Author: Tom Nolle

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.

Enterprise comments I get do not now, nor they ever have, validated the notion that cloud-hosted AI of the type that’s the foundation of AI today will transform their business. The great majority point out that to accomplish that goal, they’d need AI agents to operate on core business data that is subject to governance…

Is AI going to wipe out your job, wipe out humanity? Few enterprises take the latter seriously, and less than 15% of those who comment on these topics to me see much of a threat to their own jobs. That doesn’t mean that AI isn’t perceived as a risk. Light Reading did a nice piece…

It’s time to face telecom reality, people. 5G failed. 6G is going to do the same, for the same reasons. Telcos have moaned about declining revenue per bit for decades, with no resolution to their problem in sight. We hear the same sort of stories about new revenue opportunities, new ways of managing costs, that…

This week, we’re launching a new feature on our TMT Advisor website, which is focused on demonstrating the use of AI in generating useful material. Most weeks’ we’ll be posting a PDF report and an audio summary, generated by Google Gemini Pro, to describe the five most significant networking technology announcements of the week. I’ll…

Nvidia’s CEO is talking about “inference” in AI, about making AI really able to think in a way at least similar to the way people do. Is this just another attempt to sustain the hype wave, or is it a realistic and important shift in the way that the AI giants and pundits are considering…

If you were a passenger on the Titanic, you might have had (for a time) a great interest in stories about lifeboats and rescues at sea. If you’re a telco, you might have had similar interest in stories about “opportunities”. Stories wouldn’t have helped those passengers so long ago, and they won’t likely help telcos…

There’s no shortage of AI survey reports these days, yet they keep coming. You decide whether that’s just eagerness to promote the current hype wave or actual importance. Not to mention, we all need to decide whether the data being offered is actually valid. Cisco just released “Cisco State of Industrial AI Report”, and we’ll…