Elon Musk isn’t everyone’s idea of the ideal pundit, particularly for AI topics, but sometimes he says something that has a kernel of merit, or is at least worthy of examining. Take this comment on X, for example: “Devices will just be edge nodes for AI inference, as bandwidth limitations prevent everything being done server-side.”…
Omdia has produces another very useful report, this one on telecom opex, and I think there are some insights we can draw from it, especially if I tie in what I hear from the telcos themselves. In particular, I think there are some important lessons regarding telco use of AI. There’s a useful analysis of…
Suppose the telcos were to commit to deploying an edge/IoT service set. Suppose their goal was to do only as little in the application domain as they could, meaning they wanted an IoT “utility” service. What would, or should, it look like? Since I’d done a blog on how edge/IoT might be the only way…
Several articles (like THIS) have noted that generative AI use dipped sharply in early June as schools closed out for the summer. Most take either the stand that this shows kids cheating on homework is a major user of AI, some that it shows that kids need to integrate AI more into their lives. What…
Can broadband networks be made both populist and profitable? What constraints on technology and capability exist in meeting that goal? Obviously this is one of those things that require a balance between the characteristics of a service and the cost, that balance being impacted by the distribution of the service users and thus the efficiency…
The cost of network infrastructure, both capex and opex, directly relates to the architectural policies established in the deployment of network elements. Operators agree with an obvious point, which is that you can reduce both if you reduce the number of devices in the network. They also agree that you can “flatten” a network to…
Could it be that the telcos made a fatal mistake back in the 1990s? Could their ability to continue to operate in the future without some form of subsidization or return to public utility status now depend on an almost-impossible retro-decision? Is it already too late to get things right, because they (and we in…
How do companies justify tech projects? That’s a question that often comes up in stories, social media, and other forums. There are a lot of views, because the topic isn’t exactly cut and dried, and because different constituencies have different answers; vendors and users, meaning sellers and buyers, investors and employees, and so forth. I’ve…
Like all tech, 5G and 6G have followed the “all-to-positive-to-absolutely-negative” PR path. I’ve arguably been on the negative side of the middle ground for both, from the first, and that’s likely the closest thing to a default right assessment we could give anything new in tech. AI? Quantum computing? They could both expect the “G’s”…
How do we come to terms with AI? Where do we find helpful information, who can we trust, what should we look for, will it meet ROI requirements, should we apply special compliance rules to it? There are a lot of questions enterprises have, and the one constant is that of almost 400 enterprises who…