Are there states in the US that present a special opportunity for network and cloud services? That’s a question I’m getting more often as vendors and service providers look for attractive targets for new revenue. In fact, to me at least, the big question is why this particular question hasn’t been asked and answered long…
Are there states in the US that present a special opportunity for network and cloud services? That’s a question I’m getting more often as vendors and service providers look for attractive targets for new revenue. In fact, to me at least, the big question is why this particular question hasn’t been asked and answered long…
Discussions about the threat of AI have been popular for decades. “Hal” in the movie “2001: A Space Odyssey” is a classic example of AI run amok, and the recent explosion of interest in large language models and chatbots has reignited the whole discussion. Generally, the threats can be classified into two groups. First, there’s…
It’s a business adage that any investment has to be justified by a return, but that’s a bit of an oversimplification. Some spending, whether capital or expenses, is “recurring” in that it represents ongoing spending committed by past projects. “New” spending is what has to be justified, and that includes increases in spending to expand…
It should be clear to everyone by now that the EU is going to provide some mechanism to subsidize telcos for carrying OTT traffic, at least the major players. It is less clear (but should be) that this is going to have a seismic impact on the industry. Perhaps the lack of clarity can be…
I’ve noted in past blogs on MWC that the cloud providers were front and center at the show, and also that public cloud providers had their sights on the telco space in general, and 5G in particular, as a conduit for future revenues. Amazon sent a copy of their MWC presentation, and it’s a good…
Last week I was provided access to Google’s Bard chatbot, the ChatGPT competitor. I’ve had a chance to run it through its paces as I’ve done with ChatGPT, and I want to offer my view of Bard and what I think Bard could do. Let me say up front that I was impressed with Bard,…
Back in the days when wireline telephony was pretty much the only pervasive network technology, we had perhaps sixteen thousand “edge” office locations in the US. Today, according to some information provided by the Wireless Infrastructure Association (WIA), the US has over 142 thousand towers, over 200 thousand “macrocell” sites, and almost half a million…
Back in February, Juniper did a couple of blogs on Juniper announcements, opening a question of whether Juniper was getting ready for some major positioning changes. I noted that in this blog, and suggested that perhaps Juniper was making some major virtual-network changes, ones that could even end up impacting Juniper’s Cloud Metro story and…
On March 16th, I blogged about the question of what a cloud-native telco might look like, and obviously this had to address the evolution of things like NFV and 5G. The question I raised at the end of that blog was whether we had perhaps carried evolution too far in mobile networking and NFV, whether…