Telecom Ramblings

The rise of SDN and SD-WAN is reshaping the ecosystem of internet infrastructure rapidly, and many companies have been retooling to take advantage of new opportunities.  For example, Epsilon seems to be everywhere these days with its Infiny SDN platform these days as the company looks to leverage its global footprint.  Now they are looking to add SD-WAN to the mix, taking aim at a slice of the global enterprise market.  With us today to talk about those plans is the company’s new Chief Commercial Officer Lee Myall.  Lee was previously SVP and Managing Director at Interoute until its sale to GTT a year ago. [Read more →]

Here’s a quick mid-week roundup of a few items worth keeping an eye on: [Read more →]

In a transatlantic trial recently, Cisco has achieved a new capacity milestone. They put their NCS1004 platform through its paces on the new MAREA cable, achieving 26.4Tbps of total capacity on a single fiber pair. [Read more →]

The data center and interconnection company Cologix has gone out and added a bundle of cash to its war chest, and added an interesting new owner to the mix. Yesterday they announced an agreement to raise $500M from the Mubadala Investment Company. [Read more →]

A potential bidder is apparently arising for the Brazilian telecommunications provider Oi. According to reports, Huawei and China Mobile are exploring a partnership to bid for the troubled operator.  Nobody involved in such talks is talking about them on the record of course, but so far they aren’t denying them either. [Read more →]

Usually when a vendor announces new optical technology, we’re talking about more bandwidth or new software or both. But Infinera’s announcement this morning was a bit different, they claim to have a pathway to point-to-multipoint optical transmission with a technology they are calling XRoptics. [Read more →]

This Industry Viewpoint was authored by Nokia’s Arne Schaelicke

On the surface it’s fairly straightforward: Every 10 years or so, mobile broadband landscape moves on to another generation of cellular network technology. Leading network operators have already launched 5G in initial markets and the route to wider 5G coverage is set. So why are operators continuing to invest in the previous generation, 4G? [Read more →]

Four quick items from four distinct corners of the infrastructure business: [Read more →]

The pan-European bandwidth infrastructure company euNetworks is expanded its reach further southward recently. They have built out duct-based, high fiber count metro networks within the two major markets of Milan and Madrid. [Read more →]

Three of the biggest IX providers have banded together to develop a common language. Amsterdam-based AMS-IX, Frankfurt-based DE-CIX, and London-based LINX have created a common API for provisioning and configuring interconnection services. They unveiled IX-API as a team at [Read more →]

Four interesting items from midweek worth keeping an eye on: [Read more →]

A substantial portfolio of data centers will be changing hands. Digital Realty unveiled two transactions that will send 13 of its facilities over to Mapletree Investments and Mapletree Industrial Trust for about $1.4B. [Read more →]

Multiple bits of infrastructure news from across the Atlantic this morning: [Read more →]

Another domino has fallen in the Indian soap opera that has surrounded Reliance Communications, but this time it’s the domino that touches the rest of the world. Global Cloud Xchange has filed for Chapter 11 bankruptcy protection in a Delaware court. [Read more →]

Expanding partnerships and organizations peppered the news from this week, here’s a quick summary of a few more of them: [Read more →]

This Industry Viewpoint was written by Heidi Hattendorf

As telecom consumers, we love our mobile devices. We want more speed, higher responsiveness, and the ability to connect a lot more devices to our phones all at once. We want integrated sensors and a variety of smart TVs, wireless speakers, and gaming systems, along with other devices. For telecom companies, these increased demands present major challenges. [Read more →]

The data center and managed service provider NYI is making a move out in the Midwest. Today they announced the acquisition of a data center out in the Chicago metro area. [Read more →]

CenturyLink has been investing in its CDN reach lately. Yesterday the global network operator expanded its content delivery capabilities across EMEA in order to meet the demands of OTT content.  And on another channel, they did some refinancing work on debt coming due in a couple years. [Read more →]

In what looks to be a very noisy battle for the fall season, Elliott Management and its billionaire protagonist Paul Singer have set their sights on AT&T. The activist hedge fund disclosed a $3.2B position in AT&T, not a minor amount and a little over 1% of the telecommunications giant’s marketcap. And along with that investment they sent a rather public letter.  [Read more →]

Four new bits of expansion news, from data centers to network PoPs, to NOCs both domestic and international: [Read more →]

Two minor bits of M&A activity, one interconnection partnership, and some IoT: [Read more →]

The national data center provider 365 Data Centers has acquired some more data center space in suburban NJ. Yesteday the company announced the purchase of NYI-NJ’s Bridgewater facility, complementing the company’s existing presence in Manhattan. [Read more →]

Four items from late last week that are worth noting as we kick off the new week: [Read more →]