How many jobs are being eliminated by AI? We surely hear a lot of stories about how AI is making it harder for this or that group to find jobs, and plenty on how AI is going to have a major impact on employment down the line. OK, everyone has a view on the future,…
I’ve created, as an experiment, a podcast of my Andover Intel report “An Analyst View of Networking’s Evolution”, using Google Gemini Pro and Notebook LM. It’s in MP4 audio (.m4a) form, and it’s available on my website at https://www.andoverintel.com/From_Party_Lines_to_Digital_Twins.m4a. Please take a look if you’re interested, and comment on LinkedIn or send me an email…
Operations costs, opex. Nobody likes it, not enterprises and not operators. Would they spend more on equipment, on modernizing or changing their networks to reduce it? Sure, but with a caveat I’m sure you’ll recognize. Enterprises are happy to spend to reduce opex, if the result creates a reduction that lets them hit their traditional…
What could boost enterprise spending on network equipment? That’s a question that network vendors obsess over, but one that is (or should be) just as important to any vendor who wants to sell to enterprises. There’s also a corollary question, which is “Have tech vendors gotten focused on consumers, and if so what will that…
When you ask enterprises about the important issues of application hosting, one of the top items on their list is always governance. Data security and sovereignty are critical to businesses, and that truth impacts everything about IT and networking from project conception to deployment and use. Of 477 enterprises who offered me spontaneous views on…
My recent blogs on telecom opex provoked some interesting interactions with telcos, and in particular with a group of 22 who engaged me in a bit of a dialog. They were particularly focused on the point that there was an opportunity for AI to address the “business” process of telcos, not the “network” process. As…
Elon Musk isn’t everyone’s idea of the ideal pundit, particularly for AI topics, but sometimes he says something that has a kernel of merit, or is at least worthy of examining. Take this comment on X, for example: “Devices will just be edge nodes for AI inference, as bandwidth limitations prevent everything being done server-side.”…
Omdia has produces another very useful report, this one on telecom opex, and I think there are some insights we can draw from it, especially if I tie in what I hear from the telcos themselves. In particular, I think there are some important lessons regarding telco use of AI. There’s a useful analysis of…
Suppose the telcos were to commit to deploying an edge/IoT service set. Suppose their goal was to do only as little in the application domain as they could, meaning they wanted an IoT “utility” service. What would, or should, it look like? Since I’d done a blog on how edge/IoT might be the only way…
Several articles (like THIS) have noted that generative AI use dipped sharply in early June as schools closed out for the summer. Most take either the stand that this shows kids cheating on homework is a major user of AI, some that it shows that kids need to integrate AI more into their lives. What…