I’m an avowed opponent of industry terms that have no stable definition, particularly when that lack perpetuates myths and hype. And, yes, you can argue that “AI” or “artificial intelligence” is such a term, but there’s an earlier one that I think is particularly destructive to the telecom world. It’s “cloud-native”. The accepted definition of…
What Does AI Think of AI RAN?
I thought it would be interesting to have an AI analysis of the whole AI RAN scene. Here’s the result in both report and audio summary form. The material was produced by Google Gemini Pro and NotebookLM. Email and RSS:
The Week in Networking: Week Ending April 11th, 2026
Here’s the latest AI analysis of the top five network technology announcements for the week ending April 11th. As always, note that this is AI-generated and does not necessarily reflect the views of Andover Intel. The audio file is an AI analysis of the same top five, but with a commentary on how Andover Intel…
Is AI RAN a Real Value or a Prop to AI Hype?
What’s behind the push for AI-RAN? Not a single enterprise has, over the last year, even mentioned any interest in or benefits of it to them. Of the 88 operators who I’ve had contact with in that period, only 22 said they believed it might, stress the qualifier, have value, and 49 said they saw…
How Much of a Benefit is the Telco IRR?
My blog on telco challenges, reasons, and possible solutions included a comment on the advantages of having a relatively low internal rate of return. This, I contend, lets telcos invest in projects that would be financially unattractive to OTTs, including cloud providers. It generated a dozen CFO comments, both from telcos and enterprises, and so…
The Week in Networking: March 29-April 4 2026
Here is my second posting of an AI analysis of network technology press releases. As always, note that this is entirely a work of AI, Google Gemini Pro and NotebookLM specifically. Andover Intel does not have a position on its accuracy, nor have we reviewed or modified it in any way. Email and RSS:
Is There a Real Opportunity for Cloud AI?
Enterprise comments I get do not now, nor they ever have, validated the notion that cloud-hosted AI of the type that’s the foundation of AI today will transform their business. The great majority point out that to accomplish that goal, they’d need AI agents to operate on core business data that is subject to governance…
AI Risks, with Autonomy in the Spotlight
Is AI going to wipe out your job, wipe out humanity? Few enterprises take the latter seriously, and less than 15% of those who comment on these topics to me see much of a threat to their own jobs. That doesn’t mean that AI isn’t perceived as a risk. Light Reading did a nice piece…
Telcos, Subsidies, and Alternatives
It’s time to face telecom reality, people. 5G failed. 6G is going to do the same, for the same reasons. Telcos have moaned about declining revenue per bit for decades, with no resolution to their problem in sight. We hear the same sort of stories about new revenue opportunities, new ways of managing costs, that…
The Week in Networking: A New Feature
This week, we’re launching a new feature on our TMT Advisor website, which is focused on demonstrating the use of AI in generating useful material. Most weeks’ we’ll be posting a PDF report and an audio summary, generated by Google Gemini Pro, to describe the five most significant networking technology announcements of the week. I’ll…
