Thursday, July 14, 2022

Digital Realty positions ServiceFabric as largest open fabric-of-fabrics

Digital Realty launched ServiceFabric, an interconnectivity solution and orchestration platform positioned as the industry's largest open fabric-of-fabrics.

ServiceFabric Connect, which was developed in-house, is an orchestration platform  available to Digital Realty customers immediately in 61 sites and 32 metro markets worldwide. The platform pulls together network and cloud connectivity elements from multiple sources, including those from Digital Realty and its partners, to instantiate end-to-end services. With a counterpart connection, companies are empowered to use one port to connect to anyone, anywhere, at any time through a global platform.

The initial service capabilities delivered by ServiceFabric are focused on network connectivity services:

  • Global Layer 2 virtual connectivity to hybrid IT infrastructure and cloud partners
  • Global Layer 3 virtual connectivity to your hybrid IT infrastructure 
  • Virtual Router based connectivity to your hybrid IT infrastructure and cloud partners

"Today, we're demonstrating significant progress against our industry manifesto and reiterating the need to remove legacy barriers in the interconnection industry and address Data Gravity.  We look forward to engaging with industry participants, especially our strategic connectivity and cloud partners, as we shape our roadmap for a next-generation interconnection fabric that will unlock new opportunities and value for all industries.  ServiceFabric will incorporate the products of service providers in an open and neutral manner to enable holistic hybrid IT solutions for our enterprise customers.  We will be an industry steward championing this shift and, together, we can tackle Data Gravity head-on and build a new era of open, secure and dynamic connected data communities globally," comments Chris Sharp, CTO, Digital Realty.

The new ServiceFabric underpins Digital Realty's global data center platform, PlatformDIGITAL, which encompasses a data communities including 1,500+ enterprises, 1,200+ network service providers, and 1,100+ cloud and IT providers.

"Since the launch of our strategic partnership in 2016, we have been proud to support Digital Realty with on-demand cloud connectivity that aligns with our shared vision of empowering businesses with rapid and secure interconnection on a global scale," says Vincent English, CEO of Megaport.  "We are excited to support the evolution of Digital Realty's interconnection services with the announcement of ServiceFabric™Connect.  Being the first integrated ecosystem partner of ServiceFabric™ Connect, we are fully committed to continue innovating with Digital Realty to provide customers with a frictionless on-demand interconnection experience."

https://investor.digitalrealty.com/news-and-events/news/press-release-details/2022/Digital-Realty-Strengthens-its-Global-Platform-with-Launch-of-New-Interconnectivity-Solution/default.aspx

Digital Realty advances its Fabric-of-Fabrics with Zayo collaboration

Digital Realty is advancing its efforts to build "the largest open fabric-of-fabrics" interconnecting key centers of data exchange via a partnership with Zayo Group Holdings.  Zayo, will help to lay the physical and virtual foundations of a new open fabric. "As businesses continue to shift globally towards hybrid IT to enable new digital workplace models, create new lines of business, and control costs, Zayo and Digital Realty are...

Digital Realty's PlatformDIGITAL targets ecosystem connectivity

At its MarketplaceLIVE event in New York City, Digital Realty introduced its PlatformDIGITAL, a global data center platform for helping its data center colocation customers to scale their digital business.  PlatformDIGITAL aims to deliver seamless and dynamic ecosystem connectivity within a Digital Realty data center and throughout its growing portfolio of data centers worldwide. “With the announcement of PlatformDIGITAL™, we uniquely enable...

Digital Realty is launching Service Exchange, an interconnection platform that facilitates direct, private and secure connections from clients in its data center to multiple cloud service providers – including Amazon Web Services (AWS), Google Cloud Platform and Microsoft Azure – as well as telecommunications providers and other Digital Realty customers worldwide. The new Service Exchange, which is powered y Megaport, provides the elastic, SDN-based...


O-RAN Alliance publishes 52 new specifications

The O-RAN ALLIANCE released a new set of 52 specifications for open and intelligent RAN, as the first batch of the O-RAN Release 003 specifications. Among them there are 12 new titles including use cases for Massive MIMO and the R1 interface, E2 interface testing, O2dms interface, Acceleration Abstraction Layer, outdoor macro cell HW, and security specification of 3 different parts of the O-RAN Architecture.

“The O-RAN ALLIANCE has always taken security very seriously. We have recently converted the Security Focus Group into O-RAN’s 11th technical Work Group to allow even more intensive specification efforts in the field of security,” said Andre Fuetsch, Chairman of the O-RAN ALLIANCE and Chief Technology Officer of AT&T. “Security experts from the O-RAN ecosystem have been applying systematic threat analysis on different components of the O-RAN Architecture. Security is becoming an integral part of individual interface or function specifications and there is a security testing specification for proper verification. A systematic and transparent approach to security by the broad O-RAN ecosystem follows best practices seen in other parts of the network to ensure the best possible, most secure solutions.”

Another 40 technical documents have been updated with extensions and new features.

In June 2022, following on the half year release cycle, the O-RAN Software Community (OSC) published its 6th open software release dubbed "F". The F Release continues to improve the support for Traffic Steering and Network Slicing use cases, as well as the alignment with the latest O-RAN specifications.

Main features of the F release include:

For O-Cloud, the OSC O-CLOUD platform implemented O2 DMS and IMS, and support of 3 types of resource pools (SIMPLEX, DUPLEX, and DUPLEX +) according to the O-RAN O-CLOUD specification

For Intelligence, the F release delivered:

  • Implementation of A1-Policy & A1-EI functions according to O-RAN specifications
  • Initial R1 interface support such as Data Management Exposure
  • Update of the Near-RT RIC to support E2AP specification v2.0
  • xApp framework for Python with support of the REST-based interface for E2 subscriptions
  • For the radio protocol, new features include Intra-CU handover, Idle Mode Paging and HARQ framework in a new version
  • The Service Management and Orchestration (SMO) added its management enhancement by supporting the Standard Defined Messages (StdDefine) over the O1/VES interface, while developing the framework for Network Slicing, and support for the O2 interface
  • Tools and functions to provide the O-RAN deployment topology view for rApp and CNF deployment

"Congratulations to the team for continuously progressing at the pace of 2-release cycle per year since its inception in 2019," said Chih-Lin I, co-chair of O-RAN Technical Steering Committee, and Chief Scientist from China Mobile. "One of the key highlights from F release is the implementation of the O-CLOUD with multiple resources, which becomes the steppingstone to Service Management and Orchestration (SMO) xNF deployment for the G release."

https://www.o-ran.org/news-and-events

LF Networking releases ONAP Jakarta

LF Networking released ONAP Jakarta -- the tenth version of its open-source, orchestration and automation framework for network operators, cloud providers, and enterprises. Release Highlights Security enhancements in the A&AI, DCAE, CCSDK, MSB, and MultiCloud projects, reducing log4j vulnerability and removing most GPLv3 dependencies.Deepened O-RAN integration in the OOF Self Optimizing Network (SON) and CCSDK projects with O-RAN O1...

O-RAN adds certification and badging program

The O-RAN Alliance, which has just wrapped up its industry summit in Germany, has launched its Certification and Badging program in collaboration with Open Test and Integration Centres (OTIC).  O-RAN certificates state that an equipment or function is conformant to O-RAN specifications, whereas the O-RAN badges confirm interoperability or end-to-end functionality of an O-RAN solution. O-RAN certificates and badges will be issued by the Open...

NEC. to acquire Ireland's Aspire Tech. for O-RAN expertise

NEC agreed to acquire Aspire Technology Unlimited Company, a system integration company headquartered in Dublin, Ireland. The company specializes in designing and integrating Open RAN solutions. It provides solutions and services across the full network lifecycle for legacy and open architectures, from 2G to 5G. Financial terms were not disclosed.NEC is a global leader in Open RAN. NEC Open Networks is an industry-leading ecosystem consisting of...


Dell'Oro: Data center switch market to approach $100B by 2027

 The Ethernet Switch Data Center market is forecast to grow at a nearly double-digit CAGR between 2021 and 2026, approaching $100 billion in cumulative spending over the next five years, according to a recent report by Dell'Oro Group. 400 Gbps and higher speeds are forecast to comprise half of the spending, with 800 Gbps surpassing 400 Gbps by 2025.

“Given the strong bookings and unprecedented levels of backlogs, we expect the demand in the market to remain strong in 2022 but sales performance will be determined by the supply environment,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “However, as we look into 2023, concerns started to arise regarding the sustainability of the demand level in the market. Those concerns are fueled by increased macro-economic uncertainties, which, combined with potential improvements in the supply situation, may put a break on the panic purchasing behavior we are currently experiencing in the market.

“Although we may see some slowdown in revenue growth in 2023, due in part to a tough comparison with 2022, we expect the data center switch market to remain, for the most part, resilient to these macro-economic headwinds as the pandemic has amplified the importance of the network and accelerated digital transformation initiatives. Additionally, our interviews with value-added resellers and system integrators revealed that many vendors have implemented some sort of non-cancellation policy for their orders which should provide confidence in a strong revenue outlook, at least through the first half of next year.

“Another reason that underpins our optimism about the long-term health of the market is the portion of spending driven by Cloud Service Providers (SPs). Cloud SPs are projected to comprise 60 percent of the spending on data center switches by 2026 and to drive the adoption of 400 Gbps, 800 Gbps, and 1600 Gbps speeds,” added Boujelbene.

Additional highlights from the Ethernet Switch – Data Center 5-Year July 2022 Forecast Report:

  • The availability of 800 Gbps optics and 25.6 T chips propelled the adoption of 800 Gbps switch ports. This adoption was first spearheaded by Google. Other Cloud SPs such as Meta and Microsoft are expected to follow suit.
  • As Cloud SPs continue to migrate their networks to higher speeds, they will be making distinct choices in terms of chip capacity, switch radix, and network topology.
  • Co-packaged optics will start to ramp towards the end of our forecast horizon, but pluggable optics will continue to dominate.

https://www.delloro.com/news/data-center-switch-market-to-approach-100-b-over-the-next-five-years/

Oracle partners with Claro on cloud services in Colombia

Oracle has formed a partnership with Claro to jointly offer Oracle Cloud Infrastructure (OCI) services to public and private sector organizations and enterprises in Colombia. 

Claro will become the host partner for an Oracle Cloud region in Colombia, which will enable Claro to offer OCI platform services along with professional and managed services to help customers adopt cloud solutions. In addition, to help improve its customer service and billings processes, Claro will migrate over 100 on-premises servers running mission-critical workloads to OCI.

“Partnering with Claro accelerates the technology modernization of businesses and consumers across Latin America. Our collaboration with Claro will also accelerate cloud adoption, stimulate economic recovery, and spur competitiveness in these countries,” said Germán Borromei, managing director, Oracle Colombia and Ecuador.

“We’ve reached another milestone in Colombia by hosting Oracle’s first public cloud region in the country. With this, we continue to support the modernization of organizations in the public and private sector with a comprehensive and differentiated portfolio. Oracle chose our Triara Data Center, certified with ICREA 5, that complies with the highest security standards so that local businesses have access to database services and middleware applications from one of the leading cloud providers in the market,” said Carlos Zenteno, CEO, Claro Colombia.

https://www.oracle.com/news/announcement/oracle-and-claro-partner-to-expand-global-cloud-services-in-colombia-2022-07-14/

Telstra acquires Digicel Pacific for US$1.85 billion

Telstra has completed the acquisition of Digicel Pacific Limited, which operates in six markets in the South Pacific including Papua New Guinea, Fiji, Samoa, Vanuatu, Tonga and Nauru.  

The transaction values Digicel Pacific at up to US$ 1.85 billion, inclusive of a three year, US$ 250 million earn-out, equating to approximately 8.3 times DPL's adjusted earnings before interest, tax, depreciation and amortisation of approximately US$ 222 million in the year ended March 31, 2021. 

Telstra's bid was supported with funding from the Australian Government, through Export Finance Australia.

Commenting, Denis O'Brien, Digicel Founder and Chairman, said: "Having established our Pacific operations as a business start-up in 2005, we depart with enormous pride in a team that has made affordable best-in-class communications available to more than 10 million people across six of the most exciting economies in the region. I am deeply grateful to all our colleagues who contributed to this success and in particular, to our 1,700 staff in the Pacific who I know will continue to represent the Digicel brand with pride under new owners Telstra. We wish them every continued success for the future."

Commenting, Oliver Coughlan, Group Chief Executive, said: "Until 2020 I was privileged to serve as CEO of our Digicel Pacific operations over many years and to work with exceptional people at this highly performing, high growth business. They retain our appreciation and friendship. Post this transaction, Digicel is well positioned to support continuing growth in our well-invested networks in our 25 markets in the Caribbean and Central America."

https://www.digicelgroup.com/en.html

Digicel Tonga confirms two separate undersea cable breaks

Digicel reported that its preliminary technical fault investigation has established that there are two separate undersea cable breaks. The first between TCL cable landing station Sopu, Tongatapu and FINTEL cable landing station in Suva, Fiji. The international cable break is approximately 37km offshore from Tonga. The second cable break is on the domestic cable which is near the area of the recent volcanic activity. The company has engaged the cable...

Tonga loses subsea cable connectivity following eruption

Subsea cable connectivity to the Kingdom of Tonga was lost following the eruption of the Hunga-Tonga-Hunga-Ha’apai volcano on Saturday.Digicel reported that all communication to the outside world in Tonga is affected due to damage on the Tonga Cable Limited submarine cable, which runs 827 kilometers and connects the Tongan capital of Nuku'alofa to Southern Cross’ trans-Pacific cable in Suva, Fiji.https://www.digicelgroup.com/to/en/news/2022/jan/16th/network-restoration-volcanic-eruption.htmlTelstra...

Telstra and Australian government to acquire Digicel Pacific

Telstra, in partnership with the Australian government, reached a deal to acquire the Digicel business in the South Pacific region for US$1.6 billion, plus up to an additional US$250 million subject to business performance over the next three years.The Digicel business will be owned and operated by Telstra. Telstra is contributing US$270 million of equity to the US$1.6 billion purchase price and the Australian Government, through Export Finance Australia,...


Ethernet Alliance elects 2022 Board of Directors

The Ethernet Alliance announced its 2022 Board of Directors:

  • Peter Jones, Cisco Systems, Inc. – Chair and Board of Directors
  • Chris Lyon, Amphenol Corporation – President and Board of Directors
  • Jeffery Maki, Juniper Networks, Inc. – Treasurer and Board of Directors
  • Carl Wilson, Intel Corporation – Secretary and Board of Directors
  • David J. Rodgers, EXFO Inc. – Board of Directors
  • John Calvin, Keysight Technologies, Inc. – Board of Directors
  • Craig Carlson, Marvell Technology, Inc. – Board of Directors
  • Dave Estes, Spirent Communications plc – Board of Directors
  • Kishore Racherla, Broadcom Inc. – Board of Directors

Additionally, the Ethernet Alliance confirmed the following committee and subcommittee chairs:

  • George Zimmerman, CME Consulting – Technical Chair
  • David Tremblay, Aruba, a Hewlett Packard Enterprise company – Power over Ethernet (PoE) Certification and Subcommittee Chair
  • Orshi Abraham, Spirent Communications plc – Marketing Chair
  • David J. Rodgers, EXFO Inc. – Events and Conferences Chair
  • Pavel Zivny, Tektronix, Inc. – High-Speed Networking Subcommittee Co-Chair
  • Sam Johnson, Intel Corporation – High-Speed Networking Subcommittee Co-Chair
  • Bob Voss, Panduit Corporation – Single-Pair Ethernet Subcommittee Chair
  • Mark Nowell, Cisco Systems, Inc. – Advisory Board Subcommittee Chair

“One of Ethernet’s best traits is its ability to swiftly adapt to changing demands across applications, while resolutely maintaining its hallmark interoperability,” said Ethernet Alliance chair, Peter Jones of Cisco Systems, Inc. “From enterprises, to operational technology networks, to automotive, to edge computing, Ethernet delivers reliable performance up and down the value chain. The Ethernet Alliance is committed to its role as the Voice of Ethernet, and promoting Ethernet’s continued growth and expansion.”

https://ethernetalliance.org/blog/2022/07/14/the-ethernet-alliance-announces-2022-officers-and-board-of-directors/

What's hot at OFC22? Spirent on 800G

One of the hottest topics at OFC22 was 800G (2x400G), enabled by 112Gbps electrical lanes, explains Steve Rumsby, Demo Architect, Spirent.A multivendor interoperability demo was hosted by the Ethernet Alliance.https://youtu.be/feZi4ipf...

What's hot at OFC22? 2022 Ethernet Roadmap

Users fully expect Ethernet to work -- just to work -- even as it increases in speeds and as it enters new application areas, says Orshi Abraham, Marketing Chair, Ethernet Alliance. Multivendor interoperability is key to continued success.The 2022 Ethernet Roadmap was released at OFC...


Alaska Communications upgrades with Ciena’s 6500 Packet Optical

 

Alaska Communications is using Ciena’s 6500 Packet Optical platform powered by WaveLogic 5 Extreme programmable 800G technology to upgrade capacity between core sites, including across submarine links. They are also utilizing a variety of Ciena’s Routing and Switching platforms (8180, 5171, 5170, 3928) to deploy 1Gbps-10Gbps 5G mobile backhaul services, as well as 8180 routers to upgrade the aggregation network from 10Gbps to 100Gbps.

Previously, Ciena was selected to upgrade Alaska’s terrestrial and AKORN submarine networks to improve Internet access and provide secure, reliable connectivity. Alaska Communications increased network capacity by four times from the Lower 48 to Alaska using WaveLogic 5 Extreme technology as part of Ciena’s GeoMesh Extreme submarine solution.



Wednesday, July 13, 2022

Paper: Design considerations in a CPO or On-Board Optics switch

This 47-page white paper from the Consortium for On-board Optics (COBO) describes configuration options for switch components utilizing on-board optics or co-packaged optics. The paper, which represents the work of 56 companies over 2 years review design options available to accommodate compact MDIs and external laser sources, considering their impact on optical signal, thermal, and safety criteria.  

Download here (no registration required)

https://www.onboardoptics.org/_files/ugd/8abe6c_8b419af450954e9b932845335adefdba.pdf

Juniper delivers AI-driven enterprise access switch

Juniper Networks introduced its EX4100 series enterprise-grade wired access switches powered by its Mist AI.

The new EX4100, which is the latest addition to the Juniper’s EX Switching portfolio, is optimized for simplicity and scale with native cloud-based operations for all enterprise access layer switching environments, including campus fabric architectures.

Mist AI expedites deployment times with zero touch provisioning and automated workflows, and it delivers rapid troubleshooting with full stack event correlation, proactive anomaly detection and self-driving network actions. The EX4100 also enables IT teams to seamlessly design an EVPN-VXLAN network fabric that extends to distribution and access layers, coupled with important security capabilities such as MACsec AES256 and standards-based microsegmentation using group-based policies (GBP) for growing needs of IOT devices. In addition, specific versions of the EX4100 support Power over Ethernet++ (802.3bt), making the switch a perfect fit for customers looking to transition to Wi-Fi 6E technology.

In addition, Juniper has expanded its Wired Assurance, Wireless Assurance and Marvis cloud services with more AI-driven insights to maximize end user experiences and minimize wireless management costs, including new automated AP placement/orientation verification and new prescriptive actions to address common Microsoft client, DHCP and wired authentication issues.

“Juniper has become a leader in wired and wireless access thanks to our innovative cloud-native, AI-driven and session smart platforms, which save time and money and maximize user experiences by proactively solving real-world problems,” said Sudheer Matta, Group Vice President, Product Management, AI-driven Enterprise at Juniper. “These latest enhancements to our AI-driven Enterprise portfolio expand our value proposition to even more campus and branch environments while also doubling down on Juniper’s unique AI-driven advantages across the entire network lifecycle, from installation and configuration to operations and troubleshooting.”

https://www.juniper.net/us/en/it-networking.html


Ericsson's Q2 sales rise 5% driven by networks in North America, Europe

Ericsson reported Q2 2022 revenue of SEK 62.5 billion (US$5.9 billion), up 5% YoY driven primarily by Networks in North America and Europe. Reported gross income increased to SEK 26.3 (23.9) b. driven by higher sales. Gross margin was 42.1% (43.4%). Reported net income was SEK 4.7 (3.9) billion.

  • Networks sales grew organically by 6% in Q2 underpinned by market share gains. Gross margin was 45.1% (47.9%), impacted by lower IPR revenues, increased component and logistics costs, and proactive investments in supply chain resilience, which enabled continued delivery performance in the quarter. We continue to invest in enhancing and expanding our offerings, and we increased R&D in the quarter primarily for Cloud RAN and acceleration of the next-generation Ericsson Silicon (ASICs).
  • Digital Services sales grew organically by 2% YoY with strong growth in cloud native 5G Core, and an EBIT of SEK -1.3 (-1.6) b. The accelerated 5G Core projects with initial deployment costs partly offset the margin improvement from increased software sales.
  • Managed Services sales were flat YoY with an EBIT margin of 11.2% (8.1%). With a 4Q rolling EBIT margin of 9.5%, we achieved our 2022 target two quarters ahead of plan.

Some of the comments posted by Börje Ekholm, President and CEO of Ericsson:

Strong business momentum continued during the second quarter. Rollout of 5G networks and market share gains resulted in a 5% organic sales growth in the quarter. We have adjusted our group structure to strengthen execution of our strategy to be a leading mobile infrastructure provider and to establish a focused enterprise business. Consumers, enterprises, and society will be digitalized through 5G in a way we have not seen before. With our strategy, we are in a position to capture these opportunities to enable further growth.

The global supply chain situation remains challenging and inflationary pressures are strong. Combined, this results in cost increases which we work hard to mitigate as far as possible. As contracts expire, we aim to adjust pricing. However, we believe the best way to compensate for cost increases is the continued investment in technology to increase the cadence of bringing new innovative solutions to the market.

Fulfilling customer commitments under current challenging conditions, comes at a cost which dilutes gross margin. The increased costs have been largely absorbed through our investments in innovation and continuous improvements. Increased sales resulted in a gross income improvement in absolute terms of SEK 2.4 b. compared with Q2 last year, despite lower IPR revenues of SEK 0.9 b. YoY. 

While 5G is the fastest scaling mobile technology, global penetration is still in an early phase. We foresee that the global 5G build-out will be larger and continue for longer than previous mobile generations. The build-out will include evolving consumer use cases, such as Fixed Wireless Access, mobile gaming and XR applications, in addition to new areas, such as enterprise and first responders.

Our strategy targets a higher growth trajectory as we aim to grow our core mobile infrastructure business and capitalize on the fast-growing enterprise market. With 5G, the world is experiencing the largest innovation platform to date, where anything that can go wireless, will go wireless. 

https://www.ericsson.com/en/press-releases/2022/7/ericsson-reports-second-quarter-results-2022

DT to sell 51% stake in towers business to Digital Bridge and Brookfield

Deutsche Telekom will sell 51 percent of GD Towers comprising its tower assets in Germany and Austria, to Digital Bridge and Brookfield at 17.5 billion euros enterprise value on a cash and debt free basis. 

With around 800 employees, GD Towers operates more than 40,000 sites in Germany and Austria and has a successful track record in delivering new sites for its anchor tenant Telekom Deutschland and securing revenues with third party customers. The Company generated 1.1 billion euros of pro forma revenues in 2021. Pro forma adjusted EBITDA AL 2021 amounted to 640 million euros.

Both Digital Bridge and Brookfield have substantial exposure to the European towers sector. In joining forces with Deutsche Telekom, the partners will provide both expertise and long-dated capital to further refine and evolve the GD Towers strategic plans and ambitions for enhanced value creation in both the core towers business and in fast-growing adjacent segments as well as through M&A. The transaction structure enables GD Towers to pursue these value-accretive investments with a capital structure appropriate for an infrastructure business, which otherwise would be subject to the constraints of the Deutsche Telekom balance sheet.

“Deutsche Telekom once again delivers on its strategic agenda. We crystalize the value of our tower assets, thereby creating value for our shareholders,” said Tim Höttges, CEO of Deutsche Telekom. “At the same time the deal allows us to continue improving Deutsche Telekom’s undisputed network leadership in Germany and benefit from further value upside of the towers business through our retained 49 percent stake.”

“The partnership being formed today is about building the next generation digital infrastructure champion of Europe,” said Marc Ganzi, CEO of DigitalBridge. “The combination of Deutsche Telekom’s leading mobile network and market position, alongside one of the largest real asset managers in the world in Brookfield, combined with the digital infrastructure domain expertise of DigitalBridge, creates a team of unmatched capabilities to support GD Towers as it grows to meet the evolving network demands of enterprises and consumers across Europe.”

“We’re delighted to be partnering with Deutsche Telekom and DigitalBridge to expand our presence in the European telecom infrastructure sector,” said Sam Pollock, Managing Partner at Brookfield and CEO Infrastructure. “This represents a great opportunity to invest in a highly attractive tower portfolio, with highly contracted cash flows and strong upside potential. Brookfield is already a leading global infrastructure investor, with approximately 200,000 telecom tower and rooftop sites under management globally. We hope to bring that experience and expertise to this new partnership, for the benefit of our customers in Germany, Austria and beyond.”

https://www.telekom.com/en/media/media-information/archive/deutsche-telekom-enters-partnership-for-gd-towers-1011598

DT and Tele2 to sell T-Mobile Netherlands for EUR 5.1 billion

Deutsche Telekom and Tele2 AB will sell T-Mobile Netherlands to private equity funds advised by Apax Partners and Warburg Pincus for 5.1 billion euros. The deal follows DT's 0.7 billion euros divesture of its Dutch mobile tower business earlier this year.T-Mobile NL is the leading mobile operator in the Netherlands with a market share of 42% in 2020 based on number of mobile SIMs. T-Mobile NL successfully entered the fixed market with the acquisition...

DigitalBridge to acquire Switch for $11 billion for its data centers

DigitalBridge Group agreed to acquire Switch, a leading colocation data center operator, for $34.25 per share in an all-cash transaction valued at approximately $11 billion, including the assumption of debt.Switch, which was founded in 2000, operates SuperNAP data center campuses in Las Vegas, Reno, and Grand Rapids, Michigan. The company touts its high-resiliecy and high-security designs for mission critical workloads in its "Class 5" data centers....


Dell'Oro: RAN expected to surpass $40B by 2026,

The radio access network (RAN) market remains on track for a fifth consecutive year of growth in 2022 and global revenues are projected to stay above $40 billion by 2026, according to a recent report from Dell'Oro Group.

 “Even with the unusual uncertainty surrounding the economy, the war in Ukraine, the supply chains, and China’s zero-Covid-19 policy, the baseline scenario assumes that risks have changed but the underlying fundamentals remain healthy,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “Consequently, the more optimistic and pessimistic projections have been modified, but we have not made any major adjustments to the baseline scenario with global RAN expanding further over the near term before decelerating in the outer part of the forecast period, resulting in a flat CAGR in nominal USD terms between 2021 and 2026,” continued Pongratz.  

Additional highlights from the Mobile RAN 5-Year July 2022 Forecast Report:

  • Cumulative 2022-2026 RAN Revenue projections have been adjusted upward, partly due to revised 5G projections in China and North America.
  • RAN excluding China is projected to increase while the Chinese RAN market is expected to peak in 2022 before decelerating in the outer part of the forecast period.
  • RAN investments in the North America region are also expected to peak in 2022 and give up some gains in the outer part of the forecast period.
  • Slower mmWave growth in 2021 is not materially impacting the forecast – mmWave is still projected to account for 2 percent to 4 percent of the 2022-2026 RAN market.
  • Global Massive MIMO growth prospects are projected to slow somewhat, reflecting challenging comparisons in some of the advanced Massive MIMO markets.
  • Small cell RAN revenues are projected to grow at a 6 percent CAGR, underpinned by healthy 5G growth.

https://www.delloro.com/news/

Brazil’s Mob Telecom deploys 800G with Ciena

Mob Telecom (Mob), part of Mobwire hub which provides internet and broadband in Brazil and is owned by Alloha Fibra group, has deployed Ciena’s Waveserver 5 platform, powered by WaveLogic 5 Extreme coherent optics. 

This network enhancement delivers high-bandwidth connectivity, scaling up to 800 Gbps per channel, across several data centers and four cable landing stations in Fortaleza, Brazil. The provider is also utilizing Ciena’s 6500 photonic line system leveraging L0 control plane with photonic restoration to significantly improve network resiliency, increase service availability and offer a variety of differentiated services. Additionally, Ciena’s Manage, Control and Plan (MCP) domain controller provides real-time visibility and intelligent network control of the company’s network to simplify lifecycle operations and accelerate service deployment.

“Mob Telecom and Wirelink are taking strategic steps to bring scalable, high-capacity bandwidth to Brazil, meeting the digital needs of its customers,” said Fernando Capella, Country Manager, Ciena Brazil. “With Ciena’s technology, this innovative provider is creating a more adaptive network that can adjust to meet surging customer demands for bandwidth-hungry services like 5G and cloud-based applications.”



Telstra appoints Mundt as VP Enterprise and Tech for the Americas

Telstra has named Steve Mundt as Vice President of Enterprise and Technology for the Americas, responsible for direct sales and new business development across the region.

Mundt most recently was Global Account Director for Media and Technology at Telstra. Prior to joining Telstra in 2017, he held sales and business development roles at global technology and telecommunications companies supporting enterprise, cloud and hybrid infrastructure initiatives.

Mundt takes on his new role during a time when Telstra is investing heavily to grow its network infrastructure and expand its connectivity solutions portfolio in the Americas and in key regions worldwide.

“This is an exciting time to be in the telecommunications industry,” said Mundt. “Demand for global network services remains high across enterprise and technology market verticals. Helping organizations scale and adapt the right solution for their unique needs is a challenge we continue to tackle, and Telstra is well-positioned to remain a major player in this space.”

Telstra appoints Noah Drake as President for the Americas

Telstra has named Noah Drake as President for the Americas, responsible for leading the company’s future direction within the region. Drake will oversee all sales and business operations, playing a key role in further expanding Telstra’s portfolio of technology solutions and continuing to accelerate strategic partnerships. Most recently, Drake led Telstra’s Customer Solutions and Architecture group, directing a specialized team of professionals...