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…
Specialized microprocessors for smartphones aren’t anything new, but we’re starting to see (from Google, for example) custom processors for smartphones from the phone vendors themselves. Apple has introduced their own microprocessor chip for PCs, and Amazon has used its own customized chip for some cloud services since 2018. NVIDIA GPUs have been available in the…
Facebook is said to be considering renaming itself to claim ownership of the “metaverse”, which has led to many (especially those who, like me, are hardly part of the youth culture) wonder just what that means. The fact is that the metaverse is important, perhaps even pivotal, in our online evolution. It may also be…
The recent Facebook outage, which took down all the company’s services and much of its internal IT structure, certainly frustrated users, pressured the company’s network operations staff, and alarmed Internet-watchers. The details of the problem are still sketchy, but there’s a good account of how it evolved available from Cloudflare. Facebook said that human error…