Everyone believes that virtualization is important. I hear that from all 301 enterprises I’ve chatted with on the topic this year, and all 88 of the network operators. There are really no service providers or enterprises who I think aren’t committed to virtualization, and in multiple ways. It’s also a topic that most buyers (and…
What do enterprises want from their service providers? That’s a question that the service providers are focused on to the point of obsession, and one that’s aroused a lot of speculation among the service planners. What’s interesting is that there doesn’t seem to be much of a correlation between what these planners are speculating on,…
We don’t seem to be able to shake the topic of cloud-native technology in the telco world. It’s also getting merged with what I think is a more general topic, which is “telco cloud”. As I noted in an earlier blog, I’ve been fiddling with the design of a digital-twinning “metaverse-of-things” software model, and it’s…
Vendors love to put out reports at this time of year, prepping for the new-year budget cycles. For network vendors, there’s the obligatory traffic hockey-stick commentary and an equally obligatory technology trends and product directions piece. Nokia offers this all in their Technology Strategy 2030 release, which includes a reference to their Global Network Traffic…
Over a year ago, I wrote a blog for Network World called “Why it makes sense for Broadcom to buy VMware”. I postulated that VMware might combine with Broadcom-based data center switches to build a bridge between cloud and data center. Suppose, just suppose, they did. What might that mean for the cloud? A lot,…
What do enterprises want from AI? The short answer is “everything”, largely because that’s what enterprises are conditioned to believe is possible. The long answer, of course, is nuanced, complicated, and perhaps in the end even realistic. Not surprisingly, it takes a bit of effort to dig out even the current symptoms of an AI…
I’ve blogged about the way that a “metaverse of things” could provide the impetus for a new set of productivity-enhancing projects that would increase IT spending by increasing benefits. That’s fine for enterprises, but would the same approach (with MoT or something else) work for the network operators? It’s clear that 5G spending is tapering…
Microsoft surprised Wall Street by showing growth in its cloud services. Google disappointed the Street by delivering less cloud growth than they had in the past. Amazon met its growth expectations, which were lower than those of Microsoft and Google. The media and Wall Street have attributed Microsoft’s success to a faster and more aggressive…
Let’s face it, we need to rethink security. Of 143 enterprises who recently offered me views on the topic, 118 said they spent too much on security, 94 said that they didn’t believe their critical assets were secured satisfactorily, and 127 said that their security solutions left holes in their protective shields. I blogged earlier…
InfoWorld has an interesting piece, “What Happened to Edge Computing?” What, indeed. Was the edge yet another of those not-unfamiliar hype-wave inventions that delighted editors and analysts and left real buyers cold (and sellers even colder)? Did we miss something critical; perhaps the issues of interoperability and lack of standards as the article suggests? Real…