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…
I’ve noted in past blogs that it was challenging to get network operators to embrace open-model technology. The primary concern they cite is “integration”, which translates to a fear that building a network from open components will expose them to risks of incompatibility and finger-pointing if problems occur. One interesting thing that came out of…
Nokia was perhaps the big success of network equipment earlier this year. Now, they’re planning to cut 14,000 jobs to counter declining revenue and profit. Juniper announced modest job cuts earlier this month, and other vendors have been pulling back through the summer and fall. Oracle had a similar boom-bust cycle this year. What’s going…
In my last blog I talked about the fact that tech needed a new driver, a new and compelling business case or set of business cases. What? Well, in my view, there’s only one answer. You can call it “digital twinning” or “industrial metaverse” or (my own term) “metaverse of things” or MoT, but whatever…