Is the Cloud Your Friend? – The big cloud service providers are buying up the world’s communications infrastructure and they are funding those purchases by the enormous profits they make on their core services. Hard to see this trend going on indefinitely
Telcos are Taking Themselves Apart – Just as the international bandwidth market has moved into the hands of Internet companies, so too are domestic, onshore wireless networks.
Recent analyst studies show that “Content Providers” are steadily taking control of the global communications infrastructure. This will have profound impacts on many industries, and the changes are still in early days.
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]
We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who […]
Telecom networks are changing in some important ways. A few weeks ago, I wrote a somewhat fanciful piece about the ways in which telecom networks are being unbundled by the […]
I have had a few conversations last week about the future of Telecom Operators. It started when Benedict Evans trolling Twitter with this comment: Benedict Evans (@BenedictEvans) 2/1/16, 6:13 PM The […]
The biggest winners from today’s announcement are likely to be China’s handset OEMs and its mobile operators. And Qualcomm itself did not do so badly.