AI, like all too many tech terms, is a tent that’s admitted way too many into its shelter. Could this be why IBM’s CEO, Arvind Krishna, recently said that while there is no AI bubble, he also says that “It’s my view that there’s no way you’re going to get a return on that because…
When it comes to new telecom services, we may have been missing the most important question to ask, one that could be phrased in a number of ways. Do we want evolution, or revolution? Improvement or transformation? Comfort or results? They all raise another question, of course. What’s the answer, or at least how might…
Let’s forget, for a moment, whether telcos have any reasonable path forward with their traditional service offerings. Let’s forget the questions of whether such a position is even rational, or why it’s held by telcos in the first place. Let’s focus on the raw question of what telcos think they need to do with regard…
Nokia does a lot of interesting reports, and their 2025 traffic report and forecast is surely no exception. It documents the way that network traffic, and thus perhaps even network access bandwidth, has shifted from business-dominated to consumer content delivery. It has similar insights about future traffic, of course, and so we’ll look at the…
We’re hearing a bit more about a new AI concept, no surprise given the nature of tech hype, which always tries to trump itself to avoid being stale and losing people’s interest. This one might actually be important, though, and it’s also a flavor of a concept that’s been important all along, and that I’ve…
We’ve heard, often, that AI is a bubble. We’ve heard that it’s not like the dot-com bubble, and we’ve also heard that quantum computing will burst it. What, if any, of this is accurate? Let’s try to find out, taking these points in order. First, of course AI is in a bubble. In an ad-sponsored…
Have you ever heard of a “static bubble?” It’s not an easy concept to accept, even to grasp, but it may well be what we have to think about with AI. Is the level of AI investment made by the hyperscaler giants ever going to pay off? Maybe, even probably, eventually. Will these players stop…
Is sovereign AI dead? If so, is it a non-issue, or is it because accomplishing that goal has proven beyond the proponents’ ability? An EU initiative to build a sovereign cloud seems to have collapsed, but there’s still a lot of discussion on whether the EU needs one, and perhaps needs to take steps to…
Some religious historians will likely recognize the title “Contra Apionem”. My high-school Latin teacher would surely be amazed (were he still alive) by the fact that I sprinkle Latin into many conversations and writings. Well, in his honor, let’s introduce another similar-sounding phrase; contra aperturam, which translates as “against openness”. I am not against openness,…
Cisco reported good numbers on their earnings call for the quarter, attributing that to AI-driven network traffic and updates. What do enterprises say? It’s hardly news that many companies engage in “AI-washing” these days, but it’s also true that there are situations where enterprises find AI can generate considerable additional traffic. Which is it here?…