We’re different. Remember that. We’re insightful, and remember that too, and remember that a big reason why we’re insightful is that we’re different. Andover Intel is based on a simple principle, which is that to understand tech, you have to understand what tech buyers are doing, expecting, justifying. We’ve established a user contact program that…
Nvidia’s CEO is talking about “inference” in AI, about making AI really able to think in a way at least similar to the way people do. Is this just another attempt to sustain the hype wave, or is it a realistic and important shift in the way that the AI giants and pundits are considering…
If you were a passenger on the Titanic, you might have had (for a time) a great interest in stories about lifeboats and rescues at sea. If you’re a telco, you might have had similar interest in stories about “opportunities”. Stories wouldn’t have helped those passengers so long ago, and they won’t likely help telcos…
There’s no shortage of AI survey reports these days, yet they keep coming. You decide whether that’s just eagerness to promote the current hype wave or actual importance. Not to mention, we all need to decide whether the data being offered is actually valid. Cisco just released “Cisco State of Industrial AI Report”, and we’ll…
Enterprises have said all along that AI network traffic that mattered would not come from carrying queries and replies, but from any information flow within the model, or data flow to the model from databases used in analysis or training. They’ve also said, more recently, that the expected any meaningful AI application to be self-hosted,…
It’s hard to get love these days, if you’re a telco. Wall Street questions your business model. Standards initiatives you’ve traditionally depended on, like those of the 3GPP, seem to be turning to focus on what vendors want, not what you need. Now, Light Reading is saying “The optical industry is reorganizing around hyperscalers, and…
The HPE/Juniper deal had a lot of promise from the first, and also a lot of risk. M&A in the tech space these days isn’t exactly a cakewalk, after all. But from the most recent earnings reports, it looks like the deal is navigating the reward/risk space reasonably well. There’s no reason to doubt the…
Here’s an interesting comment I heard from an MWC attendee: “It’s interesting that the most buzz from the show came from a topic, Starlink Mobile, that represents telco Disintermediation 2.0”. I think it’s an interesting point. Telcos have complained for decades that others have exploited their connectivity assets, demanding low prices for Internet, then building…
As my telco contacts digested MWC, they offered an interesting consensus comment; 55 of 75 who commented on the show made this remark: “Open RAN can’t fix 5G/6G” which I think is an interesting comment on both. One that, obviously, begs the “Why?” question. It’s clear to almost every telco that we’re evolving to a…
My views on the importance of real-time applications for the advancement of tech overall, and for new telecom service opportunity generation, are well-known to those who follow my blogs. Over the last six months, 64 enterprise IT planners/architects have offered me comments on their own views and experiences in this area, and I think they…
What do MWC and COBOL have in common? Two things, one obvious and one not. The obvious link is AI, which is the dominant conversation at MWC. The not-obvious one is that the so-called obvious is covering up the important and real stuff. Let’s start with COBOL, which is an acronym for “Common Business-Oriented Language”….