Figuring out what’s going on with the cloud is starting to look more complicated every day. A recent story quotes Gartner in saying that Amazon has 40% of the cloud market, beating rivals Microsoft and Google who have 21.5% and 7.7% for Google. Another story cites documents in an anti-trust case saying that Microsoft has…
Even as the popularity of AI grows, and growth enthusiasts on Wall Street whet their risk appetites on AI startups and market hopefuls, we’re getting increasingly clear warnings about the AI business case. Some are coming from Wall Street itself, some from thoughtful analysts, and even some from enterprises whose spending on AI would almost…
OK, I admit that as a long-time technologist in IT, networking, and network applications, I have a tech bias. Maybe that influences how I parse the coverage of tech in the media, but it sure seems to me that we’re spending as much or more on hyping 5G than we are fixing its problems. In…
In a couple of my past blogs, I’ve mentioned that there was the potential for seeing networking moving closer to hosting. The most fundamental driver for this is the need to manage latency in hosted features and applications, but that driver operates at multiple levels. At the business level, lower latency facilitates my “metaverse of…
Juniper Networks released their second quarter earnings last week, and the numbers were pretty strong. The company reported a 13% increase in revenues y/y and 4% sequentially, and beat forecasts on both revenues and earnings. They also reported increases in product orders, and they’re working through their order backlog as supply chain issues resolve. Significantly,…
What do telco planners think is going to happen to their service mix, profit margin, overall revenues, in the next couple of years? That’s an important question for telcos themselves, but it’s equally important for their equipment vendors. Everyone knows that 5G spending is ramping down as the initial deployment of infrastructure nears completion. Is…
There are a lot of interesting competitive battles fought outside public view, and one of them relates to the network technology to be used in connecting AI systems. NVIDIA, whose GPUs form the foundation of most major AI services, is an advocate of InfiniBand, and you could argue that this is either why they bought…
One of the points raised on LinkedIn regarding my blog yesterday was also raised by some telcos in my chats. That point was whether telcos now needed to consider “adjacent” opportunities rather than get bogged down (as they surely have) in the muck of connection services. I think that may be true, and many telcos…
5G, so current stories say, is floundering. In particular, they say, the 5G Standalone or Core implementation is floundering. I think that statement is false in that 5G Core never had a chance at all, from the very first. Wishing won’t make it so, and telcos need to understand that there’s been a fundamental shift…
Zero-trust security has gotten a lot of ink from the first, but like anything that gets good PR, it’s also been washed, to an excess in many cases. What we’re seeing now is that the contamination of the term is hurting enterprises by leading them to believe that the current usage offers them the same…