DriveNets and Infinera Complete Joint Solution Certification of Infinera ZR/ZR+ Optical Modules with DriveNets Network Cloud
- Successful testing and certification of multiple Infinera ICE-X ZR/ZR+ modules by DriveNets.
- Converged network infrastructure to reduce operating costs and complexity for operators.
- Technology advancements in ZR/ZR+ pluggables support greater distances, eliminating the need for a separate optical network.
- Continued adoption of open, disaggregated networking solutions by network operators worldwide.
- Joint solution enables seamless management and benefits from Infinera's ICE-X coherent pluggable solutions.
- Significant savings by collapsing Layer-1 to Layer-3 communications into a single platform and eliminating the need for standalone optical transponders.
- DriveNets NOS supports Infinera modules in multiple modes of operations, including ZR, ZR+, and Open-XR.
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The recent collaboration between DriveNets and Infinera represents a significant step in the evolution of network infrastructure technology. The integration of Infinera's ICE-X ZR/ZR+ modules with DriveNets' Network Cloud software is a clear indication of the industry's shift towards open, disaggregated networking solutions. This approach challenges the traditional model of proprietary, integrated systems by allowing network operators to combine hardware and software components from different vendors, potentially leading to more competitive markets and innovation.
From a cost perspective, the ability to reduce operational expenses (OpEx) is crucial for telecommunications companies, which often operate on tight margins. The reduction in the number of network elements needed and the simplification of network management, is likely to result in significant savings. These savings could be passed onto consumers in the form of lower prices or reinvested into the network to improve service quality.
Furthermore, the technological advancements enabling greater distances without separate optical networks could lead to a reduction in the capital expenditures (CapEx) associated with building and maintaining these networks. The potential for a single platform to handle Layer-1 to Layer-3 communications streamlines the infrastructure, which could be transformative for the industry.
The announcement of the DriveNets and Infinera partnership has potential implications for the financial performance of both companies. By offering a solution that promises to lower OpEx for network operators, DriveNets and Infinera are positioning themselves as cost-effective options in a market that is highly sensitive to price and total cost of ownership. This could lead to increased market share and revenue growth as network operators look to invest in more efficient technologies.
Investors should consider the long-term implications of such technological partnerships. The adoption rate of the combined DriveNets/Infinera solution by network operators will be a critical factor to monitor. A high adoption rate could signal a successful strategy and possibly lead to upward revisions in revenue forecasts for both companies. Conversely, any challenges in implementation or competition from other vendors offering similar cost savings could impact the expected financial benefits.
It is also worth noting that such partnerships can enhance a company's competitive moat by creating a more integrated and comprehensive solution that may be difficult for competitors to replicate quickly. This could potentially lead to an improved valuation of the companies involved.
The convergence of networking infrastructure, as exemplified by the DriveNets and Infinera collaboration, is indicative of a broader trend in the technology sector towards software-defined networking (SDN) and network functions virtualization (NFV). These technologies allow for more flexible, scalable and programmable networks that can adapt to changing demands without the need for frequent hardware upgrades.
The announcement also highlights the growing importance of coherent pluggable solutions, such as Infinera's ICE-X ZR/ZR+ modules. These solutions are becoming increasingly relevant as data traffic grows exponentially, driving the need for higher-capacity, longer-reach and more energy-efficient optical transport networks.
The ability to offer new revenue-generating services, such as high-speed business services over single fiber PON infrastructures, is another aspect that network operators will likely find appealing. This not only provides a competitive edge but also caters to the rising demand for high-bandwidth services driven by cloud computing, video streaming and the proliferation of Internet of Things (IoT) devices.
The combined DriveNets/Infinera solution allows operators to build converged network infrastructures, lowering network OpEx
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Following last year's announcement that Network Cloud will support ZR/ZR+ optics from multiple vendors on its supported white boxes, today's announcement highlights the continued adoption of open, disaggregated networking solutions by network operators worldwide. DriveNets plans to announce additional joint solutions in coming weeks.
Networking Market Disruption – Lower OpEx
"Network operators are increasingly turning to open networking solutions that allow them to mix and match elements from multiple vendors, avoiding vendor lock," said Nir Gasko, Vice President, Global Strategic Alliances for DriveNets. "Our integrated solution with Infinera enables operators to not only leverage the unique features of Infinera's ICE-X ZR/ZR+ modules, but also benefit from the operational simplifications that the integration with DriveNets Network Cloud provides."
"DriveNets disrupted the market by introducing a disaggregated software-based networking solution that streamlined networking hardware over standard white boxes and redefined the economic model of the network," said Russ Esmacher, Senior Vice President, Strategy, Marketing, and Corporate Development at Infinera. "Integrating our ICE-X ZR/ZR+ modules with DriveNets Network Cloud takes this disruption one step further, enabling our joint customers to further lower their OpEx and build more efficient, scalable, and robust networks."
Seamless, network convergence
The joint DriveNets/Infinera solution includes enhanced network configuration and management software capabilities and enables DriveNets solutions to seamlessly manage and benefit from the unique programmability and flexibility offered by Infinera's ICE-X coherent pluggable solutions.
It also enables network operators to leverage Infinera's ICE-X pluggable solutions, such as 100G/200G Single Fiber bi-direction operation and 4x100G intelligent fan-out and offer new revenue-generating services such as 100G to 200G high-speed business services over single fiber PON infrastructures.
The use of ZR/ZR+ on DriveNets Network Cloud delivers significant savings by collapsing Layer-1 to Layer-3 communications into a single platform. It also eliminates the need for standalone optical transponders, lowering the number of boxes in the solution, and reducing operational overhead, floor space, and power. In addition, the DriveNets NOS (DNOS) supports the Infinera modules in multiple modes of operations, including ZR, ZR+ and Open-XR.
Learn more about DriveNets' solutions here.
About DriveNets
DriveNets is a leader in high-scale disaggregated networking solutions. Founded in 2015, DriveNets modernizes the way service providers, cloud providers and hyperscalers build networks, streamlining network operations, increasing network performance at scale, and improving their economic model. DriveNets' solutions – Network Cloud and Network Cloud-AI – adapt the architectural model of hyperscale cloud to telco-grade networking and support any network use case – from core-to-edge to AI networking – over a shared physical infrastructure of standard white-boxes, radically simplifying the network's operations and offering telco-scale performance and reliability with hyperscale elasticity. DriveNets' solutions are currently deployed in the world's largest networks. Learn more at www.drivenets.com
About Infinera
Infinera is a global supplier of innovative open optical networking solutions and advanced optical semiconductors that enable carriers, cloud operators, governments, and enterprises to scale network bandwidth, accelerate service innovation, and automate network operations. Infinera solutions deliver industry-leading economics and performance in long-haul, submarine, data center interconnect, and metro transport applications. To learn more about Infinera, visit www.infinera.com, follow us on X and LinkedIn, and subscribe for updates.
Media contact:
Crystal Monahan
+1-617-290-2882
drivenets@guyergroup.com
Martin Perlin
+972-54-921-3547
press@drivenets.com
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