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…
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…
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…
In our tech world of hype, it’s common to find a new term emerging. What’s not common is for the new term to actually represent something meaningful, much less important. We have such a term now added to the AI/ML lexicon, and it’s explainability, and there’s a nice article on it in Medium. The point…
Is the cloud lagging, perhaps fatally lagging, in the AI race? If so, what does that say about both the cloud and AI? There’s been a rethinking of the notion of “the universal cloud” going on for some time, and it’s clear that cloud computing has been a center of hype. Obviously AI is the…
I try very hard to dig out the truth for any technology blog I do, and one way to do that is to constantly check what I’m finding against other reports that target the same technology. I’ve blogged on telco attitudes toward open networks, based on what I hear from 81 operators. SDxCentral reports the…
What happens when a market runs out of new customers? What happens when a media hype wave collapses? What happens when you’re a vendor looking to improve your credibility when all this is happening? Nokia is likely going to find out, or at least some financial sites are suggesting it will. Nokia, like other vendors…
One of the applications of AI that CIOs believe in is the use of AI to track problems, meaning management and operations. The majority of the applications CIOs have presented to me are in the networking area rather than IT, meaning servers and software, and that may be because Juniper and Cisco (long-standing rivals) have…
One of the most compelling symptoms of a market transformation, sometimes even a driver of one, is M&A. HPE’s announced-but-not-yet-consummated acquisition of Juniper is surely a major event in networking, and surely a major step for HPE. How can we read the symptoms of the deal to get an advanced indicator of its market impact?…
There are a lot of reasons why a market sector gets into trouble, but nearly all of them stem from a single factor. When buyers can’t make any new business cases for a technology, that obviously saps opportunity to increase sales of that technology. Vendors then pin their hopes on the “refresh cycle”, the regular…