My notion of a metaverse of things (MoT) is grounded in the assumption that all applications of this type are a form of digital twinning. There’s a real-world framework that is, at least in part, reflected into the virtual world. For applications like industrial IoT, there’s a structure that’s being mirrored, and that structure has…
Summing Up 2022 Expectations
Well, Happy New Year everyone. There are obviously positive and negative omens in play for the world, economic and otherwise. Still, I’m a network/cloud strategist and not a doctor or economist. I’m not going to attempt to address broader issues and events, other than to point out what a negative versus positive shift could mean…
The Internet in 2022: Web3, Metaverse, and More
The Internet and the trends in over-the-top (OTT) services is the last of the three areas whose 2022 fortunes I’m going to blog about. Far from the least important, but perhaps the most difficult to predict. In fact, to predict pure OTT factors is as difficult as predicting taste in music, so I’m not going…
Networking in 2022
For most who read my blog, network issues and opportunities are paramount. The good news for that group is that the Street almost universally sees networking at the top of the hardware opportunity list. The bad news is that when you look at the companies the Street really likes, you don’t see any of the…
The Shape of 2022 to Come: Software and the Cloud
Wall Street, like most everyone, tends to put out prediction pieces at the end of the year. While the Street’s predictions aren’t always right, they do represent the view of a group of people whose livelihood depends on predicting at least major revenue trends. My own research isn’t always right either, so perhaps by looking…
Are New Players Making the Cloud More Competitive?
What statement about the cloud has the largest number of enterprise agreements? “My cloud services are too expensive!” is the answer. Not only that, cloud costs are the number one reason enterprises give for not doing more in the cloud, and the number one reason they give for looking at another cloud provider. On the…
Reading Through Ciena’s Strong Quarter: Is Fiber Winning?
Ciena just posted the first billion-dollar quarter in its history, and that’s surely big (and good) news for the company and investors. What sort of news is it for the networking market overall? I think it’s a sign of some major shifts in thinking and planning, things subtle enough to be missed even by some…
A Placement Optimization Strategy for the Cloud and Metaverse
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…
Software Layers and Edge Computing Platforms
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…
Fusing the Metaverse, IoT, and Contextual Services
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…