Yesterday, I suggested that the tech giant of the future had to be built around a virtual networking portfolio. I was aiming the comments at “tech giant” companies and specifically at how the companies should reorder their assets to match the needs of the cloud era. I’d like to dig a bit deeper into that…
I noted in an earlier blog that some of the tech giants seemed to be shedding parts of their businesses, parts that would at one time have been considered strongly symbiotic or even critical. Credit Suisse has just suggested that HPE would be worth more to shareholders if it broke itself up and sold off…
It should be clear by now that network operators are facing a profit-margin problem on basic connection services. Everyone has been happy to offer advice; vendors think operators should either accept declining margins or address them in some way that doesn’t impact capex. The media thinks the operators should elevate their revenues and practices, become…
I think most people would agree that there is a fusion between cloud computing, virtual networking, and NFV. I think it’s deeper than that. The future of both network infrastructure and computing depends on our harmonizing all that stuff into a single trend. Even Google, who is probably as far along as anyone on this…
The news that Google has joined the CORD (“Central Office Re-Architected as a Data Center”) project, and that the project is now independent under the Linux foundation, is good news for next-gen networks. I’ve always thought CORD was important because it describes what operators would face in an infrastructure transformation—a massive shift in data center…
Huawei is certainly on a roll. It reported revenues up 40% in the latest quarter, up from a 30% gain the quarter before, and that’s certainly the best in the whole industry. At a time when rival Ericsson is shedding its CEO and rivals Alcatel-Lucent and Nokia are merging for efficiency, Huawei seems to be…
Just a little short of a decade ago I opened a connection with Yahoo at the request of a group of big Tier Ones. They wanted to create a cooperation between Yahoo and operators to fend off the issues of OTT competition by essentially joining the enemy camp. Jerry Yang was running Yahoo at the…
Chris Lauwers is one of the thought leaders on the TOSCA standard, and he has a nice blog on the way that TOSCA might fill the role of defining intent models. I’ve advocated the use of TOSCA and also the use of intent models in both SDN and NFV, and so I want to look…
The news that AT&T and Orange are cooperating to create an open SDN and NFV environment is only the latest in a series of operator activities aimed at moving next-gen networks forward. These add up to a serious changing-of-the-guard in a lot of ways, and so they’re critically important to the network industry…if they can…
Every year in the middle of September operators launch a technology planning cycle. By mid-November it’s done, and the conclusions reached in the interim have framed the spending and business plans for the operators in the coming year. We’re about two months from the start of the cycle, and it’s at this point that vendors…