complex details of Cloud inter-connectivity.  

- The rise of Network as a Service (NaaS) is transforming business operations, offering scalability, advanced security features, and AI management, leading to higher productivity and cost efficiency.


https://youtu.be/y1v751HXQ18

Have a tech update that you want to brief us on? Contact info@nextgeninfra.io!

Big themes in Open Source at #OneSummit 2024

Did you miss #OneSummit in San Jose, California? Arpit Joshipura, GM Networking + Edge IoT from Linux Foundation, provides overview of the big themes this year:

- He discusses the exponential growth of open source projects in the networking and Edge industry, highlighting their significant role in running some of the largest networks globally.

- Arpit shares insights on the transition from the hype of AI to its actual implementations within the network, citing examples from large carriers like China Mobile, Verizon, AT&T, and D Telecom.

- He also talks about the evolution of Edge Computing from theoretical frameworks to actual deployment, with industrial IoT gaining significant traction in Edge Computing.


https://youtu.be/oJKOXUUuWIE

Have a tech update that you want to brief us on? Contact info@nextgeninfra.io!

Tuesday, April 30, 2024

AWS hits $100 billion annual run rate

AWS segment sales increased 17% year-over-year to $25.0 billion. Amazon's quarterly financial report also reveals that AWS segment operating income for Q1 2024 was $9.4 billion, compared with operating income of $5.1 billion in first quarter 2023.

“It was a good start to the year across the business, and you can see that in both our customer experience improvements and financial results,” said Andy Jassy, Amazon President and CEO. “The combination of companies renewing their infrastructure modernization efforts and the appeal of AWS’s AI capabilities is reaccelerating AWS’s growth rate (now at a $100 billion annual revenue run rate)."

Some operational updates for AWS:

  • Siemens is integrating Amazon Bedrock into its low-code development platform Mendix to allow thousands of companies across multiple industries to create and upgrade applications with the power of generative AI.
  • Philips is using AWS HealthImaging and Amazon Bedrock to scale digital pathology, helping labs and healthcare organizations improve diagnostics, increase productivity, accelerate research, and address complex medical cases, like cancer care.
  • Accenture and Anthropic are collaborating with AWS to help organizations—especially those in highly-regulated industries like healthcare, public sector, banking, and insurance—responsibly adopt and scale generative AI technology with Amazon Bedrock. This collaboration will help organizations like the District of Columbia Department of Health speed innovation, improve customer service, and improve productivity, while keeping data private and secure.
  • BT Group, a multinational communications company, provided Amazon Q Developer to 1,200 of its engineers, generating more than 100,000 lines of code in its first four months and automating approximately 12% of the repetitive and time-consuming work done by software engineers using the platform.
  • During Q1, AWS disclosed plans to launch new infrastructure Regions in the Kingdom of Saudi Arabia and in Mexico, which will give developers, startups, entrepreneurs, and enterprises greater choice for running their applications and serving end users. As part of AWS’s long-term commitment, it is planning to invest more than $5.3 billion in the Kingdom of Saudi Arabia and more than $5 billion in Mexico over the next several years.
  • A planned investment of $10 billion to build two data center complexes in Mississippi. This investment, which is the single largest capital investment in the state’s history, will create at least 1,000 jobs and support new educational trainings in the state.
  • The general availability of new AWS Local Zones in Atlanta, Chicago, and Houston. In Atlanta, AWS Local Zones support EC2 P5 instances, which deliver the highest performance for deep learning and high-performance computing applications.
  • Announced that AWS began waiving charges for data transfer out to the internet (DTO) to give customers choice if they want to migrate their data outside of AWS. The waiver on DTO charges is available to all AWS customers around the world and from any AWS Region.


https://ir.aboutamazon.com/news-release/news-release-details/2024/Amazon.com-Announces-First-Quarter-Results-68b9258cd/

AMD sees a big jump in AI and data center revenues

AMD reported Q1 2024 revenue of $5.5 billion, up 2% year-over-year, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07. 

“We delivered strong first quarter results with our Data Center and Client segments each growing more than 80% year-over-year driven by the ramp of MI300 AI accelerator shipments and the adoption of our Ryzen and EPYC processors,” said AMD Chair and CEO Dr. Lisa Su. “This is an incredibly exciting time for the industry as widespread deployment of AI is driving demand for significantly more compute across a broad range of markets. We are executing very well as we ramp our data center business and enable AI capabilities across our product portfolio.”

“AMD started the year strong, delivering record quarterly Data Center segment revenue,” said AMD EVP, CFO and Treasurer Jean Hu. “In addition, we drove solid gross margin expansion. Moving forward, we are well positioned to continue driving revenue growth and margin improvement while investing in the large AI opportunities ahead.”

Segment Summary

  • Record Data Center segment revenue of $2.3 billion was up 80% year-over-year driven by growth in both AMD Instinct™ GPUs and 4th Gen AMD EPYC™ CPUs. Revenue increased 2% sequentially driven by the first full quarter of AMD Instinct GPU sales, partially offset by a seasonal decline in server CPU sales.
  • Client segment revenue was $1.4 billion, up 85% year-over-year driven primarily by AMD Ryzen™ 8000 Series processor sales. Revenue decreased 6% sequentially.
  • Gaming segment revenue was $922 million, down 48% year-over-year and 33% sequentially due to a decrease in semi-custom revenue and lower AMD Radeon™ GPU sales.
  • Embedded segment revenue was $846 million, down 46% year-over-year and 20% sequentially as customers continued to manage their inventory levels.

Vocus teams with Google on Australia-to-U.S. subsea capacity

 Vocus, a prominent digital infrastructure operator in Australia, has forged an agreement with Google to deploy cutting-edge submarine cable systems, linking Australia and the United States across the south Pacific. This collaboration marks a significant stride in their partnership, solidifying and expanding upon the Pacific Connect initiative, which aims to enhance digital connectivity in the region. 

The Honomoana cable system, as part of this agreement, will extend to Auckland, New Zealand, facilitating dual Australian landings in Melbourne and Sydney. This expansion not only establishes a new domestic route between Sydney and Melbourne but also introduces the first diverse route across the Tasman Sea, capable of delivering up to 30Tbps of capacity between Australia and New Zealand.

Key Points:

  • The agreement between Vocus and Google aims to bolster digital infrastructure, spanning from South-East Asia to the US, with multiple landings in Australia, New Zealand, and the Pacific.
  • The Pacific Connect initiative will elevate trans-Tasman data capacity with the addition of a new landing in Auckland, complementing existing networks and offering unprecedented capacity and redundancy.
  • The Sydney to Melbourne route will provide customers with an additional redundant pathway on Australia’s east coast, enhancing network resilience alongside existing terrestrial routes.
  • A core component of the Pacific Connect initiative involves establishing a trans-Pacific subsea ring connecting Australia and the US, with pre-positioned branching units to enable future connections for other Pacific nations.
  • The agreement grants Vocus access to dark fibre across the Pacific Connect system, initially providing up to 30Tbps of capacity upon its completion in 2026, with provisions for future capacity expansion as demand grows.
  • Vocus' existing infrastructure includes the Australia Singapore Cable, North West Cable System, Darwin-Jakarta-Singapore Cable, and Australia's second-largest intercapital fibre backbone network, further underlining its commitment to enhancing digital connectivity in the region.

STACK Infras plans new 220MW data center campus in Dallas

STACK Infrastructure unveiled plans to develop a 220MW campus south of Dallas, Texas. 

The campus spans over 100 acres and is strategically engineered to accommodate both shell and turnkey deployments, providing scalability and dedicated power in response to the escalating demand for infrastructure supporting the growth of artificial intelligence, cloud computing, and other emerging technologies. 

The new 220MW campus is strategically situated within the major development cluster of south Dallas, a rapidly growing market favored by developers and providers alike. Spanning 1.5 million square feet across six 36MW data centers, the campus has a planned delivery of mid-2026 and features committed power from utility provider ONCOR via a dedicated substation. Designed with a future-proof approach, the AI-Ready campus offers adaptability and flexibility, including a range of cooling solutions, to seamlessly accommodate the ever-evolving technological landscape. 

“We continue to observe a steady demand for powered, large-scale campuses, particularly in established or growing markets,” said Ty Miller, Chief Commercial Officer, STACK Americas. “This latest announcement reinforces our commitment to providing certainty and scalability for our clients, along with a favorable delivery target of mid-2026.” 


Vertical Systems: 2023 Global Provider Ethernet LEADERBOARD

Vertical Systems Group announces that seven companies achieved a rank on the year-end 2023 Global Provider Ethernet LEADERBOARD as follows (in order based on retail port share): Colt (U.K.), Orange Business (France), Verizon (U.S.), AT&T (U.S.), BT Global (U.K.), NTT (Japan), and Cirion (Argentina). This industry benchmark for multinational Ethernet network market presence ranks companies that hold a 4% or higher share of billable retail ports at sites outside of their respective home countries.

Eight companies attained a 2023 Challenge Tier citation (in alphabetical order): Cogent (U.S.), GCX [formerly Global Cloud Xchange] (India), GTT (U.S.), SingTel (Singapore), T-Systems (Germany), Tata Communications (India), Telefonica (Spain), and Vodafone (U.K.). The Challenge Tier includes companies with share between 2% and 4% of this defined market.

“The geographic expansion of the Global Ethernet market continued in 2023, while several key domestic markets flattened,” said Rick Malone, Principal of Vertical Systems Group. “Colt ascended to the top rank in our Global Provider segment following key acquisitions and market growth beyond its Pan-European base.”

Arelion opens PoP at Flexential's Tampa - North Site

Arelion has deployed a fully diverse Point-of-Presence (PoP) at Flexential's Tampa – North data center, supporting business growth in South Florida's regional edge markets by providing Arelion's full portfolio of IP and optical transport services to wholesale and enterprise customers. 

Flexential's Tampa – North data center serves Florida's high-tech corridor, offering secure connectivity, colocation, cloud and data protection services. The 60,000 square foot data center facility features 3 megawatts of critical power and sustainable cooling capabilities, enabling Flexential to support the compute-intensive solutions of Florida's flourishing business communities.

"Arelion's new PoP at Flexential's Tampa North site reinforces our investment in the Florida peninsula, helping us provide reliable connectivity at scale to enterprise and wholesale customers for continued technological innovation," said Art Kazmierczak, Director of Strategic Sales and Network Development at Arelion. "Flexential is an excellent partner for this PoP as its data center is well-equipped with the space, power and capabilities our customers need to accelerate business growth in Florida's developing edge markets."