TELECOM – THIS WEEK (2330)
1.????Cisco, HPE to offer Cohesity Cloud Services to joint customers
Cisco and Hewlett Packard Enterprise (HPE) will be offering Cohesity Cloud Services (CCS) to?its customers as part of an expanded strategic partnership. This means HPE will extend Cohesity’s data cloud services to over 1,000 of its joint customers worldwide, while Cisco will offer it to about 460 customers. CCS are a portfolio of data security and management offerings, where the cloud components are fully managed by Cohesity and hosted in Amazon Web Services (AWS) and Microsoft Azure.
2.????ZTE AND HUAWEI REPORT GROWTH. NOKIA AND ERICSSON ARE LAGGING BEHIND
Despite the sanctions, Chinese manufacturers of network equipment are experiencing significant growth.?ZTE?and?Huawei’s?growth in sales resulted in very good financial reports released these days. On the other hand, the European competitors, i.e.?Ericsson?and?Nokia, saw a decline. The value of their shares fell 30% and 22%, respectively in the last year.?
3.????Quantum computing’s daunting challenges
Over the past five years, quantum computing has come on in leaps and bounds. However, we are still a long way from the era of scalable “utility quantum computing” when the amount of qubits in a device will be numbered in their many thousands rather than in a few hundred, and it will be sufficiently robust to be able to routinely, and very quickly, provide solutions to pressing problems that, whilst not actually beyond the capabilities of classical binary computers in terms of their ability to solve, would take them centuries to actually do so.
4.????Intel chips in on Ericsson’s cloud RAN plan
Ericsson has enlisted the support of chip giant Intel as it ramps up its efforts to deliver optimised and energy-efficient cloud RAN systems.?The vendor has struck a “strategic collaboration” with existing partner Intel to use the semiconductor vendor’s latest and most advanced semiconductor manufacturing process, dubbed 18A, which enables the production of increasingly energy-efficient chips.??
5.????Nokia rolls out its Interleaved Passive Active Antennas across Oceania
Nokia today announced that its state-of-the-art, modular Interleaved Passive Active Antenna (IPAA+) will be deployed by multiple service providers, including Optus and TPG Telecom in Australia and One NZ across New Zealand, accelerating 5G deployment in the Oceania region. Optus has already started rolling out an 8T8R variant of Nokia’s IPAA, while TPG Telecom and One NZ plan to commence deployments later this year.
6.????Nokia deploys private LTE for Xcel Energy’s grid modernisation in the US
Nokia announced it will work with U.S. energy provider Xcel Energy to help modernise grid operations to better serve customers across the company’s eight-state service area. The project will include the deployment of Nokia private LTE network technology, helping support secure, reliable data connectivity and new levels of automation. The network technologies will back a growing mix of renewable power sources for Xcel Energy and optimise the delivery of electricity to its millions of customers.
7.????Rakuten Mobile Selects Oracle Policy and Charging on Rakuten Symphony Symcloud to Accelerate 4G and 5G Services
Rakuten Mobile has chosen Oracle Communications' cloud native converged policy and charging solutions to support its fast-growing 4G and 5G services, with plans to onboard to Rakuten Symphony's Symworld? Marketplace.?These solutions will run on Rakuten Symphony's Symcloud Cloud Native Platform (CNP) and will help execute on the operator's vision for an automated, high-performance architecture that easily scales to support consumer and business use cases across industries.
8.????20 Percent of Ethernet Data Center Switch Ports Will Connect to AI Servers By 2027, According to Dell’Oro Group
According to a recently published report by Dell’Oro Group, the trusted source for information about the telecommunications, security, networks, and data center industries, 20 percent of Ethernet Data Center Switch ports will be connected to accelerated servers to support Artificial Intelligence (AI) workloads by 2027. The rise of new generative AI applications will help fuel more growth in an already robust data center switch market, which is projected to exceed $100 B in cumulative sales over the next five years.
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9.????Ooredoo, Zain and TASC Towers Holding enter exclusive negotiations to create an independent tower company comprising up to 30,000 towers
ORDS announced that Ooredoo Group has entered exclusive negotiations with Mobile Telecommunications Company K.S.C.P. (Zain Group) and UAE based TASC Towers Holding to combine their approximately 30,000 telecommunication tower assets in Qatar, Kuwait, Algeria, Tunisia, Iraq and Jordan into a jointly owned independent tower company in a cash and share deal.
10.?Verizon develops new point to multi point use case for mmWave spectrum
Verizon has completed a proof of concept in Texas showcasing a new multi-unit internet solution which could expand the addressable homes and businesses that can be served with its vast mmWave spectrum holdings. Specifically designed for multi dwelling units (MDUs) (such as apartment buildings and townhomes) and distributed enterprise campuses and high rises, this point to multipoint architecture leverages Verizon’s mmWave high band spectrum holdings, owned fiber infrastructure and existing Intelligent Edge metro and core infrastructure to provide reliable, secure, multipoint connections from a single donor cell site. The recent demonstration showcased an architectural design that is less expensive to build, quicker to deploy, and addresses the unique complexities of distributed end users in a single facility or small area such as a residential unit with a large population.
11.?Ericsson and O2 Telefónica showcase Europe’s first Cloud RAN 5G mmWave use case demo
Ericsson and O2?Telefónica in Germany have achieved a significant milestone in the development of 5G Cloud RAN technology in Europe. In their inaugural joint Proof of Concept (PoC) deployment at O2?Telefónica's Wayra innovation hub in Munich, they showcased the capabilities of Ericsson's first 5G Cloud RAN installation in Europe. The PoC utilized a centralized control unit (CU) and harnessed the power of mmWave frequency to achieve an impressive end-to-end speed of more than 4 gigabits per second.
12.?Singtel first to partner Zscaler to offer Managed Security Services in Asia
Singtel,?Asia’s leading telecommunications technology group, announced a strategic partnership to offer Zscaler’s security solutions in Asia, a first for the region. Enterprises regardless of business size will now have seamless access to Zscaler’s Zero Trust Exchange?, a cloud-based platform through Singtel’s Managed Security Service Edge (MSSE) suite of services, which include pre-sales to post-sales support from dedicated cybersecurity experts as well as resources such as platform consultation, build implementation, maintenance and round-the-clock threat mitigation.
13.?Generative AI will Create at Least US$450 Billion in the Enterprise Market Over the Next 7 Years
Enterprises are in the very early stages of generative AI adoption, but long-term fragmentation could result if a robust corporate strategy is not put into place now. The democratization and acceleration of generative Artificial Intelligence (AI) originated in the business-to-consumer (B2C) market with the release of popular applications like ChatGPT and Stable Diffusion. But the B2C market will barely scratch the surface of generative AI’s potential economic value. Global technology intelligence firm ABI Research expects that generative AI will add more than US$450 billion to the enterprise market across twelve different verticals over the next seven years.
14.?Red Hat optimizes energy efficiency in the RAN and core
Red Hat is a company that provides telecom infrastructure software. It’s probably most associated with its work providing container-based software through its OpenShift operating system. But in addition to providing software for telecom core networks, it also provides software for the radio access network (RAN).
15.?Iridium pushes D2D activations into 2024
Iridium shares have been on a bumpy ride this week, dropping 15% after management indicated the direct-to-device (D2D) opportunity will occur in 2024 rather than starting in late 2023. Today, shares were up more than 3%. Iridium announced a deal?in January?where Qualcomm will support Iridium frequencies in chips for Android phones. Iridium CEO Matt Desch had said earlier this year that the timeline for that OEM support rests in Qualcomm’s hands.