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SDxCentral 2-Minute Weekly Wrap
SDxCentral 2-Minute Weekly Wrap episodes
- Weekly Wrap: AT&T Lobs White Box Router Design at OCPWeekly Wrap Podcast for October 4, 2019Plus, Qualcomm links AI and mobile edge computing to 5G, and Docker is searching for fundsAT&T wants a powerful box for its 5G plans; Qualcomm thinks its 5G approach is unique; and Docker signals it needs money.AT&T Lobs White Box Router Design at OCPQualcomm Paints Strategic Contrasts in Cloud, AI, EdgeKubernetes Shadow Hangs Over Docker Financial SqueezeSDxCentral Weekly Wrap Full TranscriptToday is October 4, 2019, and this is the SDxCentral Weekly Wrap where we cover the week’s top stories on next-generation IT infrastructure.This week’s episode of the Weekly Wrap is sponsored by Silver Peak. Learn more about the Silver Peak SD-WAN solution.AT&T submitted specifications for a distributed disaggregated chassis white box router to the Open Compute Project.The design is targeted at the provider edge and the core routers that comprise the global IP common backbone, which is the core network that carries all IP traffic.The specifications call for two-line cards and a fabric system.Both of those line cards are required to support 13 400G fabric facing ports.Those components are unique as they are to be built as standalone white boxes with their own power supplies, fans, and controllers.They will also use external cabling instead of a backplane to interconnect the devices.AT&T said this approach will improve horizontal scale-out as the system capacity will no longer be limited by the physical size or the backplane’s electrical conductance.It will also simplify the cooling of critical components compared with traditional router chassis.The specifications are based on Broadcom’s Jericho 2 system on a chip that the carrier said is ideal for the application because it has deep buffers, route scale, and port density that service providers require.That chipset has also been optimized for 400G interfaces that are essential for the carrier as it upgrades its network to support 5G services.Qualcomm executives think their approach to cloud computing, artificial intelligence, and mobile edge computing is unique in the market and that those technologies are going to have a big impact on 5G deployments.Speaking at a recent event held at its headquarters in San Diego, Qualcomm CTO Jim Thompson said that the company views AI as playing a big role in its vision for what it terms the edge cloud.He explained that Qualcomm’s focus has been on deep neural networks and deep learning for resource constrained devices like those being deployed at the edge of a network.Thompson noted that AI is good for consuming large amounts of data, which is expected to increase as carriers deploy 5G services at the network edge.Learn more about your ad choices. Visit megaphone.fm/adchoices6 min
- Weekly Wrap: Ericsson Bribery Scandal Cuts Deep, Surpassing $1B PenaltySDxCentral Weekly Wrap for Sept. 27, 2019Plus, Kubernetes blows Containership off course and skinks the container management company for good.Stateless announced the general availability of its Luxon platform, the company says “five of the top five” cloud and colocation service providers are testing it.Ericsson Bribery Scandal Cuts Deep, Surpassing $1B PenaltyKubernetes Kills Containership’s CruiseStateless’ Software-Defined Interconnect Battles NFV, SD-WANFull Weekly Wrap TranscriptToday is September 27, 2019, and this is the SDxCentral Weekly Wrap where we cover the week’s top stories on next-generation IT infrastructure.Ericsson expects to lose $1.23 billion in a potential settlement and related costs to resolve ethics breaches spanning six countries.The U.S. Securities and Exchange Commission and Department of Justice have been investigating the vendor since 2013 and 2015, respectively, over an alleged kickback scheme.Ericsson fired 50 people last year following an internal investigation into the scandal and has been apologetic and generally forthcoming about the financial impact of the ongoing inquiry.The company hasn’t disclosed details about the ethics breaches, but the scope of the investigation goes back decades, covers a wide area of geographic regions and businesses, and is at least partially related to a payment system dating back to the ‘90s.The steep penalty also comes amid an ongoing turnaround period for the vendor wherein the company has aggressively cut costs and focused on the 5G radio access network space for growth.Containership announced it will be docking its boat for good on October 31.The container management company, which launched in early 2015, is the latest vendor to fall victim to the rise of Kubernetes as the de facto container orchestration platform.Containership founder and CTO Norman Joyner explained that the company was unable to adequately monetize its operations in light of Kubernetes’ rise. This included a failed attempt to pivot its Containership Cloud operations toward a more Kubernetes focused platform.It also tried adding support for other cloud players like Microsoft Azure, Google Cloud, and Packet.Unfortunately, the rise of Kubernetes and broad adoption of that container orchestration platform by the large cloud players limited the need for an outside vendor.Software-defined interconnect startup Stateless today announced the general availability of its Luxon platform.It also said all five of the top cloud and colocation service providers are testing it.The multi-tenant platform enables composable Layer 3 network services and runs on commodity hardware.The startup competes against vendors like Cisco and Juniper Networks, which haveLearn more about your ad choices. Visit megaphone.fm/adchoices4 min
- Weekly Wrap: VMware CEO States IBM Paid Too Much for Red HatSDxCentral Weekly Wrap for Sept. 20, 2019Plus, Cloudflare's stock soars on Wall Street debut, and executives tamp down 5G expectationsKubernetes is central to the VMware-IBM rivalry; Cloudflare's IPO scorched Wall Street; and 5G gets a reality check.VMware CEO: IBM Paid Too Much for Red HatCloudflare IPO Scorches Wall StreetAT&T, Sprint, and Cisco Execs Throw Cold Water on 5GFull Weekly Wrap TranscriptToday is September 20, 2019, and this is the SDxCentral Weekly Wrap where we cover the week’s top stories on next-generation IT infrastructure.VMware CEO Pat Gelsinger said rival IBM paid too much for Red Hat and its OpenShift Kubernetes platform.He then added that when it comes to Kubernetes his company has better assets.Gelsinger made those stinging comments during a recent investor conference, where he also stated that VMware was raking in nearly $2 billion from its SDN operations.The pointed jab at rival IBM highlights the increasingly competitive nature of the Kubernetes-focused ecosystem that has been central to a number of big financial deals over the past year.IBM paid a company record $34 billion to acquire Red Hat, which has made a name and business for itself in the open source software and growing Kubernetes market.However, VMware itself has also spent billions of dollars on similar properties.That includes its recent $2.8 billion purchase of sister company Pivotal, with both companies operating under the Dell EMC umbrella.VMware has also acquired Kubernetes-focused companies Heptio and Bitnami.Gelsinger noted that those combined assets better position his company in the space and that it accomplished that positioning at around one-tenth of the price of what IBM paid.Content delivery network powerhouse Cloudflare lit up Wall Street with an initial public offering that generated $525 million for the company and gave it a nearly $4 billion valuation.The firm’s IPO was initially priced at $12 per share before spiking to $15 per share just ahead of its listing.Investors quickly gobbled up the 35 million shares offered with that interest sending the stock price up an additional 20 percent shortly after its debut.Cloudflare is best known for its CDN services with its IPO paperwork citing support for more than 20 million internet properties.It also has a stake in both cloud and security and said it blocks 44 billion cyberthreats per day.In that filing it also said it competes against companies like Amazon, Cisco, and Oracle.However it also directly competes against CDN firms like Akamai, Limelight, and Fastly.Cloudflare reported $129 million in revenues for the first half of this year, which was a 48-percent increase compared to the first half of 2018.However, it continues to operate in the red with net losses of $37 million through the first ha...Learn more about your ad choices. Visit megaphone.fm/adchoices5 min
- Weekly Wrap: Tech Mahindra Scores Multi-Year, $1B Deal With AT&TSDxCentral Weekly Wrap for Sept. 13, 2019Plus, AT&T in the crosshairs of investor anger, and Samsung taps Amdocs to virtualize 5GAT&T looks to Tech Mahindra for 5G support; Elliott Management calls out AT&T foibles; and Samsung works with Amdocs on 5G virtualization.Tech Mahindra Scores Multi-Year, $1B Deal With AT&TAT&T's Debt Lands It in Crosshair of Activist InvestorSamsung Taps Amdocs to Combine 5G and Virtualization in ONAPFull Weekly Wrap TranscriptToday is September 13, 2019, and this is the SDxCentral Weekly Wrap where we cover the week’s top stories on next-generation IT infrastructure.AT&T signed a $1 billion, multi-year deal with Tech Mahindra to provide IT consultation and to assume management of some applications that support AT&T’s network.The deal calls for the India-based consultant to optimize AT&T’s core operations and modernize internal network applications as part of its nationwide 5G network launch planned for next year.This will boost the network’s time to market and reduce the cost of ownership by automating aspects of the network lifecycle.For AT&T the deal is the latest in a string of recent agreements with outside vendors tied to its 5G network operations.Those include recent cloud-based deals with IBM, Microsoft, and Dell Technologies.The operator claims its 5G network is the first network born in the cloud, and the deals each represent an increasingly polished hybrid cloud strategy for the company.Tech Mahindra has been pushing deeper into the telecom sector and expects momentum to continue as 5G deployments continue around the world.AT&T is a long-standing customer of Tech Mahindra and this deal is reportedly the largest in the last 5 years for the IT firm.AT&T Financial Operations QuestionedAT&T this week also found its operations in the crosshairs of an institutional investment house targeting what it called long-term underperformance and a series of strategic setbacks for the telecom giant.Elliott Management, which owns $3.2 billion of AT&T’s common stock, released a letter citing strategic misfires that have ballooned AT&T’s debt holdings to $162 billion.Those include its $85 billion acquisition of Time Warner, a $67 billion purchase of DirecTV, and its failed attempt to acquire smaller rival T-Mobile US.The investment firm is pushing for a change in leadership, new board members, an outright freeze on merger-and-acquisition activity, and a thorough review of potential divestitures.Those might include the DirecTV operations, AT&T’s Mexico wireless operations, pieces of its wireline footprint, and smaller assets such as its home security business, regional sports networks,Learn more about your ad choices. Visit megaphone.fm/adchoices5 min
- Weekly Wrap: Broadcom Releases PCIe Switches for Data CentersSDxCentral Weekly Wrap for Sept. 6, 2019Plus, Nutanix CEO takes a dig at VMware, and AT&T names Jeff McElfresh as its new CEOBroadcom releases new PCIe switches; VMware the butt of Nutanix CEO barb; and AT&T names a new CEO to replace Donovan.Broadcom Releases PCIe Switches for Data CentersNutanix CEO Dheeraj Pandey: ‘We Don’t Sell Vaporware’AT&T Taps Jeff McElfresh to Lead TelecomStory 1:Today is September 6, 2019, and this is the SDxCentral Weekly Wrap where we cover the week’s top stories on next-generation IT infrastructure.Broadcom released new switches and a retimer for data centers and cloud providers targeted at addressing the rising demand for high performance computing and storage.The new switches have up to 98 lanes and ports that can support high-throughput and low-latency applications such as deep learning, high-performance computing, and non-volatile memory access all-flash arrays.The switches also play a critical role in interconnecting general-purpose computing on graphics processing units, compute accelerators, and central processing units.The new retimer is designed to foster the deployment of the new switches in applications that make use of artificial intelligence, machine learning, and high-performance computing.Will Townsend, a senior analyst at Moor Insights and Strategy, expects the new products to be impactful in the white-box market with companies like Arrcus, Cumulus, and others that focus on merchant silicon solutions.Townsend also said the move maintains Broadcom’s position as a major player in the networking infrastructure market.The vendor’s closest competitor in the data center interconnect and switch silicon space is Barefoot, which recently inked a deal to be acquired by Intel.Despite that move, Townsend said that Broadcom remains well positioned due to its incumbent position and market momentum.Story 2:Nutanix CEO Dheeraj Pandey took a pointed dig at rival VMware as part of the company’s most recent quarterly financial release.In an interview with SDxCentral, Pandey said the company did not sell vaporware in pointing to a large contract it recently won at the apparent expense of its rival.Pandey’s competitive spirit showed through as he also would not say the name of that rival.Learn more about your ad choices. Visit megaphone.fm/adchoices5 min
- Weekly Wrap: AT&T CEO Donovan Departs After Paving SDN FoundationSDxCental Weekly Wrap Podcast for Aug. 30, 2019Plus, VMware's Tanzu leans on Kubernetes, and IBM drives quantum-safe cryptography into its public cloudAT&T CEO John Donovan gives his notice; VMware bets the farm on Kubernetes; and IBM uses quantum-safe cryptography to secure its cloud.AT&T CEO Donovan Departs After Paving SDN FoundationVMware Goes All In On Kubernetes With TanzuIBM Drives Quantum-Safe Cryptography Into Its Public CloudLearn more about your ad choices. Visit megaphone.fm/adchoices5 min
- Weekly Wrap: Microsoft, Intel, Red Hat Back Confidential ComputingSDxCentral Weekly Wrap for August 23, 2019Plus, VMware continues its buying spree, and Nokia trips up Sprint's 5G plansMicrosoft, Intel, and Red Hat back a confidential computing group; VMware snaps up Intrinsic and Veriflow; and Sprint's 5G plans hit a Nokia bump.Microsoft, Intel, and Red Hat Back Confidential ComputingVMware Buying Spree Continues With IntrinsicVMware Buys Veriflow for Network Monitoring, VerificationSprint and Nokia Fall Behind on 5G Launch PlansLearn more about your ad choices. Visit megaphone.fm/adchoices5 min
- Weekly Wrap: HCX, VMware’s Top-Secret Sauce, Comes OutSDxCentral Weekly Wrap Podcast for Aug. 16, 2019Plus, Pivotal's stock spikes on VMware takeover rumor, and Cisco firm on $5B for 5G while slashing jobsVMware launches standalone HCX software; Pivotal stock surges on news of a buy out; and Cisco re-commits $5 billion to its 5G plans.HCX, VMware’s Top-Secret Sauce, Comes OutPivotal Stock Spikes on VMware Acquisition OvertureCisco Recommits $5B to 5G Amid Rapid Workforce ChangesCisco Axes 488 Silicon Valley JobsLearn more about your ad choices. Visit megaphone.fm/adchoices5 min
- Weekly Wrap: A10 for Sale, CEO on the Way Out Following Dismal Q2 EarningsAugust 9, 2019Plus, Cisco pays millions to settle a whistleblower case, and HPE throws MapR a lifelineA10 is up for sale; Cisco pays the largest tech-related security whistleblower settlement; and MapR finds refuge inside HPE.A10 for Sale, CEO on the Way Out Following Dismal Q2 EarningsCisco Pays $8.6M in First-Ever Security Software Whistleblower PayoutHPE Buys Struggling MapR to Boost Intelligent EdgeLearn more about your ad choices. Visit megaphone.fm/adchoices5 min
- Weekly Wrap: AT&T Inks $1B DoJ Telecom Support DealAugust 2, 2019Plus, VMware snaps up AI-expert Uhana, and Google and VMware form a new cloud partnershipAT&T signed a $1B DoJ contract; VMware buys AI-player Uhana to bolster its 5G plans; and Google meets VMware in the cloud.AT&T Inks $1B DoJ Telecom Support DealVMware Snaps Up AI Expert Uhana to Bolster 5G EffortsGoogle Cloud, VMware Form New Cloud PartnershipLearn more about your ad choices. Visit megaphone.fm/adchoices5 min
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The SDxCentral 2-Minute Weekly Wrap podcast provides you with a way to easily and quickly catch-up on the top next-generation IT infrastructure developments from the week. In this two-minute podcast,…
we cover the week's major news stories around topics such as SD-WAN, 5G, the IoT, AI, network security, containers, SDN, NFV, data centers, storage, and network and application performance management. Subscribe today to never miss an episode and visit an episode's webpage for more details on the week’s stories. Got feedback? Send it to [email protected]