Wednesday, October 30, 2019

Next-Gen Network Automation - ONAP advances with 5G blueprints



Arpit Joshipura, GM Networking & Orchestration + Edge/IOT for The Linux Foundation, discusses ONAP's recent release, Dublin, and how the LF's new blueprints help operators deploy network automation at scale in production.

https://nginfrastructure.com/network-automation/




Digital Realty + Interxion merger brings scale and interconnectivity

Digital Realty and Interxion agreed to a merger that would create a global provider of data center, colocation and interconnection solutions.  Under the deal, Interxion shareholders will receive a fixed exchange ratio of 0.7067 Digital Realty shares per Interxion share.  The transaction values Interxion at approximately $93.48 per ordinary share or approximately $8.4 billion of total enterprise value, including assumed net debt.

Interxion's European business currently consists of 53 carrier- and cloud-neutral facilities in 11 European countries and 13 metro areas including Frankfurt, Amsterdam, Paris and Interxion's Internet Gateway in Marseille. Its network reaches 700 connectivity providers, 21 European Internet exchanges, and most leading cloud and digital media platforms. Interxion has a robust pipeline of data center development projects currently under construction, with over $400 million invested to date and a total expected investment of approximately $1 billion. These projects represent roughly a 40% expansion of Interxion's standalone critical load capacity, are significantly pre-leased and are expected to be delivered over the next 24 months, representing a solid pipeline of potential future growth for the combined company.

The companies said their combination will build upon Digital Realty's successful track record of hyperscale development and will represent an extension of the connected campus strategy that empowers enterprise customers to leverage the right products – from colocation to hyperscale footprints – to create value by efficiently deploying

In Europe, Digital Realty has an established presence in Amsterdam, Frankfurt, London and Dublin. On a global basis, Digital Realty has 220 data centers in 35 top metropolitan areas,



The companies also noted that the merger will provide access to additional capital for investment.

"This strategic and complementary transaction builds upon Digital Realty's established foundation of serving market demand for colocation, scale and hyperscale requirements in the Americas, EMEA and Asia Pacific and leverages Interxion's European colocation and interconnection expertise, enhancing the combined company's capabilities to enable customers to solve for the full spectrum of data center requirements across a global platform," said Digital Realty Chief Executive Officer A. William Stein.  "The transaction is expected to be accretive to the long-term growth trajectory of the combined organization, and to establish a global platform that we believe will significantly enhance our ability to create long-term value for customers, shareholders and employees of both companies."

"We are excited to deliver this compelling opportunity for all our stakeholders while bolstering our ability to offer a truly global platform to serve our customers' needs," said Interxion Chief Executive Officer David Ruberg.  "As part of Digital Realty, stakeholders will have the opportunity to continue to reap the benefits of the value that we have created via the communities of interest approach in our carrier- and cloud-neutral European data center portfolio.  They will also be able to participate in the value created by extending our approach across Digital Realty's global footprint, complementary customer base and significant presence in the Americas, EMEA and Asia Pacific.  We also believe our stakeholders will benefit from Digital Realty's investment grade balance sheet and lower cost of capital.  We look forward to working closely with Bill Stein and the entire Digital Realty team to consummate the transaction and combine the best of our companies to build the world's preeminent data center provider."

Additionally:

  • Digital Realty CEO A. William Stein will serve as CEO of the combined company 
  • Digital Realty CFO Andrew P. Power will serve as CFO of the combined company 
  • Interxion CEO David Ruberg will serve as the Chief Executive of the combined company’s Europe, Middle East & Africa (EMEA) business, which will be branded “Interxion, a Digital Realty company” at the close of the transaction


Interxion sees continued favourable demand for European data center services

Interxion, a leading European provider of carrier and cloud-neutral colocation data centre services, reported Q2 revenue of €158.5 million, up 14% from the same period last year. Net income increased by €8.0 million to €8.6 million (2Q 2018: €0.6 million). Diluted earnings per share increased by €0.11 to €0.12 (2Q 2018: €0.01). Capital expenditure, including intangible assets(2), were €123.5 million (2Q 2018: €120.5 million).
Some operating highlights:
  • Equipped space increased by 6,500 square metres (“sqm”) during the quarter to 154,800 sqm metres.
  • Revenue generating space increased by 2,600 sqm during the quarter to 121,600 sqm.
  • Utilisation rate at the end of the quarter was 79%.

During the second quarter, Interxion completed the following capacity additions:

  • 2,000 sqm in Vienna;
  • 1,300 sqm in Madrid;
  • 1,100 sqm in Marseille;
  • 800 sqm in Stockholm;
  • 600 sqm in London;
  • 400 sqm in Paris; and
  • 300 sqm in Dusseldorf.
“As reflected in the solid second quarter results, Interxion continues to experience favourable demand, driven primarily by the cloud and content platform providers,” said David Ruberg, Interxion’s Chief Executive Officer. “In response to customer demand and orders, we are announcing today incremental investments in Frankfurt, Paris, Marseille and Stockholm. Our recent equity issuance and credit rating upgrade support our ongoing expansion activity, with a focus on sustaining our attractive returns."



https://investors.interxion.com/investor-relations

Innovative Optical and Wireless Network Forum launched by NTT

NTT, Intel and Sony are joining forces to create a new Innovative Optical and Wireless Network (IOWN) Global Forum, which aims to accelerate the adoption of new communications infrastructure. The goal is to will bring together an all-photonic network including silicon photonics, edge computing, and distributed connected computing, along with wireless access..

IOWN will develop new technologies, frameworks, specifications and reference designs, in areas such as:
  • Photonics R&D, including photonic devices of the future, photonic network equipment and end-to-end architecture, powered by advances in photonics-electronics convergence technologies. This will significantly reduce power consumption and enable instant access and response by shortening latency times and broadening transmission capacity.
  • Distributed Connected Compute, which is expected to be increasingly critical for computing across networks, leveraging both AI and workloads that will be dynamic and distributed.
  • Use cases and best practices for a smart world and enabling technologies, such as Digital Twin Computing (a computing paradigm that enables humans and things in the real world to be recreated and interact without restrictions in cyberspace), R&D in human behavior and society modeling, large-scale simulations and next-generation “real” UI/UX device technologies.

NTT, Intel, and Sony are inviting other technology, telecommunications and industry organizations to join the forum.

"NTT has a long history in photonics-related R&D and has achieved cutting-edge results in fields like silicon photonics and optoelectronic convergence. Based on these technologies, NTT aims to power the next generation of technology innovation and solve many of today’s societal challenges, such as ever-increasing power consumption. We will bring our leading R&D expertise to foster the photonics revolution and unlock new technologies to ultimately enable a smart world, where technology becomes so ”natural” that people are unaware of its presence. NTT is looking forward to collaborating with its best-in-class partners and realizing a smart world," states Jun Sawada, President and CEO, NTT.

“Digital transformation and the growth of data is driving an infrastructure build out that will dwarf the first era of the cloud defined by hyperscale data centers... The combination of superfast networking and pervasive high-performance computing – the edge infrastructure to deliver smart services anywhere, anytime – can only be achieved with a profoundly new mindset shared across a global ecosystem. The IOWN collaboration is an important step forward. A vision of this magnitude can only be achieved with global leaders across industries. Intel is honored to join forces with NTT and Sony in this industry-wide journey to help define the future of technology,” says Bob Swan,
CEO, Intel.

http://www.iowngf.org





NTT opens Silicon Valley labs to leverage photonic/quantum tech

NTT Research is opening three labs in Palo Alto, California to focus on quantum computing; cryptography and information security; and medical and health informatics.

In an opening ceremony, NTT President and CEO Jun Sawada said the mission of the new labs is to pursue fundamental breakthroughs in photonic and quantum technologies.

“Our new research center, located in the heart of Silicon Valley, will draw upon the strength and heritage of applied research and innovation from NTT R&D in Japan and will be an ongoing opportunity for sharing groundbreaking research in important technology fields with global partners, clients and academics,” said Mr. Sawada. “Our goal is to strengthen the fundamental research needed for global innovation and next-generation technologies.”

NTT Research consists of NTT Φ (PHI) Laboratories, to focus on Physics and information science (Informatics); NTT Cryptography & Information Security (CIS) Laboratories, to explore advanced cryptography theory and practice; and NTT Medical & Health Informatics (MEI) Laboratories, to investigate areas such as the application of artificial intelligence (AI) on biological data. Kazuhiro Gomi, the former CEO of NTT America, serves as the center’s President and CEO. NTT appoints world-renowned academics and researchers as directors of its three laboratories:


  • Professor Yoshihisa Yamamoto to be appointed director of NTT PHI Laboratories, Quantum Science & Computing. Professor Emeritus at NII (Tokyo) and program manager of the Government of Japan’s ImPACT program, Dr. Yamamoto is an expert in quantum optics and information processing. He has also been affiliated with the University of Tokyo, NTT Basic Research Labs, MIT, the Royal Institute of Technology (Sweden), AT&T Bell Labs, Stanford, the Japanese Science and Technology Agency (JST), and RIKEN.
  • NTT Fellow Tatsuaki Okamoto to be appointed director of NTT CIS Laboratories, Cryptography & Information Security. Dr. Okamoto is an internationally acclaimed cryptography scientist, recognized for his work in third-generation cryptosystems and the promotion of a trustworthy digital society. He has also held positions at NTT Yokosuka Electrical Communication Labs, the University of Tokyo, the University of Waterloo (Canada), AT&T Bell Labs, Tsukuba University and Kyoto University.
  • Professor Hitonobu Tomoike to be appointed director of NTT MEI Laboratories, Medical Health Informatics. Professor Tomoike conducts research into precision medicine, based on bio-sensors and analytics. He is an Advisor to and former Director of the Sakakibara Heart Institute and Fellow of the American College of Cardiology and American Heart Association. He has also held positions at UCSD, Kyushu University, Yamagata University, and the National Cerebral and Cardiovascular Center (Osaka).

“NTT R&D, with more than 6,000 researchers and an annual budget of $3.6 billion, is already one of the world’s largest and most respected research groups,” said Mr. Gomi, NTT Research President and CEO. “Our new center in Palo Alto will not only leverage those assets, but also engage with peers in this highly innovative region, enhancing the value that we bring to our trusted global partners.”

NTT Research is also looking at opening additional offices in Boston, Munich, Israel and London.

http://www.ntt-research.com

Intel posts record revenue of $19.2B driven by data-centric business

Intel reported Q3 2019 revenue of $19.2 billion, which is $1.2 billion higher than guidance issued in July, and an all-time quarterly record. Intel said the performance was driven by record data-centric revenue, which were up 6 percent YoY. PC-centric revenue was in-line with expectations, down 5 percent compared to last year. GAAP EPS of $1.35 declined 2 percent YoY; non-GAAP EPS of $1.42 was up 1 percent. The company raised its full-year revenue outlook to $71 billion, up $1.5 billion from July guidance.



“We've been on a multiyear journey to reposition Intel’s portfolio to take advantage of the exponential growth of data. Our third-quarter financial performance underscores our progress as our data-centric businesses turned in their best performance ever, making up almost half our total revenue in a record quarter,” said Bob Swan, Intel CEO. “Our priorities are accelerating growth, improving our execution and deploying capital for attractive returns. We now expect to deliver a fourth record year in a row.”

Some highlights:

  • The Data Center Group (DCG) delivered record revenue driven by a strong mix of high-performance Intel Xeon processors and growth in every segment of the business. 
  • The communications service provider segment grew 11 percent.
  • The cloud segment returned to growth, up 3 percent
  • Enterprise and government revenue grew 1 percent. 
  • The Internet of Things Group (IOTG) also achieved record revenue, up 9 percent on strength in retail and transportation. 
  • Mobileye achieved record revenue, up 20 percent YoY on increasing ADAS adoption. 
  • Intel's memory business (NSG) also achieved record revenue, up 19 percent YoY. 
  • The Programmable Solutions Group (PSG) shipped the first 10nm-based Intel® Agilex™ FPGAs in the third quarter. PSG third-quarter revenue was up 2 percent YoY.



https://www.intc.com/investor-relations/financials-and-filings/earnings-results/default.aspx

Aligned Energy expands colo data center campus in Salt Lake City

Aligned Energy is expanding its Salt Lake Metro data center campus, breaking ground on a second facility in West Jordan, Utah. The expansion is driven by the addition of a new anchor customer as well as demand for adaptable, scalable data center infrastructure in the Western technology hub.

Building on Aligned’s existing 34 MW, 300,000 sq. ft. West Jordan data center, the adjacent new 240,000-sq.-ft. facility will add 48 MW of capacity. At full build, the master-planned Aligned SLC campus will offer 780,000 square feet of space and 130 MW of capacity in the Silicon Slopes.

“Aligned continues to set — and achieve — aggressive speed-to-market targets, most recently in Ashburn, and now in Salt Lake County with our latest greenfield deployment,” says Andrew Schaap, CEO of Aligned Energy. “Expected to complete in Q1 2020, our second West Jordan facility will provide adaptable, efficient and sustainable data center infrastructure to enable enhanced availability, performance and scale for customers’ growing cloud and application workloads in the region.”

https://www.alignedenergy.com/

Aligned Energy completes phase one of Ashburn data center

Aligned Energy completed phase one of its hyperscale data center campus in Ashburn, Virginia. The initial 368,755 square-foot, 60 MW facility will be followed by a 409,000 square-foot, 120 MW development on the 26-acre campus. At full build, the planned Aligned Ashburn campus will offer over 1 MM square feet of space and 180 MW of total critical load in the heart of Loudoun County, Virginia — the nation’s most robust data center market.

Aligned Ashburn sits atop major fiber and conduit routes, providing access to more than 50 carriers in the immediate area. The company notes that its new flagship Ashburn data center campus is located less than 800 feet from the original UUNET-managed MAE East Exchange — the first Internet Exchange Point (IXP).

Equinix announces sales of $1.397B, up 9% yoy

Equinix reported Q3 2019 revenues of $1.397 billion, up 9% year-over-year, which includes $8 million of negative foreign currency impact when compared to prior guidance rates. GAAP net income amounted to $121 million, a 16% decrease from the previous quarter including a $16 million increased income tax expense attributable to FX hedge gains.



Charles Meyers, President and CEO, Equinix, stated: “We had another great quarter, building on our market leadership and unlocking the power of Platform Equinix by expanding our geographic reach, enhancing our market-leading interconnection portfolio and launching new offerings that respond to the evolving needs of our customers. We have a clear view of our strategy and are actively building new capabilities that will enable us to achieve our vision for the future of Platform Equinix, allowing customers to reach everywhere, interconnect everyone and integrate everything on their digital transformation journey.”

Some highlights:

  • Equinix achieved its best-ever third quarter bookings with strong performance across all three regions (Americas, EMEA and Asia-Pacific) with notable momentum in EMEA. 
  • Bookings this quarter spanned across more than 3,100 customers, with the majority of bookings composed of small to mid-sized multi-metro deals. 
  • In Q3, Equinix delivered record channel bookings, accounting for more than 30% of total bookings, with 60% of this activity going into the enterprise vertical. Interconnection growth again outpaced colocation revenues, growing 13% year-over-year on a normalized and constant currency basis, driven by solid traction across all interconnection products.
  • Equinix has the most comprehensive global interconnection platform, comprising over 356,000 physical and virtual interconnections. 
  • In Q3, Equinix added 8,500 interconnections, more per quarter than our top 10 competitors combined. 
  • In the quarter, Equinix surpassed 20,000 virtual connections enabled by Equinix Cloud Exchange Fabric (ECX Fabric™), which accounted for more than 5% of total interconnections and serves more than 1,800 customers.


Rambus GDDR6 Memory PHY hits 18 Gbps

The newest Rambus GDDR6 Memory PHY has achieved industry-leading 18 Gbps peak performance, roughly four-to-five times faster than current DDR4 solutions.

The Rambus GDDR6 PHY pairs with the companion GDDR6 memory controller from the recent acquisition of Northwest Logic to provide a complete and optimized memory subsystem solution.

“Memory bandwidth poses a significant obstacle for designers working on performance-intensive applications such as AI/ML,” said Hemant Dhulla, vice president and general manager of IP cores at Rambus. “With our GDDR6 18 Gbps memory subsystem, Rambus technology can unleash the power of leading-edge designs with a proven and cost-effective memory architecture.”

Benefits of the Rambus GDDR6 PHY:

  • Achieves the industry’s highest speed of up to 18 Gbps, delivering a maximum bandwidth of up to 72 GB/s
  • Complete and optimized memory subsystem solution with companion GDDR6 memory controller
  • Offers PCB and package design support – allowing customers to quickly and reliably bring their high-speed designs to production
  • Provides access to Rambus system and SI/PI experts helping ASIC designers to ensure maximized signal and power integrity for devices and systems
  • Features LabStation development environment that enables quick system bring-up, characterization and debug
  • Supports high-performance applications including networking, data center, ADAS, machine learning and AI

Inphi posts record revenue of $94 million, up 21% yoy

Inphi Corporation reported record revenue of $94.2 million for Q3 2019, up 20.8% year-over-year, compared with $78.0 million in the third quarter of 2018. The increase was due to higher demand for long haul, metro and datacenter products.

Gross margin under GAAP in the third quarter of 2019 was 57.8%, compared with 55.7% in the third quarter of 2018. The increase was mainly due to product and revenue mix. GAAP operating loss in the third quarter of 2019 was $10.9 million or (11.6%) of revenue. Non-GAAP net income in the third quarter of 2019 was $21.5 million, or $0.45 per diluted common share. This compares with non-GAAP net income of $13.7 million, or $0.30 per diluted common share in the third quarter of 2018.

“We are very pleased to have exceeded the high-end of our revenue and EPS guidance in Q3, delivering record results driven by strength in both Cloud and Telecom,” said Ford Tamer, President and CEO of Inphi Corporation. “The 50% year-on-year non-GAAP EPS growth in Q3, based on 21% year-on-year revenue growth, demonstrates the leverage in our operating model as we execute on our customer growth strategy.”

https://www.inphi.com/investors/

Inphi announces volume production of 100G and 400G PAM4 

Inphi announced volume production of its 100Gbps and 400Gbps Single-Lambda Pulse Amplitude Modulation (PAM4) platform for data center and cloud networking applications.

Inphi’s Porrima PAM4 platform is a 56GBaud solution that includes linear TIA and drivers.

“Production availability of our Porrima PAM4 platform is aligned well with the data center expansion and is critical to meeting the rapidly increasing bandwidth needs in today’s cloud computing and hyper-scale data center environments,” said Eric Hayes, SVP, Networking Interconnect at Inphi.

Porrima PAM4 DSP Product Family:
Porrima PAM4 DSP IC provides a full bi-directional interface with host ASICs that have 28GBaud PAM4and NRZ electrical interfaces, while bridging to 56GBaud optics. The product family can support PAM4 or NRZ signaling, and both Retiming and Gearbox functionality with packaging specifically designed for the following optics modules:

  • Porrima 400G – 8x56Gbps PAM4 <-> 4x100Gbps PAM4 for QSFP-DD/oSFP/COBO
  • Porrima 100G – 4x25Gbps NRZ <-> 1x100Gbps PAM4 for QSFP
  • Porrima 100G – 2x50Gbps PAM4 <-> 1x100Gbps PAM4 for QSFP/uQSFP/SFP-DD

Porrima Linear Drivers:

The IN5630DE/IN5634SE is a 56GBaud low power single/quad linear driver for PAM4 optical modules. Features include:

  • Excellent linearity, high bandwidth, adjustable gain to optimize the PAM4 system performances
  • Low-power modulator driver in small package or in bare die form
Porrima Linear TIA’s:
The IN5661TA/5664TA is a 56GBaud low power single/quad linear TIA for PAM4 optical modules. Features include:

  • Wide dynamic range to meet the different performance and link requirements for optical applications
  • Excellent signal integrity necessary for PAM4 modulation schemes
  • Low-power and small form factor

Twilio posts Q3 revenue of $295m, up 75% yoy

Twilio reported Q3 2019 revenue of $295.1 million, up 75% from the third quarter of 2018 and 7% sequentially from the second quarter of 2019 (including revenue from Twilio SendGrid, which was acquired in February). Base revenue was $275.5 million, up 79% from the third quarter of 2018 and 7% sequentially. There was a GAAP net loss of $0.64. Non-GAAP net income was $0.03 per share.

Key Metrics and Recent Business Highlights

  • 172,092 Active Customer Accounts as of September 30, 2019, compared to 61,153 Active Customer Accounts as of September 30, 2018. 
  • Active Customer Accounts in the current period include the contribution from Twilio SendGrid customer accounts.
  • Dollar-Based Net Expansion Rate was 132% for the third quarter of 2019, compared to 145% for the third quarter of 2018. Twilio SendGrid results do not impact the calculation of this metric in the current period.
  • 2,676 employees as of September 30, 2019.

“We delivered another quarter of incredible growth at scale with revenue growth of 75% year-over-year,” said Jeff Lawson, Twilio’s Co-Founder and Chief Executive Officer. “Every company needs to focus on building great digital experiences for their customers, and Twilio is becoming the modern customer engagement platform for our customers. Our announcements at our SIGNAL conference this past quarter further drive our vision of fueling the future of communications.”

ADTRAN posts Q3 results, cites dip in shipments 2 international customers

ADTRAN reported Q3 2019 revenue of $114.1 million compared to $140.3 million for the third quarter of 2018. Net income was a net loss of $46.1 million compared to net income of $7.6 million for the third quarter of 2018. Earnings per share was a loss of $0.96 per share compared to earnings per share, assuming dilution, of $0.16 for the third quarter of 2018. Non-GAAP net income was a net loss of $2.8 million compared to non-GAAP net income of $9.9 million for the third quarter of 2018. Non-GAAP earnings per share was a loss of $0.06 per share compared to non-GAAP income per share, assuming dilution, of $0.21 for the third quarter of 2018.

ADTRAN Chairman and Chief Executive Officer Tom Stanton stated, “Our progress in the quarter was overshadowed by a pause in shipments to a Tier 1 customer in Latin America and a slowdown in spending by a Tier 1 customer in Europe. With the exception of these two international customers, our business grew 20% over the previous period which was largely driven by increased sales in our GPON fiber access business and strong results in ONT sales. Our GPON business grew 38% year-to-date as compared to the same period last year and we continue to gain strong traction globally with our 10G PON and fiber-extension solutions. During the quarter, ADTRAN introduced a range of new products, services and technology innovations that we believe will be instrumental in our success moving forward.”

Western Digital's CEO announces retirement

Steve Milligan, chief executive officer and a member of the Western Digital Board of Directors, announced plans to retire. A search is underway for a successor.

“On behalf of the Board, I want to thank Steve for his significant contributions and dedicated years of service to Western Digital,” said Matthew Massengill, chairman of the Board. “Since his appointment as CEO in 2013, Steve has led Western Digital’s transformation from a storage component provider to a diversified enabler of data infrastructure. ”

“Western Digital has significantly evolved since I first joined in 2002, and it has been an honor to lead this talented team through critical and transformative periods – not only for our company, but for the entire industry,” said Milligan. “We are currently at an inflection point in the semiconductor cycle and, as we prepare for a cyclical upturn, now is the right time to begin the transition to Western Digital’s next phase of leadership. Together, we have built a powerful platform and resilient business model that has remained nimble despite challenging market conditions. Importantly, I am confident in our team’s ability to build on our momentum to drive long-term growth and value creation.”

See also