Why aren’t we saving money with cloud computing? If you chart the trajectory of IT spending, it’s not trending lower but higher. Given that “you save money adopting cloud computing” is the mantra of the age, why aren’t we seeing the savings? InfoWorld did an article on the topic, and what I found interesting was…
What Kind of Place will the Metaverse Be (and When?)
I think it’s pretty clear that Meta knows its “social metaverse” concept has a few too many moving parts to be available quickly, and so to help their bottom line. I think that competitors like Microsoft, Apple, and Amazon know that, which is why gaming companies are getting M&A attention. I think that a different…
Casa, Google, Carrier Cloud, and Edge Computing
Google and Casa Systems are partnering to create a cloud-native 5G Core and also a strategy for multi-access edge computing (MEC). The service/offering will be available to network operators (telcos, cable companies) and also to enterprises who want private 5G. To say that this raises some interesting questions is an understatement, so let’s dig in…
The Cloud is NOT Going Away
You’ll be happy to know that a veteran VC believes that cloud computing is here to stay. Given that I’ve blogged about issues emerging in cloud computing, you might think I’d be rebutting this view. Not so; I’ve never suggested that cloud computing would go away, but I have said that “everything will move to…
What’s the Relationship Between Orchestration and Lifecycle Automation?
What’s the difference between “orchestration” and “lifecycle automation” in applications and services? I guess it’s not surprising that there should be confusion here, given that we tend to conflate terms in tech all the time as part of a desire to reduce technical details and the size of stories in tech media. Then there’s the…
Enterprise Network Spending: Hopeful but Fearful, Too
What impact does overall economic uncertainty have on network buyers? That’s quickly becoming a burning question as we navigate through almost-unprecedented inflation, volatile stocks, and a lot of unfavorable stories in the media. The answer, as you might expect, is pretty complicated. My own work with enterprises suggests that very few are cutting spending for…
What to Expect From the Operators’ Fall Planning Cycle
In a month, we’ll hit the start of what’s traditionally been a fall technology planning period that ends mid-November. Enterprises are a bit loose with regard to formal planning (I’ll provide my impression of their views next week), but the network operators have generally been fairly consistent in using this cycle to lay out the…
Comments Invited on the Podcast Approach
I’ve posted some podcasts on my TMT Advisor site, and I’m inviting followers and other interested parties to check them out for content, format, length, and so forth. You can comment on them through LinkedIn, message or email me, or whatever format you’re comfortable with. Remember that I’m trying to decide if the podcast approach…
E Pluribus: What Arista Could Do with its New Technology
I’ve been an advocate of virtual networking for both enterprises and network operators, with a special focus on SD-WAN. What’s really important, though, is the “virtual networking” antecedent, and I think that a reunion of virtual network technology and SD-WAN is coming. The driver is likely the cloud, and the instrument of change may be…
Do We Need a New Generation of Abstractions for Virtualization?
Ancient Romans didn’t have computers or networks, but I’d bet that if they did, we’d see “In abstractione simplicitatis” graven on their monuments; “In abstraction, simplicity”. We’ve been taking advantage of that principle, though often implicitly rather than explicitly, since the dawn of computing, and going forward it may well be that our ability to…