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…
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…
AI is clearly not a single initiative. Enterprises view it as an implementation of their familiar software component model of application-building. The four AI giants clearly view it as a kind of back-door way to move everything to the cloud, when simply claiming that would happen has obviously failed. The question is whether some model…
It’s another earnings season on Wall Street, and we continue to see evidence that the Street is antsy about the ROI that AI can generate. The difference between this and the rosy stories about AI we keep reading is a bit alarming, an indication of a problem I’ll look at tomorrow. Today, we need to…
I read a LinkedIn Post by David Linthicum, and it made me think about the way tech journalism used to be, how it is today, and why the change is bad for the industry. Yes, I know that most of my generation are justifiably criticized for being against change, but I’ve had a career founded…
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…