Thursday, January 13, 2022

2022 Predictions from Thought Leaders

The following media comprises interviews and other content related to 2022 industry predictions. 

Views expressed are those of the presenting individuals and companies and may not necessarily represent views of Converge! Network Digest or AvidThink.













Comcast tests 10G modem based on full Duplex DOCSIS 4.0

Comcast achieved a top downlink performace of over 4 Gbps using a prototype 10G modem.  The lab test used a full duplex DOCSIS 4.0 system-on-chip (SoC) from Broadcom.

The modem test utilized the DOCSIS 4.0 FDX SoC device, which Comcast demonstrated in April 2021, to pair with two cable modem chips. These were connected over a lab-based hybrid fiber-coaxial network to the vCMTS operating in DOCSIS 4.0 mode. 

Comcast said this represents the first complete network connection of all-DOCSIS 4.0 components that are required for deployment. The demonstrated speeds – which were faster than 4 Gbps upload and download – are expected to increase significantly as developers refine technology at every level of the 10G architecture.

“With each new milestone, we get a clearer picture of how 10G technologies will unlock the next generation of speed and performance for millions of people worldwide,” said Elad Nafshi, Senior Vice President of Next Generation Access Networks at Comcast Cable.

http://www.comcast.com

  • In October 2021, Comcast announced a successful test of a complete 10G connection using a virtualized cable modem termination system (vCMTS) powered by DOCSIS 4.0 technology. 
  • In April 2021, Comcast conducted the first live lab test of a 10G system-on-chip (SOC) and October 2020, of a trial delivering 1.25 Gbps upload and download speeds over a live production network using Network Function Virtualization (NFV) combined with the latest DOCSIS technology.




Samsung demos first MRAM based in-memory computing

Samsung Electronics Co. announced the first demonstration of in-memory computing based on MRAM (Magnetoresistive Random Access Memory). 

In memory computing differs from standard computer architecture in that both data storage and data computing is performed in a memory network. Since this scheme can process a large amount of data stored within the memory network itself without having to move the data, and also because the data processing in the memory network is executed in a highly parallel manner, power consumption is substantially reduced. In-memory computing has thus emerged as one of the promising technologies to realize next-generation low-power AI semiconductor chips.

The research was led by Samsung Advanced Institute of Technology (SAIT) in close collaboration with Samsung Electronics Foundry Business and Semiconductor R&D Center. The first author of the paper, Dr. Seungchul Jung, Staff Researcher at SAIT, and the co-corresponding authors Dr. Donhee Ham, Fellow of SAIT and Professor of Harvard University, and Dr. Sang Joon Kim, Vice President of Technology at SAIT, spearheaded the research.

The Samsung Electronics researchers have provided a solution to this issue by an architectural innovation. Concretely, they succeeded in developing an MRAM array chip that demonstrates in-memory computing, by replacing the standard, ‘current-sum’ in-memory computing architecture with a new, ‘resistance sum’ in-memory computing architecture, which addresses the problem of small resistances of individual MRAM devices.

Samsung’s research team subsequently tested the performance of this MRAM in-memory computing chip by running it to perform AI computing. The chip achieved an accuracy of 98% in classification of hand-written digits and a 93% accuracy in detecting faces from scenes.

"In-memory computing draws similarity to the brain in the sense that in the brain, computing also occurs within the network of biological memories, or synapses, the points where neurons touch one another,” said Dr. Seungchul Jung, the first author of the paper. “In fact, while the computing performed by our MRAM network for now has a different purpose from the computing performed by the brain, such solid-state memory network may in the future be used as a platform to mimic the brain by modelling the brain’s synapse connectivity."

https://research.samsung.com/news


IDC: Cloud infrastructure spending accelerates

Spending on compute and storage infrastructure products for cloud infrastructure, including dedicated and shared environments, increased 6.6% year over year in the third quarter of 2021 (3Q21) to $18.6 billion, according to the International Data Corporation (IDC) Worldwide Quarterly Enterprise Infrastructure Tracker: Buyer and Cloud Deployment. 

For the full year 2021, IDC forecasts cloud infrastructure spending to grow 8.3% compared to 2020 to $71.8 billion, while non-cloud infrastructure is expected to grow 1.9% to $58.4 billion after two years of declines. Shared cloud infrastructure is expected to grow by 7.2% year over year to $49.7 billion for the full year. Spending on dedicated cloud infrastructure is expected to grow 10.7% to $22.2 billion for the full year.

Some additional highlights from IDC:

  • In 3Q21, service providers as a group spent $18.9 billion on compute and storage infrastructure, up 10.2% from 3Q20 and up 6.7% from 2Q21. This spending accounted for 57.1% of the total compute and storage infrastructure market. IDC expects compute and storage spending by service providers to reach $72.6 billion for 2021, growing 7.4% compared to 2020.
  • The Asia/Pacific subregions, Canada, and the Europe subregions saw double-digit growth in spending, while Latin America, the Middle East and Africa, and the United States saw more moderate single-digit increases in spending. 
  • The Asia/Pacific region (excluding Japan and China) showed the strongest year-over-year increase in cloud infrastructure spending in 3Q21 at 64.3% while the U.S. recorded the weakest growth at 1.1%. 
  • For the full year, spending on cloud infrastructure is expected to increase across all regions compared to 2020, particularly in Asia/Pacific regions (excluding Japan), Canada, and Central & Eastern Europe. The United States is expected to show only marginal year-over-year growth of 0.4%.

IDC expects to see continuously strong demand for shared cloud infrastructure with spending surpassing non-cloud infrastructure spending in 2022. 

  • Long term, IDC expects spending on compute and storage cloud infrastructure to have a compound annual growth rate (CAGR) of 12.4% over the 2020-2025 forecast period, reaching $118.8 billion in 2025 and accounting for 67.0% of total compute and storage infrastructure spend. 
  • Shared cloud infrastructure will account for 70.9% of this amount, growing at a 12.7% CAGR. Spending on dedicated cloud infrastructure will grow at a CAGR of 11.5%. 
  • Spending on non-cloud infrastructure will rebound in 2021 but will flatten out at a CAGR of 0.5%, reaching $58.6 billion in 2025. Spending by service providers on compute and storage infrastructure is expected to grow at a 1.3% CAGR, reaching $115.4 billion in 2025.

https://www.idc.com/getdoc.jsp?containerId=prUS48776122

IDC: Edge computing forecast at $176 billion in 2022

IDC is forecasting worldwide spending on edge computing will reach $176 billion in 2022, an increase of 14.8% over 2021. Enterprise and service provider spending on hardware, software, and services for edge solutions is forecast to sustain this pace of growth through 2025 when spending will reach nearly $274 billion, according to the International Data Corporation (IDC) Worldwide Edge Spending Guide.

IDC defines edge as the technology-related actions that are performed outside of the centralized datacenter, where edge is the intermediary between the connected endpoints and the core IT environment. Characteristically, edge is distributed, software defined, and flexible.

"Edge computing continues to gain momentum as digital-first organizations seek to innovate outside of the datacenter," said Dave McCarthy, research vice president, Cloud and Edge Infrastructure Services at IDC. "The diverse needs of edge deployments have created a tremendous market opportunity for technology suppliers as they bring new solutions to market, increasingly through partnerships and alliances."

"In the service provider segment, a five-year compound annual growth rate (CAGR) of 21.6% reflects the edge infrastructure buildout underway to deliver edge cloud services. For enterprise edge technology buyers, growing at a 14.1% CAGR, provisioned services such as IaaS will grow significantly and capture an increasing share of total expenditures over the forecast period," said Marcus Torchia, research vice president, Customer Insights & Analysis group.

From a geographic perspective, the United States will be the largest investor in edge solutions with spending forecast to reach $76.5 billion in 2022. Western Europe and China will be the next largest regions with spending totals of $30.6 and $20.8 billion, respectively. China will see the fastest spending growth over the five-year forecast with a CAGR of 19.7%, followed by Latin America at 19.4%.

https://www.idc.com/getdoc.jsp?containerId=prUS48772522

Equinix deploys ADVA’s encrypted transport for Dutch hospital

Equinix has deployed ADVA’s FSP 3000 open optical transport technology to provide Antoni van Leeuwenhoek, one of the Netherland’s leading hospitals, with encrypted dark fiber and fully managed services. 

Equinix Managed Services is providing secure Ethernet services up to 40GbE and highly reliable, low-latency Fibre Channel storage area network (SAN) connectivity up to 32Gbit/s to connect the healthcare provider’s data centers and facilities. The infrastructure is secured at the physical layer by ADVA FSP 3000 ConnectGuard.ADVA’s partner TrueCom also played a key role in this project, providing installation and support, ensuring the new infrastructure met all the end customer’s requirements.

“By harnessing ADVA FSP 3000 technology and the support of the ADVA and TrueCom teams, we’re enabling Antoni van Leeuwenhoek hospital to transform its operations. With high-capacity, low-latency connectivity to its data centers, all protected by robust encryption at the optical layer, the hospital’s medics and support staff can leverage new applications and collaborate like never before to advance cutting-edge research and enhance patient care,” said Art de Blaauw, director of technology and innovation, Managed Services Solutions at Equinix. 

“We’re proud that our solution is now helping another major healthcare provider optimize its operations. Protecting the integrity and privacy of patients’ sensitive data couldn’t be more critical. That’s why our security technology is so important here. It ensures valuable data remains safe at every stage of its journey, while data-intensive applications continue to run,” commented Hartmut Müller-Leitloff, SVP of sales, EMEA at ADVA. “Approved by the German Federal Office for Information Security (BSI), our FSP 3000 ConnectGuard™ optical encryption ensures that patient records are protected by the most robust security methods available while adding virtually no delay.”

https://www.adva.com/en/newsroom/press-releases/20220113-equinix-connects-antoni-van-leeuwenhoek-hospital-with-advas-encrypted-transport-solution

IPS deploys Ribbon in South China Sea subsea system

IPS, which operates as a carrier-of-carriers in the Philippines, is leveraging Ribbon’s Apollo Optical Networking solution to power 100 Gigabit Ethernet services delivered over both terrestrial and undersea cables from Manilla to Hong Kong and Singapore. The solution deployed by IPS leverages Apollo’s high-performance programmable TM800 muxponder cards on Apollo 9600 series platforms.

“Our ability to seamlessly deliver connectivity services to our customers over long distances is key to the success of our business,” said Koji Miyashita, President and CEO, IPS. “Ribbon’s Optical transport technology allowed us to maximize our available capacity and transmit world-class communications applications via our submarine services under the South China Sea.”

“Submarine applications must deliver extensive capacity and carry the highest level of communications services on each channel in order to realize cost efficiencies,” said Mickey Wilf, General Manager APAC and MEA Regions for Ribbon. “Our Apollo solution enables IPS to maximize capacity by leveraging dual wavelengths with programmable baud rate and modulation, in conjunction with flexgrid technology.”

http://www.ipsism.co.jp/en/

Vodafone Idea picks Ciena to upgrade Indian backbone

Vodafone Idea Limited has selected Ciena's 5th generation coherent optical solutions from Ciena to upgrade its backbone network in India to 300G/400G.

Vi has deployed Ciena’s 6500 packet-optical platform powered by WaveLogic 5 Extreme for high speed 300G/400G services, upgradable to 800G.

“Escalating demand for data requires a high-capacity and resilient network that can thrive not only today but for years to come,” said Jagbir Singh, Chief Technology Officer, Vodafone Idea Ltd. “Preparing a future-fit network, through our partnership with Ciena, will enable Vi subscribers to experience world-class highly available, scalable connectivity and realize the benefits of cloud, IoT, and 5G in future.”

“Today’s competitive environment requires operators like Vi to operate a higher performing network with maximum agility at a lower cost per bit,” said Ryan Perera, Vice President and General Manager, Ciena India. “With the network playing an increasingly important role to support digital applications today, Vi’s transformed network is ready for prime time.”

http://www.vodafoneidea.com

http://www.ciena.com

Wednesday, January 12, 2022

2022 Predictions from Thought Leaders

The following media comprises interviews and other content related to 2022 industry predictions. Views expressed are those of the presenting individuals and companies and may not necessarily represent views of Converge! Network Digest or AvidThink.

Ericsson Cloud RAN passes security audit

Ericsson’s Cloud RAN offering has passed the independent Network Equipment Security Assurance Scheme (NESAS) audit, making it fully compliant with the security requirements defined by global standards organizations 3GPP and GSMA.

NESAS was introduced in recent years to provide a common security assurance framework for secure product development and product lifecycle processes across the mobile industry. Conformance with NESAS is an integral part of Ericsson’s Security Reliability Model, SRM.

Per Narvinger, Head of Product Area Networks, Ericsson, says: “With 5G rollouts accelerating across the world, 5G network security is rapidly becoming a key topic among regulators, authorities, service providers and their consumer and business customers. Security is a key cornerstone in the design of our products and with the software and hardware disaggregation, it is even more important that security is built in from the start. I am therefore pleased that Cloud RAN is now confirmed NESAS-compliant as it adds another layer of credibility and trustworthiness to our Ericsson radio access network (RAN) portfolio.”

https://www.ericsson.com/en/news/2022/1/ericsson-cloud-ran-passes-gsmas-nesas-security-audit

Ericsson's Cloud RAN is coming in Q4 2021

Ericsson involved a cloud-native software solution for handling compute functionality in the RAN. 

Cloud RAN by Ericsson, which will be released in stages, will complement high-performing purpose-built baseband offerings in the Ericsson Radio System portfolio. The first stage will be available in the fourth quarter of 2021 and will include Ericsson’s new Cloud RAN application software – Cloud RAN DU and Cloud RAN CU. It also includes new Radio Gateways, enabling a full utilization of the installed base of remote radios, making them fully compatible with Cloud RAN. These products set the foundation for future mid-band rollouts. Ericsson Cloud RAN is fully compatible with the Ericsson Radio System portfolio, and supports Ericsson Spectrum Sharing and 5G standalone and non-standalone.

Ericsson said its cloud-native software solution will deliver network capabilities for both large-scale and centralized 5G deployments, including for new 5G use cases for indoor, industry, enterprise, stadiums, etc.

Swisscom installs Ericsson NFVi in core network

Swisscom has installed Ericsson's Network Functions Virtualization infrastructure (NFVi) solution in its core network. The Swisscom cloud-based enterprise service, which went live in September, is based on Ericsson's full-stack telco cloud infrastructure. Ericsson’s NFVi offering comprises Ericsson Cloud Manager, Ericsson Cloud Execution Environment, Ericsson Cloud SDN, Ericsson Hyperscale Datacenter System 8000, and system integration and support...

Telstra implements cloud-native 5G core with Ericsson

Telstra has now upgraded its 5G radio access network (RAN) coverage footprint across Australia, connecting a Cloud Native 5G Core network to handle new 5G Standalone traffic. Ericsson is Telstra's lead vendor. 5G Standalone means that Telstra already has the capability to run 5G independent of existing 4G network technology. 5G SA devices are expected to be commercially available in Australia in late 2020. Nikos Katinakis, Telstra’s Group Executive...

Nokia targets 100% renewable electricity by 2025

Nokia has joined RE100, a global initiative led by the Climate Group in partnership with CDP, which brings together the world’s most influential businesses committed to 100% renewable electricity. 

Nokia also confirmed its target to reduce emissions from its own operations by moving to 100% renewable electricity by 2025. Nokia's usage across the business in 2020 was 39% and it is on track to reach the 45% target for 2021. 

Additionally, in line with the Science Based Targets initiative’s (SBTi) temperature target of 1.5°C, Nokia will continue to focus on reducing its emissions by 50% across its value chain, including its own operations, products in use, logistics, and final assembly supplier factories by 2030.

Melissa Schoeb, Chief Corporate Affairs Officer, said: "We are proud to be joining the RE100 initiative in recognition of our efforts to move to 100% renewable electricity by 2025. But this is just one part of our decarbonization strategy. We’re working with our suppliers and customers to reduce emissions across our value chain and continually innovating to improve the energy efficiency of our technologies so we can make our own and other industries more sustainable."



BT wins network transformation contract with ABB

BT has been awarded a network transformation contract by ABB

The new contract builds on an existing agreement, signed in 2014, under which BT consolidated and optimised the leading global technology company’s international communications infrastructure. Working with ABB’s Information Systems team, BT will now transform the network infrastructure to create a sustainable, resilient and secure core platform featuring a highly automated and data-driven managed service. The communications infrastructure will reliably and securely connect people, devices and machines at over 600 facilities in 60 countries. Using the latest software-defined networking technology, it will offer ABB a choice of connectivity options for each site, including 5G access.

BT said it will also provide ABB with a new software-driven platform delivered over Wifi 6 to enable mobility and digital manufacturing concepts, such as robotics, Internet of Things (IoT) and Big Data technologies at production sites. Both companies have committed to a co-innovation fund as part of the contract.

https://newsroom.bt.com/bt-engineers-new-digital-network-infrastructure-for-abb/




SHARE cable links Senegal and Cape Verde with 16 Tbps capacity

HMN Tech (formerly Huawei Marine Networks) completed the marine deployment of the Senegal Horn of Africa Regional Express (SHARE) submarine cable system, with landfalls in both Snegal and Cape Verde. 

SHARE, which was financed by the Senegalese State and operated by the Agence De l’Informatique de l’Etat (ADIE), is a 720km system with a total design capacity of 16Tbps between Dakar Senegal, and Praia in Cape Verde. 

“SHARE Cable, the first submarine optical cable totally owned by the Senegalese State,  offers a great strategic opportunity to Senegal and the west African region to have more Internet capacities and better resilience. Directly connecting to Cape Verde, Senegal is anticipating to become one of the Internet hubs in West Africa. ADIE, by operating a low-latency, high-quality and large-capacity optical submarine cable, is ready to provide to network operators and ISP enough Internet bandwidth that can benefits to both local residents and businesses to boost the digital economy development,” said Mr. Cheikh BAKHOUM, CEO of Agence De l’Informatique de l’Etat. 

https://www.hmntechnologies.com/enPressReleases/37922.jhtml

Gulf Bridge upgrades subsea performance with Ciena’s GeoMesh

Gulf Bridge International (GBI), which operates subsea cable systems between the Gulf Cooperation Council (GCC) countries, Europe and India, is deploying Ciena’s GeoMesh Extreme.

GBI’s upgrade with Ciena uses the latest technologies to increase design capacity by 10 Tbps, enhance its capabilities, and provide increased flexibility in delivery times.

“Ciena’s WaveLogic 5 Extreme coherent optical technology will allow us to maximize the use of our fiber assets, ensuring a great quality of service for our customers,” said Cengiz Oztelcan, Chief Executive Officer, GBI. “We are excited to continue to expand our relationship with Ciena. GBI can now add significant capacity and intelligence to the network to meet requirements from customers including Internet Content Providers (ICPs).”

“Ciena’s WaveLogic technology and software will help GBI create a network that can adapt, self-optimize, and scale to meet customer demands,” said Jamie Jefferies, Vice President and General Manager, International, Ciena. “We understand the importance for GBI to have a programmable and reliable submarine network – especially as the region will soon be hosting the world’s biggest football tournament, which is expected to drive a great deal of video traffic.”

https://www.ciena.com/about/newsroom/press-releases/gbi-boosts-submarine-network-performance-with-cienas-geomesh-extreme-to-provide-next-generation,-enhanced-services-across-its-regional-and-global-network

Gulf Bridge signs on for ExpressRoute in Middle East

Gulf Bridge International (GBI), which is based in Qatar, and Microsoft have signed a Memorandum of Understanding (MOU) that will support regional cloud adoption in the Middle East.

GBI will serve as an ExpressRoute connectivity partner, enabling customers to benefit from low latency and private cloud connectivity.

 “We are continually exploring new ways to optimise digital experiences for enterprises, and our partnership with Microsoft represents one of the many milestones taken on GBI’s transformation journey,” said Abdulla Al Rwaili, Executive Director and Managing Director at GBI. “The partnership will enable organisations of all kinds to make the move to the cloud with confidence and provide a foundation for digital transformation. We look forward to enabling more organisations to benefit from the flexibility and agility of the cloud.”

Zayo acquires QOS Networks for SD-WAN management

Zayo Group Holdings has acquired QOS Networks, a provider of SD-WAN and edge managed services, from majority owner M/C Partners. Financial terms were not disclosed.

QOS Networks offers an SD-WAN and global network management solution for large enterprises. QOS uses an AIops-driven network operations platform and proactive network management to deliver the full potential of SD-WAN. As a division of Zayo, the QOS brand will be retained and CEO Frank Cittadino will take on the role of SVP of Edge Services for Zayo.

“As we begin our next phase of growth with Zayo, QOS Networks will continue to focus on driving highly automated SD-WAN solutions for enterprise customers,” said Cittadino. “M/C Partners played a pivotal role in our growth and maturity in helping establish QOS Networks as a leading SDWAN service provider. Throughout our partnership with M/C Partners, Travis Keller and team stayed focused on enabling the management team while challenging us to drive the transformative solutions which was the support that drove QOS Networks to a great outcome.”

M/C Partners is also a founding investor in Zayo.

https://zayo.com

https://www.qosnetworks.com

Ekinops posts full-year 2021 revenue of €103.6m, + 12% Y-o-Y

For 2021, Ekinops topped the €100m mark for the first time with annual consolidated revenue of €103.6m, an increase of 12% (Y-o-Y comparable basis). For Q4, Ekinops reported consolidated revenue of €28.7m in the fourth quarter, up 13% from fourth-quarter 2020.

Ekinops said positive trend was fueled by growth in all the Group’s businesses (Transport, Access and Software), and notably by powerful sales momentum in Optical Transport solutions across all geographical regions. Bolstered by the success of the Software Defined Networks (SDN) and virtualization offering, and by the contribution of two months of business from SixSq, the share of software and services continued to grow, accounting for over 14% of Group revenue in 2021 (compared with 10% in 2020). Full-year revenue generated by software and services rose by over 60%, consistent with Ekinops’ targets.

Ekinops posted dynamic growth internationally in 2021, up 18% for the full year. Business was particularly strong in North America and the EMEA region (Europe (excluding France), Middle East and Africa). International business accounted for 67% of total business in 2021 (vs 63% for full-year 2020). Business activity was practically stable in France (-0.3%). Revenue came out at €33.8m relative to strong activity in 2020 (+9%). France accounted for 33% of Group business in 2021 (vs 37% in 2020).

Didier Brédy, Chairman and CEO of Ekinops, states “Ekinops once again set new records in 2021. Having achieved our strongest-ever fourth quarter, we topped the mark of €100m in annual revenue for the very first time by posting double-digit organic growth in four consecutive quarters. All our business lines reported growth in 2021, with a special mention going to the sharp increase in Optical Transport products in North America and EMEA alike. When buying OTN technology in 2019, our objective was to triple sales of Optical Transport products in five years. We have already doubled these sales in a little over two years and we are considerably ahead of our target. A further point of satisfaction in 2021 was the strong development in software and services activities. These now account for 14% of our activity, compared with 10% in 2020, and serve to improve our profitability. For all these reasons, I am particularly optimistic that we will continue to grow our business activity substantially in 2022.”

https://www.ekinops.com/news/corporate/ekinops-q4-revenue-up-13-full-year-2021-revenue-of-103-6m-12-y-o-y

Telstra hires Vish Vishwanathan to head Wholesale Group in the Americas

Telstra has named Vish Vishwanathan as Vice President of its Wholesale group for the Americas. Vishwanathan previously led global IP network sales for NTT and has also held senior sales and market development roles at CenturyLink, MCI International and Motorola.

Vishwanathan will take charge of Telstra’s existing business that serves telecom and satellite providers across North America, spearhead plans to extend the company’s reach across Latin America and expand its services capabilities to satellite operators.

“Telstra’s leadership in trans-Pacific connectivity and reach across Asia provides a lot of opportunity in the market,” said Vishwanathan. “Operators are shoring up their networks to meet explosive customer demand and Telstra’s continued investment in its network, products and services means we are incredibly well-placed to support this growth.”

“Vish brings significant experience leading go-to-market strategies and customer-facing teams, along with a strong track record across international markets,” said Nicholas Collins, President, Telstra Americas. This combination makes him a formidable appointment to lead the next chapter of our ambitious wholesale growth in the Americas.”


Tuesday, January 11, 2022

2022 Predictions from Thought Leaders

AT&T Cybersecurity  

Top 5 Cybersecurity Trends this Year

Bindu Sundaresan, Director at AT&T Cybersecurity





Microsoft Azure

Cloud-driven Economic Disruption for Services

Sanjay Mewada, Worldwide Marketing Leader at Microsoft Azure






Telia Carrier

Network Sophistication and More Bandwidth  

Mattias Fridström, Vice President & Chief Evangelist at Telia Carrier






Telstra

Next-gen Satellites, Hybrid Work, Emerging Markets Infrastructure

Noah Drake, Vice President of Customer Solutions, Americas at Telstra

Nokia expects to exceed 2021 financial guidance

Nokia updated its financial guidance for 2021, saying its underlying business performed largely as expected in Q4 2021. However, other operating income was higher than expected including further benefits from venture fund investments, leading to a stronger comparable operating margin exceeding the 2021 guidance.

Based on preliminary and unaudited financial results for 2021 Nokia now estimates net sales of approximately €22.2bn within its previous guidance of €21.7 to 22.7bn and a comparable operating margin of 12.4 to 12.6% above its previous guidance of 10 to 12%. The company estimates it has benefited from approximately 150bps of one-offs in financial year 2021 to its comparable operating margin (up from 100bps expected at our Q3 earnings) related to venture fund investments, a one-off software contract in Q2, bad debt provision reversals and some other one-time benefits.

https://www.nokia.com/about-us/news/releases/2022/01/11/nokia-expects-to-exceed-2021-financial-guidance-and-provides-operating-margin-guidance-for-2022/

New PCIe 6.0 spec delivers 64 GT/s raw data rate

PCI-SIG, the organization responsible for the widely adopted PCI Express standard, officially released the PCIe 6.0 specification boasting a top raw data rate of 64 GT/s (gigatransfers per second) -- double the bandwidth and power efficiency of the PCIe 5.0 specification (32 GT/s).

Applications for PCIe 6.0 are expected to include data centers, AI/ML, HPC, and defense systems.

PCIe 6.0 Specification Features

  • 64 GT/s raw data rate and up to 256 GB/s via x16 configuration
  • Pulse Amplitude Modulation with 4 levels (PAM4) signaling and leverages existing PAM4 already available in the industry
  • Lightweight Forward Error Correct (FEC) and Cyclic Redundancy Check (CRC) mitigate the bit error rate increase associated with PAM4 signaling
  • Flit (flow control unit) based encoding supports PAM4 modulation and enables more than double the bandwidth gain
  • Updated Packet layout used in Flit Mode to provide additional functionality and simplify processing
  • Maintains backwards compatibility with all previous generations of PCIe technology

“PCI-SIG is pleased to announce the release of the PCIe 6.0 specification less than three years after the PCIe 5.0 specification,” said Al Yanes, PCI-SIG Chairperson and President. “PCIe 6.0 technology is the cost-effective and scalable interconnect solution that will continue to impact data-intensive markets like data center, artificial intelligence/machine learning, HPC, automotive, IoT, and military/aerospace, while also protecting industry investments by maintaining backwards compatibility with all previous generations of PCIe technology.”

https://pcisig.com