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…
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:
Here’s the latest AI analysis of the top five network technology announcements for the week ending April 11th. As always, note that this is AI-generated and does not necessarily reflect the views of Andover Intel. The audio file is an AI analysis of the same top five, but with a commentary on how Andover Intel…
What’s behind the push for AI-RAN? Not a single enterprise has, over the last year, even mentioned any interest in or benefits of it to them. Of the 88 operators who I’ve had contact with in that period, only 22 said they believed it might, stress the qualifier, have value, and 49 said they saw…
My blog on telco challenges, reasons, and possible solutions included a comment on the advantages of having a relatively low internal rate of return. This, I contend, lets telcos invest in projects that would be financially unattractive to OTTs, including cloud providers. It generated a dozen CFO comments, both from telcos and enterprises, and so…
Here is my second posting of an AI analysis of network technology press releases. As always, note that this is entirely a work of AI, Google Gemini Pro and NotebookLM specifically. Andover Intel does not have a position on its accuracy, nor have we reviewed or modified it in any way. Email and RSS: