Wednesday, August 31, 2022

FCC adds $791 million in RDOF funding for broadband

The FCC is ready to authorize $791,604,299 through the Rural Digital Opportunity Fund to six providers to fund new broadband deployments to over 350,000 estimated locations in 19 states.  

The top three states receiving funding include Illinois, $212 million, Arizona, $140 million, and Iowa, $113 million. 

“This funding will connect more households throughout the country with high-speed broadband as part of our ongoing work to close the digital divide,” said Chairwoman Rosenworcel.  “We are confident these projects can bring quality service to currently unserved areas.” 

This round of funding supports projects using a range of network technologies, including gigabit service hybrid fiber/fixed wireless deployments that will provide end-user locations with either fiber or fixed wireless network service using licensed spectrum.  

To date, the program has provided more than $6 billion in broadband deployment to 47 states. 

https://www.fcc.gov/auction/904/round-results  

FCC rejects Starlink for RDOF funding

The FCC rejected the long-form applications of Starlink and of LTD Broadband to receive support through the Rural Digital Opportunity Fund program. Starlink is delivering broadband access via thousands of LEO satellites. LTD Broadband offers a fixed wireless access service and has built over 2500 tower sites covering over 50,000 square miles of Iowa, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, Tennessee, and Wisconsin. The...

FCC's RDOF program has committed over $5.2 billion to date

In its 9th round of program funding, the FCC is authorizing $199,336,695 through the Rural Digital Opportunity Fund (RDOF) for new broadband deployments in 26 states and the Northern Mariana Islands bringing service to over 230,000 locations.  To date, the RDOF program has committed over $5.2 billion for broadband deployment to 3 million locations in 47 states and the Northern Mariana Islands.“We need to connect everyone, everywhere, and today’s...


U.S. blocks shipments of NVIDIA's A100 and H100 to China, Russia

The U.S. government has imposed an export restriction on NVIDIA's A100 and forthcoming H100 integrated circuits to China (including Hong Kong) and Russia. The license restriction also covers NVIDIA's DGX or any other systems which incorporate A100 or H100 integrated circuits, as well as any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits. 

The new license requirement may require NVIDIA to transition certain operations out of China. 

NVIDIA said its financial outlook for its third fiscal quarter, provided on August 24, 2022, included approximately $400 million in potential sales to China which may be subject to the new license requirement if customers do not want to purchase the Ccmpany’s alternative product offerings or if the U.S. government does not grant licenses in a timely manner or denies licenses to significant customers.


https://investor.nvidia.com/financial-info/sec-filings/default.aspx

  • NVIDIA's A100, powered by itsAmpere Architecture, is the engine of the NVIDIA data center platform. A100 provides up to 20X higher performance over the prior generation and can be partitioned into seven GPU instances to dynamically adjust to shifting demands. It is available in 40GB and 80GB memory versions,the latter of which boasts the world’s fastest memory bandwidth at over 2 terabytes per second (TB/s).
  • NVIDIA's H100 features fourth-generation Tensor Cores and the Transformer Engine with FP8 precision. The company claims up to 9X faster training over the prior generation for mixture-of-experts (MoE) models. The design also leverages fourth-generation NVlink, which offers 900 GB/s of GPU-to-GPU interconnect and the NVLINK Switch System, which accelerates communication by every GPU across nodes.

NVIDIA posts revenue or $6.7B, decline in gaming revenue

In what it described as a "challenging quarter" driven primarily by weaker gaming revenue, NVIDIA reported revenue of $6.70 billion for the second quarter ended July 31, 2022, up 3% from a year ago and down 19% from the previous quarter.GAAP earnings per diluted share for the quarter were $0.26, down 72% from a year ago and down 59% from the previous quarter. Non-GAAP earnings per diluted share were $0.51, down 51% from a year ago and down 63% from...

NVIDIA trims outlook on lower gaming sales and supply disruptions

Citing macroeconomic headwins and lower gaming sales, NVIDIA trimmed its financial outlook for the second quarter ended July 31, 2022.Second quarter revenue is expected to be approximately $6.70 billion, down 19% sequentially and up 3% from the prior year, primarily reflecting weaker than forecasted Gaming revenue. Gaming revenue was $2.04 billion, down 44% sequentially and down 33% from the prior year. Data Center revenue was $3.81 billion, up 1%...

NVIDIA unveils Quantum Optimized Device Architecture

NVIDIA outlined a new Quantum Optimized Device Architecture (QODA) for creating a coherent hybrid quantum-classical programming model. QODA is an open, unified environment for quantum processors that aims to make it easier to add quantum computing to existing applications, leveraging both today’s quantum processors, as well as simulated future quantum machines using NVIDIA DGX systems and a large installed base of NVIDIA GPUs available in scientific...


Ericsson: about 6.1 billion unique mobile subscribers worldwide

There were about 6.1 billion unique mobile subscribers at the close of Q2 2022, of which 690 million were 5G subscriptions, according to a recent update to the Ericsson Mobility Report. Allowing for multiple subscriptions per user, there are now 8.3 billion mobile subscriptions globally.

Among other statistics, the Q2 2022 update also reports:

  • Mobile broadband accounts for about 86 percent of all mobile subscriptions
  • 218 communications service providers had launched commercial 5G services
  • 24 communications service providers had launched 5G standalone (SA) networks
  • Mobile network data traffic grew 39 percent between Q2 2021 and Q2 2022
  • Total monthly global mobile network data traffic reached 100 EB (exabytes).
  • The Q2 2022 update includes charts and diagrams outlining the regional mobile subscription penetration, the total and net mobile subscription additions, and global mobile network data traffic and year-on-year growth.

https://www.ericsson.com/4a4be7/assets/local/reports-papers/mobility-report/documents/2022/ericsson-mobility-report-q2-2022.pdf

American Tower and Verizon sign new lease agreement

American Tower and Verizon Communications signed a new overarching lease agreement, facilitating Verizon’s on-going 5G network deployment across American Tower’s extensive U.S. portfolio of communications sites. 

The companies said the deal provides a simplified and efficient leasing process through a contractual framework that will drive mutual growth and value over a multi-year period.

“This agreement represents another key milestone and an extension of our decades-long strategic partnership with Verizon,” said Steve Vondran, President – U.S. Tower Division, American Tower Corporation. “We look forward to supporting Verizon as they continue their accelerated and efficient 5G network build-out by utilizing our distributed nationwide portfolio of high-quality communications sites.”

“Verizon continues to build and run the networks that drive innovation, digitization and technological advancements that are changing our world. Efficient, long-term strategic partnerships with our vendors are critical to continue advancing the industry forward, and providing the network our customers have come to rely on,” said Heidi Hemmer, Senior Vice President of Engineering at Verizon.

http://www.americantower.com

American Tower completes $10B acquisition of CoreSite

American Tower completed its previously announced acquisition of CoreSite Realty Corporation. Tom Bartlett, American Tower’s Chief Executive Officer stated, “We are thrilled to welcome CoreSite’s exceptional team to American Tower and are ready to work together to create long-term shareholder value. As 5G deployments and wireless and wireline convergence accelerate, we expect to leverage CoreSite’s highly interconnected data center facilities...


American Tower to Acquire 11,489 Towers from Verizon

American Tower Corporation agreed to acquire rights to approximately 11,324 wireless communications towers and purchase approximately 165 additional towers from Verizon Communications for $5.056 billion in cash. The portfolio of approximately 11,489 towers spans all 50 states with approximately 50% of the sites in the top 100 BTAs. The average height of the tower portfolio is approximately 190 feet, with capacity for incremental colocation. Under...


Qwilt to provide content delivery for Airtel India

Qwilt announced a non-exclusive partnership with Bharti Airtel to improve the quality of live streaming, video-on-demand (VoD) and all other media delivery to its over 400 million subscribers throughout India. 

The partnership sees Airtel launch its own content delivery service, Airtel Cloud’s Edge CDN, across India based on Qwilt’s technology and become the largest service provider to date to deploy Qwilt’s Open Edge Cloud solution. Qwilt’s Open Edge Cloud enables Airtel to establish a massively distributed layer of content caching resources that deliver streaming media and applications from the closest possible location to subscribers. Each low-cost edge server can be utilized by other virtual network function (VNF)-based services making it cost-effective enough to distribute throughout the service provider’s access network. The partnership allows Airtel to scale up very rapidly as viewer demand increases.

Ajay Chitkara, Director and CEO, Airtel Business, said: “Airtel is India’s leading provider of telecommunications services. As we get ready to launch 5G services we anticipate a significant increase in data consumption across major cities. Airtel Cloud’s Edge CDN, based on Qwilt’s technology, will substantially increase our ability to reliably deliver high-quality live and VoD streaming throughout India. We already have relationships with 16+ content providers across Indian states and we look forward to working with others looking to serve in this region so they can also enjoy the benefits of Airtel’s unique service offering across India.”

Alon Maor, CEO, Qwilt, said, “Airtel is a tremendously exciting addition to our global ecosystem of service providers, and we are delighted to power a unique content delivery service offering in India. Our edge architecture provides a new economic model for streaming delivery, in which Airtel Cloud’s Edge CDN plays a central role in the end-to-end value chain. This announcement underscores the momentum we are gathering as we realize our ambition to build the world’s highest performing edge delivery network.”

Renesas to acquire Bengaluru-based Steradian for 4D radar chips

Renesas Electronics agreed to acquire Steradian Semiconductors Private Limited, a fabless semiconductor company based in Bengaluru, India, that provides 4D imaging radar solutions. Financial terms were not disclosed of the an all-cash transaction. 

Founded in 2016 as a start-up company, Steradian has extensive expertise in radar technology. Operating in the 76-81 GHz band, Steradian’s powerful 4D radar transceivers offer a high level of integration in a small form factor and high power efficiency. Renesas will leverage Steradian's design assets and expertise to develop automotive radar products, with plans to start sample shipments by the end of 2022. The company aims to develop complete automotive radar solutions that combine ADAS SoCs (System-on-Chips) for processing radar signals, power management ICs (PMICs), and timing products together with software for object recognition. 

“Radar is an indispensable technology for ADAS, which uses a complex combination of various sensors,” said Hidetoshi Shibata, President and CEO of Renesas. “The addition of Steradian's superb radar technology and engineering talent will allow us to extend our leadership in the automotive segments. We will also leverage their technology for industrial applications to drive our mid- to long-term business growth in both segments.”

"Renesas' industry-leading portfolio of embedded solutions and broad customer base serve as an ideal foundation to maximize Steradian’s radar technology worldwide,” said Gireesh Rajendran, CEO of Steradian. “By working together with the Renesas team, we will continue to develop innovative radar solutions that deliver the high performance, small footprint and low power consumption that our customers desire.”




IQM and QphoX to develop optical interface for quantum computers

IQM Quantum Computers is collaborating with QphoX, a start-up based in The Netherlands, to  develop an optical interface for scaling quantum computers.

IQM provides on-premises quantum computers for supercomputing data centres and research labs and offers full access to its hardware. IQM delivers these machines as a full-stack system integrator with its own quantum processors using superconducting qubits.

QphoX specializes in photon wavelength conversion for quantum technologies and is working to create a quantum modem which will allow quantum processors to be networked together. This will unlock new applications like distributed quantum computing between remotely entangled quantum processors, solving one of the biggest scaling challenges facing the industry.

“By leveraging our unique microwave to optical conversion technology, signals can instead be routed through the cryostat via optical fibers. As a result, both the spatial and heat load constraints placed on the cryostat will be reduced, allowing larger processors to be built in a single cryostat. We are very excited about embarking on this new partnership. Over the past several months we have already been working with IQM’s processors and have been very impressed with the quality and performance” said Frederick Hijazi, COO and Co-Founder, QphoX.

“The future large scale quantum computers require technologies for optical communication or cryogenic signal generation, or both. We found QphoX’s expertise and technology plans as a promising alternative to communicate the control and readout signal of quantum computer to the qubit chip using optical fiber. This collaboration will become an enabler for systems beyond 1000 qubits through simplifying the cabling and new product innovation” said Dr. Juha Vartiainen, COO and Co-founder, IQM Quantum Computers.

https://qphox.eu

www.meetiqm.com

Mitsubishi samples tunable laser-diode chip

Mitsubishi Electric Corporation will begin sampling its new tunable laser-diode chip for use in optical transceivers of optical-fiber communication systems on October 1. 

The company says its device was designed to respond to the shift from 100 Gbps to 400 Gbps. Its new tunable laser can be integrated into optical transceivers.

https://www.MitsubishiElectric.com/semiconductors/

Mitsubishi samples 50Gbps DFB laser diode for 5G base stations

Mitsubishi Electric will begin sampling its 50Gbps distributed-feedback (DFB) laser diode for 5G base stations.Key featuresFrequency-response characteristics are compatible with 4-level pulse-amplitude modulation (PAM4) for multilevel signal modulation, supporting transmission rates up to 50Gbps. Also, its industry-leading operating temperature range of -40°C to 90°C eliminates the need for any temperature-control unit, helping to reduce power consumption...


Nutanix Q4 revenue dips to $385.5m, subscription model growing

Nutanix reported revenue of $385.5 million for its fourth quarter ended July 31, 2022, down 1% from a year earlier.  Full year revenue amounted to $1.58 billion, up 13% from the preceding year.  

Annual Contract Value (ACV) billings for Q4 was $193.2 million, up 10% compared to a year earlier.

“Our fourth quarter capped off a fiscal year that showed strong year-over-year top and bottom line improvement,” said Rajiv Ramaswami, President and CEO of Nutanix. “Fiscal 2022 was an important data point in demonstrating the long-term benefits of our subscription business model transition. We expect these benefits to compound further in the coming years as renewals become a bigger share of our business.”

“Our Fiscal 2022 results reflect strong progress on our subscription model with 27% year-over-year ACV billings growth and achievement of positive free cash flow, which we expect to be sustainable on an annual basis,” said Rukmini Sivaraman, CFO of Nutanix. “We continue to see good execution on our building base of subscription renewals and remain focused on driving towards profitable growth.”


http://www.nutanix.com



SpaceX completes 58th Starlink mission

On Tuesday, August 30, SpaceX launched 46 Starlink satellites to low-Earth orbit from Space Launch Complex 4 East (SLC-4E) at Vandenberg Space Force Base, California.

This was the 7th flight for this Falcon 9 first stage booster, which previously launched Sentinel-6 Michael Freilich, DART, and now five Starlink missions.

The mission was SpaceX’s 58th Starlink mission to date. 

It was SpaceX's fifth Starlink mission in August and 25th Starlink mission this year.

https://www.spacex.com/launches/sl3-4/

Tuesday, August 30, 2022

Key announcements from VMwareExplore in San Francisco

At its annual conference in San Francisco this week, VMware announced a set of networking and security innovations centered around the "multi-cloud universe," including the release of vSphere 8 and vSAN 8, its flagship compute and storage solutions.

“Whether you’re a challenger born in the cloud or an established player, the ultimate destination for customers is a multi-cloud environment that empowers teams to accelerate their digital innovation,” said Raghu Raghuram, CEO, VMware. 

Highlights:

vSphere 8 DPUs:  The new release brings data processing units (DPUs) into the fold along with CPUs and GPUs to help supercharge workload performance. vSphere on DPUs, previously known as Project Monterey, was developed in partnership with  AMD, Intel and NVIDIA as well as OEM system partners Dell Technologies, Hewlett Packard Enterprise and Lenovo. It enables the offloading and acceleration network and security infrastructure functions onto DPUs from CPUs. Customer applications that need high network bandwidth and fast cache access such as in-memory databases can expect better efficiency in CPU cores and higher transaction rates with lower latency. Running infrastructure services on DPUs and isolating them from the workload domain,  will also benefit infrastructure security. 

vSphere 8 GPUs: the new release doubles the virtual GPU devices per VM, delivering a 4x increase of passthrough devices, and supporting vendor device groups which enable binding of high-speed networking devices and the GPU. For DevOps teams, vSphere 8 will include VMware Tanzu Kubernetes Grid 2.0(3)—expanding Kubernetes capabilities to include multi-availability zones for improved resilience as well as simplified cluster lifecycle and package management. 

VMware vSAN 8: a new vSAN Express Storage Architecture is designed to enhance the performance, storage efficiency, data protection and management of vSAN running on the latest generation storage devices. vSAN 8 promises up to a 4x performance boost and increased availability due to a new storage pool construct that provides smaller fault domains, faster resync times, and native snapshots delivering up to 100x faster operations.

VMware Edge Compute Stack 2: new support for smaller cluster sizes to run containers efficiently on smaller COTS (commercial, off the shelf) hardware. Additionally, the release will also offer higher performance with GPU passthrough support to enable AI/ML use cases. In a future release, VMware, for the first time, will introduce initial support for non-x86 processor-based specialized small form factor edge platforms to simultaneously run IT/OT workloads and workflows on a single stack.

VMware Private Mobile Network (Beta): a new managed service from VMware that provides enterprises with private 4G/5G mobile connectivity in support of edge-native applications. VMware will empower partners with a single PMN orchestrator to operate multi-tenant private 4G/5G networks with an enterprise-grade solution. Building on VMware Edge Compute Stack, the service is seamlessly integrated with existing IT management platforms and incorporates VMware’s compute, network, security and edge intelligence solutions.

Project Northstar for multi-cloud networking, security and end-to-end visibility: Representing an advancement of its NSX platform, Project Northstar aims to transform how enterprises consume networking and security in a multi-cloud world. Project Northstar offers a centralized cloud-console for consistent and simplified software-as-a-service (SaaS) consumption. This family of services includes network & security policy management, network detection and response (NDR), network visibility and analytics (NSX Intelligence), advanced load balancing (ALB), and workload mobility (HCX) for private cloud environments and VMware Cloud deployments.

Expanded Carbon Black Cloud endpoint protection.  VMware is strengthening its lateral security capabilities by embedding network detection and visibility into Carbon Black Cloud's endpoint protection platform, which is now available to select customers in early access. This extended detection and response (XDR) telemetry adds network detection and visibility to endpoints with no changes to infrastructure or endpoints, providing customers with extended visibility into their environment across endpoints and networks leaving attackers nowhere to hide.

Project Trinidad: extends and advances VMware’s API security and analytics by deploying sensors on Kubernetes clusters. Project Trinidad uses machine learning with business logic inference to detect anomalous behavior in east-west traffic between microservices.

Project Watch: a new approach to multi-cloud networking and security that provides advanced app to app policy controls.  In technology preview, Project Watch will help network security and compliance teams to continuously observe, assess, and dynamically mitigate risk and compliance problems in composite multi-cloud applications. 

VMware NSX Gateway Firewall: adds a stateful active-active edge scale-out capability that significantly increases network throughput for stateful services. VMware now offers advanced threat prevention capabilities with IDPS, malware analysis, sandboxing, URL filtering, TLS proxy, stateful firewall, and stateful Network Address Translation (NAT) that extend centralized security controls to physical and virtual workloads at the data center and cloud edge.

VMware NSX Advanced Load Balancer: brings new bot management capabilities, while enhancing the security capabilities of its web application firewall, malware detection, security analytics, and DDoS protection. VMware NSX ALB’s ability to enforce API security policies in line with application delivery traffic helps customers in protecting their north-south APIs.

https://news.vmware.com/vmware-explore-2022-media-kit#inside

Lumen opens online marketplace and portal for SASE

Lumen Technologies launched an all-digital experience for the purchase, configuration and management of enterprise SASE.

The Lumen Marketplace now allows enterprise to learn about SASE, select from multiple vendors, and purchase a solution based on their needs. Customers have the option to manage their own SASE solution, or have Lumen fully manage the deployment, implementation, and ongoing management of their customized SASE product.

Through the Lumen SASE Manager within the Control Center portal, customers configure their solution by location and user; add new sites, users, and services; and receive alerts and manage tickets.

SASE solutions from VMware and Fortinet are currently listed.

"The combination of Lumen SASE Solutions on the Marketplace and the Lumen SASE Manager is a game changer for enterprises looking for a simplified solution to upgrade their network and cybersecurity posture," said Darren Wolner, senior director of SASE product management for Lumen. "Feeling confident in the reliability and security of the network is critical, but for companies with distributed or hybrid workforces, this new reality has created unique security challenges. Lumen SASE Solutions provides customers with a product that is customized to their needs and enables them to securely connect to applications on any device, at any time, from virtually any location."

https://www.lumen.com/en-us/marketplace.html

Corning to build fiber factory in Arizona with AT&T commitment

Corning will build a new cable manufacturing facility in Gilbert, Arizona, based on a long-term relationship with AT&T. 

The new facility, located in the Greater Phoenix region, will add approximately 250 jobs and is expected to open in 2024. It will be the industry’s western-most U.S. manufacturing site for optical cable – allowing Corning to serve growing demand in the western U.S. and Canada.

Corning said the expansion represents the latest in a series of investments in fiber and cable manufacturing totaling more than $500 million since 2020. These investments, supported by customer commitments, nearly double Corning's ability to serve the U.S. cable market and connect more people and communities. Public and private investments in broadband, 5G, and the cloud are accelerating a large, multi-year wave of growth for fiber-based networks – and Corning, as the world leader in passive optical communications, is uniquely positioned to support these network builds.

“This investment is a significant step forward for our country and building world-class broadband networks that will help narrow the nation’s digital divide,” said AT&T Chief Executive Officer John Stankey. “This new facility will provide additional optical cable capacity to meet the record demand the industry is seeing for fast, reliable connectivity. We are also working with Corning to create training programs to equip the next generation of technicians with the skills to build the networks that will expand high-speed internet access to millions of Americans.”

Separately, AT&T announced today that it is deploying fiber internet service to the Mesa, Arizona, area, with service expected to be available to Mesa residents in 2023.

http://www.corning.com



Dell rolls out multicloud and edge infrastructure for VMware

 Dell Technologies is rolling out new multicloud and edge infrastructure solutions co-engineered with VMware, including:

  • Dell VxRail boosts application and networking performance with industry-first jointly engineered HCI solution support for Data Processing Units (DPUs) while new models expand VMware edge capabilities with smallest-ever systems
  • Dell APEX adds managed VMware Tanzu Kubernetes Grid services to help improve developer productivity, and new compute-only options support more workloads and offer greater efficiency when scaling infrastructure at the edge
  • Dell Validated Designs for AI adds AutoML, helping make it easier and faster for organizations to create and deploy AI-powered applications with automated machine learning

"The increasing demand for software-defined infrastructure services for networking, storage and security places more demands on already-strained CPUs. As more distributed, resource intensive applications are onboarded, there is a need to reimagine data center architecture to fully support the requirements of these applications," said Krish Prasad, senior vice president & general manager, Cloud Platform Business, VMware. "Dell VxRail with VMware vSphere 8 will deliver a foundation for next generation data center architecture by running infrastructure services on the DPU. This will enable greater network and application performance and a new level of sophistication in adopting Zero Trust security strategies to protect modern enterprise workloads."

https://www.dell.com/en-us/blog/realize-your-multicloud-reality-with-dell-and-vmware-innovations/

HPE sees strength with Intelligent Edge and HPC solutions

Hewlett Packard Enterprise reported net revenue of $7.0 billion for its third quarter, ended July 31, 2022, up 1% and 4% adjusted for currency compared to a year earlier. GAAP diluted net EPS was $0.31, up 7% from the prior-year period and up 63% sequentially. Non-GAAP diluted net EPS was $0.48, up 2% from the prior-year period and up 9% sequentially. 

“Our continued innovation and focus on execution resulted in revenue and profit growth, which are particularly noteworthy in such a dynamic market. Our growth in recurring revenue this fiscal year is evidence of customers’ strong response to our HPE GreenLake platform,” said Antonio Neri, president, and CEO of Hewlett Packard Enterprise. “Customers continue to prioritize investments in IT and are finding HPE’s industry-leading edge-to-cloud portfolio to be particularly relevant in today’s complex macroeconomic environment, where technology innovation is critical to accelerate business transformation and deliver important business outcomes.”

“We executed well in Q3, delivering revenue above our guidance while growing backlog sequentially to another record level,” said Tarek Robbiati, EVP and CFO of Hewlett Packard Enterprise. “We are also pleased with the expansion of our gross margins despite the inflationary headwinds and challenged supply environment."

Highlights:

  • Intelligent Edge revenue was $941 million, up 8% from the prior-year period in actual dollars and 12% when adjusted for currency, with 16.5% operating profit margin, compared to 16.1% in the prior-year period. Aruba Services revenue was up double-digits from the prior-year period and Intelligent Edge as-a-Service ARR(3) was up more than 60% from the prior-year period.
  • High Performance Computing & Artificial Intelligence (“HPC & AI”) revenue was $830 million, up 12% from the prior-year period in actual dollars and 15% when adjusted for currency, with 3.4% operating profit margin, compared to 3.8% from the prior-year period. HPC market share expanded to 39% and includes four of the global top 10 supercomputers.
  • Compute revenue was $3.0 billion, down 3% from the prior-year period in actual dollars and down 1% when adjusted for currency, with 13.3% operating profit margin, compared to 11.2% from the prior-year period. Margin expansion was driven by strategic pricing actions, more than offsetting input cost increases.
  • Storage revenue was $1.2 billion, down 2% from the prior-year period in actual dollars and up 1% when adjusted for currency, with 14.7% operating profit margin, compared to 15.1% from the prior-year period, and up 210 basis points sequentially, with favorable mix shift.
  • Financial Services revenue was $817 million, down 3% from the prior-year period in actual dollars and up 1% when adjusted for currency, with 11.8% operating profit margin, compared to 11.1% from the prior-year period.

https://investors.hpe.com


Fujitsu adds IP Infusion’s OcNOS software and whitebox hardware

Fujitsu Network Communications will augment its optical and packet networking portfolio with IP Infusion’s bundle of OcNOS software and whitebox hardware.

IP Infusion’s OcNOS networking software platform expands the Fujitsu Network Communications transport toolbox to support any 5G mobile xHaul and aggregation configuration.

Fujitsu Network Communications’ transport portfolio additions, powered by IP Infusion’s OcNOS software, provide an open, cost-effective and scalable edge transport system to network operators and service providers. The offering leverages the latest in open whitebox hardware, open optics, and the Fujitsu Network Communications Virtuora Network Control Solution. 

“IP Infusion’s OcNOS networking software platform expands the Fujitsu Network Communications transport toolbox to support any 5G mobile xHaul and aggregation configuration,” said Paul Havala, Head of the Optical Business Division at Fujitsu Network Communications, Inc. “This newest offering combined with our Smart xHaul solutions toolbox delivers up to 70% reduction in total cost of ownership for mobile operators, while positioning them to provide transport for emerging private 5G, enterprise, and i4.0 applications.”

“IP Infusion’s strategic alliance with Fujitsu Network Communications opens up mobile networks to accelerate innovation,” said Atsushi Ogata, President and CEO of IP Infusion. “Fujitsu Network Communications’ strong market presence in North America expands the market for OcNOS, while clearly differentiating Fujitsu Network Communications’ transport offering.”

http://www.IPInfusion.com

ZTE's revenue rises 12.7% in 1H2022 to US$8.65 billion

ZTE reported operating revenue of RMB 59.82 billion (approximately US$8.65 billion) for the first half of 2022, 12.7% higher than a year earlier. Net profit reached RMB 4.57 billion, an increase of 12.0%, and net profit after extraordinary items attributable to holders of ordinary shares of the listed company amounted to RMB 3.73 billion, representing a year-on-year increase of 65.8%. Basic earnings per share was RMB 0.96. 

Despite the challenge of the pandemic, supply chain issues, and a complex external environment, the company operating revenue in both domestic and international markets and its three major businesses (carriers' networks, government and enterprise, and consumer business) all achieved double-digit increase year on year.

Highlights:

  • For the domestic market (China), operating revenue reached RMB 40.60 billion, a year-on-year increase of 12.9%, accounting for 67.9% of the total operating revenue.
  • For the international market, operating revenue amounted to RMB 19.22 billion, a year-on-year increase of 12.3%, covering 32.1% of the total operating revenue.
  • In terms of carriers' networks, ZTE achieved an operating revenue of RMB 38.72 billion , an increase of 10.5%, compared with a year earlier. 
  • ZTE has entered into 5G cooperation with over 110 operators across the globe.
  • In terms of government and corporate business, ZTE’s operating revenue increased by 18.3% year on year to RMB 6.71 billion during the period. 
  • In consumer business, revenue reach RMB 14.39 billion, a year-on-year increase of 16.5% in the first half of 2022. 
  • R&D spending reached RMB 10.15 billion, accounting for 17.0% of its total operating revenue.


https://res-www.zte.com.cn/mediares/zte/Investor/20220826/E1.pdf

Monday, August 29, 2022

Reliance Jio readies for a big 5G rollout

Reliance Jio announced a $25 billion rollout plan for 5G Stand Alone (SA) across India using an end-to-end 5G stack developed in India. 

This autumn, Jio will launch Jio 5G across multiple key cities, including the metropolises of Delhi, Mumbai, Kolkata, and Chennai. 

Jio's spectrum licenses include the 3500 MHz mid-band, which is globally earmarked for 5G, and the 26 GHz millimetre-wave band for ultra-high capacity. Jio also has the 700 MHz low-band spectrum which is essential for deep indoor coverage.

Jio currently has 421 million mobile broadband subscribers on its 4G network. Average monthly data consumption is nearly 20 GB, nearly double from the same period last year.

Jio also plans to bring "highly affordable fixed broadband services" to 100 million locations in a very short period of time."

In a speech to investors, Mukesh Ambani, chairman and managing director of Reliance Industries, also highlight partnerships with Microsoft to expand the Azure ecosystem in India; with Intel on technologies used in Jio's cloud-scale data centres and 5G Edge locations; as well as relationships with leading global network technology providers such as Ericsson, Nokia, Samsung and Cisco. Ambani also announced a partnership with Qualcomm, which is not only a global semiconductor and communications technology major but also one of the valued investors of Jio Platforms. 

https://www.ril.com/InvestorRelations/Chairman-Communication.aspx

Reliance Jio becomes India's biggest spectrum holder

Reliance Jio was the largest purchaser in the auction of 5G spectrum conducted by the Department of Telecommunications, Government of India, over the past week.Jio confirmed that it acquired spectrum in the 700MHz, 800MHz, 1800MHz, 3300MHz and 26GHz bands. The company said it will use equipment made in India for its 5G rollout.Jio's total cost of acquiring the technology agnostic spectrum for a period of 20 years is Rs. 88,078 crore. As per terms...


FCC Auction 108 concludes - 2.5 GHz Spectrum

Bidding has concluded in the FCC Auction 108.  Gross proceeds from the bid are expected to amount to $427,789,670.

The FCC said it will post full results in the next few days. 

https://auctiondata.fcc.gov/public/projects/auction108

FCC commences 5G mid-band spectrum auction

The FCC opened bidding in its latest mid-band spectrum auction at 10am on Friday, July 29.

Auction 108 makes available 8,017 new flexible-use, county-based overlay licenses in the 2.5 GHz band. These licenses are in areas with unassigned 2.5 GHz spectrum— mostly rural parts of the country—following disposition of applications filed in the Rural Tribal Priority Window, which has to date resulted in the grant of 335 licenses to serve Tribal communities.

“We all know there are gaps in 5G coverage, especially in rural America, and this auction is a unique opportunity to fill them in,” said FCC Chairwoman Jessica Rosenworcel. “I am grateful to the teams that have worked so hard to both stand up this auction and ensure the success of our efforts to make these airwaves available to Tribes to support wireless service in their communities”

Auction 108 utilizes a “clock-1” auction format similar to the clock phase of past FCC auctions, but rather than offering multiple generic spectrum blocks in a category in a geographic area, it will offer only a single frequency-specific license in a category in a county. The new flexible-use geographic overlay licenses in the 2.5 GHz band (2496-2690 MHz) must protect the operations of incumbent licensees within the auctioned areas, including any licensees that receive their licenses through applications filed in the Rural Tribal Priority Window.

http://www.fcc.gov/auction/108

FCC incentivizes to open underutilized spectrum for rural carriers

The FCC voted to create an Enhanced Competition Incentive Program (ECIP) to establish incentives for wireless licensees to make underutilized spectrum available to small carriers, Tribal Nations, and entities serving rural areas. The new program encourages licensees to partition, disaggregate, or lease spectrum to better match available spectrum resources with entities that seek to provide needed services to under-connected communities.  Under...


Credo debuts 800Gbps and 400Gbps Optical DSP

Credo introduced its new PAM4 Dove 800 Digital Signal Processor family of products with integrated EML, TFLN and silicon photonics modulator drivers.

The Dove 800 family includes 800Gbps Dove 800/801/802 for OSFP and QSFP-DD800, and 400Gbps Dove 410/401/401 for QSFP112 optical transceivers. 

Highlights:

  • 100G PAM4 on both the electrical host and optical line side.
  • DSPs on optical line side and electrical host side deliver industry leading sensitivity and BER performance, allowing margin for optical alignment and crosstalk.
  • Line side receivers include non-linear cancellation and reflection cancellation to improve yields, while reducing module cost.
  • High-performance transmitters come with multi-tap FIR filters and non-linear cancellation, allowing precision optimization at both the module electrical connector and optical interface.
  • Host side interface supports up to 30dB insertion loss channel, connecting seamlessly with different length switch interfaces without the need for customized per-channel settings.
  • The family comes with EML, TFLN and Silicon Photonics drivers and bias-T but allows use with external laser or modulator driver support to provide customers with maximum flexibility.
  • Independent phase locked loops per channel support flexible breakout configurations including 2x400G, 4x200G and 8x100G.
  • Full suite of test features and loopbacks simplifies lab bring up and production testing to reduce time-to-market.
  • On-chip crossbar simplifies module layout design.
  • Low-power dissipation enables higher rack utilization and lower thermal cooling requirements.

https://credosemi.com/products/optical-dsp/


DigitalBridge closes first stage of DataBank recapitalization

DigitalBridge Group announced the closing of the first stage of its previously announced recapitalization of its portfolio company DataBank, a leading nationwide edge data center platform.

DataBank’s portfolio consists of more than 65 data centers, 20 interconnection hubs in more than 27 markets, on-ramps to an ecosystem of cloud providers, and a modular edge data center platform.

New investors joined Swiss Life Asset Management AG and EDF Invest, increasing the size of this initial stage. As a result, 35% of the fully diluted equity interests in DataBank were sold for approximately $1.5 billion in cash, an increase from the anticipated $1.2 billion.

In connection with the completion of this initial phase of the recapitalization, DigitalBridge received cash proceeds of $318 million, up from the $230 million initially expected, and its ownership in DataBank was reduced to 13.4%. The recapitalization continues to imply a pre-transaction net equity value of DigitalBridge’s ownership of $905 million, reflecting a 2.0x multiple of invested capital (MOIC) since DigitalBridge’s first balance sheet investment in December 2019.

Marc Ganzi, CEO of DigitalBridge, said, “We are pleased to welcome Swiss Life and EDF as new DataBank shareholders, along with a number of new investors who have invested alongside of the consortium following our original announcement. The formation of this new permanent capital vehicle enables DigitalBridge shareholders to maintain exposure to the next phase of value creation at DataBank while freeing up significant capital at an attractive valuation that reflects DigitalBridge’s track record of investing successfully across the digital infrastructure ecosystem.”

www.digitalbridge.com

Swiss Life-led Consortium to acquire 27% equity Interest in DataBank

DigitalBridge Group will sell an equity stake in its DataBank company to a consortium led by Swiss Life Asset Management AG and EDF Invest.DataBank’s portfolio consists of more than 65 data centers, 20 interconnection hubs in more than 27 markets, on-ramps to an ecosystem of cloud providers, and a modular edge data center platform.Under the terms of the agreement, SLAM and EDF will acquire 27% of the fully diluted equity interests in DataBank for...

DataBank to acquire Zayo's zColo data centers

DataBank agreed to acquire Zayo Group's zColo business, including 44 data centers across 23 markets in the U.S. and Europe. Financial terms were not disclosed.The deal will make DataBank one of the largest privately-held data center operators in the U.S. and a leading provider of edge colocation and connectivity solutions to hyperscale, technology, and content customers across the U.S. Zayo Group will become a significant customer and continue to...

DataBank to acquire 4 Houston data centers from CyrusOne for $670M

DataBank, a  provider of enterprise-class colocation, interconnection and managed cloud services,  agreed to acquire four existing data centers in the Houston, Texas metro area from CyrusOne for $670 million.The transaction positions DataBank as the largest independent data center provider in Houston, the nation’s fourth-largest metro area. The Houston facilities encompass more than 300,000 square feet of raised-floor data center capacity...