Home Blog Page 144

Sisvel’s cellular IoT patent pool drops royalty rates as Huawei joins 

Both moves will boost LTE-M and NB-IoT take-up as will the rise of eSIM/iSIM over physical SIMs

Patent pool administrator Sisvel International has announced that Huawei, one of the largest patent holders, has joined its narrowband IoT patent pool that was launched last November.  

The pool already includes patents from around 25 companies, including the largest founding licensor, Ericsson. Several operators including Deutsche Telekom, KDDI, KPN, NTT Docomo, Orange and Telefónica are also licensors. 

This is the second Sisvel pool for Huawei to join. More than a year ago, Huawei started its working relationship with Sisvel as an initial licensor of its WiFi 6 pool and is also an Avanci 5G licensor

At the same time, Sisvel has revealed new royalty rates for its cellular IoT patent pool, including for devices with a lower selling price. The firm has also expanded its offering to new product verticals.  

The standard essential patents (SEPs) pool offers device manufacturers licences – on fair, reasonable, and non-discriminatory terms and conditions – to participants’ patent portfolios essential to the LTE-M and NB-IoT standards. 

“We are excited to welcome Huawei, a major contributor to the development of cellular IoT, as a member,” says Sisvel cellular IoT programme manager Sven Torringer. “LTE-M and NB-IoT technologies are great solutions for anyone who wishes to connect products and services in the IoT arena, and Huawei’s presence further strengthens the pool’s licence offering as a one-stop shop for this market.” 

More attractive pricing 

According to patent expert Florian Mueller, writing on his blog Foss Patents, for makers of low-priced IoT products, the price drops in royalties mean the value proposition has changed enormously in their favour: far more patents and far lower rates for certain applications like printable trackers. 

“The rate was $0.66 per unit for LTE-M and a distinction [was] made between asset trackers ($1.33 per unit) and smart meters ($2 per unit),” he said. “The $2 (smart meters) and $1.33 (smart sensors with a selling price above $20 and up to $130) price points are still found. But now there is also a $0.35 per-unit royalty rate for smart sensors with a selling price above $6 (up to $20) and a $0.08 per-unit rate for devices with a selling price of $6 or less.” 

He added that the reduced rates that the pool now offers for devices with a selling price of $6 or less should enable new applications. “What comes to mind as potentially the highest-volume and lowest-price NB-IoT application is called printable NB-IoT tracking labels. They are asset trackers in the form of stickers that could, for instance, track an Amazon package,” he said.  

EU may still muck it up 

Mueller emphasised that policy makers working on an EU SEP Regulation could still delay market growth by complicating and delaying matters where the market instead continues to find and improve solutions. 

“The European Commission’s Directorate-General for the Internal Market (DG GROW) clearly underestimated the extent to which patent pools could be part of the solution as opposed to being part of the problem,” he said. “In order for a pool to unite product makers like Huawei and Ericsson with infrastructure companies like NTT Docomo and Deutsche Telekom as well as with research institutes and patent licensing firms, it has to identify royalty rates that work for all of them.” 

“An EUIPO-led process for aggregate (entire standard) and bilateral (licensor A and licensee B) royalty determinations will cause delay and complicate matters. In the meantime, patent pool administrators and other market actors work out and fine-tune the solutions they offer,” he added.

eSIMs will also reshape the cellular IoT market 

One of the biggest costs in large IoT deployments is managing SIMs but eSIM and iSIM technologies allow for more compact IoT device designs that can be managed remotely. Notably, eSIM/iSIM technology has facilitated the development of smart labels, which are paper-thin devices that offer precise, accurate, and secure tracking of small and lightweight items. 

Research firm IoT Analytics points out these are already in action. DB Schenker, the logistics arm of Deutsche Bahn, implemented an ultra-thin smart-label solution to track small freight consignments globally. Sensos, an Israeli group company of Sony Semiconductor Solutions Corporation, developed the solution, which leverages Kigen’s iSIM technology embedded within Sony’s low-power wide-area chipset. 

According to IoT Analytics, in 2023, the IoT module eSIM/iSIM market is poised to surpass the 500-million-unit mark. Just in the first quarter, over 450 million IoT modules were already capable of supporting eSIM or iSIM—roughly 16% of the 2.8 billion active global cellular IoT connections. This data indicates the growing demand for flexible, fast, and efficient connectivity solutions in the new age of cellular IoT. 

Telcos call out EU for pushing retail price regulation in Gigabit Infrastructure Act 

ETNO, ecta, GSMA Europe and GigaEurope want swift passage for the legislation without it being distracted by additional proposals

Associations representing the European telecom industry has issued a joint statement calling on EU co-legislators to expedite the proposed Gigabit Infrastructure Act (GIA) and stop losing its intent by adding unrelated proposals like the elimination of all extra fees for intra-EU communication. 

ETNO, ecta, GSMA Europe and GigaEurope have joined forces to lobby for changes to the rules they say are currently holding back the rollout of next-gen networks such as the rules for local network permits. 

The GIA, which focuses strictly on deploying very high-capacity networks (VHCNs), will establish new rules for access to telecoms physical infrastructure, public assets and telecoms towers. It also addresses the digitisation of administrative procedures, as well as aiming to speed up the permitting process. 

Ahead of the Telecommunication GIA Working Group discussion on scheduled for 29 September, the Associations urged lawmakers to focus on quickly passing the legislation to ensure that the EU meets its digital targets by 2030 – and to keep in mind the intended purpose of the whole legislative initiative in the first place. 

While the European Commission has proposed that the GIA should be an EU regulation with direct application – not needing transposition by individual member states into national law – Parliament and the Council have instead proposed setting minimum GIA requirements that EU member states must follow, but allow for additional measures to reflect national circumstances, according to Cullen International. 

The Associations back the EC proposal fearing the legislation will otherwise get bogged down. They want Member States to choose regulation rather than a directive saying it is: “the only legislative tool fully ensuring uniformity, limiting fragmentation across EU Member States and making sure that the GIA provisions will directly and rapidly contribute to the cost-efficient and timely deployment of VHCNs.” 

Hands off our call rates 

On 19 September, the Industry, Research and Energy Committee (ITRE) in the European Parliament adopted its position on the GIA but confirmed new regulations on international call rates in the EU – much to the angst of the Associations which argue the “unjustified” provisions are not in spirit of the Act and are a distraction. 

“There is no evidence of any market failure in the provision of intra-EU calls and SMS justifying such an intrusive measure as a direct requirement to equalise prices with domestic calls and SMS, as the Parliament proposes,” the Associations state. “According to BEREC, the average price for mobile intra-EU calls is well below the safeguard caps of 0.19 EUR/minute and 0.06 EUR/SMS for intra-EU SMS messages and it continues to decline by approximately 12-15% per year. These developments confirm that competition is effective and this is further underlined by the availability of different call tariff options.” 

The Associations argued that retail price regulation has no place in the Single Market. “Moreover, it runs counter to the objectives of this proposal to reduce the costs of the sector and to spur investment in VHCN roll-out. It is economically hurting those same players by unjustifiably curtailing their revenues and should therefore be rejected,” they stressed. 

Time is of essence and 2030 is approaching 

Although the Associations welcomed many of the changes to the Commission’s proposal suggested by the Rapporteur and the ITRE Committee concerning network builds, they are calling for “important modifications” to be made, at the risk of missing the 2030 targets if they aren’t. 

On permit-granting procedures, the Associations agreed with Parliament’s aim for a two-month period, urging this stays in the final bill. On the other hand, they reject the proposal that every construction work requiring a permit shall be subject to a 3-month advance notification duty.  

The Associations asked Member States to not water down several measures such as the tacit administrative approvals and exemptions for certain categories of network construction works from permit-granting when negotiating the details of national administrative processes. 

Also, the proposal from the Commission to publish an implementing act defining a minimum list of works not subject to permit granting is essential and should be published on time for the implementation of the GIA, according to the Associations. “Based on practical examples from those Member States where permit-free works are already a reality, we can confidently say that such an act will considerably ease the deployment,” they state.  

The Associations also called for the coordination of civil works to be extended to public sector bodies and for the harmonisation of permit-granting procedures at national level. “Current regional fragmentation in permitting processes and requirements is leading to a heavy administrative burden that is difficult to coordinate and unduly leads to delayed deployments,” they state.  

The GIA should also spell out that building owners meet all reasonable requests by operators for access to in-building physical infrastructure and wiring under non-discriminatory terms and conditions and not subject to any fees or charges. 

The telco bodies also called for the shortening of dispute resolution decisions to two months instead of four months, plus a safeguard for technology neutrality in network builds. “It is of utmost importance to keep the focus within the GIA on these necessary elements to facilitate network deployment,” they state.   

 

Telecom Egypt launches WeConnect wholesale fibre cross-connect platform 

0

Telco announces it will now also extend 8,760km Medusa cable to the Red Sea  

Telecom Egypt has launched its WeConnect platform that provides a single platform for click-to-order cross-connectivity between the 14 subsea cable systems landing in Egypt’s 10 cable stations, linked via the 10 terrestrial routes spanning the country.    

The telco said wholesale customers can now mix and match connectivity between subsea cable systems in the Mediterranean Sea and the Red Sea with standardised pricing and online procurement. The platform can also be used to manage commercial agreements 

Last month, Telecom Egypt reported a big increase in wholesale revenues, which saw the telco reach EGP28.1bn (€832.7m) consolidated revenue for H1, an increase of 38% YoY. 

 “We have a profound understanding of people’s connectivity needs, and throughout our journey have been keen to design solutions and develop our well-established infrastructure to cater to those needs.  

“We have a clear vision that WeConnect will accelerate and support the deployment of our customers’ digital infrastructure,” said Telecom Egypt managing director and CEO Mohamed Nasr. 

“It will further enhance how our global partners choose to cross-connect their capacity over various subsea systems,” he said. “Through WeConnect’s cross-connection ecosystem, Telecom Egypt’s partners can easily log into the platform and route their traffic over different systems, enabling them to scale-up wherever they see an opportunity, while having full control over their subsea cable connectivity.”  

“Building on Egypt’s geographic and geopolitical advantages, and with an open, neutral and transparent cross-connection model, Telecom Egypt emphasises its position as a ‘go-to’ destination for international connectivity and a global digital infrastructure hub,” he added. 

Nasr told Telecom Review Asia that the plan is to evolve the WeConnect platform to attract IXP providers to Egypt, benefiting from the huge traffic peering between East, South and West. “We have five subsea cable systems set to land in Egypt over the coming years, namely 2Africa, Africa-1, IEX, SEA-ME-WE-6 and Medusa cable systems, which will carry much more bandwidth than provided earlier on by other subsea cables and also add to our connectivity ecosystem, providing even greater diversity and agility,” he said.  

He used the 2Africa cable system as an example. “Any player in our market can connect to Telecom Egypt, then access 2Africa and, in turn, the entire African continent, Europe, the Gulf and South Asia, as 2Africa offers direct connectivity to more than 45 locations across the three continents,” he said.  

He added WeConnect could also attract telcos in underserved markets in the Mediterranean which could end up being a less expensive option than joining a consortium or building capacity on a cable with only a few destinations. 

Telecom Egypt international and wholesale VP Seif Mounib said the telco had made strategic investments in 15 subsea cable systems globally, with more than five cable systems coming into service, as described by Nasr. He added that Egypt’s coastlines, spanning 1,951km on the Red Sea and another 995km on the Mediterranean Sea, enable the telco to offer diversity and resiliency in cable landing locations.  

Taking Medusa to the Red Sea

Telecom Egypt signed an agreement with Medusa Submarine Cable System to extend Medusa to the Red Sea. The 8,760 km long submarine cable, which will land in the Egyptian city of Port Said by the end of 2025, will be connected to the Red Sea landing stations of Suez, Zafarana, and Ras Ghareb through Telecom Egypt’s terrestrial crossing network. 

The new connection will enable direct access of all the Medusa Mediterranean landings in Europe and North Africa to the Red Sea.  

“This new agreement provides additional connectivity solutions and increases diversity in the submarine cable infrastructure reaching the Red Sea, marking a significant milestone in the industry,” said chief executive Nasr at the signing in Singapore.  

“With a partner like Telecom Egypt, we will be able to unleash the full potential of Medusa and extend it towards the Red Sea, further enabling enhanced regional connectivity and providing more efficient connectivity to the whole world,” said Medusa and AFR-IX telecom CEO Norman Albi. 

In March 2022, Telecom Egypt and AFR-IX telecom signed an initial agreement to land Medusa – which will feature up to 24 fibre pairs capable of transmitting 20Tbps per pair – at the Port Said station. In all, Medusa will connect ten countries in Africa and Europe – Portugal, Morocco, Spain, France, Algeria, Tunisia, Italy, Greece, Cyprus and Egypt – through its landing points.  

Government may provide further incentive through part-sale 

Earlier this month, Egypt’s Finance Ministry was revealed as considering selling a further stake in Telecom Egypt as the majority shareholder of the company with a 70% stake. 

The ministry is probing selling a 10% to 15% stake in Telecom Egypt, in addition to the 10% stake offered for sale last May, according to Zawya. The sale of an additional stake in Telecom Egypt will not affect its ownership sale deal in Vodafone Egypt, in which it holds a 45% stake. 

The acquisition deal of Vodafone Egypt by Qatar Investment Authority (QIA) is set to be settled this month, yet the targeted share has not been agreed on, according to Zawya. QIA seeks to fully acquire Vodafone Egypt, whereas Telecom Egypt is considering selling 25% of the latter and keeping a 20% stake. 

Nokia launches new API platform as DISH signs up 

Nokia’s Network as Code platform aims to accelerate network programmability and monetisation

Nokia has introduced its Network as Code platform and developer portal that lets developers and telcos produce enterprise and consumer applications that the vendor hopes will help them make more money from their network investments. 

Nokia said Dish Wireless – which runs the vendor’s 5G core network – would be the first network operator to support its new platform 

Nokia’s move follows last week’s announcement by Deutsche Telekom (DT) that it will charge developers and business customers for the use of APIs on its mobile network in Germany. The API portal will run on the Vonage platform, owned by Ericsson. 

The acceleration by vendors into building APIs is the latest manifestation of the telco’ desire to open their networks to developers. In an ideal world, all manner of AI-enabled apps will be distributed by edge networks, underpinned by highly automated networks to manage the complexity. These apps are going to need network APIs and NaaS services to run. 

In reality, this stuff is hard: the TM Forum launched its open APIs in 2016 and are now up to Gen5. At least this latest version intended to dovetail with the GSMA’s Open Gateway initiative, launched at MWC in February. APIs need scale and so further collaborations are likely. 

Taking the standards route 

For its part, Nokia’s Network as Code platform has been shaped using technical standards produced through industry initiatives such as the Linux Foundation CAMARA project and the GSMA Open Gateway initiative – Nokia is an active contributor to both groups. It will be offered as a revenue share model with operators and will be commercially available starting in December 2023.

Nokia’s platform and developer portal provide application developers with new tools such as Software Development Kits; Network API documentation, a ‘sandbox’ to create software code for use case simulation and testing; and code ‘snippets’ that can be included in applications, as well as developer analytics to track usage. 

“The Network as Code platform and developer portal underscore Nokia’s strategic commitment to leverage the broader B2B digitalisation ecosystem. By making network programmability monetizable, this platform gives developers a meaningful way to create enhanced applications and experiences for their customers while providing CSPs a viable new pathway to utilize their 5G assets for enterprise and consumer value creation,” said Nokia president of cloud and network services Raghav Sahgal. 

“This partnership is putting the telco industry one step closer to realizing Industry 4.0. Developers and CSPs can leverage the combination of Nokia’s Network as a Code platform with the DISH 5G Open RAN cloud-based network to create and monetize solutions for new use cases across both consumer and enterprise markets, opening the door for further enterprise innovation,” said DISH Wireless EVP global partnerships Marc Rouanne.  

 

Eolo CEO: open up 26GHz to give rural Italy superfast broadband 

0

Freeing up more mmWave spectrum will enable wireless providers to reach 1Gbps speeds

If Italy is to hit its ultrabroadband targets outlined in its 1 Giga Italy Plan by 2026, it needs to embrace fixed wireless for almost 6m households or risk perpetuating the city-rural broadband divide. 

The claim was made in a report by The European House – Ambrosetti, commissioned by FWA provider Eolo, found that only a combination of FTTH and FWA will make it possible to fill the urban-rural connectivity gap by 2026 but that by doing so, overall GDP could lift by 3.5%. 

Although that number seems a crazy amount, it breaks down like this: if all the Italian provinces reached an ultra-broadband subscription rate equal to that of the province of Milan, the country’s GDP would grow by +3.5%, around €69bn, while the average productivity per worker it would increase by €203 per year. 

The report claims wireless technology is strategic for connecting 15.9% of real estate units (5.8 million) in Italy. Focusing on FWA technology to complement fibre across these 5.8m would generate around €3bn in efficiency benefits – mainly because it is so expensive to roll out fibre in rural areas. 

Ensuring more widespread access to ultra broadband would also be an enabling factor for inclusive growth. Ambrosetti calculated that in areas without fast connectivity, 45.5% of citizens are at risk of unemployment for long periods, compared to 6.3% of those in areas with ultra broadband. 

“In the European connectivity framework, Italy presents delays in infrastructure coverage and service subscription, especially with reference to connections above 100Mbps, which are reflected in lower navigation speeds,” said The European House – Ambrosetti managing partner and CEO Valerio De Molli. “Furthermore, Italy presents profound territorial differences in terms of navigation speed, between the different provinces and between urban and rural areas.” 

“The delay is due to the difficulties in implementing public investment [via the National Recovery and Resilience Plan] and the lack of incentives for private investment. However, Italy is aware of how strategic this match is and has set itself the ambitious goal of covering the entire national territory at 1Gbps by 2026, anticipating the EU’s requests,” he said.  

“To accelerate and reach the finish line, it is necessary to adopt a principle of technological neutrality, that is, to use the best technology available based on the characteristics of the territory and the objective to be achieved,” he added. “Fixed Wireless Access, with its speed of implementation and low costs, can be the key to bringing connectivity to the territories most difficult to cover with fibre, to reach the PNRR targets and place Italy among the top countries at European for coverage and quality of services.”  

Accelerate wireless by opening up 26GHz 

Naturally, Swiss-based Partners Group-owned Eolo would champion the wireless cause, but its new CEO Guido Garrone insisted backing fixed wireless was also good for the country.  

“Eolo boasts undisputed leadership in the application of wireless technologies, gained thanks to development of its FWA network, carried out following significant investments and specific know-how obtained in 20 years of work in the field,” said Garrone [pictured above]. “To allow this technology to express its maximum potential, it is essential to proceed quickly with a reallocation of the 26 GHz band.”  

He added: “I hope that this process will take place through competitive procedures that enhance the operators who have demonstrated over the years that they make efficient use of the allocated spectrum and who have the assets and skills to contribute to achieving the country’s connectivity objectives.” 

Italy was the first country in Europe to auction 5G mmWave spectrum. The multi-band auction ended in October 2018 with 1000 MHz in the 26GHz band being assigned to five MNOs. The licences are valid until 2037. Italian regulator AGCOM adopted a “club use” model where licensees can share 26GHz spectrum on a geographical basis when frequencies are not being used. 

Garrone was recently appointed sole CEO of the company after a period of co-CEOs. He was one of the founding partners of Fastweb, CTO and CIO of Swisscom, an Open Fiber director and held leadership roles in Metroweb. The other co-CEO, long-serving Daniela Daverio, will remain as an advisor.  

Earlier this month, Eolo boosted its wireless broadband packages to 300Mbps – working also with partner Open Fiber on fibre offers – stating it was able to do so because of its long history of mmWave R&D. 

Intracom deal  

Eolo recently announced a major network upgrade, signing a “multimillion expansion contract” with its long-term Greek vendor Intracom for its 28GHz P2MP WiBAS G5 dual-BS base stations which will double the subscribers to 240 and deliver three times the throughput compared to the previous generation devices. The current FWA network has more than 4,100 BTS (radio repeaters) and connects 1.6 million people and 116,000 businesses, public administrations and professionals. 

The study “Fixed Wireless Access (FWA): strategic opportunity for the country’s development”, presented in Rome and was carried out by The European House –Ambrosetti in collaboration with Eolo, Benefit Society and first B Corp in the telco sector. 

 

Google’s new Nuvem cable completes its Atlantic rim undersea ring 

When complete, its three cable systems will connect Argentina, Uruguay, Brazil, the US, Bermuda, Portugal, Togo, Nigeria, Namibia and South Africa 

Google has announced its latest transatlantic cable Nuvem which, once complete in 2026, will complete a Southern Atlantic fibre ring comprising its Equiano African cable connecting that continent, Nuvem and its Firmina cable system connecting North and South America. 

The Nuvem cable will connect Portugal, Bermuda, and the United States but besides the ready for service date, Google did not release any details about the design capacity and other participants in the project. 

We do know however that Firmina, which connects the United States with Brazil, Uruguay and Argentina, will have 16 fibre pairs with a design capacity of around 240Tbps. Meanwhile Equiano, which connects Portugal to Cape Town with branching units to Nigeria, Togo, Namibia and St Helena, has 12 fibre pairs and design capacity of 144Tbps. 

In the US, Nuvem will land in South Carolina, almost certainly at DC Blox’s new Myrtle Beach facility where Google’s Firmina cable landed earlier this year. In Portugal, chances are Nuvem will land at Sesimbra near Lisbon, where Google’s Equiano cable lands.  

Nuvem will also test the boundaries of undersea technology if Google’s previous cables are anything to go by. For example, Equiano uses space-division multiplexing and was the first subsea cable to incorporate optical switching at the fibre-pair level, rather than the traditional approach of wavelength-level switching. 

“We just turned up the Equiano cable in Portugal and we are in the process of completing the Firmina cable in South Carolina,” said Google Cloud VP Global Network Infrastructure,” Brian Quigley. “Alongside Firmina and Equiano, it will create important new data corridors connecting North America, South America, Europe, and Africa — serving as the underwater roots that strengthen the intercontinental network lattice.” 

Bermuda happy 

The choice of landing in Bermuda is interesting given others have bypassed the island nation. According to PwC, Bermuda imposes no taxes on profits, income, dividends, or capital gains, has no limit on the accumulation of profit and has no requirement to distribute dividends. Ironically many undersea cable companies are based there as private limited companies. 

However, the government has done a lot to attract a cable – including passing new legislation to create cable corridors and streamline permitting – and the net result has been it now has its first direct connection to Europe.  

“The Bermuda Business Development Agency has long advocated that Bermuda’s centrality makes it an ideal landfall and interconnection point for submarine cables between the Americas, Europe and Africa and we are so excited these efforts have borne fruit,” said BDA CEO David Hart. 

“With around 95% of the world’s communications being carried on submarine cable networks, Bermuda’s role as an international data-transit switch will provide increased network resiliency and redundancy to countries on both sides of the Atlantic for decades to come,” he added.  

Portugal has also been making moves to bolster its digital economy. “Google’s investment incorporates our vision for Portugal in the telecom and data sectors: to establish our country as a thriving connectivity gateway for Europe, fostering robust connections with other continents,” said Portugal’s Infrastructure Minister João Galamba.  

“Our goal is to transform these information highways into catalysts that draw in supplementary investments in cutting-edge technology sectors propelling the nation towards an effective digital transformation,” he said. “This aspiration has been our firm focus in recent months, driving our efforts to attract this type of investments by improving our communication infrastructures and by defining a clear roadmap for the sector.” 

Oh, and Nuvem means cloud in Portuguese. 

Image: Google’s Equiano cable coming ashore in Namibia. Picture source Paratus Namibia, which has launched new internet packages on the back of the cable’s activation. 

Telecom billionaire Xavier Niel jumps on the AI bandwagon

He is to invest €200 million in a bid to ensure Europe remains competitive with China and the US

The French telecoms billionaire, Xavier Niel, is to invest €200 million in AI through his telecoms group, Iliad, hedging his bets by investing across various projects.

They will include: a cloud-based supercomputer powered by the biggest maker of AI-enabled chips, NVIDIA; a research centre in Paris; and an annual AI conference. This will be held at Niel’s start-up compus in the French capital, known as Station F.

Niel said in a statement: “To influence the AI ​​market, you need computing power. To have computing power, you need supercomputers. And to have supercomputers, you have to invest massively.”

Striving for a European alternative

Iliad’s cloud subsidiary Scaleway has been striving to offer an alternative to the US-headquartered public cloudcos and their heavy investment in Generative AI. He added in the statement: “By equipping [the cloud] with a supercomputer, we want — and we can — create a European AI champion. It’s a question of sovereignty: to protect our data, we need platforms established on our territory.”

Niel continued, “It is not enough to create a champion, but an entire French ecosystem. Because we want to contribute to it, we are going to create an AI research laboratory, providing the means and recruiting the best researchers.”

Seed money

He’s not the only one with this idea: in June, French start-up Mistral raised €105 million in Europe’s largest-ever seed round, followed by French President Emmanuel Macron announcing €500 million in new funding to boost French GenAI projects.

These projects are, however, dwarfed by the billions the Big Tech is spending to gain dominance: Amazon just announced it would invest up to $4 billion in Anthropic as it plays catch-up with Google and Microsoft.

Cisco’s most likely target is telecoms in $28bn acquisition of Splunk

Telcos are subject to increasingly rigorous cybersecurity regulations

The telecom sector is likely to be a lead target for Cisco leveraging its acquisition of Splunk. More rigorous cyber incident reporting is at the heart of many of the new cybersecurity regulations that telecom operators are being subjected to.

Government regulators the world over are raising the bar. They’ve had enough of leaving consumers and businesses to bear most of the burden of protecting themselves against cyber threats. They’re now requiring larger actors in the digital ecosystem such as telcos and ISPs to take on a larger share.

The UK’s Telecommunications Security Act, the EU’s NIS2 Directive and the FCC’s Notice of Proposed Rule Making on new Data Breach Reporting Requirements are just three examples.

Stronger demand

The threat visibility, monitoring, detection and response capabilities needed to meet exacting incident reporting requirements aren’t where they need to be. This is going to drive significantly stronger demand for better security operations tools from telcos as diverse as those in the U.S, Australia, the UK and Europe as well as Thailand, Tunisia and India. This trend isn’t patchy or spotty. It’s global.

For the cybersecurity market as a whole, there’s obvious potential in Cisco integrating its XDR platform and security insights with Splunk’s SIEM. As Cisco CEO, Chuck Robbins, put it in last week’s investor call, this will “help customers move from threat detection and response to threat prediction and prevention.”

Putting a SOC in it

But for telco security operating centre (SOC) operatives, there’s the added potential of Cisco’s deep understanding of telecom network protocols; how those protocols look and behave when they’re behaving anomalously; and the colossal scaling requirements of even medium-sized telcos.

After the banking sector, the telecom sector is next in line for SOC updates, refreshes or root and branch ‘transformations’. Nokia, leveraging Microsoft Sentinel under the hood of ‘Cyberdome’, and Ericsson with its Ericsson Security Manager (ESM), have been the first movers in this nascent market space, aiming to bring telecom network security operations up to the level they need to be at now.

These vendors have an early start and telecom smarts in spades. But they are still in the early stages of proving themselves at scale in the cybersecurity software market. A Splunk-enhanced Cisco is just what this market space needs. It’s an important injection of much-needed competition into a critical market segment which is set to show strong growth. And for that reason, it won’t be the last.  More information here https://lnkd.in/etXsrPi4

Register here for HardenStance’s November 8 webinar on “Aligning with the NIS2 Directive: Cybersecurity Guidelines for Europe’s Telecom Operators”
https://lnkd.in/ecTBXr4X

#SIEM#XDR#telecomsecurity#incidentreporting#SOCoperations

GenAI bubble continues: Amazon invests up to $4bn in Anthropic

Computing-for-cash funding shows no sign of slowing as Amazon tries to leapfrog into the big league

Anthropic, which is developing a generative AI (GenAI) platform has attracted more hefty investment. SK Telecom stumped up $100 million in August to help fund the development of a large language model (LLM) to help telcos leverage GenAI.

Amazon plays catch-up

Now Amazon has dwarfed that sum, saying it will invest up to $4 billion to make Anthropic’s models more useful to AWS’ customers as well as acquire an unspecified minor shareholding. The initial investment that secures the stake will be $1.25 billion.

This deal with Anthropic is Amazon’s way to leapfrog into the AI big time and an admission that its own AI developments are lagging. For example, critics have lambasted Alexa’s lack of progress in understanding language over the last five years or so. This looked like woeful neglect, given the estimated installed active base of about 1 billion.

Amazon has had no takers for its chips to train AI. Now Anthropic is to use AWS’ machine learning accelerators, Trainium and Inferentia, to build, train and deploy new foundation models for AWS as well as technology for AWS machine-learning chips. This is a necessary step as Trainium and Inferentia cannot run on Cuda, NVIDIA’s accelerator platform. NVIDIA has about 85% market share in AI-enabling silicon.

Cloud matters

Under the deal, AWS will become Anthropic’s main cloud provider for mission-critical workloads. This is interesting, specific wording given the GenAI firm’s relationships with Google.

Anthropic received about $300 million funding from Google in February 2023, according to the Financial Times [subscription needed] and Google acquired a stake in the GenAI platform of about 10%. It was also announced that Anthropic had a “large cloud contract” with Google, although no details were made public.

Anthropic is registered as a public benefit corporation with special governance arrangements to protect its mission to “responsibly develop and maintain advanced AI for the benefit of humanity”. In other words, it is determined not to put all its eggs in one basket and is determined to resist undue influence by any multi-billion dollar cloudco. Indeed, this is what propelled it into existence.

Complex relationships and safety

Three years ago, Microsoft kicked off what the FT calls “cash-for-computing investment” in OpenAI three years ago, investing $1 billion in OpenAI, which was backed by Elon Musk and Sam Altman in 2015, and went on to develop ChatGPT.

ChatGPT reportedly clocked up 1 million users at the beginning of December 2022 after being available to the public for about a week. Microsoft chucked in an additional $10 billion in January this year.

Anthropic was formed in 2021 when a group of researchers led by Dario Amodei, head of safety, left OpenAI after a disagreement about the company’s strategy and raised $124 million in its first round of funding in May 2021.

FT says OpenAI has sought to keep its research into AI safety separate from its newer commercial operations by limiting Microsoft’s presence on its board.

Let’s hope we don’t look back on these well-intentioned goals with the same cynicism as we now view Google’s lauded motto of “Don’t be evil” around the turn of the century.

The question is not if the GenAI bubble will pop, only when, and those intentions could well be among the casualties.

Telefónica, Ericsson collaborate on Cloud RAN leveraging Open RAN APIs

Operator also working with Snowflake on multi-cloud data management and analysis

Telefónica has announced it will work with Ericsson to evolve cloud RAN, based on Open RAN architecture. They plan to leverage “all the value of 5G through the exposure of new functionalities and APIs”.

The collaboration is intended to show the benefits of networks based on the principles of cloud computing and using standardised Open RAN interfaces, namely industrial scale, high performance and cost efficient.

Using 5G infrastructure, they plan to accelerate the evolution of the RAN and jointly develop, test and deploy cloud RAN with pilots in Europe.

Ericsson’s tech is the base

Ericsson claims its “Cloud RAN is based on an open and standardized architecture capable of providing connectivity on a global scale while being fully compatible with the Ericsson Radio System installed base, which will help service providers evolve their networks towards the architecture that choose”.

All of which feels somewhat contradictory given that Open RAN is all about getting away from big three vendors’ tightly integrated RAN units – that is, those of Ericsson, Nokia and Huawei.

Enrique Blanco, Global CTIO at Telefónica, said in a statement, “We are delighted to join forces with Ericsson. This collaboration brings together the best of both organizations, allowing us to take advantage of the latest advances in virtualization and cloud technologies.

“The network transition towards software-based operations and the evolution toward open, disaggregated network architectures will increase flexibility, enable new network architectures and models, and drive innovation.”

Multi-cloud data management

Meanwhile, Telefónica Tech will market the Snowflake Data Cloud in Europe which promises multi-cloud data management for enterprises. The operator believes this “single, integrated platform” will boost “enterprise scalability, performance, flexibility and security”.

Telefónica Tech will develop use cases based on the technology: its “exhaustive analysis of data” enables correlation between variables that can identify potential business problems or opportunities. The plan is to automate the analyses to identify and better manage risk.

As Alberto Sempere, Director of Services, Innovation and Partnerships at Telefónica Tech, puts it, “The agreement with Snowflake to commercialise its multi-cloud data storage and analytics platform is another example of how technology can help companies transform themselves, in a secure way, by providing them with a tool that has the capacity to generate value from data management and analysis.

“Anticipating and properly managing business data are key to building a more competitive, resilient and innovative business world.”

- Advertisement -
DOWNLOAD OUR NEW REPORT

5G Advanced

Will 5G’s second wave deliver value?