XKL was the original pure-play data center interconnect company and this is a good summary of their business.
LinkedIn joined the cool kids and built its own 100G switch based on Broadcom Tomahawk.
Nokia (Alcatel-Lucent, really) announced its first integrated mobile fronthaul transport system. Happy to say it also was the first quote for Cignal AI.
Andrew Schmitt, Founder and Principal Partner, Cignal AI, said: “As a leading vendor of both RAN and optical transport equipment, Nokia is well positioned to deliver total solutions for the transition to centralized RAN. WDM-based optical fronthaul equipment like the 1830 VWM series is an essential part of this transition since transport requirements for centralized RAN and LTE-A will totally saturate fiber capacity previously designed for 4G networks and Ethernet backhaul. Nokia’s solution allows operators to scale fiber resources by adding capacity through WDM, making it economically viable for operators to deploy fronthaul networks at scale in support of their move to centralized RAN as a path to 5G.”
Don’t worry if you’ve never heard of “Keck’s law”. The author coined it. But it’s a good summary by IEEE Spectrum on the work being done to encroach further on the Shannon limit, and includes a slick graphic of fiber capacity over the decades.
Apple is currently building 2.5mm square feet of data center space, which is nearly 40% of Amazon’s existing datacenter square footage at the end of 2015. DCI expenditure is one of the main drivers of 30% YoY capex growth at Apple.
Morgan Stanley estimates Apple will spend about $1B on Amazon AWS in 2016, which is around 10% of total AWS revenue. This could move internal within 2 years.
Apple DCI capex is now extremely material.
You don’t have to be Facebook or Google to benefit from open networking.
Everyone is getting aboard the PAM-4 train.