One of the hot topics in telecom these days is the role AI could play in managing opex. I blogged about this a bit recently, and got some LinkedIn comments. The operative presumption is that telecom could cut jobs through the use of AI, and Light Reading said that “The combined workforce of the 20…
A bit ago, I commented on a LinkedIn post that asked whether we are repeating, with AI agents, the mistakes of NFV. My comment was “The issues here are deeper, I think. The essential problem with NFV was that operations is inherently an event-driven, stateful, process and the architecture mandated by the NFV ISG wasn’t…
Here’s an important truth for you; for telcos, AI is dangerous. And no, it’s not the security issues or hallucinations, or the fact that the technology is expensive, it’s that the “promise of AI” is, for telcos, largely a trap. Few, if any, of the initiatives that are promoted for the telco community have any…
Having spent last week on the network operator/telco space, it’s time to take a look at the enterprise side, and in particular the trends and developments in cloud computing and AI. Wall Street’s survey of CIOs shows that cloud spending growth slowed significantly so far this year, perhaps to a third of last year’s rate…
The notion of AI agents is just the latest in the ongoing wash-with-AI process, but as usual there’s a grain of truth in all the nonsense. There are, to be sure, negative views on AI agents, but there are also some thoughtful pieces that, while they are likely victims of the normal survey bias problems,…
Networking is changing, and in every changing market the biggest pressure is applied to the vendors. You can’t sell the same old stuff when the buyer is moving on, and they surely are. There are some pressures that we could classify as systemic, meaning they don’t originate from a single thing but rather from gradual…
The DoJ finally, after making a totally nonsensical objection to the HPE/Juniper deal, followed up with a somewhat compensating irrelevant settlement deal, leaving things just about where they’d been before the whole mess began. But, of course, where that might be in an overall market sense is still up in the air. The CEOs of…
Remember the old film “Play Misty for Me”? Well, Juniper may be revising it to “Play Mist for Sales”, at least to channel players. In a June CRN article, their head of partner programs says “Our Mist AI native networking platform—it’s that gateway into predictable as-a-service growth because that for me is the future and…
The cloud providers, like everyone else, want to increase revenues. One path to that is to get more enterprise work into the cloud. Another is to get more new applications into the cloud, and it’s likely the easiest way to do that is to target the telecom vertical, who lags behind other verticals in cloud…
One of the hottest topics in telecom netops is the role AI could/should play, and whether that role would have a decisive impact on profits. To answer the question, there’s a tendency to just think about what AI can do, but obviously we have to match capability against requirements in order to assess benefits. How…