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…
We’ve heard nothing but doom and gloom for telcos in the race to relevance, and two Light Reading stories frame the latest round. The first story says that the digital transformation race is leaving telcos behind, and the second story that the big tech elephant is squashing telecom. The combination presents a view that the…
VMware is stepping up in telco cloud. There’s no question that the company is drawing its positioning line in the sand, and there’s no question that it has the market position to make that line into a promise to buyers and a threat to competitors. The only question is how the moves will balance out;…
Streaming is the current revolution in video delivery. OK, it may get its biggest boost from the fact that it can deliver video to smartphones and other devices over any good Internet connection, but it also has competitive benefits…and risks. Comcast, the biggest cable operator in the US, may be taking the competitive gloves off…