One of the biggest differences between today’s component- or microservice-based applications, and applications likely to drive the “metaverse of things” or MoT that I’ve been blogging about, is the level of deployment dynamism. Edge applications aren’t likely to be confined to a single metro area; a “metaverse” is borderless in real-world terms because its virtual…
Last week, I blogged a series on the evolution of network and edge-hosted services, SD-WAN, SASE, and NaaS. I proposed that the edge platform of the future be based on a “metaverse of things”, and that the way MoT would likely develop would be as a set of layers. Today, I want to look at…
If edge computing is going to happen, something has to initiate a model and drive/fund its deployment. There have always been three applications associated with the edge; 5G hosting, IoT, and (recently) metaverse hosting. My view from the first was that 5G hosting could provide an initiation kicker, but NFV is barely aligned with current…
Here’s a simple (seemingly) question. If SASE is all about secure access to services, what services are we securely accessing? Is SASE, or NaaS, about a transformation of services, or a transformation of the on-ramp to existing services? Enterprises and network operators are both struggling with that question, according to my contacts with both groups,…
Amazon’s AWS re:Invent extravaganza is worth exploring for two reasons. First, it offers a look at where the market leader in cloud computing is going to try to take the market overall. Second, it offers an opportunity to see where cloud software features and tools will be heading, and that could have a major impact…
Every year, network operators do a technology planning review in the fall, usually between mid-September and mid-November. The purpose of the review is to identify the technologies that will compete for funds in the yearly budget cycle that usually starts after the first of the year. I’ve tracked these review cycles for decades, and I…
I don’t think there’s any disagreement that network devices need to be “smart”, meaning that their functionality is created through the use of easily modified software rather than rigid, hard-wired, logic. There is a growing question as to just how “smartness” is best achieved. Some of the debate has been created by new technology options,…
The Net Neutrality issue has raised its head again, as reported in this Light Reading piece. This time, EU telecoms are pushing back against the big US-based web companies (not named, but the identities are obvious), who they say are exploiting telco investments in access infrastructure to reach their users and earn significant revenues and…
Those who read my blog know I follow Wall Street’s views carefully, so you’re not likely surprised that I want to reflect on a recent Street-centric analysis of Cisco, run on Seeking Alpha. The title, “Cisco Systems: More of the Same” sets the tone for the piece, and what we need to reflect on is…
The news that Ericsson was buying Vonage took a lot of people by surprise, me included. The general view of media and analysts was negative, and many people took this as a signal that Ericsson was planning to get into the VoIP service business, something Vonage started with and is still known for. I think…