VMworld Europe 2019: Powering Telco Cloud-Native Transformation

Emir Halilovic – Principal Analyst

Summary Bullets:

  • After forming its telco business to take a piece out of the NFV cake several years ago, VMware has continued to gain momentum with CSPs.
  • VMware is likely to expand its presence in telco networks as its core products develop to address key cloud-native transformation priorities.

At the onset of the NFV revolution, most industry players reached a consensus that the virtualized telco of the future will become a DevOps shop, running mainly on open source software components. However, even though it may work for the largest telcos, this blueprint is far from universal – as exemplified by the telco business momentum shown by one of the largest global ISVs, VMware. At the VMworld Europe event in Barcelona on November 3-7, VMworld executives put a special emphasis on their telco business, which nowadays encompasses three primary focus areas: building the telco cloud, optimizing the edge, and optimizing the radio. VMware now counts more than 100 telco cloud and service assurance clients in production serving over 800 million mobile subscribers. Telco – the only vertical business within VMware – figured prominently in the keynotes as well, with the launch of VMware’s ‘Project Maestro’ telco cloud orchestrator as one of the main points of CEO Pat Gelsinger’s presentation. Continue reading “VMworld Europe 2019: Powering Telco Cloud-Native Transformation”

Huawei Aims High with the OptiXtrans DC908 DCI Platform Launch

Emir Halilovic – Principal Analyst

Summary Bullets:

  • Huawei launched its new DCI platform – the OptiXtrans DC908 – at Huawei Connect in Shanghai, re-entering the highly contested DCI market with a compelling product.
  • The OptiXtrans DC908 features leading platform capacity and density, as well as support for electrical and optical modules in the same box, making it applicable for a wide range of use cases.

Huawei has already gained traction in the growing DCI market with its OSN902 platform. However, its new DC908 product represents a much more ambitious entry into the DCI market fray. Continue reading “Huawei Aims High with the OptiXtrans DC908 DCI Platform Launch”

Transforming Enterprise Optical Transport with Data Center Interconnect (DCI)

Summary Bullets:

• Webscales, ICPs, and enterprises are using DCI solutions to provide high-quality, practically unlimited connectivity for their data centers, while controlling their costs through building up their own infrastructure.

• DCI vendors need to develop their solutions considering not only the connection capacity requirements, but also the increasing demands on O&M simplification, intelligence, and security.

DCI solutions have evolved, driven by the incessant growth of cloud, which will continue well into the future. According to GlobalData’s market sizing and forecast, the global cloud ecosystem expanded 24% in 2018 and reached US$ 290 billion; it will continue to grow with CAGR of 25.3% over the forecast period, reaching US$720 billion in 2022. The first use for DCI has been in providing point-to-point connectivity for large centralized data centers. But as data centers keep getting deployed throughout the network footprint – all the way to the network edge itself in edge computing installations – the demand for simple, high-performance optical solutions keep growing as well.
Continue reading “Transforming Enterprise Optical Transport with Data Center Interconnect (DCI)”

Lumina’s Funding Announcement: Big SPs Put Their Money Where Their Mouth Is

Emir Halilovic – Principal Analyst

Summary Bullets:

  • Support from AT&T, Verizon, and Rahi Systems is a big thumbs up for both Lumina in particular and hardware-agnostic SDN in general.
  • The fact that Lumina needs external funding to grow shows that growing organically in the SDN business is still difficult.

At its launch last year as Brocade’s networking business spinoff, Lumina Networks’ value proposition focused on building a service-oriented business, catering open-source, hardware-agnostic SDN solutions to telcos and enterprises. Last week’s announcement of the company’s successful $10 million funding round (of which $8 million was from Verizon Ventures) validates this value proposition and underlines the confidence large telcos like AT&T and Verizon have in the company’s solutions and business model. Continue reading “Lumina’s Funding Announcement: Big SPs Put Their Money Where Their Mouth Is”

OFC 2018: Nokia’s New PSE-3 DSP Chipset Pushes Optical Transmission Closer to the Shannon Limit

Emir Halilovic – Principal Analyst

Summary Bullets:

  • PCS Maximizes Fiber Utilization: The PSE-3 DSP relies on PCS modulation to increase available bandwidth per fiber close to its theoretical maximum.
  • PSE-3 Simplifies Network Operations: PCS enables the PSE-3 to tune its wavelength capacity from 100G to 600G, using a single modulation format, baud rate, and channel size.

Nokia’s new Photonic Service Engine 3 (PSE-3) is designed to improve optical performance, flexibility, and programmability across a wide range of wavelength capacities. To achieve this, the new DSP chipset utilizes probabilistic constellation shaping (PCS) – a modulation technique which improves optical reach performance by approximately 1 dB, or roughly 25% (compared to the most advanced optical systems today). This brings the optical system performance, according to Nokia, within a fraction of a dB of Shannon theoretical limits. Continue reading “OFC 2018: Nokia’s New PSE-3 DSP Chipset Pushes Optical Transmission Closer to the Shannon Limit”