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...| Andover Intel
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...| Andover Intel
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.”...| Andover Intel
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...| Andover Intel
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...| Andover Intel
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...| Andover Intel
Can broadband networks be made both populist and profitable? What constraints on technology and capability exist in meeting that goal? Obviously this is one of those things that require a balance between the characteristics of a service and the cost, that balance being impacted by the distribution of the service users and thus the efficiency...| Andover Intel
The cost of network infrastructure, both capex and opex, directly relates to the architectural policies established in the deployment of network elements. Operators agree with an obvious point, which is that you can reduce both if you reduce the number of devices in the network. They also agree that you can “flatten” a network to...| Andover Intel
Could it be that the telcos made a fatal mistake back in the 1990s? Could their ability to continue to operate in the future without some form of subsidization or return to public utility status now depend on an almost-impossible retro-decision? Is it already too late to get things right, because they (and we in the market) have had it all wrong for decades? A decent number of enterprise network experts think this is all true.| Andover Intel
How do companies justify tech projects? That’s a question that often comes up in stories, social media, and other forums. There are a lot of views, because the topic isn’t exactly cut and dried, and because different constituencies have different answers; vendors and users, meaning sellers and buyers, investors and employees, and so forth. I’ve...| Andover Intel