Cloud repatriation, like everything else in tech, is surely exaggerated, as this article says. Few companies I’ve chatted with move any significant number of application elements from the cloud back to the data center. What isn’t exaggerated is what even a small number of repatriations means in terms of how enterprises assess their use of…
Given that AI is listed by enterprises as the hottest current technology development, and that I believe the same is true on the consumer side, it’s fair to ask whether the network operators are as committed to it. Do they see themselves as users of AI, providers of AI, or both, and if the last…
Yesterday, I talked about the problems of 5G and their possible solution. Today, I want to talk about a piece of 5G evolution, Open RAN. Open technology generally does well, but Open RAN seems to be bucking the trend, to the point where some are even attributing the overall spending slump for 5G to Open…
Can the 5G vendor space get any worse? Apparently it can, according to a Light Reading story that quotes a number of analyst firms. Consider this quote: “Research from Omdia, a Light Reading sister company, reads like a horror novel for anyone in the radio access network (RAN) products business.” Well, I agree, obviously. I…
I’ve blogged several times in the past about the decline in new-project spending by enterprises, and how that portends for the industry. This is a good time to look at another impact of that new-project starvation, which is the magnification of the benefits of incumbency. Could current network spending patterns be reinforcing the “stay the…
What’s the biggest tech challenge, according to enterprises? Multiplicity. We have too many tech things, too many tech administration tasks, too many product types, too many layers of functionality. Who’s at fault? Enterprises admit that they are largely responsible. Is anything being done about it? Sort of. Management, in particular, feels that it’s buried in…
What’s going on in the cloud? That’s been a question for over a decade, not so much because we’ve not been able to answer it, as because the answer seems to be constantly changing. There is a lot of change in the cloud, as enterprises and even cloud providers tell me, but there’s also a…
One of my favorite tech cartoons goes back many decades, to an era where it was common to relate compute power to what might be called “mathematician years”. You’d say “this computer can do in an hour what a hundred mathematicians a decade to do”. In this cartoon, a man comes home, tosses his briefcase…
How much of our current capex starvation is due to having nothing worthwhile to buy? What role does or should innovation play in product/service evolution? Why are startups and VCs failing to move new things, as we’ve always expected them to? Even some of the best VCs seem to have issues. Now, we’re hearing that…
Could there be good news for telcos staggering under declining profit pressure? NVIDIA wants to come to their rescue! Of course so does everyone else, and so far “rescue” seems to consist of wanting telcos to spend on the rescuers’ products without any real proof it will help. The question is whether NVIDIA is any…