For our US readers, we hope you enjoyed a delightful extended 4th of July weekend! For the rest of our readers, we appreciate your understanding regarding the delay in this month’s newsletter.
Here at AvidThink, we’re finally taking a much-needed summer break from the bustling conference circuit.
June witnessed Roy engaging with clients at Cisco Live! in Las Vegas, then a pulse check on OpenStack (which is thriving!) at the OpenInfra Summit in Vancouver. These events were followed by the SmartNIC Summit in San Jose, the Silverlinings Cloud-Native 5G Summit, and the Carrier Community’s Enterprise Summit in Berlin (which we attended remotely). Roy wrapped up June by participating in Security Field Day #9 (also known as XFD#9) in San Francisco.
Tech Field Day
The XFDs form part of the Tech Field Day series managed by Stephen Foskett (Gestalt IT) that covers diverse topics like networking, cloud, AI, storage, mobility, and edge. We initially collaborated with Stephen over a decade ago and continue to recommend this series to our clients when they want to boost their presence and credibility among technology influencers. The Packet Pushers are another well-regarded recommendation from us.
In case you missed the live interaction with Roy and the other delegates at XFD9, be sure to check out the YouTube playlist. It features NoName (API Security), Commvault (data security/ransomware prevention), HashiCorp (zero-trust access with Boundary and Vault), NetAlly (WiFi security), Cisco (NGFW and multi-cloud security), and Cribl (security observability management).
ICYMI: Other Recent Events and NextGenInfra Reports
- Silverlinings Cloud-Native 5G Summit — Session with AWS, Verizon, Microsoft Azure, Red Hat, and Questex/Silverlinings.
- Carrier Community Enterprise Summit — 5G/6G & Cybersecurity at the ForeFront with Deutsche Telekom, LANCK Telecom, SecurityGen and Digital Cloud & IoT Investments with Schneider Electric, GTC, Zain, and Omantel.
- FutureNet World 2023 CxO Panel — Enrique Blanco (CTIO, Telefónica), Scott Petty (CTO, Vodafone Group), Greg McCall (Chief Networks Officer, BT), and Joe Cumello (SVP, GM, Blue Planet | Ciena).
- Private 5G Preview and Cal Poly 5G Lab ribbon cutting — AWS, T-Mobile, Federated Wireless, and Cal Poly’s President and CIO, including insights on neutral host and private 5G.
- New Middle Mile report — Exploring the critical evolution of the complex yet vital middle section between networking’s last mile and first mile.
- MPLS SD & AI Net World 24th Edition (MPLS World Congress) — Showcasing the latest in MPLS, SRv6, SR-MPLS, and network automation.
- ONUG Spring 2023 — Enterprise insights on multi-cloud, SD-WAN, network automation, and security.
- Edge Field Day #1 series on YouTube — Presentations from Scale Computing, Avassa, Mako Networks, and OpenGear.
- Private 5G at Cal Poly Fireside Chat — Recorded at AWS Studios with Cal Poly, Federated Wireless, and AWS.
- Working Group Two Reinventing Mobile Core as a Service Fireside Chat — Filmed at AWS Studios with MVNO Mobi, WGTwo, and AWS.
We are on the brink of releasing our latest report on enterprise edge and cloud networking. This will cover a host of topics including SD-WAN, SASE, SSE, MCN, ZTNA, NaaS, and we have a report on private 5G planned for after the summer. You can reach us at firstname.lastname@example.org if you’re interested.
On to the latest in news.
In a strategic partnership, Nokia will hand over its container and cloud infrastructure operations to Red Hat. This arrangement positions Red Hat as the primary cloud infrastructure platform for developing, testing, and delivering Nokia’s core network applications. The alliance aims to integrate Nokia’s applications with Red Hat’s OpenStack and OpenShift platforms. While supporting its applications on other platforms, Nokia plans to facilitate customers’ transition to Red Hat. The deal will also see 350 Nokia employees moving to Red Hat.
At the recent OpenInfra Summit in Vancouver, Verizon’s software-defined network and cloud strategist, Beth Cohen, shared details on the company’s continued use of OpenStack, an open-source cloud computing platform, for its 5G network. Choosing OpenStack offered Verizon an efficient and flexible cloud infrastructure that supported its 5G network and other initiatives, allowing the company to customize its workloads.
As part of a three-year agreement, Nokia will provide Virgin Media O2 with radio access network (RAN) equipment for its 2G, 3G, 4G, and 5G networks in southern England, including London. The deal incorporates Nokia’s latest generation Habrok massive MIMO radios, AirScale Baseband, and Interleaved Passive Active Antennas. The equipment uses 30% less energy and provides a 40% reduction in weight and volume.
Verizon’s VP of technology planning, Bill Stone, disclosed the company’s progress in network slicing. By the second half of the year, the company plans to route a portion of its customer traffic on network slices. Verizon recently demonstrated this capability on a commercially available smartphone over its standalone 5G network. The company used both virtualized and non-virtualized RAN equipment alongside its multi-vendor 5G standalone core network for the demo.
Dish Wireless achieved a significant milestone in its 5G standalone network development, now reaching over 70% of the U.S. population, equivalent to 240 million people. As of mid-June, the company has deployed more than 15,000 5G sites. Dish also takes the lead as the first U.S. operator to launch a 5G voice service, Voice over New Radio (VoNR), starting in Las Vegas and gradually expanding to other markets.
Despite industry enthusiasm for the innovation and potential cost advantages of open RAN, concerns about its economic viability persist. These concerns were highlighted in a poll conducted at the TelecomTV’s Open RAN Summit, where 62% of the 240 respondents identified total cost of ownership (TCO) models and analysis for commercial deployments as the most significant area requiring attention in the coming year.
Cisco announced intent to acquire two performance monitoring firms in June. UK-based SamKnows is an internet performance monitoring platform with telemetry agents are deployed by Telstra, Bell, British Telecom, Verizon, Virgin Media, Charter, Vodafone, and Rogers. Accedian’s service assurance suite is used by large ISPs and service providers including Telefonica, Colt, SK telecom, and T-Systems, to monitor and manage their networks. Both will likely be integrated with their ThousandEyes product line and applied across SD-WAN, WiFi, and routing products. Check out our recent webinar with both Cisco and Accedian before the acquisition announcement in our On-Demand Webinar section below.
AT&T claimed the top spot on Vertical Systems Group’s 2022 Global Provider Carrier Managed SD-WAN Leaderboard, which includes service providers with 4% or more billable retail site share outside their home countries. The leaderboard positions AT&T first, followed by Orange Business, Verizon, BT Global Services, NTT, Telefonica Global Solutions, Hughes, and Vodafone. This ranking sees AT&T dethroning Orange from the first place it held in the previous leaderboard and BT surpassing NTT.
A new survey by fellow analysts, Futuriom, how’s network complexity is driving enterprise networking experts towards managed SD-WAN and SASE solutions. The survey, involving 196 enterprise networking and security users in the U.S., Germany, and India, found an increased reliance on SD-WAN and SASE technology to mitigate network and security challenges.
Oracle has introduced the EU Sovereign Cloud to help businesses utilize cloud infrastructure while adhering to EU data localization regulations. Available in Frankfurt, Germany and Madrid, Spain, the EU Sovereign Cloud aims to give EU-based enterprises enhanced control over data privacy and fulfill EU sovereignty requirements, in response to escalating European data privacy regulations, starting with GDPR in 2018.
Amazon Web Services (AWS) plans to invest $7.8 billion by 2030 to expand its data center operations in Ohio, marking the second-largest investment in Ohio’s history by a single private sector company, according to JobsOhio. AWS recently acquired approximately 400 acres of land near New Albany, Ohio, speculated to be used for a new data center. Since 2015, the company has invested $6.3 billion in Ohio on a data center and three availability zones.
As businesses shift workloads to the cloud, they predominantly containerize these applications using Kubernetes as the orchestration layer. Despite the need for significant investment, Kubernetes provides a beneficial developer abstraction layer for cloud-bound applications, making them more portable and flexible. Even as new deployment and packaging options like Web Assembly (WASM) appear, Kubernetes will continue to be key.
Prosimo is shaking up the cloud industry by providing its multi-cloud network product to enterprises for free. By doing so, Prosimo hopes to shift the focus from foundational connectivity to business outcome-driving apps and services. Prosimo will offer connectivity across three regions, regardless of the cloud provider, but will not cover the company’s cloud bill.
IBM has announced the acquisition of software firm Apptio from Vista Equity Partners for $4.6 billion to enhance its automation capabilities. IBM plans to integrate Apptio into its existing IT automation software and AI platform to provide solutions for optimizing IT services.
T-Mobile is partnering with Google Cloud to fuse its 5G network with Google’s Distributed Cloud Edge, delivering edge compute solutions for retail, manufacturing, logistics, and smart city applications. A proof-of-concept edge compute demonstration, the “magic mirror,” was created at T-Mobile’s Tech Experience 5G Hub.
Private equity firms believe that the surge in artificial intelligence is going to result in a need for a lot more compute power, which in turn will require large data center platforms to be built. Stonepeak invested $3 billion in 2022 to acquire a 36% stake in American Tower’s data center subsidiary CoreSite. I Squared Capital’s portfolio company BDx has acquired 12 data center across four countries in the Asia Pacific and EQT Infrastructure in 2020 acquired EdgeConneX, which has 45 facilities around the world.
Shifting to a multi-cloud environment promises companies will have more flexibility because they can put certain workloads in specific clouds when needed. But that flexibility comes with some drawbacks. According to Deloitte, nearly 85% of businesses are using two or more clouds and nearly one-fourth are using five or more clouds. While more clouds equals more processing power, more redundancy and better pricing, it is also difficult for companies to manage. In addition, skills in one cloud don’t necessarily translate to other cloud platforms.
Federated Wireless has cut its workforce from roughly 130 to under 100 as it refocuses on growth opportunities in private wireless networking, according to CEO Iyad Tarazi. Despite the layoffs, Tarazi maintains a bullish stance on the sector.
Strengthening its European private wireless business, Celona has appointed several executives including Sanjeet Pandit, ex-Qualcomm and Ericsson executive, as VP of global relations. IDC forecasts the EMEA private wireless market to reach $1.9 billion by 2026, a promising indication for Celona’s expansion.
AWS Private 5G provided a wireless network for the Lightning in a Bottle music festival, serving various connections, notably the point-of-sale systems. This year’s CRBS network used five radios (with a spare), and outperformed previous years’ deployments with local wireless Internet service providers (WISPs).
CableLabs and the Telecom Infra Project (TIP) have validated open-source OpenWiFi version 2.9. It leverages the uCentral communication layer, supports MAC-based device login, and features a captive portal for user authentication. This version also integrates OpenRoaming, promoting secure, automatic Wi-Fi access.
Oracle has been developing an AI infrastructure platform, catching the attention of high-profile AI startups. Boasting its ‘Superclusters’, the platform includes everything from cloud infrastructure to applications.
HPE is now offering large language models (LLMs) for training and deploying AI via its supercomputing cloud service. Despite competition from tech giants, HPE’s modular system and commitment to renewable energy make it an appealing choice for enterprises and startups.
South Korea’s KT Corp. plans to invest $5.4 billion in its AI business by 2027, expecting to generate $773.1 million from AI-based services within two years. This ambition seems realistic given its current success in AI-customer care services and a newly launched AI-powered logistics service in Singapore.
Nokia plans to incorporate automation into its cloud-native telco SaaS business. According to Mark Bunn, Nokia’s SVP of SaaS business operations, automation streamlines network operations and simplifies service customization for customers.
And…it’s a wrap! See you back here in early August for our round-up of July news (likely a slow news month, but you never know).
The AvidThink team