We’re different. Remember that. We’re insightful, and remember that too, and remember that a big reason why we’re insightful is that we’re different. Andover Intel is based on a simple principle, which is that to understand tech, you have to understand what tech buyers are doing, expecting, justifying. We’ve established a user contact program that…
A nice piece In Fierce Networks talks about the fact that while enterprise AI use is growing, more and more enterprises are finding AI cost overruns, not only versus expectations but versus any plausible return on the investment. I’ve dug through my enterprise comments over the last two years to get an idea of what…
Sometimes we don’t ask all the questions about an important issue, and so we miss ones that might be critical. IT always evolves, under various pressures. The direction it evolves in often depend on specific “forks in the road of possibilities” as one CIO described it. There’s such a fork coming into view now, as…
Yesterday, I noted that private 5G offered the best way for telcos and their infrastructure vendors to drive the next wave of IT and networking, real-time applications, forward. They don’t develop new service needs directly, but they do facilitate the expansion of current real-time applications to a state where new services could be of value….
There are lots of technology “advances” that ride the edge between forward-looking and hype. Private wireless is one of them, most conspicuously in 5G and in discussions about 6G. Sadly, much of the dialog has really been driven by vendors trying to keep the 5G hype alive. Nokia, who’s been perhaps the most visible vendor…
So, according to the stories, Broadcom’s earnings demonstrated AI’s troubles, sending their stock, and the NASDAQ down. Right? Sort of, but not in the way it’s usually interpreted. Was this an indication of an AI disaster in the making? Was it because of software, meaning VMware? We do need to look at Broadcom here, to…
According to a Light Reading article, one driverless robotaxi generates 20 gigabytes of traffic per day. I don’t know if this is true, but I think a collateral point the story makes is an important one. We’ve been conditioned by the consumer Internet to a traffic model dominated by sending to the edge, and there’s…
All the talk about the need to upgrade data center networks, like most talk these days, seems focused on AI. That’s just changed with what might be a very important announcement from Amazon, that talks about a major potential change in data center architecture and isn’t linked to AI at all. Traditional data center LANs…
I’ve often said that telcos fear competition more than they value opportunity, which in effect means that they tend to play a defensive game in the market. The problems with a pure defense mindset are well known, in warfare and even in American football (the draw play is an example). If you think about it,…
Should AI be regulated? How should AI be regulated? Who should regulate AI? Lots of questions here, and lots of answers. As usual, when technology and politics merge, we tend to get the worst of both worlds, but enterprises have a view here, and so do I, based on decades of both tech and political…
We may be approaching, however tentatively and indirectly, the point where some AI reality takes hold, both in general and in terms of AI’s impact on the network. It’s not that actual enterprise AI types have changed, but that what most of them have known from the first is starting to influence broader media and…