Everyone knows that network operators want to manage costs. The essential challenge they have is that the Internet model of networking and information/content distribution doesn’t pay a consistent rate for capacity, but Internet use, driven by new over-the-top (OTT) businesses are based on creating more demand for it. Thus, expanding use of the Internet will…
I had an interesting conversation with an AI expert from a major AI company, and if I add it to some parallel points from enterprise conversations on AI, I think it leads to some insights into what AI might (or might not) contribute to boosting technology value, and spending. Tech spending by enterprises falls into…
One of the pressing questions of the Internet age is whether broadband Internet access is a service so essential that it must be made available to everyone. Should there be truly “universal service” in broadband? At what price? There have been many programs and laws passed on this, but in the last year or so…
As I noted in my blog yesterday, transformational changes in technology buying by enterprises depends on the launching of new tech projects that unlock new benefits, unleashing new sources of funding. For two decades, the contribution of new benefits to IT budgets has fallen, to the point where today it makes up less than a…
In my early days as an industry analyst, I did what most did and issued market forecasts. It didn’t take me long to find out that there was minimal correlation with what enterprises or operators said they would be doing in the future, and what they actually did. To get around that, I built a…
You’ve got to admire somebody who’s willing to say that AI is “underhyped”, which is what Fierce Network’s story on the NVIDIA GTC Conference says is the view of CEO Jensen Huang. Is it even possible to have something underhyped these days? I wonder, but the comment gives us a reason to look at the…
As everyone who reads my blogs surely knows, I’m trying to get a line on a vision of AI that enterprises believe could really transform their operation. One major challenge is that enterprises are themselves unsure of what the optimal AI solution would look like, and thus often can’t offer me much in the way…
I’m now seeing comments about the “AI bubble” and its “bursting” even beyond the tech media. We certainly had a major tech dump in stocks last week, so it’s fair to ask whether the problem is, as Axios said, that the AI bubble had burst. I guess you know by now that I’m going to…
I just want to note that, while many of you realize they’re free to take advantage of Andover Intel’s offer to technology users (see that page on this site for details), some tell me they didn’t realize that they were both “users” and “providers”. In the former role, as consumers of technology, telcos are of…
Those who follow networking likely know that the long-in-process merger between HP Enterprise (HPE) and Juniper Networks is being challenged by the DoJ. Then, (both issued the same press release on February 28) we heard that Juniper and IBM were cooperating to simplify netops, and the deal would include “joint sales, marketing and product integration…