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…
We’ve looked this week at the potential paths for AI agent payoffs, for real business cases. We’ve looked at the forces enterprises say are really behind any changes in network technology or spending. Lets now look at the specific goals and technologies the drivers lead to, in order to make those prospective business cases. Where…
It’s time now to look at how a maturing AI agent deployment model would impact traffic flows. Assessing the impact that AI would have, and more significantly the impact of “horizontalizing” applications, with or without AI, would have on networks isn’t a simple topic. In fact, while 221 enterprises have offered comments on this in…
Where will network changes be taken by AI? Where money takes it. Do AI agents boost profit by expanding sales? That’s always hard to prove, and currently enterprises say that most IT projects are justified by cost reductions. Then, where does the savings from AI agents come from? That’s a question that I’m eager to…
It’s likely not a surprise to any who have followed my views to hear that I don’t think AI is going to revolutionize the WAN. The data center network, yes. It may surprise some to hear me say that I think AI isn’t the only force acting on the data center, though, and to hear…
The real change that the Internet brought about, in network service terms, is a shift from human consumption of connectivity to human consumption of applications through connections. If low-latency services are the future of telecom, then what do the “services” serve, in terms of applications, and how do the applications develop? That’s the key question…
There’s a growing polarization of views in the mobile infrastructure and standards area. On the one hand, we have a group who say that 6G will be the “next wave” in mobile infrastructure, creating a burst of telco spending on network equipment. On the other, there’s an increasingly vocal group who not only don’t see…
“All that glitters is not gold”, so the saying goes. All that has benefits isn’t a good investment either, and that’s been a recurring problem in assessing technology in general and network tech in particular. Many new technologies were capable of doing something well, even better, but not enough so to justify an investment that…
Here’s a basic truth that’s ignored too often; you can’t get right answers from wrong questions. You can, however, use the combination to boost clicks and hype, and so we see this a lot with AI. Most recently, a non-technology publication published a story titled “20 percent say AI has taken over parts of their…
I’m an avowed opponent of industry terms that have no stable definition, particularly when that lack perpetuates myths and hype. And, yes, you can argue that “AI” or “artificial intelligence” is such a term, but there’s an earlier one that I think is particularly destructive to the telecom world. It’s “cloud-native”. The accepted definition of…
I thought it would be interesting to have an AI analysis of the whole AI RAN scene. Here’s the result in both report and audio summary form. The material was produced by Google Gemini Pro and NotebookLM. Email and RSS: