“Tarred with the same brush” is a common phrase used to suggest that sometimes stuff that’s only slightly connected is lumped together and dissed for a fault of a single member of the group. We’re now seeing issues with a specific model of AI tar not only that model, and loosely related competing AI models,…
A TMF and Telco View of NaaS: Helpful or Trap?
The TMForum, or TMF, is probably the body that embodies telecom conservatism more than any other body. Almost all the major telcos are members, and the attendees represent the CIO organization and the venerable OSS/BSS software that is the “core application” of telecom. BT has always been an active and influential member of the TMF,…
AI Might Be the Best Path for HPE/Juniper to Take to Justify the M&A
A couple of earnings reports last week may be telling us a lot about the markets’ direction. IBM had a good quarter, and Juniper’s was a bit less than that. That the two are in different spaces is surely true, but if the HPE deal for Juniper goes through, will the combined company be more…
Can Google Redefine Google Distributed Cloud and Introduce a New Cloud Model?
I’ve been blogging for quite a while on “edge computing”, pointing out that to enterprises it’s accomplished through deployment of their own servers, co-located with the processes they’re intended to support. Cloud providers, recognizing that the increased demand for real-time process control is a big opportunity or risk, getting a piece of the local edge…
What are Telcos Reading, Learning, and Thinking (and Will it Matter?)
There’s no question that you can learn a lot from what people are reading. My own work in gathering buyer information is based on that; buyers who read my blog are free to comment and ask questions, or even pose questions, and the benefit to me is a better understanding of what interests them. SDxCentral…
Enterprises and Development Managers Offer Their Take on the CrowdStrike Problem
For most people in the world of IT operations, it wasn’t a fun time. The problem with the CrowdStrike Falcon software update created what most tell me is the worst single outage in history. I’ve gotten 78 comments from enterprise CIOs, operations and support managers, and development managers on the issue, and while all of…
Juniper Steps Up the AI Networking Game
In my blog earlier this week, I noted that the self-hosted AI space was currently dominated by computer vendors, but that another driving player might emerge. Yesterday, Juniper made an announcement that clearly shows it wants to be one of those AI-dominating players. They may achieve that goal. Coverage of the announcement was decent; HERE…
Taking the Temperature of Public Edge Computing Services
Most everyone on both the vendor side and enterprise side agree that public edge computing services would be transformational, but would they be successful, and if so how do we get there? There’s not been enough discussion of these questions, and without some useful planning we may never see such services, and the applications they’d…
Enterprise Self-Hosting of AI: Attitudes, Drivers, Prospects, Issues
I do not believe that enterprises will accept a pure third-party-hosting cloud model any time in the near future, if ever. I think that cost and data security concerns are too great, and there’s no clear and credible way to address them. I also think this is true for AI. If enterprises want to depend…
Did Ericsson’s Vonage Adventure Fail Because of “the Flat Earth” Problem?
When your buyers believe in the flat earth, you don’t try to sell them globes. Given the fact that the telcos have a fixation on connection services, and see every “opportunity” as something that involves and extends them, you have to expect that their vendors are impacted. Maybe that’s why Ericsson did a deal for…