Monday, August 12, 2024

Telstra and Microsoft Accelerate AI Innovation in Australia

Telstra and Microsoft have announced an expanded strategic partnership aimed at accelerating AI innovation and digital transformation in Australia. This collaboration combines Microsoft's leading AI technology with Telstra's ultra-fast Intercity Fibre Network, which will enhance connectivity solutions across the country. As part of this initiative, Microsoft has chosen Telstra as a strategic partner to extend its AI infrastructure in Australia, addressing the growing demand for advanced AI capabilities.

In a significant move, Telstra is investing in 21,000 Microsoft 365 Copilot licenses, marking the largest deployment of the generative AI service in Australia and one of the largest globally for a telecommunications company. This investment is part of Telstra's broader strategy to equip its employees with cutting-edge AI tools, ensuring they are prepared for the future of work. The partnership also emphasizes the importance of robust, secure, and scalable connectivity to support the vast data processing needs of AI technologies.

The partnership underscores Telstra's commitment to building Australia's AI ecosystem, with its Intercity Fibre Network playing a crucial role in this effort. The network, already extending over 1,800 kilometers, is designed to support the transition from gigabyte to terabyte data capacities, essential for AI, quantum computing, and new data center developments. This expanded collaboration with Microsoft is set to drive significant growth in Australia's digital infrastructure and AI capabilities.

Key Points:

  • Telstra and Microsoft expand their partnership to advance AI innovation in Australia.
  • Microsoft selects Telstra as a strategic partner to extend its AI infrastructure using Telstra's Intercity Fibre Network.
  • Telstra invests in 21,000 Microsoft 365 Copilot licenses, marking the largest deployment in Australia.
  • Telstra's Intercity Fibre Network will enhance connectivity, crucial for AI and quantum computing.
  • The partnership builds on a strategic five-year agreement to support Australia's digital growth.

"Microsoft’s leadership in AI is driving the demand for capacity in our infrastructure, and Telstra is building that connectivity to meet this demand. Together we’re building the AI ecosystem of Australia," said Telstra CEO Vicki Brady.

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Bharti Global Acquires 24.5% Stake in BT Group from Altice UK

Bharti Global has agreed to acquire a 24.5% stake in BT Group from Altice UK, marking a significant investment in the UK telecoms giant. 

The acquisition will be executed in two stages, with an initial 10% stake purchased immediately and the remainder following regulatory approvals. Bharti Global, the international investment arm of Bharti Enterprises, has expressed strong support for BT's current leadership and long-term strategy. The deal highlights Bharti's commitment to BT's future and its recognition of the company's national importance and extensive infrastructure in the UK.

Key Points:

  • Bharti Global to acquire a 24.5% stake in BT Group from Altice UK in a deal valued at approximately £3.2 billion.
  • The acquisition will occur in two stages, with 10% purchased immediately and the rest after regulatory approvals.
  • Bharti Global supports BT's CEO Allison Kirkby and the company's strategic direction.
  • Altice UK initially acquired its stake in BT in 2021 but has faced losses due to a decline in BT's share value.

https://newsroom.bt.com/bt-group-statement-re-bharti-globals-investment/

Sunday, August 11, 2024

Eutelsat Reports Strong Q2, Ramp-up of OneWeb’s LEO Constellation

Eutelsat Communications has reported its financial results for the year ending June 30, 2024, showcasing significant strides in its operational metrics, particularly following its merger with OneWeb to become the world’s first LEO-GEO satellite operator. The company posted total revenues of €1,213 million, marking a 7.2% increase year-over-year, with strong contributions from both its Low Earth Orbit (LEO) and Geostationary Orbit (GEO) operations. This growth was primarily driven by an acceleration in connectivity services, especially through the deployment of OneWeb’s LEO constellation and incremental GEO capacity.

The financial results highlight a robust performance in the Connectivity segment, which saw revenues soar by 44.7% in Mobile Connectivity and 31.7% in Fixed Connectivity, reflecting the increasing demand for satellite broadband and data services. Eutelsat’s backlog also grew to €3.9 billion, up from €3.4 billion the previous year, with connectivity services now representing 56% of the total backlog. However, the company faced challenges with a decline in Video revenues, down 6.8%, reflecting the ongoing transition in the satellite communications market.

Eutelsat’s focus on LEO initiatives was evident in the successful ramp-up of the OneWeb constellation, with significant commercial traction, including a major contract with Intelsat. The company also completed the space-segment deployment of the OneWeb network, enhancing its service offerings. As Eutelsat continues to expand its LEO-GEO services, it remains committed to maintaining financial stability, reflected in its strong liquidity position and controlled capital expenditures.

  • Eutelsat reported FY 2023-24 revenues of €1,213 million, up 7.2% year-over-year.
  • Significant growth in Connectivity, with Mobile Connectivity up 44.7% and Fixed Connectivity up 31.7%.
  • Backlog increased to €3.9 billion, with Connectivity now representing 56% of total backlog.
  • Successful ramp-up of OneWeb’s LEO constellation, including a major contract with Intelsat.
  • Eutelsat maintains a strong liquidity position, with cash and undrawn credit lines totaling €1.39 billion.

"We remain confident in our ability to grow connectivity revenues in LEO, whilst maintaining market share in GEO, based on both independent market forecasts as well as our in-market experience of customer appetite for multi-orbit capacity," said Eva Berneke, Chief Executive Officer of Eutelsat Communications.

Eutelsat to Carve Out Ground Infrastructure

Eutelsat Group has announced plans to carve out its passive ground infrastructure assets into a new standalone company in partnership with the EQT Infrastructure VI fund. The deal, which involves signing a put option agreement with EQT, will see Eutelsat retain a 20% stake in the newly formed entity, while EQT will hold 80% of the capital. This strategic move will create the world's largest pure-play, operator-neutral, ground station-as-a-service company, combining satellite expertise with infrastructure service excellence.

The new entity, valued at €790 million, will take over Eutelsat's passive assets, including land, buildings, antennas, and connectivity circuits. Eutelsat will maintain its role as a long-term shareholder, anchor tenant, and partner, ensuring seamless continuity of services through a master service agreement (MSA) with the new company. This transaction is expected to enhance Eutelsat's financial profile by shifting future maintenance capital expenditures to the new entity, allowing the company to focus on advancing its multi-orbit fleet.

Key Points:

  • Eutelsat to carve out passive ground infrastructure assets into a new standalone company with EQT owning 80%.
  • The new entity will be the world's largest operator-neutral, ground station-as-a-service company.
  • Eutelsat to enter a long-term master service agreement with the new company to ensure service continuity.

"We are proud to become the first satellite operator to embark on this innovative transaction which would allow us to build on the model adopted in other industries, and to optimize the value of our extensive ground network," said Eva Berneke, CEO of Eutelsat Group. "This transaction would represent a win-win situation for all parties, and would enable Eutelsat to strengthen its financial profile, whilst continuing to rely on the unparalleled quality and reliability of its ground infrastructure."

AMD Completes $665 Million Acquisition of Silo AI

AMD has finalized its acquisition of Silo AI, Europe's largest private AI lab, in an all-cash deal valued at approximately $665 million. This acquisition underscores AMD's commitment to expanding its AI solutions portfolio and strengthening its partnerships within the global AI ecosystem. The deal was first announced in July 2024.

Silo AI's team, known for developing cutting-edge AI models and platforms for major enterprises like Allianz, Philips, Rolls-Royce, and Unilever, will join AMD's Artificial Intelligence Group (AIG). This move is expected to bolster AMD's capabilities in delivering high-performance AI solutions across diverse markets.


  • AMD acquires Silo AI for $665 million, furthering its AI expansion strategy.
  • Silo AI specializes in developing AI models and platforms for large enterprises.
  • The acquisition enhances AMD's capabilities in AI software and talent, particularly in open-source multilingual Large Language Models (LLMs).

"AI is our number one strategic priority, and we continue to invest in both the talent and software capabilities to support our growing customer deployments and roadmaps," said Vamsi Boppana, AMD Senior Vice President, AIG.

IBM's AI Recipes for Smarter Networks

How can AI revolutionize network management in the telecom industry?

Andrew Coward, GM, Software Networking from IBM explains:

  • Combining multiple AI methods and statistical models is crucial for effective network analysis and problem-solving
  • AI can identify and isolate issues across different network segments, from radio networks to core systems
  • Implementing AI-driven automation frameworks is essential for efficient configuration changes and reducing manual interventions



Introduction to AI in Networking (00:00)

Current State and Challenges (00:45)

IBM’s AI Strategy (02:00)

Real-world Example: Call Center Issues (03:30)

Systematic Analysis of Network Components (04:45)

Time-Series Data and AI Technologies (06:00)

Automating Remedial Actions with LLMs (07:15)

API Integration and Automation (08:30)

Future Work and Conclusion (09:45)

https://ngi.fyi/ainetwork24-ibm-andrew

Want to be involved our video series? Contact info@nextgeninfra.io

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Itential: Reshaping Network Infrastructure with AI Automation

How will AI transform network automation?

Chris Wade, CTO from Itential explains:

- AI will be embedded in all networking products, creating smart agents to replace basic interfaces

- Complex questions can be asked and robust answers received, simplifying orchestration and infrastructure automation

- Dynamic error messages, generated data integration, and out-of-the-box validation logic will enhance automation capabilities

https://youtu.be/-9lb8NXrOOQ

Want to be involved our video series? Contact info@nextgeninfra.io

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Blueprint: 5 Ways FPGAs Lower the Barrier for Custom Hardware

By Mamta Gupta, Lattice Semiconductor 

As technology continues to rapidly advance, system designers are under constant pressure to innovate. The demand for faster, more efficient, and increasingly complex custom hardware solutions has grown exponentially across industries – driven by the explosion of data, the rise of AI and machine learning, and the emergence of Edge computing and IoT technologies. These trends require more powerful, specialized, and energy-efficient computing capabilities that off-the-shelf solutions often can't provide. Additionally, industries are seeking custom hardware to gain a competitive edge and meet unique sector-specific requirements. 

However, the drive for innovation is often hindered by a myriad of barriers that make the path from concept to reality arduous and fraught with risk. These barriers span from high costs and lengthy development lifecycles to fixed functionality, system design complexity, security risks, integration challenges, and more. Field Programmable Gate Arrays (FPGAs) have revolutionized the landscape of custom hardware design, offering system designers heightened levels of low power consumption, adaptability, efficiency, and security to help overcome innovation barriers and develop systems that align with the rapid pace of technology. 

Unlike Application-Specific Integrated Circuits (ASICs), FPGAs are reconfigurable chips that can be reprogrammed to perform a wide variety of digital functions. This unique characteristic has positioned them as a powerful tool for overcoming the fundamental obstacles of custom hardware design – enabling more dynamic innovation through their flexibility, rapid prototyping capabilities, support for experimentation, robust security, and simplified design processes.

  1. Providing Flexibility, Reprogrammability, and Reliability 

The cornerstone of FPGA technology lies in its flexible, reprogrammable, and reliable nature. Whereas ASICs are hardwired for specific functions, FPGAs consist of an array of reprogrammable logic blocks and interconnects that can be configured to implement virtually any digital circuit. Flexibility allows designers to adapt their hardware to shifting innovation cycles and requirements without the need for physical chip redesign.

The ability to implement various digital circuits on a single FPGA platform opens a world of possibilities for designers. From simple logic operations to complex algorithms, FPGAs can handle a diverse range of functionalities. This versatility is particularly valuable in fields where standards and protocols are constantly evolving, such as the telecommunications industry. Leveraging FPGAs' flexibility and reprogrammability, telecom operators can deploy base stations that support multiple radio access technologies like 4G LTE and 5G NR simultaneously, while being prepared for future upgrades. As 5G standards evolve, these FPGA-based stations can be remotely reprogrammed to support new features and protocols without replacing physical hardware, ensuring infrastructure remains current.

FPGAs offer an additional significant advantage in the form of adaptability. While ASICs provide optimized performance for specific tasks, they lack the ability to be modified after manufacture. On the other hand, FPGAs can be reprogrammed numerous times, allowing developers to update and improve their designs long after deployment. This adaptability not only future-proofs hardware solutions but also provides a safety net for developers, knowing they can correct issues or add features post-production without added costs and elongated timelines. With unrivaled power efficiency, FPGAs also help developers achieve power and thermal design efficiencies to improve operating costs and enhance the reliability of their custom hardware. 

  1. Facilitating Faster Design and Prototyping

Another way FPGAs lower the barrier to innovation is by enabling developers to facilitate rapid design and prototyping. The ability to quickly implement and test designs with FPGAs dramatically reduces the time-to-market for new hardware solutions, enabling developers to iterate through multiple versions of their design more quickly than ever before. This rapid iteration capability is paramount for innovation and leads to more robust and optimized final products. The feedback loop between design and testing is significantly shortened, enabling a more agile development process. 

In addition, FPGAs’ parallel processing makes them an ideal choice for designing innovation prototypes in emerging markets like Edge applications. These devices require AI solutions with always-on capabilities, situational awareness, improved power efficiency, flexible and low latency sensor bridging, reduced complexity, and streamlined integration – all of which is enabled by FPGA-based architectures. Moreover, the cost effectiveness of FPGA prototyping cannot be overstated here. FPGA-based prototypes can be created with relatively low initial investments. The reduced financial barrier allows smaller companies and teams to still facilitate their own custom hardware innovations like global industry leaders. 

  1. Enabling Scalability in Innovation

FPGAs provide a low-risk environment for scaling custom hardware designs. The ability to reprogram the chip means that designers can scale different architectures and algorithms without the fear of creating unusable hardware or committing to a fixed design. This expanded ability to scale is crucial for innovation, enabling developers to explore new approaches that might be too risky or costly to attempt with traditional hardware development methods. It allows the company to start with a minimum viable product and systematically enhance its capabilities based on real-world performance and user feedback, with the option to quickly pivot to alternative designs without high costs or delays. This leads to more robust and efficient design.  

For example, an Edge computing company developing AI-powered smart home devices could use FPGAs to prototype and scale their AI processing capabilities. Initially, developers could implement basic machine learning algorithms on the FPGA for tasks like voice recognition or simple image classification. As their approaches are refined, they can reprogram the FPGA to test more complex neural network architectures, experiment with different quantization techniques, or implement novel AI algorithms without changing the underlying hardware. 

  1. Providing Robust Security Features

In an era where cybersecurity is paramount, FPGAs offer clear advantages in implementing robust security measures and ensuring platform firmware resiliency (PFR) for custom hardware solutions. This allows developers to incorporate advanced security features directly into their innovations, providing a level of protection that is often more difficult to achieve with traditional fixed-function chips.

FPGAs excel at implementing hardware root of trust (HRoT) capabilities. This foundational security element serves as the basis for all other security operations in a customer hardware system. In an FPGA system design, HRoT can be implemented as a dedicated, tamper-resistant module that provides secure key storage and integrity verification. The hardware-based root of trust offers stronger security guarantees compared to software-only solutions, as it's inherently more resistant to tampering and exploitation. Building upon HRoT, FPGAs enable secure boot processes that are essential for integrating PFR with new innovations. The boot sequence can be designed to verify the integrity and authenticity of each firmware component before execution, creating a chain of trust from the hardware root up through the entire software stack. This process helps prevent unauthorized modifications or the injection of malicious code, ensuring that the system starts in a known and trusted state.

Another significant security advantage is the ability to keep up with the evolving security regulations. Due to FPGAs’ reprogrammability, innovators can stay compliant with evolving regulations without the costly proposition of switching hardware. For example, transitioning to CNSA2.0 algorithms will require all classical asymmetric crypto to be augmented to post-quantum cryptography (PQC). FPGAs are an ideal vehicle for such an upgrade due to their cryptographic agility. Designers can create dedicated modules for encryption, decryption, and secure key management, which operate more efficiently and securely than software-based solutions. These hardware-based cryptographic engines can support a wide range of algorithms, from standard protocols like AES and RSA to emerging PQC that provides protection against quantum-based cyberattacks.

  1. Simplifying Design Complexity 

The complexity of modern hardware design has created a steep learning curve for many developers. The specialized knowledge required to develop custom hardware solutions can be daunting, particularly for those coming from software backgrounds or smaller organizations without extensive hardware expertise. This knowledge gap can discourage experimentation and limit the pool of potential innovators.

FPGAs help simplify this by enabling a modular approach to system design, which allows complex systems to be broken down into manageable, reusable components. FPGAs also excel at implementing complex algorithms in hardware, offloading computationally intensive tasks from traditional computer processing units (CPUs). With their low power consumption and high-performance DSP blocks, they are particularly well-suited for Edge computing applications where complex signal processing or machine learning algorithms need to be implemented efficiently. This capability simplifies overall system design by reducing the load on the main processor and improving system responsiveness.

Lastly, FPGAs provide a flexible and reliable platform where designers can easily navigate between different hardware/software trade-offs. This enables the optimization of system performance, power consumption, and costs – giving developers an ideal balance for their specific application requirements. Their toolkit of hardware, software, and IP can also be tailored to the unique needs of their application to speed up development. 

Lowering the Barrier to an Innovative Future

FPGA technology has undeniably lowered the barriers to innovation in custom hardware design. As FPGAs continues to advance, we can expect even greater capabilities and efficiencies in their ability to drive innovation. The power of FPGAs will remain at the forefront of innovation in the digital age while providing the necessary tools to create secure, resilient, and adaptable systems across various industries.


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Saturday, August 10, 2024

AST SpaceMobile Preps BlueBird Satellites for Launch

AST SpaceMobile is preparing to launch its first five commercial satellites, known as BlueBirds, from Cape Canaveral, Florida, in September. These satellites, which feature the largest-ever commercial communications arrays in low Earth orbit, are designed to deliver cellular broadband connectivity directly to everyday smartphones for both commercial and government applications. The BlueBirds offer a tenfold increase in processing capacity compared to the company’s previous BlueWalker 3 satellite and will initially provide non-continuous coverage across the continental United States. The satellites were manufactured at AST SpaceMobile's facility in Midland, TX.

  • Satellite Launch: First five commercial BlueBird satellites to launch from Cape Canaveral in September.
  • Technological Milestone: Largest-ever commercial communications arrays in low Earth orbit at 693 square feet.
  • Enhanced Capabilities: Tenfold increase in processing capacity compared to BlueWalker 3.
  • Global Coverage: Initial focus on non-continuous coverage across the continental U.S., using over 5,600 cells on low-band spectrum.
  • Manufacturing: Satellites built in a state-of-the-art 185,000 square feet facility in Midland, TX.


“These satellites represent years of relentless innovation,” said Abel Avellan, Founder, Chairman, and CEO of AST SpaceMobile. “We are excited to take yet another step towards bridging the digital divide on a global scale with space-based cellular broadband.”

Global Semiconductor Sales Surge in Q2 2024

 The Semiconductor Industry Association (SIA) has reported a strong performance in the global semiconductor market for the second quarter of 2024, with total sales reaching $149.9 billion. This marks an 18.3% increase compared to the same period in 2023 and a 6.5% rise from the first quarter of 2024. June 2024 sales alone totaled $50.0 billion, reflecting a 1.7% increase from May 2024. The sales data, compiled by the World Semiconductor Trade Statistics (WSTS) organization, is presented as a three-month moving average.

  • Quarterly Growth: Q2 2024 semiconductor sales reached $149.9 billion, up 18.3% year-over-year and 6.5% from Q1 2024.
  • June 2024 Sales: Reached $50.0 billion, a 1.7% increase from May 2024.
Regional Performance:
  • Americas: Year-over-year growth of 42.8% in June 2024, with a 6.3% month-to-month increase.
  • China: Year-over-year sales up 21.6%, with a 0.8% month-to-month increase in June.
  • Asia Pacific/All Other: Year-over-year growth of 12.7%, though sales decreased by 1.4% month-to-month in June.
  • Japan: Year-over-year decline of 5.0%, but a 1.8% month-to-month increase in June.
  • Europe: Year-over-year decline of 11.2%, with a 1.0% decrease in month-to-month sales in June.

“The global semiconductor market remained strong during the second quarter of 2024, with quarter-to-quarter sales increasing for the first time since the fourth quarter of 2023,” said SIA President and CEO John Neuffer. “Sales in the month of June were up both month-to-month and year-to-year, with the Americas market leading the way with growth of 42.8% compared to June 2023.”

https://www.semiconductors.org/global-semiconductor-sales-increase-18-3-in-q2-2024-compared-to-q2-2023-quarter-to-quarter-sales-up-6-5/

Friday, August 9, 2024

Sivers Semiconductors to Spin Off Photonics Unit

Sivers Semiconductors AB confirmed plans to merge its subsidiary, Sivers Photonics Ltd, with byNordic Acquisition Corporation, a special purpose acquisition company (SPAC) listed on Nasdaq. The non-binding letter of intent (LOI) marks a significant step towards creating a standalone, publicly traded photonics company. The proposed merger is expected to equip Sivers Photonics with substantial cash reserves following the de-SPAC process, enabling it to further capitalize on high-growth markets.

Sivers Photonics is renowned for its advanced semiconductor photonic devices, particularly in the development of indium phosphide (InP) laser sources. These customizable lasers are essential for artificial intelligence infrastructure, healthcare, and automotive LIDAR applications. With over 25 years of research and development, the company boasts a robust portfolio of technologies, supported by three issued patents and 16 pending patents globally. Sivers Photonics has also secured development contracts with leading Silicon Photonics (SiPh) providers like Ayar Labs and is in discussions with major AI companies, including hyperscalers.

Following the spin-off, Sivers Semiconductors will continue to focus on its wireless business, which has seen impressive growth, particularly in the mmWave RF sector. The wireless division's net revenue grew by 155% in 2023, driven by strong demand for its mmWave beamformer front-end integrated circuits, RF transceivers, and other products. The company anticipates continued growth in this area, capitalizing on its established contracts and design wins over the next few years.

  • Sivers Semiconductors to merge Sivers Photonics with byNordic Acquisition Corp, creating a standalone photonics company.
  • Sivers Photonics specializes in semiconductor photonic devices, with a focus on InP laser sources for AI, healthcare, and automotive LIDAR.
  • Sivers' wireless business will continue independently, with strong growth in mmWave RF products, particularly for 5G and satellite infrastructure.

"We believe the potential for AI Photonics is immense yet overshadowed by the equally exciting Sivers' Wireless business unit. With the attractive opportunity for silicon photonics in AI infrastructure and the emerging demand for photonic biometric sensors, we feel now is the right time to shine a light on this business unit as a standalone entity to gain access to the U.S. capital markets and create an opportunity for our shareholders to participate in its potential future success," said Bami Bastani, Sivers Semiconductor Chairman.

Dell'Oro: SSE to Outpace SD-WAN Revenue

The Secure Access Service Edge (SASE) market is projected to reach nearly $16 B by 2028, representing a 13 percent compound annual growth rate (CAGR), according to a new report from Dell'Oro Group. Security Service Edge (SSE) revenue is expected to maintain a robust double-digit CAGR and outpace SD-WAN's single-digit CAGR over the next five years (2023–2028). 

"The divergence in growth between SSE and SD-WAN highlights a shift in enterprise priorities," said Mauricio Sanchez, Senior Director of Enterprise Security and Networking at Dell'Oro Group. "As enterprises become increasingly cloud- and mobile-first, the demand for integrated security solutions is driving the rapid adoption of SSE. Despite an expected slowdown in SD-WAN growth, the overall SASE market remains strong and poised for continued expansion," added Sanchez.

Additional highlights from SASE and SD-WAN 5-Year July 2024 Forecast Report:

  • SSE Market Resilience: Despite macroeconomic challenges that have lengthened sales cycles that are expected to slow growth in 2024, the SSE market is anticipated to accelerate in 2025 due to improved purchasing sentiment.
  • SD-WAN Market Adjustments: Near-term growth is being impacted by post-pandemic spending digestion and macroeconomic concerns, while long-term growth is expected to be influenced by the market's maturing state and slower transitions from access routers to SD-WAN solutions.
  • Single-Vendor SASE Dominance: Single-vendor SASE solutions are expected to represent over 85 percent of the market by 2028, driven by enterprises' preference for integrated, one-stop solutions that simplify deployment and management.
  • Unified SASE Growth: Unified SASE solutions, a segment of single-vendor SASE, are forecasted to grow at a remarkable 19 percent revenue CAGR. This growth is driven by smaller enterprises seeking tightly integrated networking and security solutions that offer greater simplicity.
  • Decline in Access Router Revenue: Revenue from access routers is expected to drop below $1 B by 2028, a double-digit CAGR decline due to the transition towards SD-WAN solutions.

https://www.delloro.com

Wednesday, August 7, 2024

Singtel pioneers National Quantum-Safe Network

 Singtel has unveiled Southeast Asia’s first National Quantum-Safe Network Plus (NQSN+), designed to shield enterprises from emerging quantum threats. Singtel's pioneering initiative offers a customized program for businesses to trial the technology before full-scale adoption. Singtel’s Quantum-Safe Network (QSN) supports a wide array of network and security devices, enabling seamless integration and enhanced connectivity for enterprises looking to secure their communications.

Appointed by the Infocomm Media Development Authority last year, Singtel has developed Singapore’s first NQSN+ to bolster the nation's resilience against quantum threats over the next decade. The advanced network extends quantum-safe security to various new use cases, including identity, mobility, and authentication services, providing comprehensive protection for business-critical data.

Singtel is also launching a three-phase pilot program to support enterprises in adopting quantum-safe technologies. This program includes workshops to build awareness, integration testbeds to validate interoperability, and live trials to assess network behavior and operational aspects. Singtel will collaborate closely with enterprises to develop tailored quantum-safe use cases, ensuring a risk-free and smooth integration of these advanced technologies.

Key Points:

  • Quantum-Safe Network Launch: Southeast Asia’s first NQSN+ to protect enterprises from quantum threats.
  • Custom Trial Program: Singtel offers a program for enterprises to trial quantum-safe technology before adoption.
  • Enhanced Security: The network supports various devices and extends security to new applications like identity and authentication.
  • Three-Phase Pilot Program: Includes awareness workshops, integration testbeds, and live trials for seamless technology adoption.
  • Tailored Use Cases: Singtel will develop industry-specific quantum-safe use cases in collaboration with enterprises.

Mr Ng Tian Chong, Chief Executive Officer, Singtel Singapore said, “Singtel has always played a central role in our nation’s security. Though quantum computing may be in its nascent stages, it’s fast gaining velocity across critical information sectors, especially banking, healthcare and government services, and we want to ensure Singapore is ready for it. That’s why we specially-curated this programme to equip enterprises with the relevant skills and knowledge so they can take the necessary steps to future-proof their critical networks against potential quantum threats. We encourage all enterprises who are keen to bolster their digital resilience to reach out to us so they can be prepared for the quantum age.”

https://www.singtel.com/business/campaign/quantumsafenetwork.

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Verizon Leverages AI to Prevent Fiber Cuts

Verizon has introduced an innovative program to safeguard its extensive fiber infrastructure from accidental cuts during construction and excavation activities. Each year, thousands of fiber lines are damaged, leading to significant connectivity disruptions for customers. To address this, Verizon is deploying proprietary technology that uses artificial intelligence (AI) and machine learning to proactively identify and prevent potential fiber damage. This marks an industry first in leveraging advanced tech to reduce the risks associated with digging activities.

Verizon’s AI-driven solution processes over ten million 811 dig requests annually, identifying high-risk excavations based on historical data, current activity at the site, and the track record of the excavator involved. By taking preventive measures, such as enhancing communication with excavators, Verizon aims to significantly reduce the number of fiber cuts each year. Integrated with Verizon’s 811 system, this initiative has the potential to prevent hundreds of fiber cuts annually, maintaining uninterrupted connectivity for customers and minimizing costly repairs.

  • AI Deployment: Verizon uses AI and machine learning to assess over 10 million dig requests annually for potential fiber cut risks.
  • Proactive Prevention: The system identifies high-risk excavations and implements preventive measures to protect underground fiber.
  • Impact: The initiative could prevent hundreds of fiber cuts annually, reducing connectivity disruptions.
  • National Call Before You Dig Day: Verizon emphasizes the importance of calling 811 before any digging project to avoid damaging underground utilities.

https://www.verizon.com/about/news/verizon-uses-ai-machine-learning-prevent-fiber-cuts




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Cogent Sees Lingering Covid Impact in Central Business Districts

Cogent Communications reported mixed results for Q2 2024, with service revenue rising to $260.4 million, an 8.6% increase compared to the same period in 2023, but a 2.2% decline from the previous quarter. The company’s performance was influenced by the ongoing effects of the COVID-19 pandemic on its corporate network operations, particularly in central business districts where remote work policies have led to decreased office occupancy and slower new sales to corporate clients. Despite some positive trends in certain areas of the U.S., Cogent continues to face challenges in fully recovering its corporate revenue growth.

Cogent's acquisition of Sprint has also played a significant role in its recent financial outcomes. The company incurred $12.4 million in costs related to the acquisition during Q2 2024, affecting its EBITDA, which adjusted for these costs, was $106.2 million—down from $115.0 million in Q1 2024. Additionally, the company’s EBITDA margin improved slightly to 10.4% in Q2 2024 from 6.9% in Q1 2024, signaling some operational efficiency gains despite the ongoing integration of Sprint’s assets.

The pandemic's residual effects continue to linger, particularly in terms of corporate customer turnover and fewer new tenant opportunities. However, Cogent is cautiously optimistic about the future, as the gradual return to office spaces and the integration of new applications that support remote work environments could eventually boost its service revenues and corporate sales.

Key Points:

  • Service Revenue: $260.4 million in Q2 2024, up 8.6% YoY but down 2.2% QoQ.
  • EBITDA: Adjusted EBITDA was $106.2 million in Q2 2024, down from $115.0 million in Q1 2024.
  • Pandemic Impact: Continued slow recovery in corporate network sales due to lingering effects of remote work policies.
  • Sprint Acquisition Costs: $12.4 million in Q2 2024, impacting overall profitability.
  • Dividend Increase: Quarterly dividend increased to $0.985 per share, marking the 48th consecutive increase.

Cogent acquires the legacy Sprint fiber network

Cogent Communications completed its previously announced acquisition of T-Mobile's Wireline Business, which is the legacy Sprint U.S. long-haul network. The deal greatly expands Cogent's network footprint and enables it enter the U.S. market for dark fiber and wavelength services.Cogent paid $1 as the purchase price, subject to customary adjustments for net debt and net working capital. In addition, Cogent will provide T-Mobile with IP transit services...


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Swisscom Broadcast develops Drones-as-a-Service with Nokia

 Nokia and Swisscom Broadcast have announced the deployment of the largest Drones-as-a-Service network in Switzerland. This project will utilize 300 Nokia Drone-in-a-Box units to enhance public safety and industrial operations, demonstrating Nokia's capabilities in digital infrastructure and mission-critical edge computing.

  • Deployment Scale: Nationwide network with 300 Drone-in-a-Box units.
  • Safety and Efficiency: Enhances safety and operational efficiency for public safety and industrial use cases.
  • Advanced Use Cases: Supports drone automation, BVLOS operations, and 3GPP technologies.
  • Public Safety: Optimizes emergency response and infrastructure inspection, improving first responders' situational awareness.
  • Industry Applications: Facilitates inspections of hard-to-reach infrastructure, enhancing worker safety.
  • Seamless Integration: Easy onboarding for industrial applications with edge computing needs.
  • Service Portfolio: Includes expertise, compliance, data collection, and analysis from Nokia and Swisscom Broadcast.
  • Regulatory Compliance: Operations will adhere to spectrum and aviation safety regulations.

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Dell'Oro: AI Data Centers Drive Ethernet Adapter and Smart NIC Market

A new report from Dell'Oro Group projects the Ethernet Adapter and Smart NIC market to exceed $16 billion by 2028. We raised our market outlook significantly because of strong requirements for back-end Ethernet server connectivity to support the scale out of AI server clusters.


“The advent of generative AI applications is driving the demand to interconnect accelerated servers with a back-end Ethernet network necessary for the training of large language models. This is a new market opportunity for Ethernet adapters, with significantly higher growth compared to the traditional front-end Ethernet adapter market”, said Baron Fung, Senior Research Director at Dell’Oro Group. “While the back-end network market today is predominantly InfiniBand-based today, Ethernet-based solutions are forecast for broad adoption as customers seek a multi-vendor solution,” added Fung.

Additional highlights from the Ethernet Adapter and Smart NIC 5-Year July 2024 Forecast Report:

  • The total Ethernet Adapter and Smart NIC market, which includes server connectivity for both front-end and back-end networks, is projected to grow at a 27 percent compound annual growth rate by 2028.
  • Server access speed for back-end networks will be at least one generation ahead compared to that of front-end networks to maintain pace with compressed GPU accelerator roadmaps.
  • Smart NICs, which include DPUs and IPUs, are positioned for high growth to support the strong demands of back-end Ethernet-based networks.

Viavi Reports Fiscal 2024 Revenue Decline and Restructuring Efforts

Viavi Solutions reported a notable dip in performance for the fourth quarter and fiscal year 2024, highlighting the challenging market conditions and the company's ongoing restructuring efforts. The company experienced a 4.4% year-over-year decrease in fourth-quarter net revenue, totaling $252.0 million, and a 9.6% drop in fiscal year revenue, reaching $1.0 billion. GAAP operating margins were also significantly impacted, declining by 680 basis points year-over-year in Q4 and 530 basis points for the full year. Additionally, GAAP earnings per share fell to $(0.10) in Q4 and $(0.12) for the fiscal year, indicating substantial financial pressure.

In response to these challenges, Viavi has initiated a restructuring and workforce reduction plan, expected to affect approximately 6% of its global workforce. This plan aims to improve operational efficiencies and align the company's workforce with current business needs. Viavi estimates this will result in $25 million in annualized cost savings by the end of fiscal 2025. Despite the difficult year, CEO Oleg Khaykin expressed optimism about a gradual recovery in the second half of fiscal 2025, particularly in the Network and Service Enablement (NSE) segment.

Fourth Quarter Performance:

  • Net revenue: $252.0 million, down 4.4% YoY
  • GAAP operating margin: (2.3)%, down 680 bps YoY
  • GAAP EPS: $(0.10), down $0.10 YoY
  • Fiscal Year 2024 Performance:
  • Net revenue: $1.0 billion, down 9.6% YoY
  • GAAP operating margin: 2.1%, down 530 bps YoY
  • GAAP EPS: $(0.12), down 209.1% YoY

Restructuring Efforts:

  • Workforce reduction plan affecting 6% of global workforce
  • Estimated $25 million in annualized cost savings by fiscal 2025
  • Business Outlook:
  • Q1 fiscal 2025 net revenue expected between $235 million and $245 million
  • Non-GAAP EPS expected between $0.05 and $0.07

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Nokia Self-Certifies Fiber Product for Buy America Build America

Nokia has announced that it is the first technology vendor to self-certify its U.S.-manufactured fiber products, ensuring they meet the requirements outlined in the newly established Buy America Build America (BABA) compliance and self-certification guidelines for the Broadband Equity, Access, and Deployment (BEAD) program. With this certification, BEAD applicants can now obtain a Certification Letter from Nokia to demonstrate BABA compliance, facilitating their access to the program's $42.45 billion in available funding.

To participate in the BEAD program, operators and infrastructure players must use U.S.-manufactured fiber broadband equipment, as mandated by federal regulations. The National Telecommunications and Information Administration (NTIA) has created a self-certification framework to help manufacturers prove their compliance, adding them to a Department of Commerce-managed list. This process is designed to prevent fraudulent claims, requiring company officers to certify their products under penalty of fine or imprisonment and provide BABA certification letters for audit purposes. Nokia's certified products include:

  • Nokia FX and MF OLT modular product lines
  • Nokia SF-8M sealed OLT
  • XS-220X-A ONT

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ADTRAN's Q2 Highlights Growth in Fiber Networking

ADTRAN has announced its financial results for the second quarter of 2024, reporting revenue of $226.0 million. The company experienced growth in its customer base across the U.S. and Europe, driven by increased adoption of its latest fiber networking solutions. While the company saw improvements in key operating metrics, challenges remained in profitability. The GAAP gross margin stood at 36.1%, while the non-GAAP gross margin was higher at 41.9%. However, the company reported a GAAP net loss of $49.9 million, translating to a GAAP diluted loss per share of $0.63.

Looking ahead, ADTRAN Holdings provided guidance for the third quarter of 2024, with expected revenue ranging between $215 million and $235 million. The company anticipates a non-GAAP operating margin between -1% and +3%, reflecting ongoing efforts to improve profitability despite a challenging market environment.

  • Revenue: $226.0 million in Q2 2024.
  • Gross Margin: 36.1% GAAP, 41.9% Non-GAAP.
  • Operating Margin: -17.0% GAAP, 0.7% Non-GAAP.
  • Net Loss: $49.9 million GAAP, $18.8 million Non-GAAP.
  • Earnings Per Share: GAAP loss of $0.63 per share, Non-GAAP loss of $0.24 per share.
  • Q3 2024 Outlook: Revenue expected between $215 million and $235 million; Non-GAAP operating margin projected between -1% and +3%.
ADTRAN Holdings’ Chairman and Chief Executive Officer Tom Stanton stated, "We had a solid second quarter, during which we saw improvements across all our major operating metrics, including profitability and working capital. During the quarter, we saw growth in our customer base across the U.S. and Europe as customers continue to adopt our latest fiber networking solutions”.






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