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…
All telecom is going to the cloud, right? Well, maybe not so right. Microsoft, who has probably accumulated the best software technology for telco applications, is pulling out of the telco application space in favor of supplying only infrastructure, which means that they’ll sell Azure hosting to telcos if they want it—surprise, surprise. This article…
The notion of the digital twin as a model of real-world systems is gaining visibility. What about the inverse? Could a digital twin become a blueprint that then establishes the system in the real world? We already have examples of models driving deployments, but taking that to the real world, to systems with physical elements,…
It seems to me that we regularly go through a phase where everyone is talking about telco API opportunity. We’re regularly disappointed. Since stories on the notion seem to be on the upswing again, let’s look at the topic and try to work out what’s really happening, and why that which has already happened has…