In a couple of my recent blogs, I talked about Nokia initiatives that might (directly or indirectly) jump-start the fusion of AI and the metaverse. That could launch a boom in tech, a pathway to enhancing the productivity of a whole class of workers we’ve been ignoring, the ones that aren’t sitting at desks. But…
Cisco messed up. That’s the conclusion of Wall Street, and at one level I agree. According to an analyst quoted in the article I’ve referenced, “management overestimated that demand would return in F2H24, when the reality is we are in a networking downcycle ex-AI investments.” That’s true, and it’s the level I agree on. The…
How often have I said that network vendors try to sell their products in a sort of missionless vacuum? How often have I wondered why they didn’t try to create something between what they traditionally sell (which is network gear) and what the buyer wants (which is a business improvement)? Well, Nokia has been trying…
Telco interest in AI is high, like the interest of other verticals these days. Still, telcos are perhaps a bit behind in general in their progress at assessing AI, meaning that if you look at the 44 vertical clusters I get data on, telcos fall in the bottom third in terms of AI capability based…
When you’re in a situation where your revenue per user (ARPU) and total addressable market (TAM) are both static or even falling, and where Wall Street expects you to report higher earnings to sustain your stock price, you surely have challenges to address. Earnings roughly equals revenue minus expenses, so if revenue is static and…
Those who follow my blog know that I’m always talking about the problem of the business case for tech spending. I don’t think many tech vendors are happy with their revenue growth. Could it be that tech has a problem? Almost everyone I talk with would agree. But could it be that tech has a…
If you haven’t had enough of both AI and tech company deals, consider the announcement by Cisco and NVIDIA. The overall goal is pretty clear; support enterprise deployment of AI in their own data centers. There’s also a good chance the move is intended to overhang Juniper’s AI-Native announcement, respond to IBM’s apparent AI success,…
Can we restore the glory days of tech, when computing and networking spending were both growing? There are demand-side opportunities in play, as I said in yesterday’s blog. Tomorrow could bring new stuff. Today, the supply side of networking and the rest of IT is hamstrung by commoditization. There has been no significant differentiation, and…
I’ve been blogging a lot about the forces that are shifting the networking and IT landscapes. There are so many it’s tempting to say that they make forecasting the future as hard as forecasting the weather. Except, of course, everyone probably looks at weather forecasts several times a day. No matter how many butterfly wings…
What is a “technology advance?” To the media, Wall Street, and most vendors, it’s anything that’s new. Hey, this is the community that gave us the Great 5G Fable, after all. But “advance” usually means moving forward, which implies progress against a credible goal. There’s not a lot of that going on, and much of…