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Research Type - Insights Research by Market - Mobile & Telecom Category - Voice & Data Networks Service - Data Center Networks Intelligence ServiceBy Attribute
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Juniper NXTWORK 2018: Taking the complexity out of multi-cloudsOctober 24, 2018Juniper’s NXTWORK 2018 event was held in Las Vegas, Nevada, from 9 to 11 October. Roughly 1,000 customers, partners, and analysts from around the world attended. The keynotes featured Juniper Networks’ CEO Rami Rahim, CTO Bikash Koley, Chief Customer Officer Pierre-Paul Allard, VP Enterprise and Cloud Marketing Mike Bushong, and CMO Mike Marcellin; Panasonic’s Director of Strategic Initiatives of Smart Mobility Kellen Pucher and Senior Network Manager of Intelligent Transportation Systems Craig Smith; and The Home Depot’s Distinguished Engineer Stephen Olson. There were 64 informational and training sessions covering topics including Contrail, data center networks, core, edge, and metro networks, security, AppFormix, and strategic partnerships. Clients, please log in to view the full content.Subscribers Only
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ECOC 2018 highlightsOctober 04, 2018The European Conference of Optical Components (ECOC) continues to be an annual highlight where optical component suppliers, systems vendors, and the academic community to converge for a technical conference and exhibition. Over 6,500 attendees and 330 exhibitors participated at this year’s event in Rome. Clients, please log in to view the full content.Subscribers Only
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Cavium (now Marvell) is the next hope for ARM-based CPUs in the data centerJuly 17, 2018In 2017, Cavium, Qualcomm, and Applied Micro were all sampling ARM-based SoCs targeted at data center servers. With Applied Micro spinning off its server CPU business to newly founded Ampere Computing and Qualcomm demonstrating no tangible design wins after announcing commercial availability for its Centriq SoC in November 2017, hopes for success of an ARM-based CPU ecosystem moved to Cavium, and in 2017 Cavium kept the design wins and partnership announcements coming. In January, Atos announced Cavium’s ThunderX2 will power its HPC for the EU-funded Mont Blanc project. In March, Cavium announced a partnership with Microsoft and in November revealed designs for a Cavium-powered Project Olympus OCP server. In May, Gigabyte, Ingrasys, and Inventec announced and subsequently launched new servers based on ThunderX2. In June, Penguin announced its Open Compute server lineup will feature a ThunderX2 sku. Clients, please log in to view the full content.Subscribers Only
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Arista sets its sights on the campusMay 08, 2018A few months ago, I was asked by a client whether I thought it possible that Arista will enter the campus networking market. Everything’s a possibility, I thought, but this one seems far-fetched. Arista’s current switching products aren’t geared toward the campus (lack of 1G and PoE offerings), and more importantly, Arista doesn’t have a wireless networking portfolio...Subscribers Only
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OFC 2018 highlights: Optical DCI leapfrog contest continuesMarch 29, 2018The market for compact optical data center interconnect (DCI) platforms is the fastest growing segment of the optical equipment market. In our 27 March 2018 DCI, Packet-Optical, and OTN Equipment Market Tracker, the compact DCI transport equipment segment brought in $483M in revenue in 2017, up 205% YoY. Moving forward, IHS Markit predicts this segment will continue to grow at a 5-year CAGR of +27%. Clients, please log in to view the full content.Subscribers Only
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OFC 2018: 400GbE data center optics arriveMarch 28, 2018One of the biggest themes at OFC 2018 was the volume of announcements around all aspects of the 400GbE client optics/transceivers ecosystem. The initial customers for 400GbE will be web-scale Internet content providers for data center applications. With the ratification of the 400GbE specification in December 2017, and with significant progress made toward addressing major technical challenges, the market is starting to kick into high gear. Clients, please log in to view the full content.Subscribers Only
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AMD partners with HPE and Dell EMC, turns up the heat on IntelFebruary 13, 2018In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs utilizing the large number of memory channels and high I/O bandwidth available with EPYC. OEMs like Supermicro, Sugon, and Asus and white box server vendors like Wiwynn, Inventec, Gigabyte, and Tyan quickly backed EPYC, introducing over a dozen server models based on AMD’s SoC in 2H17. CSPs (cloud service providers) also embraced EPYC with Microsoft, Baidu, Tencent and JD.com all adopting EPYC-based servers. Baidu in particular boosted EPYC’s credibility in the market as it implemented a new 1-socket server design that utilizes EPYC’s memory channels and I/O bandwidth. Clients, please log in to view the full content.Subscribers Only
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Moore’s law still alive in the data center, but is it enough?January 09, 2018When Gordon Moore made the observation that the number of transistors in an integrated circuit doubles every two years, known as Moore’s law, he also predicted technological limitations would eventually lead to the end of this era, with successive generations either seeing less than 2x growth in transistor count or taking longer than two years. An argument that we have already reached these limitations is currently supported by the lag between Intel’s 14 nm and 10 nm PC CPU introduction. Additionally, silicon manufacturers have questioned the investment required to maintain Moore’s law, with Samsung reporting Moore’s law affordability challenges in 2016 and TSMC’s quarterly earnings showing wafer revenue from advanced process technology dropping between 2008 and 2016. Clients, please log in to view the full content.Subscribers Only
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Server architectures for a data-driven worldSeptember 20, 2017The nature of many applications is changing to become more data intensive as the number of data points that must be processed multiplies. In addition, many algorithms need to perform the same calculations on each data point in large data sets, introducing the opportunity for performing these calculations in parallel. The need for parallel computing became obvious with the work of the AlexNet team winning the ImageNet Large Scale Visual Recognition Challenge (ILSVRC) and Google’s Brain Team advancing the science of artificial intelligence (AI) and machine learning (ML) and providing an open source machine learning library for neural network-based ML called TensorFlow. Other examples of applications needing parallel computation include advanced driver assistance systems (ADAS) used in self-driving cars and real-time rendering for virtual reality (VR), augmented reality (AR), climate analysis, and financial trend analysis. Clients, please log in to read the full insight.Subscribers Only
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Co-Processors as a Service: GPUs, TPUs, and FPGAsJune 27, 2017Cloud service providers (CSPs) have begun to offer a variety of compute services to meet customers’ needs. Those needs can vary from general purpose computing, data mining, and website development to more complex requirements like artificial intelligence/machine learning (AI/ML), big data analysis, and real-time video processing. This has resulted in CSPs implementing different compute types, or instances, within their cloud infrastructures based on varying combinations of processors and co-processors, memory, storage, and networking equipment, providing customers with more options to choose the appropriate mix of resources they need for their applications. Clients, please log in to view the full content.Subscribers Only
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On the Extreme Edge, a Double Triple: AT&T Domain 3.0 and Google Cloud 3.0June 22, 2017The “software-defined” focus of telecom means not only separation of the control plane and the data plane with a centralized view of the whole network or its major parts but also a distribution of intelligence—read compute—in stepping stones toward the extreme edge of the network. We hear “edge compute” embodied in such efforts as MEC, at first in “Mobile Edge Compute,” morphing into “Multi-access Edge Compute”.Subscribers Only
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Brocade—the Puzzle Has Been Solved, MostlyApril 03, 2017Last November, Broadcom announced that it would acquire Brocade for $5.9B and subsequently divest Brocade’s IP networking business (WLAN, Ethernet switches, routers, and networking software), only holding onto Brocade’s storage area networking (SAN) business. In November, we wrote that the spin-off “will put significant pressure on the IP networking business over the short-to-medium term” due to uncertainty over the new ownership. Our assessment proved true as Brocade’s IP networking revenue plunged 27% in its Q1 FY17 (vs the previous quarter) and was down 19% on a YoY basis (adjusted for the Ruckus acquisition) in market segments that experienced growth. Please log in to read the complete insight.Subscribers Only
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From Projects to Production: OCP and Programmable Switch Silicon Spark New Data Center EraFebruary 27, 2017The pace of innovation enabled by open networking ecosystems (switches, silicon, and software), which started with disaggregation of switch hardware and Operating System (OS), is set to accelerate with the availability of programmable data plane silicon. The networking industry is again borrowing from the compute world with the advent of network forwarding plane silicon architected as a general purpose CPU, where the actions taken are driven by a sequence of instructions; yet, rather than executing arithmetic and logic instructions, the programmable silicon is executing packet handling instructions. Please log in to read the complete insight.Subscribers Only
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Outlook 2017: Artificial Intelligence and Machine Learning Transform Cloud Services and Data CentersJanuary 30, 2017Machine learning (or ML)—where typically the computer is presented with example inputs and their desired outputs in order to learn a general rule that maps inputs to outputs—and analytics—the discovery and interpretation of meaningful patterns in data—capabilities integrated with enterprise and mobile applications are set to bring more innovation, changing how enterprises and service providers will serve their customers. 3 trends have come together to make it possible for enterprises of all sizes to apply analytic techniques to business processes. Please log in to read the complete insight.Subscribers Only
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(CenturyLink – Data Center Assets) + Level 3 = Cloud ServicesNovember 09, 2016On October 31, 2016, CenturyLink announced it reached an agreement to acquire Level 3, one of its major competitors in the broadband connectivity and off-premises cloud market, for approximately $34B including the assumption of debt, resulting in a new company 51% owned by CenturyLink and 49% by Level 3 existing shareholders.Subscribers Only
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SDN World Congress 2016: More New Questions than AnswersNovember 03, 2016Recently, at the 5th annual Layer123 SDN World Congress in The Hague, approximately 75 sponsors and exhibitors and 1,600 attendees came together. The show was again co-hosted with the Open Network Foundation (ONF) and Deutsche Telekom. Congress partners included Telefónica, BT, KPN, Colt, Orange, KT, GÉANT, and ETR. Principal, Diamond, and Platinum sponsors included Huawei, Nokia, Ericsson, NEC, HPE Ciena, Cisco, Oracle, Juniper, Amdocs, Comptel, ECI, Metaswitch, ZTE, ADVA, NXP, Italtel, Infinera, Red Hat, Brocade, EXFO, Citrix, CENX, Qosmos, Spirent, MRV, Radware, Versa, and Sandvine.Subscribers Only
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Broadcom + (Brocade – Foundry – Ruckus) = ?November 02, 2016This morning, semiconductor company Broadcom announced that it will acquire IP and storage networking company Brocade for $5.9B. The transaction is expected to close in mid-2017, subject to regulator and stockholder approval. We’ve been hearing chatter about a potential deal since last week and have been wracking our brains over how an acquisition of a systems supplier by a component supplier could make sense, given that the go-to-market for a system vendor is completely different from that of a component vendor, and Brocade competes with many of Broadcom’s customers. With the official announcement, we get a bit more clarity: after the closing, Broadcom plans to divest Brocade’s IP networking business, which includes WLAN, Ethernet switches, routers, and networking software, and only hold onto Brocade’s storage area networking (SAN) business, which today is largely an OEM business. In its investor presentation, Broadcom states, “Brocade’s Fibre Channel SAN business is consistent with Broadcom’s business model.” Left unsaid is that the IP networking business is not.Subscribers Only
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ONUG Fall 2016: The Need for IT TransformationNovember 01, 2016We spent 2 days last week at ONUG Fall 2016, the open networking user group conference held in New York. As the show’s name suggests, the agenda was driven largely by the needs of the user community, specifically large enterprises, and although vendors also attended and exhibited, their role was much smaller compared to traditional trade shows. End-user enterprises participating included FedEx, GE, Intuit, Pfizer, Citigroup, Bank of America, Gap, Merck, Fidelity Investments, BNY Mellon, Verizon, Yahoo, Visa, Wells Fargo, Credit Suisse, and JPMorgan Chase. Equipment and software vendors in attendance included SD-WAN vendors Nokia (Nuage), Cisco (iWAN), Citrix, Riverbed, CloudGenix, Silver Peak, Velocloud, Versa Networks, NTT I3, Fatpipe, and Viptela; SDN vendors HPE, Agema, Cisco (APIC), Big Switch, Huawei, and VMware; and network management, monitoring and analytics vendors NetScout, AppViewX, ThousandEyes, VeriFlow, and Glue Networks.Subscribers Only
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Juniper Wants to Build Self-Driving NetworksOctober 19, 2016Recently, I attended Juniper’s analyst conference and had a chance to meet with executives including Rami Rahim, CEO; Pradeep Sindhu, Founder, Vice Chairman, and CTO; Jonathan Davidson, Executive VP and GM Juniper Development and Innovation; Mike Marcellin, SVP and CMO; Kireeti Kompella, SVP and CTO; Kannan Kothandaraman, VP Routing Product line; and Ankur Singla, VP SDN and Orchestration Systems. This is Juniper’s 2nd analyst conference with Rami Rahim at the helm, and under Rahim’s stewardship Juniper’s vision and strategy has become increasingly differentiated and focused.Subscribers Only
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Infinera Launches New DCI Platform into a Crowded MarketOctober 07, 2016Back in September 2014, Infinera introduced a new optical transport platform to market called the Cloud Xpress. It was pitched as being simple to install and was optimized for delivering high capacity WDM point-to-point links within the metro cloud. It was a relatively quiet market back then—only a few vendors including ADVA and BTI Photonics (now part of Juniper) were actively pitching metro-optimized compact optical platforms at the time.Subscribers Only