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From: FUBHO9/14/2017 9:20:16 PM
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Inphi sampling LightSpeed-III M200 100G/200G coherent DSP
September 14, 2017
Author Stephen Hardy
Editorial Director and Associate Publisher

Inphi Corp. (NYSE: IPHI) says it has begun sampling the LightSpeed-III M200, a coherent digital signal processor (DSP) for use with both digital coherent optics (DCO) and analog coherent optics (ACO) optical transceiver applications.

The 16-nm LightSpeed-III M200 is Inphi's first coherent DSP offering derived from its acquisition of coherent DSP pioneer ClariPhy Communications (see "Inphi to buy coherent DSP developer ClariPhy Communications for $275 million"). Inphi asserts the device benefits from the melding of its expertise with that of ClariPhy, including internal analog expertise and SerDes IP as well as DSP and forward error correction (FEC) knowledge.

For example, the DSP supports two host SerDes with selectable 10-Gbps and 28-Gbps NRZ interfaces with 100G client FEC termination. This feature eliminates the need for external gearboxes, Inphi says. Meanwhile, integrated client features such as FIPS-compliant AES256 encryption, Link Layer Discovery Protocol (LLDP) monitoring, and OTN overhead processing enable high density and cost optimization for metro and data center interconnect platform applications.

Inphi says it offers a turn-key reference design with a complete suite of hardware design files and software as well.

"With the sampling of our M200 100/200G Coherent DSP product to customers, Inphi is delivering the industry's lowest-power DSP at market-leading OSNR performance, at a time when next generation optical networks are requiring higher capacity solutions for exponential growth," asserts Nariman Yousefi, senior vice president, coherent DSP, at Inphi.

The company foresees the DSP used on line cards with CFP-DCO and CFP2-DCO coherent modules, within CFP2-ACO optical transceivers, and on discrete line card implementations. Inphi expects to announce general availability of the M200 by the end of the year.

"Next-generation coherent DSPs like the M200 are key to enabling the high-density, low-power coherent WDM solutions that are critical for driving network expansion in the metro market," said Heidi Adams, senior research director, Transport Networks at IHS Markit via an Inphi press release. "200G in particular is emerging as a hot technology for metro data center interconnect applications, and with a 5-year CAGR of +87%, is the sweet spot for growth in the metro."

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From: FUBHO9/14/2017 9:27:22 PM
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At Ovum's Digital Futures event in London, Marcus Weldon, corporate CTO at Nokia and president of Nokia Bell Labs, explains why, in order to enable the bandwidth-hungry and low latency-demanding services of the future, a distributed cloud architecture will be essential.

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To: FUBHO who wrote (3218)9/14/2017 9:30:07 PM
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And DE-CIX has seen new peak traffic at three of its exchanges. Their Frankfurt exchange reached 5.88Tbps on Tuesday evening, while Madrid surpassed 54Gbps and Dubai rang up over 80Gbps at almost the same time. NYC peering traffic didn't quite set a new record, but also surged above 240Gbps this week. New Apple devices seem to have been the driver, and the expected roll-out of iOS 11 may boost DE-CIX Frankfurt above 6Tbps for the first time.

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From: FUBHO9/15/2017 10:59:33 AM
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Verizon has ‘moved on’ from cable, says CEO McAdam

15 September 2017 | Natalie Bannerman

Lowell McAdam, CEO of Verizon, says that the company is not interested merging with cable operators, saying it wants to build its own infrastructure.

McAdam told a crowd of investors at the annual Goldman Sachs Communacopia Conference that Verizon has "moved on" from cable, explaining: "The facts show you can build it better than buy it […] for the future that we see, you’re going to have to have deep fibre into the network […] I’d rather just put in the fibre."

His comments come in the midst of the widely discussed acquisition of Time Warner Cable Networks by Verizon rival, AT&T for $85 billion. The deal has come under much scrutiny by US government and industry analysts over concerns about pricing and competition.

He made it clear that investing in fibre infrastructure for 5G was Verizon’s main goal, saying: "This is the platform that will usher in the fourth industrial revolution in the country," adding that the technology "is on our doorstep, and it’s going to be huge."

McAdam predicts that the future 5G network will have a response time that is five times as fast as 4G, enabling a 10 times longer battery life, 100 times more throughput and 1,000 times more capacity, far outweighing the benefits of cable.

Speaking on the future of video content McAdams said the numbers all show over-the-top is gaining ground and the 300-channel pay-TV bundle is "under assault", but "we’re building the network that doesn’t care," he said. "I don’t care whether the customer goes over the top or buys a linear package. We’ll sell either one to them […] We want to have the network that people can provide whatever service they want on it."

McAdam made it clear that it is championing its offering in content through its new division, Oath. "The data analytics between the network and Oath, for us, is something that we think has tremendous value and the advertisers that come to visit think there’s a lot of value there," he said.

He added that, although it can’t beat Google in the digital advertising space, the "market is growing pretty well" and "advertisers are looking for an alternative and our approach to delivering video and having that available on your mobile device, a lot of those deals will be focused on Oath than on wireless."

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From: FUBHO9/15/2017 1:25:20 PM
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Colt Adds Metro Fiber in the Far East

September 15th, 2017

Colt has been busy adding some fiber to its diet in the eastern hemisphere. They are in the process of building a metro footprint in Singapore and have begun the buildout of a new metro network in Hong Kong. [Read more ?]

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To: FUBHO who wrote (3214)9/18/2017 11:25:12 AM
From: Tartuffe
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they say. For CenturyLink, it's also still a matter of raising awareness for the fact that it'll be the second-largest telco in the world behind AT&T once its Level 3 merger closes.

It sounds like CenturyLink is not waiting around on their forward thinking, but I am not sure if they can fully open the checkbook on Capex until the deal closes- If the software gets automated and moved to the cloud, that will keep the cloud based paradigm growing by leaps and bounds, and that will bode well for the hardware vendors that will be needed to keep up with those capacity increases- 5G may be a ways out, but soon we are going to see an upgrade necessity for the servers in the data centers as well-

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From: FUBHO9/19/2017 11:27:50 AM
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Acacia Can Ride the Rise of Silicon Photonics, Says MKM

ByTiernan Ray
Updated Sept. 18, 2017 7:25 p.m. ET

MKM Partners networking analyst Michael Genovese this afternoon initiated coverage of fiber-optic component supplier Acacia Communications ( ACIA) with a Buy rating, and a $64 price target, writing that it is the "only optical components name we would recommend to long-term investors with a 3+ yr time horizon."

Acacia is poised, he believes, to replace the “digital signal processor,” or DSP, that various networking vendors develop “in house” for their equipment.

"In our view, Ciena is the only in-house DSP maker that can challenge Acacia for technological leadership over the long term,” writes Genovese, referring to fiber-optic networking giant Ciena ( CIEN).

Acacia’s pace of innovation will outstrip most of these other vendors, he writes:
Optical transceivers operating at 40+G speeds and 50+km distances require electronic DSP chips to overcome dispersion. Several of the large Optical systems vendors have in-house DSPs they refresh every 2+ years, with each new DSP costing $50mn-$75mn to develop. Acacia is the leading merchant DSP vendor. It sells six DSPs, and it introduces a new one every 12-18 months. Merchant solutions have ~1/3 of the DSP market share. We expect this share to grow over time driven by purchases from vendors that have in-house DSPs. Some of the larger systems players are looking to diversify DSP sourcing for application flexibility and because of the high cost and long development cycles for in-house DSPs. In case you were wondering who those system vendors are, they include Ciena and all its competitors, as Genovese outlines in a chart in the report:

Some of the things that have recently hampered the company are looking like they’ll improve, such as the slump in demand from China that has hit all the vendors, writes Genovese:
Acacia missed 1H17 expectations because of weak Chinese demand, lumpiness in its DCI opportunity and a contract manufacturer product quality issue that caused supply constraints. All of these factors are now improving […] Acacia is seeing improved order rates, compared to 1H17, from its large Chinese customer (ZTE) driven by inventory normalization and formerly delayed backbone expansion projects that are now moving ahead. It is also seeing improved order rates in the DCI market, particularly from a Tier 1 Hyperscale that it sells 400G modules to directly.

He likes the company’s lead in moving up to higher and higher speeds with its DSPs:
The company has a new 1.2Tbps DSP chip scheduled to be generally available in mid-2018. It is also the strong market leader in the emerging CFP2-DCO module category with over 15 customers. ACIA has roughly 1,000bps higher GMs than its peers due to selling DSP-ASICs and from Silicon Photonics. We think it merits a valuation premium to the group

(For more on Ciena’s efforts with its WaveLogic DSP chipset, see my recent interview with Ciena CEO Gary Smith.)

Genovese sees the silicon approach of Acacia winning out over the exotic materials such as indium phosphide used in most of fiber-optics component manufacture:
We believe the demand trends in Optical transceivers, including faster and faster speeds and smaller and smaller form factors, bode well for SiPh over time. Acacia views CMOS-based optics as key to lowering overall system design costs. Photonic integration reduces the number of discrete components and saves on packaging costs. Acacia’s transceivers do not need lenses, do not need to be hermetically sealed, and have especially compact waveguide designs. Wafer-level testing (testing chips while still on the silicon wafer) also helps save on costs. Over the long term, we believe SiPh is the best positioned technology to deliver compact, low- power, low-cost modules. As the technology continues to develop, SiPh should enable greater component integration densities over time. It also offers co-packaging opportunities with electronics such as DSP-ASICs, amplifiers, and drivers. All of this promises to reduce the power consumption and costs of coherent modules going forward. Some of the near-term impediments that need to be overcome are the lack of uniformity in design, processes, and techniques being used by today’s SiPh industry players. However, as volumes increase we expect to see more uniform tools and processes take center stage.

As far as estimates, Genovese sees Acacia making $417 million in revenue and $1.90 per share in the fiscal year ending this December, just slightly above consensus for $416 million and $1.87.

For 2018, he models $513 million and $2.59 per share, which is also higher than consensus for $416 million and $1.87 per share.

For a different take on silicon photonics, see my recent interview with Stefan Murry, the CFO of optical component vendor Applied Optoelectronics ( AAOI).

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From: FUBHO9/19/2017 4:36:19 PM
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Edge Computing is Exploding Because “Speed of Light Sucks”

Why next-generation applications will change data center site selection forever

“Speed of light sucks,” is a quote Cole Crawford, founder and CEO of Vapor IO, likes to use in conference presentations when explaining why the world will soon have many small data centers in many places. The quote is by John Carmack, the American game developer behind blockbusters like Doom and Quake.

Carmack was talking about the limit on network speeds imposed by nature itself – a kind of latency engineers behind the rising wave of next-generation applications are going to have to solve for. This is why Vapor is placing a big bet on edge computing and specifically on data center infrastructure to support edge computing.

The computing horsepower that’s rendering video for VR or AR eyewear will have to be close enough to that eyewear to produce quality virtual experiences; data produced by the Internet of Things will have to be ingested by the networks of computers that analyze it closer to the things that generate it;

autonomous vehicles will need to communicate with external networks in near-real-time.

And demand for edge computing is on the rise even for applications that are already common today. Biggest among them is high-resolution digital video; the closer content providers can cache popular video to large concentrations of viewers, the less they have to pay carriers for transporting it over their networks, and the higher the quality of user experience they can deliver. Another one is cloud; the closer an enterprise cloud provider can put its network node to its end users, the better their services will perform.

Cell towers, small-cell sites, and other types of wireless network infrastructure are a natural fit as locations for edge computing. This is why Vapor earlier this year partnered with Crown Castle, the largest wireless tower company in the US, which also became an investor in the startup. Together, the companies launched Volutus, which provides services to companies that are building out this next-generation edge computing infrastructure.

Last week Crawford joined us in San Francisco to explain why speed of light sucks exactly, and what Vapor and Crown Castle are doing about it on the latest episode of The Data Center Podcast:

Listen on iTunes, on Stitcher

On SoundCloud:

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From: FUBHO9/19/2017 4:50:20 PM
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Equinix Opens New ‘Cloud Dense’ Data Center in Silicon Valley

September 18, 2017
10:38 am PT
Equinix’s newest data center, a $122 million facility in Silicon Valley, will help meet the growing demand for interconnection, according to Karl Strohmeyer, president of the Americas at Equinix.

In an interview with SDxCentral at the building’s grand opening last week, Strohmeyer said Equinix has more than 240,000 interconnection points, which link network, cloud and IT service providers, and enterprise customers. Strohmeyer calls these digital ecosystems.
“That is what is driving the digital economy,” he said. “They all need to come together and interconnect and exchange traffic in a low-latency environment. That happens on our platform. And SV10 is especially cloud dense.”

SV10 is the name of the new center, located at the Equinix San Jose, California campus. The company now operates 13 Silicon Valley data center sites and 182 facilities globally.

Strohmeyer won’t name the cloud providers located at the San Jose campus. But the Equinix Cloud Exchange, which gives enterprises direct connections to cloud providers, includes Amazon Web Services (AWS), Microsoft Azure, Oracle Cloud, Google Cloud Platform, IBM Bluemix, Alibaba Cloud, and, as of last month, SAP Cloud.

“More than 90 percent of the Internet traffic on the west coast goes through the Silicon Valley campus,” he said. “On this campus we have the largest Internet service providers, the largest cloud service providers, the largest managed services provider, and the largest enterprises all as customers. I think there’s over 600 customers on the campus in Silicon Valley, and they’re all interconnecting with each other.”

According to the Global Interconnection Index, a market study published recently by Equinix, the U.S. is the largest and most advanced region for interconnection bandwidth growth, with 82 percent of enterprises’ bandwidth expected to be dedicated to interconnection to networks and cloud by 2020.

Silicon Valley represents one of the top four fastest-growing regions within the U.S., with a forecasted 39 percent interconnection bandwidth growth through 2020.

Having these hyperscale cloud providers as customers benefits Equinix’s enterprise customers that are moving to hybrid and multicloud environments. But it’s important for Equinix’s service provider customers as well, Strohmeyer said.

“Because they all know that their end customer is not going to just buy their stuff. They’re going to want [ Microsoft] Office 365 for their desktop, they’re going to want Oracle for whatever, they’re going to want SAP for their ERP [enterprise resource planning],” he explained. “And because of that multicloud environment, they come to Equinix.”

In addition to providing connectivity to cloud service providers, Equinix Silicon Valley sites provide access to network services from more than 125 providers including AT&T, Verizon, Vodafone, and Cisco.

The company offers direct connection between customers at the new SV10 and the seven other Equinix IBX data centers in Silicon Valley via low-latency dark fiber links between sites.

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To: FUBHO who wrote (3223)9/20/2017 9:29:50 PM
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Acacia Communications debuts 1.2-Tbps AC1200 coherent optical module

September 20, 2017
By Lightwave Staff

Acacia Communications (NASDAQ: ACIA) says it plans to begin sampling a 1.2-Tbps coherent optical module during the first half of next year. The AC1200 Coherent will leverage the company's Pico coherent DSP to transmit a pair of 600-Gbps wavelengths. It also will occupy a footprint 40% smaller than current 5x7-inch optical modules, the company asserts.

The AC1200 module will feature "continuous baud rate adjustment" to optimize spectrum use, a patented fractional QAM modulation capability designed to enable the selection of QAM constellations with what Acacia terms "very fine resolution," and enhanced software-defined forward error correction (SD-FEC). The coherent module also will support encryption and a variety of host interfaces.

Acacia says it will offer a software development kit for the coherent optical module as well.

The company expects the AC1200 to find use in a wide range of applications, including data center interconnect, metro, long-haul, and submarine networks. The company is positioning the AC1200 as an alternative to the 5x7-inch 400-Gbps optical modules Lumentum, NeoPhotonics, and Oclaro are developing using DSP technology from Ciena (see "Ciena to license WaveLogic Ai coherent DSP to optical module vendors").

Acacia also attracted commentary from a high-profile source for the announcement.

"Our growth is continually driving the need for better optical performance within the network. Technology that raises the bar with high baud rate integrated photonics and signal processing algorithms in a well-architected interconnect solution provide the high performance that is imperative," said Glenn Wellbrock, director of optical transport network architecture, design and planning, Verizon, via Acacia's press release.

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