Author: Tom Nolle

Nvidia, no surprise, is very interested in AI adoption by telcos, and they’ve just released a 2026 survey on it. Let’s take a look, exploring the conclusions and also how the results compare with what I hear from the 88 telcos I’ve chatted with in the last 6 months. Most of those who follow my…

The goal of productivity enhancement is going to produce value, justification, only if you either generate more business or fulfill existing business opportunity at a lower cost. The former demands an elastic market for the product/service, and I don’t have enough information to assess how likely that’s the case in the US or global economies,…

Cisco’s announcement of its G300 chip was positioned to address AI workloads, but these days about the only thing we’re not claiming is driven by AI is politics, and I’m not sure about that either. In any event, anything that’s positioned relative to AI has to be examined in two ways. First, does it actually…

AT&T has cut a collaboration deal with Amazon. Is it a step forward for both companies, or is AT&T inviting the wolf into the fold? We’ll try to outline the case for both, then pick the one we think is on the mark. It’s pretty clear what Amazon gets out of this. They get a…

Last week should prove out a point I’ve made many times, which is that hedge fund behavior manipulates the stock market and investors in general. It should also prove another point, which is that the hype that comes out of a click-here world contributes to this, and a third, which is that the combination of…

There’s been a major shift in networking over the past three decades, one that has created many of the challenges we see today. There have also been attempts to address some of the fallout of the shift, none of which have been successful. Today, there may be another such attempt emerging, which has some interesting…

OK, yesterday I took the markets and hedge funds to task because of the story that AI was somehow going to eat software. If I’m right (which, of course, I think I am) then is there no value to AI? Robert Heinlein’s line from “The Moon is a Harsh Mistress” comes to mind, “There ain’t…

Remember the old song “Anticipation?” We need a version for 2026, so let’s call it “Perpetuation”. “Perpetuation is making is making us rich, by keeping the bubble go go-going”. It’s starting to look like the Street, meaning of course hedge funds, have invented a whole new kind of bubble, one we could call an “anti-bubble”….

Meta surprised the Street last week by beating earnings estimates, and it also said its capex on AI could double this year. What may be driving the willingness to invest more on AI is Zuckerberg’s view that this year, “AI starts to dramatically change the way that we work”, but the question is who’s work…

If you don’t know Latin, that means “Where are you going?” and it’s the real question that telcos, their vendors, and their customers all should be thinking about. The harsh realities telecom faces in 2026 are obviously generating both news stories and vendor/telco activity. Of course, this has been true in the past, too, and…