Remember the old saying, “Content is king”? Remember when tech authors, including me, played on the phrase “video killed the radio star” to demonstrate how network service was justified by what it delivered? Well, SDxCentral may not realize it, but they’re asking the same sort of question about data center capacity in this piece, and…
Consolidation and Layoffs or Insights and Success: Networking’s Choice
Juniper turned in disappointing numbers last quarter, and it’s getting acquired by HPE. Cisco’s announced a second round of layoffs, and its stock is down ten percent for 2024. It’s sure a far cry from the heady days in the early 2000s, when every company wanted to be “the next Cisco” and when Juniper’s stock…
Why Networks Need to Go for the Goal Line and not a One-Yard Gain
Stupidity, they say, is doing the same thing multiple times and expecting a different result. I think many accept the fact that an example of this is the 5G/6G discussions. How much of what people are staying is the use case for 6G was already claimed as a use case for 5G, one that didn’t…
How IBM’s View of Generative AI Matches What Enterprises Say
According to a recent article in a venture-capital-facing publication, cost and model complexity remain barriers to adopting AI. They cite an IBM study, and IBM is the real leader in the realistic-AI space. The article summarizes “key findings” in the report, and I’ll look at each to see how they compare to what I’ve been…
Digital Twins of People? Why We Need to Consider the Risks
Could the notion of “digital twins” extend to twinning people, and could twins of ourselves play a role in the future of tech? We’re starting to see stories on this (HERE and HERE), and the idea is surely interesting, but is there any real interest beyond a good yarn (is this yet another AI-like hype?)…
What Comes After the AI Hype Wave Has Crested?
“Tarred with the same brush” is a common phrase used to suggest that sometimes stuff that’s only slightly connected is lumped together and dissed for a fault of a single member of the group. We’re now seeing issues with a specific model of AI tar not only that model, and loosely related competing AI models,…
A TMF and Telco View of NaaS: Helpful or Trap?
The TMForum, or TMF, is probably the body that embodies telecom conservatism more than any other body. Almost all the major telcos are members, and the attendees represent the CIO organization and the venerable OSS/BSS software that is the “core application” of telecom. BT has always been an active and influential member of the TMF,…
AI Might Be the Best Path for HPE/Juniper to Take to Justify the M&A
A couple of earnings reports last week may be telling us a lot about the markets’ direction. IBM had a good quarter, and Juniper’s was a bit less than that. That the two are in different spaces is surely true, but if the HPE deal for Juniper goes through, will the combined company be more…
Can Google Redefine Google Distributed Cloud and Introduce a New Cloud Model?
I’ve been blogging for quite a while on “edge computing”, pointing out that to enterprises it’s accomplished through deployment of their own servers, co-located with the processes they’re intended to support. Cloud providers, recognizing that the increased demand for real-time process control is a big opportunity or risk, getting a piece of the local edge…
What are Telcos Reading, Learning, and Thinking (and Will it Matter?)
There’s no question that you can learn a lot from what people are reading. My own work in gathering buyer information is based on that; buyers who read my blog are free to comment and ask questions, or even pose questions, and the benefit to me is a better understanding of what interests them. SDxCentral…