Dell'Oro: Cable Outside Plant Equipment revenues rise 15% yoy

Total Cable Outside Plant Equipment revenues are expected to increase to $972 M in 2024, up 15 percent year-over-year (Y/Y), according to a new report from Dell'Oro Group. The rise is driven largely by continued mid- and high-split DOCSIS 3.1 and DAA (Distributed Access Architecture) projects in the North American market, which are driving purchases of new DAA Nodes to support Remote PHY deployments. The market will heat up later this year as Full Duplex 1.2 GHz and 1.8 GHz amplifiers will begin shipping, with significant volumes expected in 2025.

“The current focus on Remote PHY and band splitting will lead to longer-term DOCSIS 4.0 upgrades, particularly in the North American and select European markets, where operators are looking to increase capacity and keep pace with fiber ISPs,” said Jeff Heynen, Vice President of Broadband Access and Home Networking market research at Dell’Oro Group. “These upgrades will result in a significant increase in spending on optical nodes, amplifiers, and passive equipment, including taps and hardline splitters, through 2028,” added Heynen.

Additional highlights from the Cable Outside Plant Equipment Advanced Research Report:

• Global Cable Outside Plant Equipment revenues are projected to peak at $2 B in 2027, when the largest number of tier one operators in North America are expected to be in the middle of their amplifier and node upgrades for DOCSIS 4.0.
• The North American market will remain the largest region for Cable Outside Plant Equipment revenue, as operators in other regions either continue with DOCSIS 3.1 or increasingly overbuild with fiber.
• The DOCSIS 4.0 upgrade cycle will continue through 2030 as operators consistently expand their footprint using 1.8 GHz amplifiers, Full Duplex 1.2 GHz amplifiers, and 2 GHz taps where necessary.
• Generic Access Platform (GAP) Nodes are expected to ramp up in the North American market, with unit shipments peaking in 2029.

https://www.delloro.com/news/cable-operators-expected-to-spend-10-b-on-outside-plant-equipment-through-2030-according-to-delloro-group/

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Oracle plans to open a third cloud region in Spain

Oracle plans to invest more than US $1 billion to open a third cloud region in Madrid, Spain.

The new public cloud region will enable Oracle customers and partners across all industries in Spain, including its prominent financial services sector, to migrate mission-critical workloads from their data centers to Oracle Cloud Infrastructure (OCI) while helping them address regulations like the Digital Operational Resilience Act (DORA) and the European Outsourcing Guidelines (EBA, EIOPA, ESMA). Telefonica España will be the host partner for the planned cloud region.

The upcoming cloud region in Madrid will help public and private sector organizations migrate all types of workloads to the cloud, modernize their applications, and innovate with data, analytics, and AI. Oracle is the only hyperscaler capable of delivering AI and a full suite of 100+ cloud services across dedicated, public, and hybrid cloud environments, anywhere in the world. This includes Oracle Autonomous Database, MySQL HeatWave Database Service, Oracle Container Engine for Kubernetes, Oracle Cloud VMware Solution, OCI Generative AI service, and OCI AI Infrastructure.

"The opening of the third Oracle cloud region in Spain is excellent news for our country," said José Luis Escrivá, minister for digital transformation and public administration, Government of Spain. "The investment announced by Oracle provides a significant boost that will help Spanish enterprises and public sector organizations innovate with AI and continue advancing on the path of digital transformation."

Oracle also offers a separate EU Sovereign Cloud with one region in Madrid to help public and private sector customers with data and applications that are sensitive, regulated, or of strategic regional importance, move to the cloud. The Oracle EU Sovereign Cloud in Madrid is operated by EU-based personnel and supports workloads that fall under EU guidelines and requirements for sovereignty and data privacy.

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Cisco named Official Network Equipment Partner of LA28 Olympic Games

Cisco has been selected as the Official Network Equipment Partner for the LA28 Olympic and Paralympic Games.

Cisco will deliver on its long-standing history with the Olympic and Paralympic Movement to not only provide secure connectivity through its industry-leading networking infrastructure, but also positively impact the city of Los Angeles and people in the region.

Since 2012, Cisco has served as an Official Partner of several editions of the Olympic and Paralympic Games, connecting and protecting athletes, fans and stakeholders in London (2012), Rio de Janeiro (2016), Tokyo (2020) and Paris (2024). Cisco’s networking solutions will be deployed across numerous venues throughout the Los Angeles Metropolitan Area to ensure secure and reliable connectivity for all involved in the LA28 Games.

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Neoconix ships connectors supporting 112Gbps data rates

Neoconix has begun shipping its latest board-to-board array connectors, the “Mini” (CBM) and SPH3 “Ultra,” powered by innovative C-Beam™ technology. These connectors are designed to support high-speed data rates of up to 112Gbps and are available in pitches of 0.5mm and 0.6mm.

Neoconix said its C-Beam technology, an enhancement of its PCBeam technology, is tailored for ultra-dense pitches down to 0.4mm and high-speed applications up to 112Gbps. It offers up to a 40% reduction in pitch compared to PCBeam, enabling high pin counts that combine numerous high-speed differential pairs, power, and signals in a single connector.

The Neoconix CBM “Mini” connector family features 84 and 128 position counts at 0.6mm and 0.5mm pitches respectively, all within a standard configuration smaller than a U.S, dime. The SPH3 “Ultra” connector family includes six offerings with three configurations (Large, Medium, and Small) across two pitches (0.5mm and 0.6mm), with pin counts ranging from 408 to 840 positions.

https://neoconix.com

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Renesas acquires Transphorm for gallium nitride (GaN)

Renesas Electronics has acquired Transphorm (Nasdaq: TGAN), a supplier of gallium nitride (GaN) power semiconductors. With this acquisition, Renesas will immediately begin offering GaN-based power products and related reference designs to meet the rising demand for wide bandgap (WBG) semiconductor products.

WBG materials such as GaN and silicon carbide (SiC) are considered key technologies for next-generation power semiconductors due to their superior power efficiency, higher switching frequencies, and smaller footprints compared to conventional silicon-based devices. Both GaN and SiC-based products are expected to grow rapidly over the next decade, driven by demand from electric vehicles (EVs), inverters, data center servers, artificial intelligence (AI), renewable energy, industrial power conversion, consumer applications, and more.

Renesas stated that investing in its power business is part of its long-term strategy for achieving sustainable growth. Other recent initiatives by Renesas to bolster this market segment include the opening of the Kofu Factory, a dedicated 300-mm wafer fab for power products; ramping up a new SiC production line at the Takasaki Factory; and forging an agreement with Wolfspeed to secure a steady supply of SiC wafers over the next 10 years. With GaN technology now part of Renesas’ portfolio, the company is poised to offer more comprehensive power solutions to support the evolving needs of customers across a broad range of applications.

On the same day it completed the acquisition of Transphorm, Renesas rolled out 15 new Winning Combinations, market-ready reference designs that combine the new GaN products with Renesas’ embedded processing, power, connectivity, and analog portfolios. These include designs integrating Transphorm’s automotive-grade GaN technology for on-board battery chargers and 3-in-1 powertrain solutions for EVs.

Founded in 2007 in Goleta, California, Transphorm has roots from the University of California at Santa Barbara and the Wide Bandgap industry. 

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Adtran joins Luxembourg Internet eXchange

Adtran has joined the Luxembourg Internet eXchange (LU-CIX), a major European internet exchange. The LU-CIX community, comprising internet service providers, telecommunication companies and content networks, collaborates to improve network efficiency and strengthen Luxembourg as a major digital hub.

Adtrans' FSP 3000 open optical transport solution was instrumental in expanding LU-CIX’s network capacity efficiently and sustainably, and the Adtran ALM fiber monitoring platform is helping boost the reliability of LU-CIX’s services.

“We’re very pleased to be part of the LU-CIX community. The power of collaborative initiatives like this one cannot be overstated. The LU-CIX supporting member hub is key to driving technological advancements and shaping the future of digital infrastructure in this region and across Europe,” commented Stuart Broome, GM of EMEA sales at Adtran. “LU-CIX’s proactive approach to interworking and its leadership in the industry align perfectly with our commitment to open, multi-vendor networks. Our technologies are ideal for enhancing and supporting the scalability and security of major internet exchanges like LU-CIX, ensuring a more connected and resilient future.”

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Astera demos PCIe optical connectivity for expansive GPU clusters

Astera Labs has demonstrated end-to-end PCIe optical connectivity to provide unprecedented reach for larger, disaggregated GPU clusters.

The company’s technology for PCIe over optics expands its Aries family of Smart DSP Retimers and Smart Cable Modules (SCMs) for Active Electrical Cables (AECs) to deliver PCIe and CXL connectivity in chip-to-chip, box-to-box, rack-to-rack, and now row-to-row topologies throughout the data center.

Astera Labs said its new technology for PCIe over optics operates with end-to-end PCIe link connectivity in compliance with current PCIe specifications and is flexible enough to address future standards requirements through software-enabled configurability. The company is collaborating with leading optical cable suppliers to enable a wide variety of industry-standard form factors.

In addition, Astera Labs’ COSMOS software suite has been enhanced to provide link, fleet, and RAS management features over optical links, delivering deep insights into every lane and link inside a cluster to facilitate maximum uptime and optimal infrastructure utilization. Customers already using Astera Labs’ Intelligent Connectivity Platform will be able to seamlessly and transparently enable optical interconnects.

Casey Morrison, Chief Product Officer at Astera Labs, said, “GPU clusters are growing in size to handle the expanding complexities of AI workloads within disaggregated cloud infrastructure. We’re proud to broaden our PCIe leadership once again by demonstrating robust PCIe links over optical interconnects between GPUs, CPUs, CXL memory devices, and other PCIe endpoints. This breakthrough expands our Intelligent Connectivity Platform to allow customers to seamlessly scale and extend high bandwidth, low latency PCIe interconnects over optics, including Active Optical Cables, in addition to copper-based AECs.”

Large AI models benefit from tightly clustering more GPUs over a backend mesh network, often using PCIe interfaces that are natively found on GPUs. Larger GPU clusters must be distributed beyond a single rack to meet power delivery and cooling requirements. PCIe optical interconnects are essential to scale PCIe-based GPU clusters to multiple racks and rows, improve AI model performance, and increase GPU utilization.

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Black Semiconductor raises EUR 254.4 million for graphene PICs

Black Semiconductor, a start-up based in Aachen, Germany, announced €254.4 million in funding, marking one of the largest investments for a deep tech company manufacturing chips in Europe to date.

The company is targeting optical chip-to-chip connections using graphene as an intermediate layer to integrate optics with electronics. Black Semiconductor asserts that graphene, a material just one atom thick and known for its superior optical, electrical, and thermal properties, is key to enabling the co-integration of electronics and optics. "Graphene outperforms any other material system, opening the door to products that were previously inaccessible," the company stated. "Our solution combines computing with electrons and communication with photons, which we believe could enable parallel optical chip connectivity over distances of up to kilometers."

Black Semiconductor has secured €228.7 million in public funding from the German Ministry of Economic Affairs and Climate Action and the state of North Rhine-Westphalia over the next seven years under the IPCEI ME/CT2 program. Additionally, the company has raised €25.7 million in equity funding. This round was led by Porsche Ventures and Project A Ventures, with participation from leading venture capital firms, corporates, and industry leaders including Scania Growth Capital, Capnamic, Tech Vision Fonds, and NRW.BANK, joining the seed round investors Vsquared Ventures, Cambium Capital, and Hermann Hauser’s Onsight Ventures.

Founded in 2020 by Dr. Daniel Schall and Sebastian Schall, Black Semiconductor plans to use the new capital to accelerate its R&D initiatives and establish pilot line manufacturing capabilities in Aachen by 2026—an essential step towards its long-term goal of producing and implementing high-quality graphene in Europe. The company also aims to increase its headcount from 30 to 120 by 2026.

https://blacksemi.com/

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Global Telco AI Alliance builds Multilingual Telco LLM

SK Telecom, Deutsche Telekom, e&, Singtel, and SoftBank Corp., the founding members of the Global Telco AI Alliance (GTAA), have signed a Joint Venture agreement at TM Forum's DTW24-Ignite. This follows the announcement made at MWC Barcelona 2024 to establish a Joint Venture, marking the founding parties' commitment to co-develop and launch multilingual Large Language Models (Telco LLM) specifically tailored for telecommunications companies. The Telco LLM aims to enhance customer interactions through digital assistants and other innovative AI solutions.

The Joint Venture will see equal investments from the founding parties to support its initial working capital requirements. The Telco LLM will cater to a global customer base of approximately 1.3 billion people across 50 countries, offering multilingual capabilities in languages such as Korean, English, German, Arabic, and Bahasa, among others. The launch of the Joint Venture is pending customary regulatory approvals. The focus will be on deploying innovative AI applications tailored to the unique needs of each founding party's market.

The second Global Telco AI Roundtable (GTAR) was also held at DTW24, emphasizing the GTAA’s dedication to innovation and collaboration in the telecom industry. SKT’s CEO Ryu Young-sang highlighted the transformative potential of AI in telecoms, positioning the Global Telco AI Alliance as a key player in the global AI ecosystem. He stressed the importance of creating new business opportunities and enhancing customer experiences through the Telco LLM JV while addressing social and environmental responsibilities through effective AI governance frameworks.

Key Points:

• SK Telecom, Deutsche Telekom, e&, Singtel, and SoftBank Corp. sign Joint Venture agreement at TM Forum's DTW24-Ignite.
• Joint Venture to develop multilingual Large Language Models (Telco LLM) tailored for telecommunications.
• Equal investments from founding parties to support initial working capital requirements.
• Telco LLM to cater to a global customer base of 1.3 billion across 50 countries.
• Second Global Telco AI Roundtable reaffirms GTAA’s commitment to innovation, collaboration, and effective AI governance.

https://www.telekom.com/en/media/media-information/archive/agreement-jv-for-telco-specific-llm-1068392

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SNS Telecom & IT: Private 5G market to grow at 42% CAGR to 2027

 Private LTE networks have been a niche market for over a decade, with early installations like iNET's 700 MHz LTE network in the Permian Basin and Rio Tinto's network in Western Australia. However, private cellular networks based on the 3GPP-defined 5G standard are now advancing from Proof-of-Concept (PoC) trials to production-grade implementations. These standalone 5G networks are set to lay the foundation for Industry 4.0 and advanced application scenarios, offering significant improvements over LTE in terms of throughput, latency, reliability, and connection density. Despite initial challenges, early adopters are seeing tangible benefits, affirming the long-term potential of private 5G networks, according to a recently published study by SNS Telecom & IT.

SNS Telecom & IT estimates that annual investments in private 5G networks for vertical industries will grow at a CAGR of approximately 42% between 2024 and 2027, eventually accounting for nearly $3.5 Billion by the end of 2027. 

Compared to LTE, private 5G networks can meet more demanding performance requirements. They offer capabilities like Ultra-Reliable, Low-Latency Communications (URLLC) and Massive Machine-Type Communications (mMTC), making them a viable alternative to wired connections for industrial-grade communications. Despite higher costs, 5G's wider coverage, scalability, and security features have attracted strong interest for use in Industrial IoT (IIoT) environments. China leads in this adoption, with large-scale private 5G installations supporting complex industrial operations. As digitization initiatives ramp up globally, private 5G networks are being implemented for diverse use cases, showing practical benefits in efficiency, cost savings, and worker safety.

Some Highlights

• Private LTE networks have been in use for over a decade, particularly in niche segments like mining and offshore infrastructure.
• Private 5G networks are moving beyond PoC trials to full-scale deployments, providing the foundation for Industry 4.0.
• Private 5G networks offer superior performance in terms of throughput, latency, reliability, and connection density compared to LTE.
• 5G's URLLC and mMTC capabilities support industrial-grade communications, making it a viable alternative to wired connections.
• China leads with large-scale private 5G installations, while other countries are also increasing their adoption for digitization and automation.
• Diverse Use Cases: Applications include wirelessly connected machinery, autonomous mobile robots, augmented reality, remote-controlled cranes, and digital twin models.
• Challenges: Early adopters face challenges like high costs, limited device variety, and lack of cellular wireless systems competence.
• Long-Term Potential: Despite initial challenges, early adopters are seeing tangible benefits, affirming the long-term potential of private 5G networks.

The “Private 5G Networks: 2024 – 2030 – Opportunities, Challenges, Strategies & Forecasts” report presents an in-depth assessment of the private 5G network market, including the value chain, market drivers, barriers to uptake, enabling technologies, operational and business models, vertical industries, application scenarios, key trends, future roadmap, standardization, spectrum availability and allocation, regulatory landscape, case studies, ecosystem player profiles and strategies. The report also presents global and regional market size forecasts from 2024 to 2030. The forecasts cover three infrastructure submarkets, 16 vertical industries and five regional markets.

More info here: https://www.snstelecom.com/private5g

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Datagrid surveys route for subsea cable linking NZ and Australia

Datagrid New Zealand has initiated a research project with international marine survey company EGS Survey to find the shortest and most secure route for the proposed 2,700km Te Waipounamu submarine cable between the South Island of New Zealand and Australia, linking Invercargill to Sydney and Melbourne. Datagrid, which is developing a 43-hectare sustainable data center park in Makarewa, aims to provide direct connectivity to Australia, enhancing internet speeds and digital infrastructure for the South Island.

The Te Waipounamu submarine cable is expected to significantly boost the digital development of cities like Christchurch, Dunedin, Queenstown, Nelson, and Invercargill, transforming Invercargill into a regional digital hub. The cable will also enhance New Zealand's network resiliency by offering backup to existing North Island cables. Perrine Dhalluin, CEO of Datagrid, emphasized the strategic importance of the cable for faster internet and regional digital growth. EGS Survey, with 48 years of geophysical surveying experience, will conduct a detailed desktop study to determine the optimal route across the Tasman Sea, ensuring maximum diversity and reliability. An optional branch to Hobart, Tasmania, is also being considered to provide further connectivity options.

Key Points:

• Companies Involved: Datagrid New Zealand and EGS Survey.
• Project Goal: To find the shortest and most secure route for the Te Waipounamu submarine cable.
• Significance: First international submarine cable connecting South Island, NZ, to Australia.
• Impact: Enhanced internet speed, digital development, and network resiliency for the South Island.
• Additional Consideration: Potential branch to Hobart, Tasmania, for increased connectivity.
• The project is named after the Maori term for the South Island

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TM and Singtel's Nxera plan 200 MW data center campus near Singapore

 TM (Telekom Malaysia) has announced a strategic joint venture with Nxera, the regional data center arm of Singtel’s Digital InfraCo unit, to develop state-of-the-art data centers in Malaysia. The first project under this partnership is a sustainable, hyper-connected AI-ready data center campus in Johor. This venture aims to cater to the growing demands of hyperscalers, next-generation AI application providers, and enterprises pursuing accelerated digitalization and cloud services in the region. Leveraging TM's extensive subsea cable networks and Singtel’s global connectivity, the collaboration promises enhanced network performance with lower latency and improved reliability.

The data center campus, located in Iskandar Puteri, just 16 km from Singapore, will be the largest for both TM and Nxera. It is designed to meet the highest standards of reliability, security, and sustainability, offering superior local and international connectivity. The proximity to subsea cable links between Singapore and Malaysia positions it well to support the increasing digitalization efforts of both nations. The initial phase of the data center will have a capacity of 64MW, scalable up to 200MW, featuring advanced technologies like liquid cooling to support high-power density workloads efficiently. The facility will also be LEED-certified, underscoring its commitment to energy efficiency and sustainable practices.

Highlights

• Strategic Partnership: TM partners with Nxera to develop hyper-connected AI-ready data centers in Malaysia, starting with a major facility in Johor.
• Advanced Infrastructure: Initial phase of 64MW, scalable to 200MW, featuring liquid cooling and LEED certification for energy efficiency.
• Enhanced Connectivity: Proximity to subsea cable links ensures superior local and international connectivity.
• TM’s Data Centers: TM operates seven data centers across Malaysia, with key locations in Klang Valley and Johor.
• Nxera’s Expansion: Nxera, backed by Singtel and KKR, is developing additional AI-ready data centers, increasing its capacity to over 200MW in the next three years.
• This partnership marks a significant step forward in enhancing Malaysia’s data infrastructure, positioning the country as a key player in the regional digital economy.

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Three UK gains energy efficiency at base stations with Ericsson

Three UK has reached a significant milestone in network sustainability through the deployment of next-generation AI-powered hardware and software solutions from Ericsson. Over the past 18 months, Three UK has collaborated with Ericsson to enhance network energy performance using industry-leading energy-efficient radios and advanced AI and data analytics.

In late 2023, Three UK became one of the first major UK operators to deploy Ericsson’s award-winning dual-band Radio 4490, which is 25% lighter and consumes less power than previous models. This technology simplifies site access and expedites upgrades. Additionally, Three UK has implemented software features that reduce power consumption during low traffic hours, leveraging advanced machine learning, passive cooling, and power-saving functionalities. These radios autonomously switch off components when inactive and reactivate them in microseconds for service requests.

Key Points:

• Three UK deploys Ericsson’s energy-efficient dual-band Radio 4490, reducing power consumption and site weight.
• Software features implemented to lower power use during low traffic hours with AI and machine learning.
• Advanced radios autonomously manage 4G and 5G networks, enhancing efficiency.
• Partnership with Ericsson improves network energy efficiency by up to 70% at selected sites, while reducing CO2 emissions.

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ST Telemedia Global Data Centres raises US$1.3B from KKR and Singtel

ST Telemedia Global Data Centres (STT GDC), a leading data center colocation services provider, announced a significant investment from a consortium led by KKR and Singtel. The consortium will invest SGD 1.75 billion (~USD 1.3 billion) initially through Redeemable Preference Shares (RPS) with detachable warrants. This investment represents the largest digital infrastructure deal in Southeast Asia in 2024. Upon full exercise of the warrants, the consortium will contribute an additional SGD 1.24 billion (~USD 920 million).

The investment follows an independent competitive selection process by STT and STT GDC, focusing on the consortium’s expertise, financial strength, and strategic vision. The funds will support STT GDC's ongoing international expansion and growth plans through both organic and inorganic strategies. Post-transaction, ST Telemedia will retain its position as the majority shareholder of STT GDC.

STT GDC, headquartered in Singapore, is among the world's fastest-growing data center providers, operating over 95 data centers across 11 countries and serving more than 20 major business markets. With a combined capacity of over 1.7GW of IT load, STT GDC offers high-quality colocation, connectivity, and round-the-clock support services, solidifying its critical role in the digital infrastructure landscape.

Key Points:

• Investment Details: SGD 1.75 billion (~USD 1.3 billion) initially, with a potential additional SGD 1.24 billion (~USD 920 million) from the KKR-led consortium.
• Selection Process: Chosen for their expertise, financial strength, and strategic vision.
• STT GDC Profile: Headquartered in Singapore, with 95+ data centers in 11 countries and over 1.7GW of IT load capacity.
• Strategic Use: Funds to support international expansion and growth, maintaining ST Telemedia as the majority shareholder.
• Industry Impact: Largest digital infrastructure investment in Southeast Asia for 2024.

https://www.singtel.com/about-us/media-centre/news-releases/st-telemedia-global-data-centres-raises-1-75-billion

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onsemi plans silicon carbide fab in Czech Republic

onsemi announced plans to establish a state-of-the-art, vertically integrated silicon carbide (SiC) manufacturing facility in the Czech Republic to produce intelligent power semiconductors for use in electric vehicles, renewable energy and AI data centers.

Silicon carbide is a critical material for high-power, high-temperature applications, and is extremely difficult to produce. onsemi is one of the only companies in the world with the ability to manufacture SiC-based semiconductors from crystal growth to advanced packaging solutions.

onsemi’s plan to expand SiC manufacturing with a multi-year brownfield investment of up to $2 billion (44 billion CZK) is part of the company’s previously disclosed long-term capital expenditure target. This investment would build on the company’s current operations in the Czech Republic, which include silicon crystal growth, silicon and silicon carbide wafer manufacturing (polished and EPI) and a silicon wafer fab. Today, the site can produce more than three million wafers annually, including more than one billion power devices. Upon completion, the operation would contribute annually more than $270 million USD (6 billion CZK) to the country’s GDP.

"Our brownfield investment would establish a Central European supply chain to better service our customers’ rapidly increasing demand for innovative technologies that improve the energy efficiency in their applications,” said Hassane El-Khoury, president and CEO, onsemi. “Through a close collaboration with the Czech government, the expansion would also enhance our production of intelligent power semiconductors that are essential to helping ensure the European Union is able to achieve its ambitions to significantly reduce carbon emissions and environmental impact.”

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HPE teams with NVIDIA on Private-Cloud AI

 HPE and NVIDIA have co-developed the Private Cloud AI portfolio to enhance innovation, return on investment, and manage enterprise AI risks. This portfolio supports a range of AI workloads and offers robust enterprise controls, cloud experiences, and flexible consumption models. The curated AI and data software stack is built on NVIDIA AI Enterprise and includes HPE AI Essentials software for adaptable and compliant AI solutions. The portfolio integrates NVIDIA's advanced computing technologies and HPE's infrastructure and cloud services for optimal performance and manageability across hybrid environments.

The announcement, which occured during the HPE Discover keynote by HPE President and CEO Antonio Neri, who was joined by NVIDIA founder and CEO Jensen Huang, marks the the expansion of a long-running partnership between the firms.

HPE Private Cloud AI

• Inference, Fine-Tuning, and RAG AI Workloads: Supports proprietary data utilization.
• Enterprise Control: Ensures data privacy, security, transparency, and governance.
• Cloud Experience: Provides ITOps and AIOps capabilities for increased productivity.
• Flexible Consumption: Adapts to future AI opportunities and growth.

Curated AI and Data Software Stack

• NVIDIA AI Enterprise: Accelerates data science pipelines and streamlines AI application development.
• NVIDIA NIM Microservices: Optimizes AI model inferencing for smooth transitions from prototype to deployment.
• HPE AI Essentials: Offers ready-to-run AI and data foundation tools with a unified control plane for adaptable solutions and enterprise support.

Integrated AI Infrastructure Stack

• NVIDIA Spectrum-X Ethernet Networking
• HPE GreenLake for File Storage
• HPE ProLiant Servers: Supports NVIDIA L40S, H100 NVL Tensor Core GPUs, and GH200 NVL2 platform.

Global System Integrator Collaboration

• Accelerated AI Solutions: Deloitte, HCLTech, Infosys, TCS, and WIPRO support the NVIDIA AI Computing by HPE portfolio for industry-focused AI solutions.

Support for NVIDIA’s Latest GPUs and CPUs

• HPE Cray XD670: Supports eight NVIDIA H200 NVL Tensor Core GPUs for LLM builders.
• HPE ProLiant DL384 Gen12: Equipped with NVIDIA GH200 NVL2 for larger models and RAG consumers.
• HPE ProLiant DL380a Gen12: Supports up to eight NVIDIA H200 NVL Tensor Core GPUs for flexible scaling of GenAI workloads.
• Future Support: Includes NVIDIA GB200 NVL72 / NVL2 and new NVIDIA architectures (Blackwell, Rubin, Vera).

High-Density File Storage

• NVIDIA DGX BasePOD Certification: Provides enterprise file storage solutions for AI and GPU-intensive workloads.
• Upcoming Certifications: HPE will partner on new NVIDIA reference architecture storage certifications.

Availability

• HPE Private Cloud AI: Expected in the fall.
• HPE ProLiant DL380a Gen12 and DL384 Gen12 Servers: Available in the fall.
• HPE Cray XD670 Server: Available in the summer.

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Vantage Data Centers completes $9.2B equity investment

Vantage Data Centers completed a $9.2 billion equity investment led by investment vehicles managed by DigitalBridge Group and Silver Lake.

Vantage has grown in recent years to own or control more than 25 sites in North America and EMEA totaling over three gigawatts of expected capacity. As part of the company’s investment plan, the new funding is expected to accelerate further growth by driving an estimated $30 billion of additional development, extending Vantage’s track record of bringing market leading capacity and innovative solutions to customers around the world. In connection with the investment, Vantage will continue its development of next-generation data centers, including energy-efficient and sustainable designs purpose-built for AI and large-scale cloud deployments.

“It’s exciting to experience such strong investor demand to fuel our unprecedented growth across North America and EMEA,” said Sureel Choksi, president and CEO of Vantage. “The confidence that DigitalBridge, Silver Lake and other investors have in Vantage and our ability to execute, as evidenced by an investment round that was significantly oversubscribed, is a testament to our team’s track record of delivering for our customers. This new funding from the world’s leading digital infrastructure and technology investors, along with numerous co-investors, is a game changer that uniquely positions Vantage to capitalize on the incredible AI and cloud opportunity in front of us.”

The capital raise was significantly oversubscribed and upsized by $2.8 billion with participation from multiple global investors, bringing the completed investment to $9.2 billion. Together with the €1.5 billion investment by AustralianSuper announced in September 2023, aggregate new investment in Vantage over the past nine months totals approximately $11 billion, of which more than $7 billion is primary equity. Primary proceeds will be used to fund Vantage’s growth across North America and EMEA, accelerating and extending the company’s strategic capabilities to partner with global hyperscalers in meeting unprecedented cloud and AI demand.

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Microsoft opens data center region in Madrid

Microsoft inaugurated its first cloud region of data centers in Spain, located in multiple locations in the Community de Madrid.

The new cloud region (called Spain Central) will help to accelerate the digitalization of Spanish organizations, the development of the AI Economy in Spain and the growth of the local IT industry. The technologies offered at Spain Central are, among others, the most modern services for productivity, data analytics, cybersecurity, computing and storage (Azure, Microsoft 365, Dynamics 365, Power Platform), and also include generative Artificial Intelligence services, thus placing this cloud region among the most advanced in Europe. The new cloud region will provide highly available, scalable, and secure cloud services, including the option of in-country data residency for Spanish organizations.

Microsoft expects to invest US$2.1 billion in the period 2024-2025 in Spain, responding to the growing demand for Microsoft’s AI and cloud solutions from Spanish organizations.

Customers already using the new cloud region include (among others): Abanca, Aciturri, Banc Sabadell, Banco Santander, Bankinter, BBVA, CaixaBank, Canal de Isabel II, CELSA, Codere, Comunidad de Madrid, Grupo Catalana Occidente, Ibercaja, Ilunion, Metrovacesa, Mutua Madrileña, Naturgy, Navantia, Pelayo, Prosegur, Repsol, Ribera Salud, SegurCaixa Adeslas, Tecnicas Reunidas and Velilla. In addition, software developers (ISVs) such as Barracuda, Citrix, NetApp, OpenAI, Palantir, SAP, Veeam, Vmware or Zertia are also making use of Microsoft’s new infrastructure in

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Padtec supplies subsea network connect Belém to Fortaleza for Global Fiber

Global Fiber, a telecommunications service operator specialized in optical fiber operations in Peru and Brazil, has chosen Padtec and Satelital as the primary suppliers for the submarine solution for a festoon network connecting two Brazilian capitals: Belém (in Pará state) and Fortaleza (in Ceará state). A festoon network is a type of underwater infrastructure that links multiple coastal points without requiring intermediate amplification.

Global Fiber operates a fiber optic network with coverage throughout Peru and is implementing a sub-river network on the Amazon River, connecting the locations of Iquitos and Santa Rosa de Yaraví, in Peru, Leticia, in Colombia, and Tabatinga, in Brazil. “By supporting the construction of the Belém-Fortaleza section, within the Lima – Fortaleza project, Global Fiber contributes to reducing digital gaps in difficult-to-access locations, providing all areas of the Amazon region with high-quality communication and a more connected Latin America”, highlights Obed Dionisio, CEO of Global Fiber.

Padtec and Satelital will be responsible for leading the construction of the first Global Fiber festoon network in Brazil. Manuel Andrade, CEO of Padtec North America and director of International Operations, states that Padtec is returning to the submarine and sub-river systems market. “With the Belém – Fortaleza section, which is expected to come into operation at the end of 2025, Padtec expands its experience in implementing submarine networks with these characteristics”, he states. 

https://www.padtec.com.br/en/padtec-will-provide-a-solution-for-the-submarine-network-of-global-fiber-that-connects-belem-to-fortaleza/

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Dell'Oro: Accelerated Servers accounted for over 50% of server sales

Accelerated servers equipped with GPUs and custom accelerators accounted for more than half of all server sales in 1Q 2024, according to a new report from Dell'Oro Group. Not only are the hyperscalers leading the way in deploying accelerated servers for AI workloads, but enterprises are also increasing their adoption of accelerated servers as GPU supplies improve.

“Worldwide data center capex experienced the first double-digit growth in five quarters. The hyperscale Cloud service providers in US and China saw an aggregate growth rate exceeding 40 percent as AI-infrastructure investments maintained strong growth momentum,” said Baron Fung, Sr. Research Director at Dell’Oro Group. “Meanwhile, there is optimism for a modest improvement in the outlook for enterprise IT spending along with a recovery in general-purpose server market later this year as end users replace servers overdue for refresh to the latest CPU platforms from Intel and AMD,” explained Fung.

Additional highlights from the 1Q 2024 Data Center IT Capex Quarterly Report:

• Server and storage system revenues are forecast for growth greater than 30 percent in 2024, while network and physical infrastructure revenues are expected to grow single digits.
• Dell led all OEMs in server revenue in 1Q 2024 followed by HPE and Supermicro. Accelerated servers accounted for an estimated 27 percent of the OEM server revenues during the quarter.
• White box server vendors gained 11 points of revenue share year-over-year compared to the OEMs as hyperscalers increased deployments of servers equipped with GPUs and custom accelerators.
• The accelerated server market is forecast to increase by more than 80 percent in 2024.

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