In a blog I did last month, I talked about three feature categories that could represent reasonable targets for operators interested in promoting higher-level service partnerships. Recall that AT&T indicated this was one of their strategies for improving their bottom line. Since then, I’ve gotten a lot of comment from operators, vendors, and enterprises, and…
Making Sure AI Operations Deliver on their Promise
With Tesla about to release its humanoid robot, we’re going to see more talk about the dangers of machines taking over. Do we actually face the risk of having AI get smart enough to become truly sentient, and deciding that its creators are an impediment to its future? I think we’re safe from that in…
Is the Juniper/Synopsys Deal a Sea Change in Silicon Photonics for Networks?
Juniper is getting serious about silicon photonics. The company already had hundreds of patents in the area, and a clear interest in making itself a presence in the space. Now, they’ve formed a separate company with Synopsys, which will contain Juniper’s silicon photonics technology and leverage it across a wide range of applications. Networking is…
Suppose We Had an NFV Mulligan
The notion of open-model networks often involves the concept of feature/function hosting, a concept that was introduced a decade ago with the “Call for Action” paper that turned into the NFV ISG. Today, I think that most network professionals agree that the ISG didn’t get the details right but changed the industry by raising the…
Just What Does “Open” Technology Mean?
One interesting point of agreement across both the network operator and enterprise communities is that “There’s open, and then there’s open.” The meaning of this should be clear; not everything that’s touted as “open” is equivalently open. Given that both operators and enterprises say that “openness” is in at least the top two of their…
How Many “Markets” Do We Have in IT and Networking?
You can learn an amazing range of things from government data, particularly if you push it through a model. I’ve been slogging through that process for decades now, but for the last 6 months I’ve been focusing on the question of just what vertical markets are doing with IT and networking. The raw government data…
It’s Time to Summarize MWC
MWC generated a lot of announcements in the Open RAN space, not surprisingly. That makes it harder to dig through to identify relevant trends, I’ve picked out some specific announcements that I think fit a pattern and offer some useful insights into where mobile networks, and networking overall, may be heading. SDxCentral did a piece…
Augmented Reality, Virtual Reality, and the Metaverse
What is the relationship between the metaverse and augmented or virtual reality? The question relates not only to just how realistic the metaverse ends up being, but also to the question of how far metaverse-friendly technology might percolate out to other areas. That has significant implications on a lot of things, including conference/collaboration and edge…
What New Service Features Might Operators Sell, or Wholesale to OTTs?
I blogged last week about AT&T’s vision of a future where new service features built on connectivity would serve as a platform for OTTs to create true higher-layer services. That obviously raises the question of what those features might be, and I’ve been trying to get some insight from operator contacts and a bit of…
Tallying the Sources of Cloud Opportunity
Who, if anyone, could actually move everything to the cloud? I’ve never been a fan of the “move-to-the-cloud” model because my data has always shown a different trajectory for cloud growth, but the view that a full migration is inevitable is pretty pervasive. What can we say about that, based on information from enterprises and…