Saturday, November 21, 2020

Friday, November 20, 2020

Nutanix Report: Hybrid Cloud Hype Here to Stay

Eighty-six percent of companies consider hybrid cloud to be an ideal operating model, and they cite better agility and flexibility to deliver business requirements, support for remote customers and employees, and stronger data security, according to the latest findings Nutanix’s third annual Enterprise Cloud Index (ECI) report.

Cisco exec says ThousandEyes has been great during Covid

Cisco General Manager and SVP Scott Harrell, who heads up the company’s intent-based network group, had high praise this week for the assets that Cisco acquired from ThousandEyes. Cisco closed on ThousandEyes in August, and while it didn't disclose the financial terms, Bloomberg reported that Cisco would pay close to $1 billion.

Verizon’s 5G on mmWave is crushing it, but for how long?

OpenSignal looked at 5G download speeds in five U.S. cities and found that Verizon is crushing it compared to the other big wireless carriers, so far. But some, including T-Mobile’s President of Technology Neville Ray, have questioned the wisdom of leading a 5G strategy with mmWave deployments. Verizon’s early lead with the high-band spectrum could begin to vanish as the other two carriers’ 5G deployments mature.

Thursday, November 19, 2020

Daily Roundup: Nvidia Scores Record Q3

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletters to get these stories in your inbox.

Lowenstein: What’s the roadmap for prepaid in the United States?

The prepaid market in the United States has been fairly staid over the past few years. The number of prepaid subscribers as a percentage of total subscribers has stayed about the same, changes in price have tracked fairly closely with postpaid, and there have not been significant share shifts. As of the third quarter of 2020, there are about 74 million prepaid subscribers in the United States, according to New Street Research. Nearly 80% of those subscribers are relatively evenly divided by Tracfone (soon to be Verizon), T-Mobile (mainly Metro) and AT&T (mainly Cricket). Dish (via Boost) has about 13% of the market, with the remaining 7% being ‘Other’ including Verizon’s existing prepaid business.

Wednesday, November 18, 2020

Nvidia Rides High on Ampere, Posts Record Q3

Nvidia, benefiting heavily from the success of its Ampere GPU architecture announced in April, posted strong revenues during its third quarter of fiscal year 2021. Q3 revenues topped $4.73 billion, up 57% year over year and 22% sequentially.

T-Mobile Tech Head Ribs mmWave, Knocks Open RAN

The status of T-Mobile US’ relationship with millimeter-wave (mmWave) spectrum is complicated. The high-band spectrum is part of its oft-repeated triple layer strategy for 5G, but the operator doesn’t market it as a game-changing technology anywhere close to the extent of its competitors Verizon and AT&T.

Walker: Telecom industry out of Covid-19 crisis territory

The year 2020 has not been kind to telecom operators. Facing a flat revenue outlook, they started the year with a focus on slimming down their operations and cutting costs. Then COVID-19 hit. Telco revenues dropped 2 % year-over-year (YoY ) in 1Q20, and fell 5.4% in 2Q20. Meanwhile, the rapid shift to working and studying from home benefited telcos’ nimble competitors in the cloud. Revenues in the webscale sector surged by over 20% YoY in 1H20, and the sector recorded an average free cash flow margin of over 20% (2Q20 annualized) despite surging capex.

Tuesday, November 17, 2020

Purse strings loosen for 5G startups

EdgeQ raised $51 million. Celona banked $30 million. And they're not alone. 'Yes, there is more funding available for 5G startups than in the past,' said Amar Kapadai of startup Aarna Networks.

Daily Roundup: IBM Ingests Instana

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletters to get these stories in your inbox.

Google Fortifies Cloud Armor With Adaptive Protection

Google fortified its networking security portfolio with a new capability that uses machine learning to block layer 7 distributed denial of services (DDoS) attacks. It’s called Cloud Armor Adaptive Protection, and it uses multiple machine learning models to analyze security signals for each web service and detect potential attacks against web apps and services.

Nokia Software R&D Lab Dives Into HPE GreenLake

Nokia isn’t moving all of its crown jewels to Google Cloud. While that effort is just getting underway for Nokia’s larger businesses, the vendor’s software division is simultaneously moving its research and development (R&D) data centers to HPE GreenLake, the companies announced today.

Palo Alto Networks 5G Security Fuses Firewalls, SDN

Palo Alto Networks today rolled out new 5G security capabilities for enterprises and service providers. Specifically, it added understanding of 5G protocols and network interfaces to its firewalls, and says this, combined with its SDN and distributed cloud security, allows it to secure 5G networks, services, applications, and devices.

Telia Carrier expands its presence across the 'Silicon Prairie'

Telia Carrier is filling in additional locations in its U.S. footprint while also adding more diversity to its routes. To wit: Telia Carrier has turned up a new latency-optimized Dense Wave Division Multiplexing (DWDM) route between Denver and Chicago with stops along the way in Des Moines, Iowa and Omaha, Nebraska.

HPE’s Aruba to sell CBRS private network solution

St. Luke’s Health System of Boise, Idaho, has Wi-Fi throughout its facilities, but it does not want to rely on it for mission critical calls between doctors and nurses. The non-profit is evaluating CBRS “as an additional lane of clean spectrum for staff-operated smartphone connectivity,” according to its IT director Doug Lyon. This is exactly the type of opportunity HPE’s Aruba hopes to take advantage of by adding CBRS to its portfolio through a partnership with private wireless startup Celona. 

AT&T taps Cisco for its move to the disaggregated IP edge

AT&T has taken its disaggregation efforts to the converged IP edge by working with Broadcom, UfiSpace and Cisco. The telco had previously teased the use of white boxes at the edge before announcing on Monday that the open, disaggregated IP edge routing platform was now live in its production environment.

Driving New Telco Opportunities with 5G-enabled Services

In the first post in this series, I explored the rise of 5G Telco networks and how they open the door to unprecedented possibilities and new capabilities for enterprises. In this latest post, I will explore how 5G technologies enable new Telco solutions that go far beyond connectivity.

Monday, November 16, 2020

VMware Pops Project Antrea Into Its Container Networking

VMware shined light on its newly enhanced Container Networking platform that has gained the open source Antrea networking product that provides developers with the ability to connect containers directly to each other. The halo was part of VMware’s broader NSX update.

AT&T Pulls Cisco Into IP Edge Routing Deployment

AT&T this week expanded its use of open, disaggregated IP routing technology to deploy an edge routing platform with an assist from Broadcom, Cisco, and UfiSpace. The new IP edge routing platform uses the same Broadcom Jericho2-based hardware designs that AT&T procured from UfiSpace for its IP/MPLS core.

Tanium Teams Up With IBM Cloud, Adds Risk Scoring

Endpoint security unicorn Tanium announced a hybrid cloud partnership with IBM and a new risk scoring product at its Converge conference this week. The news caps a busy year for the startup, which raised $167.2 million this year alone in two funding rounds that brought its total raised to $1 billion and sent its valuation soaring above $9 billion.

Cato Claims Unicorn Status in Wake of $130M Funding Round

Secure access service edge (SASE) vendor Cato Networks claimed unicorn status with a valuation of more than $1 billion after raking in $130 million in its largest funding round to date. Lightspeed Venture Partners led the round with participation from Coatue, and long-time investors Greylock, Aspect Ventures, Acrew Capital, Singtel Innov8, and Cato CEO and founder Shlomo Kramer also made contributions.

Nokia Warns Traffic May Spike Again Amid COVID-19 Surge

The global pandemic and widespread lockdown measures resulted in a 30% to 50% spike in network traffic in just a few weeks earlier this year, according to Nokia Deepfield’s latest Network Intelligence Report. Many network operators in Europe and North America experienced a year’s worth of traffic growth in a matter of weeks.

Communications Workers challenge Verizon’s purchase of Tracfone

The Communications Workers of America (CWA) is taking issue with Verizon’s proposed acquisition of Tracfone. The trade union says Tracfone is one of the largest providers of Lifeline services in the United States, and it fears those services could be jeopardized if Tracfone is acquired by Verizon. CWA also says the prospect of the acquisition raises significant antitrust concerns, which could negatively affect consumer prices and workers’ wages in the wireless industry.

Masergy goes bigger and bolder into SASE arena

Masergy has rounded up various vendor partners, its network and its SD-WAN expertise to beef up its SASE capabilities. While some vendors, such as Cato Networks and Palo Alto Networks, are building their own secure access service edge (SASE) platforms themselves, others, including, Masergy, are taking a best-of-breed approach.

Video streaming: networks and the game of bandwidth

This article discusses the explosive growth and the impact of video streaming on today’s IP networks and how operators are leveraging granular-level, real-time traffic insights to enhance delivery of video content, manage their network capacity and develop new revenue streams. Learn more.

Sunday, November 15, 2020

Daily Roundup: Cisco Banks Banzai Cloud

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

AMD Takes Data Center GPU Fight to Nvidia

AMD unveiled its Instinct MI100 GPU today in a bid to accelerate scientific research in high-performance computing (HPC) and artificial intelligence (AI) workloads. The chipmaker claims the GPU is capable of 11.5 teraFLOPs of performance in floating-point 64 tasks.

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