As the Christmas shopping season races by, the news tends to get a bit thin. But here are a few quick takes to keep up to date:
The northeast and mid-Atlantic now have more fiber-based routes to the cloud. Lightower has expanded its direct connectivity options to Amazon's AWS, offering switched Ethernet pipes from 50-500Mbps out of both 32 Ave of the Americas in New York and 21715 Filigree Court in Ashburn. That will benefit those who don't need a 1Gbps connection, reaching out to customers with lower bandwidth needs.
Further south, GlobeNet is upgrading its terrestrial backhaul routes in North America with a little help from Infinera. They've deployed the DTN-X platform in both the northeast and southern Florida, i.e. where the operator's submarine cables to Latin America come ashore and hook up with US infrastructure. Traffic to and from Latin America has continued to grow robustly, creating the need for 100G on those backhaul links.
Equinix says its financial services ecosystem has been gaining steam. BME, FXCM, SmartTrade Technologies, Triana and Chi-X have all moved into Equinix's IBXs, citing the ease of multi-region deployments. Equinix sure has come a long way over the years -- it was twelve years ago this month that they did a reverse split in a pivot that took them out of the dot com crash and onto a path to become. In a few short weeks Equinix will apparently become a REIT -- I wonder how that will affect their further expansion plans.
And in the vendor world, a patent dispute seems to have arisen. The industry giant Cisco Systems has taken offense to the technology of recent IPO Arista Networks, which is led by former Cisco executive Jayshreee Ullal. Arista has suggested Cisco is just trying to use the legal system to slow down a competitor that it can't otherwise keep up with, but Cisco says it has no history of doing such a thing and hasn't started now. I wouldn't know anything about the merits either way, but this one looks like it will get uglier before it gets resolved.
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