Dell Technologies
Telco and IT vendors pursue AI integrated cloud native solutions, while Nokia sells point products
The move to AI and cloud native is accelerating amongst network equipment and IT vendors which have announced highly integrated smart cloud solutions designed to migrate their telco customers into a new and profitable cloud future. The Cloud Native Computing Foundation (CNCF), as the name suggests, is a vendor-neutral consortium dedicated to making cloud native ubiquitous. The group defines cloud native as a collection of “technologies [that] empower organizations to build and run scalable applications in modern, dynamic environments such as public, private and hybrid clouds. Containers, service meshes, microservices, immutable infrastructure and declarative APIs exemplify this approach.”
CNCF writes that the cloud native approach “enable[s] loosely coupled systems that are resilient, manageable and observable. Combined with robust automation, they allow engineers to make high-impact changes frequently and predictably with minimal toll.”
In particular, Ericsson, HPE/Juniper, Cisco, Huawei, ZTE, IBM, and Dell have all announced telco end to end solutions that provide a platform for new services and applications by integrating AI, automation, orchestration and APIs over cloud-native based infrastructure. Let’s look at each of those capabilities:
- AI (Artificial Intelligence): Leveraging AI capabilities allows telcos to automate processes, optimize network performance, and enhance customer experiences. By analyzing vast amounts of data, AI-driven insights enable better decision-making and predictive maintenance.
- Automation: Automation streamlines operations, reduces manual intervention, and accelerates service delivery. Whether it’s provisioning new network resources, managing security protocols, or handling routine tasks, automation plays a pivotal role in modern telco infrastructure.
- Orchestration: Orchestration refers to coordinating and managing various network functions and services. It ensures seamless interactions between different components, such as virtualized network functions (VNFs) and physical infrastructure. By orchestrating these elements, telcos achieve agility and flexibility.
- APIs (Application Programming Interfaces): APIs facilitate communication between different software components. In the telco context, APIs enable interoperability, allowing third-party applications to interact with telco services. This openness encourages innovation and the development of new applications.
- Cloud-Native Infrastructure: Moving away from traditional monolithic architectures, cloud-native infrastructure embraces microservices, containerization, and scalability. Telcos are adopting cloud-native principles to build resilient, efficient, and adaptable networks.
While each company has its unique approach, the overarching goal is to empower telcos to deliver cutting-edge services, enhance network performance, and stay competitive in an ever-evolving industry. These advancements pave the way for exciting possibilities in the telecommunications landscape. When fully integrated, these technologies will enable the creation of smart cloud networks that can run themselves without human involvement and do so less expensively — but also more efficiently, responsively and securely than anything that exists today.
Our esteemed UK colleague Stephen M Saunders, MBE (Member of the Order of the British Empire– more below) notes that Nokia is not embracing smart cloud telco solutions, but is instead focusing on individual products. Last October, the company announced strategic and operational changes to its business model and divided the company into four business units. At that time, Nokia’s President and CEO Pekka Lundmark said:
“We continue to believe in the mid to long term attractiveness of our markets. Cloud Computing and AI revolutions will not materialize without significant investments in networks that have vastly improved capabilities. However, while the timing of the market recovery is uncertain, we are not standing still but taking decisive action on three levels: strategic, operational and cost. First, we are accelerating our strategy execution by giving business groups more operational autonomy. Second, we are streamlining our operating model by embedding sales teams into the business groups and third, we are resetting our cost-base to protect profitability. I believe these actions will make us stronger and deliver significant value for our shareholders.”
Steve says Nokia’s new divide-and-conquer strategy is being reinforced at its sales meetings, according to an attendee at one such gathering this year, with sales reps being urged to laser-focus on selling point products.
“The telco capex situation at the moment means Nokia — and others — have no choice but to examine every aspect of their business to work out how to adjust for a future CSP market that is itself going through dramatic change,” said Jeremiah Caron, global head of research and analysis at market research firm GlobalData Technology.
Most telcos are increasingly adopting cloud-native technologies to meet the demands of 5G SA core networks and to better automate their services.. However, some telcos are hesitant to fully embrace cloud-native due to concerns about complexity, cost, and reliability. Other challenges of cloud native are: changing the software development life cycle, privacy and security, guaranteeing end to end latency, and cloud vendor lock-in due to a lack of standards (every cloud vendor has their own proprietary APIs and network access configurations.
References:
https://www.silverliningsinfo.com/multi-cloud/report-smart-cloud-and-coming-paradigm-shift
https://www.fiercewireless.com/5g/op-ed-whither-nokia
Building and Operating a Cloud Native 5G SA Core Network
Omdia and Ericsson on telco transitioning to cloud native network functions (CNFs) and 5G SA core networks
https://www.ericsson.com/en/ran/intelligent-ran-automation/intelligent-automation-platform
https://www.huaweicloud.com/intl/en-us/solution/telecom/cloud-native-development-platform.html
https://sdnfv.zte.com.cn/en/solutions/VNF/5G-core-network/cloud-native
https://www.ibm.com/products/cloud-pak-for-network-automation
https://www.dell.com/en-us/dt/industry/telecom/index.htm#tab0=0
Steve Saunders (a.k.a. Silverlinings‘ Sky Captain), is a British-born communications analyst, investor, and digital media entrepreneur. In 2018 he was awarded an MBE in the Queen’s Birthday Honours List for services to the telecommunications industry and business.
EdgeQ’s breakthrough demos and partnerships showcased at MWC 2024 & MWC 2023
EdgeQ Inc, an innovative 4G/5G System on a Chip (SoC) semiconductor startup, had several defining showcases at MWC 2024 as well partnership announcements which included:
1. A partnership with DenseAir and Radisys to deliver industry’s first cloud-native, neutral host solution for mobile networks. It’s the world’s first O-RAN split 6 solution where multiple operators and multiple data streams are all supported off a common platform – single box, single silicon.
- EdgeQ fundamentally enabled DenseAir to deliver a solution that converged 4G+5G on a single silicon, while providing elastic scaling up to 4 component carriers and 256 users, with software-defined O-RAN split 6.
2. EdgeQ and BlinQ showcased a single integrated 5G+WiFi platform (PCW-400i), running simultaneously 5G at 3.3-4.2GHz frequency band spectrum and Wi-Fi 2.4GHz and 6GHz spectrum. This fully integrated small cell solution by BlinQ operates in bands n48, n77 and n78 along with the three bands from the Wi-Fi 7 standard. Using EdgeQ’s SoC, BlinQ enables novel deployment schemes like completely 5G cable-less backhaul, while enabling PoE++ (IEEE 802.3bt is the latest and most powerful Power over Ethernet standard. It provides up to 100 watts of power per port. at affordable unit economics).
- “Not only does the PCW-400i provide incredible capacity, it also incorporates BLiNQ’s enterprise-level management suite and zero-touch provisioning, making it easy to install and operate in any size organization,” says Pete Vavra, VP of Sales at BLiNQ. “The product was designed with scalability and ease of deployment in mind without taking the focus away from performance,” Vara added.
- “Our collaboration with BLiNQ is about massively converging two major wireless protocols into a single platform that give customers flexibility and freedom of choice. This is a phenomenal achievement delivering state-of-the art 5GNR and Wi-Fi 7 in a sleek, compact form factor that can elastically scale with connection density and capacity demands while maintaining breakthrough unit economics at unprecedented low power,” says Ziyao Xu, Director of Product Management at EdgeQ. “This will compel the market with novel use cases for enterprise, private networks, and home,” Xu added.
3. EdgeQ’s silicon was featured by both ARM and Analog Devices. Two landmark capabilities were revealed:
- Multi-Operator, Multi-Carrier 4cc Aggregation Running on a Single SoC Converging 4G+5G+AI.
- Industry First 5G PHY + 5G L2/L3 + Embedded User Plane Function (UPF) running on EdgeQ’s SoC:
-
Local Processing of UPF reduces the WAN tax, allowing for a lighter, less burdened core network. Having an embedded UPF can save cost, reduce latency, and maintains the pilot data from needing to leave the premise.
-
At the same time, there is enough headroom in EdgeQ’s processor architecture to run other edge applications (DPDK, virtualization, containers, etc…etc…).
-
4. Actiontec and EdgeQ announced the commercial release of ASC-308: Revolutionizing Network Flexibility, Performance and Future-Proofing 4G & 5G Small Cell.
- Enabled by EdgeQ SoC, Actiontec’s ASC-508 offers a programmable architecture, 4G & 5G multi-technology support, and ease of deployment to empower operators to build future-proof networks. The ASC-508 boasts a programmable and modular architecture, allowing operators to adapt easily the platform to their band support, specific use cases, and evolving network requirements.
- Support for various O-RAN compliant Split options, including All-in-One Split 0, Split 2, and Split 6, ensures future-proof adaptability. This is all due to the programmable nature of EdgeQ’s “Base Station-on-a-Chip.”
–>Significantly, EdgeQ’s SoC product entered production last year and has generated meaningful revenue with customers worldwide.
Image Credit: EdgeQ Inc.
……………………………………………………………………………………………………………………
At MWC 2023, EdgeQ collaborated with Vodafone, a leading telecommunications mobile operator in Open Radio Access Network (O-RAN), and Dell Technologies to debut a state-of-the-art O-RAN-based, massive MIMO solution at last year’s Mobile World Congress (MWC 2023) in Barcelona, Spain. As a result, the company received the prestigious “CTO Choice Award for Outstanding Mobile Technology” and “Best Digital Technology Breakthrough.”
The collaboration and design between the three companies is a massive MIMO 5G network that leverages in line acceleration technologies to deliver high user capacity, high network bandwidth at relatively low power for the new O-RAN based deployments.
Hosted at the Vodafone stand, the live system comprised of a Dell PowerEdge XR11 server and an EdgeQ M-Series L1 accelerator will demonstrate impressive throughput of 5Gbps, with the accelerator drawing less than 50 watts. The collaboration and design between the three companies demonstrate the principles of a 5G O-RAN infrastructure solution on a standard server, an inline acceleration, a Radio Unit (RU) system, and third party L2/L3 software stack from collaborating companies.
“Vodafone is committed to driving 5G O-RAN deployments at scale. Our showcase with EdgeQ and Dell Technologies validates how open innovation can drive better performance and cost efficiencies. Technologies such as EdgeQ’s high capacity in-line L1 acceleration should enable Vodafone to scale our macro cell infrastructure to new levels of performance and efficiency without compromise,” said Paco Martin, Head of OpenRAN Product Team, Network Architecture, Vodafone.
EdgeQ’s multi-node 4G/5G Base Station-on-a-Chip solution [1.] converges connectivity, compute, and networking in a disruptively innovative software-defined platform. The highly scalable, flexibly adaptive EdgeQ platform solution uniquely features a production-grade L1 stack that is open and customizable. The scalable architecture maximizes throughput performance, compute processing, across a large range of concurrent users and multiple carriers, all within a compact power and cost envelope.
“EdgeQ was founded on the belief of reconstituting the network in simple and intuitive terms. Together with Vodafone and Dell Technologies, we have shown the first instantiation of a new market paradigm that scales openly and flexibly, without the cost burden and power penalties of traditional platform approaches,” said Vinay Ravuri, CEO and Founder at EdgeQ.
Note 1. In December 2023, EdgeQ announced a converged 4G, 5G, and AI base station SoC at 1/2 cost, 1/3 the power, and 1/10 the space of previous designs. EdgeQ’s 4G/5G base station SoC features:
- 3 to 4 Multi-carrier operation on a 4T4R small cells for enterprise private networks.
- Asymmetric carrier aggregation across multiple bandwidths – ex: 100+20, 20+10, …….
- Asymmetric carrier aggregation between licensed bands and PAL/GAA spectrum assets.
EdgeQ is the only company providing an integrated 4G+5G solution, complete with a multi-mode L1 (Physical Layer), an interoperable L2/L3 software stack, all on a single chip. Telcos and private network customers can leverage a single converged solution, upgrade over-the-air at compelling unit economics of 1/2 the cost and 1/3 the power of previous base station designs.
……………………………………………………………………………………………………………………….
On March 22, 2022, EdgeQ’s Product Development Manager Adil Kidwai participated in an IEEE ComSocSCV virtual panel session, organized by this author, where he discussed the benefits of his company’s 4G/5G SoC solution for O-RAN and private 5G networks. That virtual panel session was summarized in the November 2022 IEEE Global Communications Newsletter which was published in the November 2022 IEEE Communications magazine. You can watch a video of that very informative session here.
About EdgeQ:
EdgeQ is a leading innovator in 5G systems-on-a-chip. The company is headquartered in Santa Clara, CA, with offices in San Diego, CA and Bangalore, India. Led by executives from Qualcomm, Intel, and Broadcom, EdgeQ is pioneering converged connectivity and AI that is fully software-customizable and programmable.
The company is backed by world-renowned investors. To learn more about EdgeQ, visit www.edgeq.io. Media Contact: [email protected] 804-612-5393
References:
https://www.edgeq.io/edgeq-wins-multiple
https://www.edgeq.io/edgeq-debuts-worlds-first
EdgeQ Samples World’s 1st Software-Defined 5G Base Station-on-a-Chip
Intel FlexRAN™ gets boost from AT&T; faces competition from Marvel, Qualcomm, and EdgeQ for Open RAN silicon
https://ieeexplore.ieee.org/stamp/stamp.jsp?tp=&arnumber=9946966
SoC start-up EdgeQ comes out of stealth mode with 5G/AI silicon for 5G private networks/IIoT
https://ieeexplore.ieee.org/document/6736761
Bloomberg: U.S. Billionaire’s Battle Over FCC’s 12 GHz Spectrum Policy
Charlie Ergen of Dish Network and Michael Dell of Dell Technologies have a plan to open up little-used wireless frequencies to millions of customers with a new 5G service. However, another billionaire strenuously objects. Elon Musk’s SpaceX filed an objection with the U.S. Federal Communications Commission (FCC), which governs airwaves distribution, saying the “scheme” would wreck his broadband-from-orbit service.
Dish Network responded with an FCC filing that accused SpaceX of “flimsy” and “far-fetched” criticism. RS Access LLC, a Dell company, cited what it calls SpaceX’s “long history of misleading information, rule-flaunting, and ad hominem attacks.”
The billionaires paths collide in a swath of spectrum known as the 12 gigahertz band [1.] Ergen and Dell have asked the FCC to allow higher-power traffic in 12 gigahertz airwaves they control in cities around the U.S. That’s 82 markets including New York and Chicago for Dish, and 60 markets including Austin, Texas and Omaha, Nebraska for Dell’s airwaves company, RS Access.
……………………………………………………………………………………………………………………………………………
Note 1. 12 GHz (more precisely 12.2-12.7 GHz Band ) is NOT one of the approved frequency bands in the revision to ITU Recommendation M.1036-6, which specifies ALL frequency bands for the TERRESTRIAL component of IMT (including IMT 2020). Despite that, the FCC is considering expanded terrestrial service rights in 500 megahertz of mid-band spectrum between 12.2-12.7 GHz (12 GHz band) without causing harmful interference to incumbent licensees.
………………………………………………………………………………………………………………………………………..
The 12 GHz spectrum band is currently restricted to one-way use. License holders include SpaceX, AT&T/DirecTV, Dish and other satellite providers, as well as companies that use the spectrum for downstream fixed wireless communications.
Some license holders, including Dish and fixed wireless provider RS Access, want the FCC to allow two-way use of the band. To support that view, RS Access submitted the RKF Engineering study that concluded that two-way use of the band would not interfere with incumbent users to the FCC.
Roberson and Associates found that 1 MHz of 12 GHz spectrum can carry 3.76 times as much data as 1 MHz of 28 GHz spectrum under peak throughput conditions.
Long-time 12 GHz 5G proponent RS Access refers to a report that identifies recent technology advances for making the 12 GHz band very desirable for 5G, including Massive MIMO, beamforming and 5G carrier aggregation.
………………………………………………………………………………………………………………………………………
This raucous battle of billionaires stands out on the ordinarily placid docket of the FCC, which is more often limited to detailed technical concerns such as antenna characteristics and signal power/ attenuation. It reflects the fortunes to be made as the U.S. moves toward 5G networks that will be used in many places, depending on the use case. A government auction earlier this year of 5G airwaves brought in $81 billion as the largest U.S. wireless providers snapped up frequencies; another airwaves sale that could net $25 billion is under way.
“It says they ain’t making spectrum no more!” said Tom Wheeler, a former FCC chairman. Spectrum describes the array of frequencies that companies use to offer telecommunications.
Space X also uses the 12 gigahertz frequencies. In FCC filings the company says the proposed higher-power signals could overwhelm the faint broadband signals that travel from its orbiting fleet of 1,500 or more satellites to customers’ rooftop receiving dishes.
Currently, services in the 12 gigahertz band are limited to low power under FCC rules designed to avoid interference with other users. Airwaves with higher power are typically worth more money, since their signals can travel farther and reach more customers. The increased potency can also increase the risk of overpowering other users’ signals.
Dish “has mastered the use of empty promises and attacks on competitors,” SpaceX told the FCC in a filing. Dell’s spectrum-holding RS Access told the FCC that SpaceX is offering a “false premise.” Dish then accused SpaceX of mounting an “attempt to obfuscate the issues.”
The fight has been brewing for at least five years. Dish and other holders of 12 gigahertz airwaves in 2016 asked the FCC to boost power for terrestrial users of the airwaves, citing skyrocketing demand for mobile data. At the time SpaceX’s first Starlink broadband satellite was three years from its 2019 launch. Dish and its partners at the time suggested satellite services should lose rights in the band.
Dell’s investment firm had made its purchase of 12 gigahertz airwaves via RS Access, which reached for influence inside the Beltway. It hired former House telecommunications counsel Justin Lilley, according to an October 2020 filing. Lilley’s roster of clients has included spectrum innovator Ligado Networks, wireless giant T-Mobile US and Facebook.
Lobbying expenses surged. Dell’s MSD Capital with no lobbying expenditures since its founding in 1998, spent $150,000 on lobbying in 2020, according to data compiled by Open Secrets, a non-profit that tracks money in Washington.
Dish, with a longtime presence in Washington, spent $1.8 million lobbying in 2020 and SpaceX spent $2.2 million, with each engaging more than three dozen lobbyists according to Open Secrets.
Dell called then-FCC Chairman Ajit Pai twice, in September and November of 2020. Ergen and Pai spoke in July of 2020. On Dec. 23, Musk called Pai — after two earlier calls between the two, according to FCC disclosure filings.
The FCC began its formal consideration with a 4-0 vote in January 2021, during the closing days of Ajit Pai’s tenure as FCC Chairman. The Republican left the agency following the presidential election, leaving the issue to the current FCC that is split 2-to-2 along partisan party lines.
Supporters formed a coalition that includes Dish, Dell, policy groups and two trade groups that include Dish as a member. RS Access presented a 62-page technical study that concluded coexistence between the 5G use and the satellite services can be achieved.
SpaceX, in a filing, said the airwaves are worth far less. Still it said RS Access and Dish were seeking “a windfall” by leveraging airwaves that today are useless.
“You don’t have to have them removed from the band at all,” V. Noah Campbell, chief executive officer of RS Access, said in an interview with Bloomberg. Campbell likened the proposal to a water main that’s been used at low capacity. “We just want the pipe open,” he said.
The spectrum in question could be worth as much as $54 billion if the FCC allows the change, according to a study submitted to the FCC by a Dell owned company. SpaceX, in a filing, said the airwaves are worth far less. The company said RS Access and Dish were seeking “a windfall” by leveraging airwaves that today are useless.
Dish Network has emphasized expanded demands for its 5G service, which is designed to connect not just mobile phones, but also IoT devices including baby monitors, vehicles, aerial drones, tractors, and factory gear. Dish has emphasized expanded demands for 5G service, which is designed to connect not just mobile phones, but also devices including baby monitors, vehicles, aerial drones, tractors, and factory gear.
“This band is really good for 5G,” Dish Executive Vice President Jeff Blum said in an interview with Bloomberg. “And it would be a missed opportunity if the commission left the status quo in place.”
References:
https://www.bloomberg.com/news/articles/2021-10-09/billionaires-musk-ergen-and-dell-brawling-over-spectrum-at-fcc (PREMIUM ARTICLE)
Battle Lines Thicken Over 5G Use of 12 GHz Spectrum, with SpaceX in the Crosshairs
https://www.fiercewireless.com/regulatory/massive-mimo-adaptive-beam-forming-spiff-up-12-ghz-band
Dell CTO: Fragmented U.S. 5G deployments; Unified Nationwide 5G Ecosystem Needed
John Roese, Dell Technologies’ chief technology officer (CTO), urges private companies and the public sector to collaborate on creating a unified nationwide 5G ecosystem. He advocates domestic production of equipment, commitment to open radio access network infrastructure and additional tower construction.
U.S. efforts to develop a 5G network have been fragmented, with many regions of our country seeing no 5G deployment at all. This can threaten digital inclusion work in our communities, restrict innovation-based economic development, and put the U.S. at a competitive disadvantage. Broad accessibility is also critical to the high-tech industry contributing to an open 5G ecosystem, which in turn will grow the digital economy.
Telecom companies are already investing significantly in their 5G networks, with $81 billion of spectrum auctioned off in January and billions more expected in another auction slated for October. But as companies commit to major debt-funded purchases of spectrum they may lack the capital and incentives to build the infrastructure needed to ensure inclusivity.
The real solution lies with investment to modernize the core digital infrastructure, devices and services, centered on a modern open architecture for 5G, but the current industry structure is not aligned with this goal, and the existing ecosystem to enable it is limited.
It’s important to recognize that 5G is much more than just an evolution of 4G. Since 5G has new, higher performance technologies in addition to more traditional wireless access, it has the potential to deliver true Gigabit speed low latency mobile access. To accomplish that, a multitude of additional cellular towers along with a sophisticated network of virtual infrastructure is needed. This will generate a 5G network that is readily accessible, especially to the communities that need it the most.
The Dell CTO says that the U.S. risks falling behind other nations that are making large scale investments in their own 5G networks at a brisk pace. We have the resources and talent to catch up and lead the world in 5G, but first the government and the private sector must work collaboratively to create a foundational 5G wireless ecosystem in the U.S.
In summary, Roese states that “connectivity is economic opportunity and the key to a diverse, competitive workforce. We must come together to provide the equal access to technology and advanced connectivity that will ensure all are empowered to lead the country forward.”
Dell and 5G:
In an October 2020 CUBE interview with Dell’s COO and vice chairman Jeff Clarke said:
“5G is the next data fabric for the data era. We see the world of edge, cloud and 5G, those three circles, intersecting to a high degree. What we have is the first opportunity to bring a cloud environment to the telco space that hasn’t happened before, and the opportunity is large for us; it’s one of the single biggest opportunities that we see for Dell.”
…………………………………………………………………………………………………………………………………
References:
https://thehill.com/opinion/technology/555595-5gs-segmentation-may-create-another-digital-divide
https://events.technologyreview.com/video/watch/dell-technologies-5g-journey-john-roese/
Dell Technologies’s 5G Vision Embraces Shifting Network Architectures