The problem with the notion that competition could spur broadband deployment to the under-served, even with the (modest) stimulus of the infrastructure bill just signed, is that broadband just isn’t all that profitable. The majority of the initiatives we’re seeing are targeting not so much “under-served areas” as “under-served micro-areas”. Even in rural areas, there…
It probably seems to be a silly question, but what is a network, these days? What is a cloud, a service? We’re seeing a series of technology shifts and business changes that are blurring traditional boundaries. At the same time, we seem to be unwilling to look for a new playbook to describe what’s happened,…
OK, there’s no lack of (or loss of) interest in multi-access edge computing (MEC), but there’s also no lack of fuzziness over the right way to think about it. A recent Light Reading article, the first of four promised pieces on the cable industry’s view of MEC, offers some insights on the important question of…
If edge computing is different from cloud computing, then it would seem likely that there are technical elements that would have different emphasis in those two spaces. One such element is fundamental to both; hosting. The differences, and the reasons for those differences, arise out of the mission of edge versus the mission of cloud….
Could Kyndryl, IBM’s infrastructure services unit spun off as a separate company, be a pathway for IBM to resolve its challenges? I blogged recently about IBM’s quarter and its challenging choice for a cloud strategy. Kyndryl seems to be taking on a broader role; their NYSE listing speech said “We design, build, manage and modernize…
Cisco released a report on network-as-a-service (NaaS) that’s eye-opening in some ways and utterly predictable in others. On the one hand, it’s easy to see what users are hoping NaaS will do for them, and the range of their hopes is broader than I’d thought. On the other hand, the report shows a remarkable consistency…
I’m sure that you, like me, has read plenty recently about “cloud native” technology in telecom. Given the fact that hype seems to be omnipresent in tech these days, we have to ask whether there’s more “cloud-native-washing” going on than actual “cloud-native”. Rather than try to survey all claims, why not start by asking what…
It’s always interesting, and even useful, to look at how AT&T and Verizon are doing in the broadband/wireline space. Verizon has led in new home broadband technologies with its early Fios push and now with fixed wireless (FWA), and AT&T has been much more aggressive in pursuing a position as a content provider. It’s common…
IBM’s quarter was disappointing to most on Wall Street, their stock declining sharply with their announcement last week. Red Hat managed to post 17% growth, but IBM’s own products showed a decline. Only its consulting unit showed momentum, with an 11% gain. There’s still Street hope for a hybrid-cloud-driven advance overall, but I think that…
Microsoft’s cloud revenue was up 36% this quarter, Amazon’s was up 40%, and Google’s was up 45%. Obviously the cloud is doing well, and obviously Google is doing unusually well, measured by revenue growth. However, there’s a lot more to the cloud story, and what’s there could be very, very, important. The problem with raw…