• There were mixed developments in the telco enterprise ICT space.
• Despite positive progress, telcos should further expand their ecosystem partners for advanced technologies and wider collaborations.
There were mixed developments by Malaysian carriers in Q2 2022, from Maxis’ new 5G alliance, TM’s new solution arm (Credence), TIME’s partnership with Fortinet and its plan to sell its data center business and MCMC’s approval of the Celcom-Digi merger.
• Much of the focus and hype regarding the digital world has been limited to providing immersive consumer entertainment.
• While the world awaits the metaverse, companies such as Siemens and Nvidia are building the software and hardware that helps businesses take advantage of digital technology.
The naming game that accompanies the introduction of new technologies can confuse end-users and perhaps impede adoption. The words virtual reality, augmented reality, and metaverse all describe a concept first introduced by Yale Computer Science Professor David Gelernter. In his 1992 book, Mirror Worlds, Gelernter describes a virtual, immersive world where many aspects of public life exist online as an extension and mirror or twin to the physical world. Although Professor Gelernter defined the notion of digital twinning, the roots of twinning go back to the Apollo space program as NASA built a physical twin for each spacecraft headed to the moon for troubleshooting purposes. The existence of this physical twin proved invaluable in returning the damaged Apollo 13 safely to earth. Continue reading “[MS Word] Twins: Siemens and Nvidia Partner to Expand Industrial Twinning”→
• There were growing collaborations between carriers and IT providers that mutually benefit both parties.
• These partnerships will accelerate enterprise 5G developments in the region, but could also lead to challenges such as go-to-market and customer ownership.
Compared to the previous quarter (for more, please see ASEAN 5G Q1 2022 Roundup: Beginning of 5G Network Slicing and the Platform Play, April 8, 2022), there were a lot more initiatives on enterprise 5G driven by telcos and other industry players in Q2 2022. Telcos continued to enhance their 5G and service capabilities through partnerships with IT providers, including AIS with NCS, Maxis with HPE, M1 with Accenture, Celcom with HeiTech, and Indosat Ooredoo Hutchinson (IOH) with Tech Mahindra.
• Virgin Media O2 joins InfraVia Capital Partners to spend GBP4.5 billion on a fiber wholesale joint venture (JV) to offer connectivity to up to seven million premises
• As with any other gold rushes, the only guaranteed winners are the folks supplying spades, diggers, and other infrastructure provision services
Virgin Media O2 has announced a partnership with InfraVia Capital Partners to form a JV deal, which is expected to close in Q4 2022 to build a full-fiber network to provide connectivity to up to seven million premises as a complementary geographical expansion to Virgin Media O2’s existing target of 15.5 million premises – delivering a UK fiber footprint of 80% coverage on completion. The focus of the 50:50 JV will be to offer wholesale connectivity services both to Virgin Media O2 (as anchor tenant) and to other communications and internet service providers. The timing of the announcement when BT Openreach employees were on strike is more than a coincidence. Continue reading “Virgin Media O2 JV Infrastructure Investment Accelerates UK Broadband Gold Rush”→
• Tibco’s ModelOps will help businesses ensure that the value of ‘the AI Model’ can be retained and improved throughout the model’s lifecycle.
• The complexity of AI can slow the deployment of models. Tibco’s ModelOps allows even non-programmers to move a model from development to deployment.
Artificial intelligence (AI) has quickly become a must-have tool for businesses. While AI has enabled businesses to gain new insights into their performance, its management and operational aspects have lagged behind, creating bottlenecks in deployment. In addition, companies are carrying a large amount of under-deployed and unrefreshed models that drain budgets and add to what is often referred to as ‘model debt.’ Some of these AI models are not utilizing the most recent data or have drifted away from their original business purpose. AI models and data sets continue to grow in size and complexity, requiring larger teams of software engineers to transform a model into an application.
• Amazon caught both the tech and healthcare industries off guard when it announced it had reached an agreement with One Medical to acquire the tech-centric healthcare provider for $3.9 billion.
• The deal raised some regulatory red flags as critics questioned the data privacy implications of having a large retailer with a massive cloud platform having access to patient records.
Amazon’s planned One Medical acquisition stunned both the healthcare and technology industries. While the deal is not the retailer’s first foray into healthcare, the value of the deal and the pairing with Amazon’s other interests in both brick-and-mortar retail (Whole Foods and Amazon Fresh) and pharmaceuticals (PillPack) show just how serious the company is about pursuing an outsized role in the medical industry. One Medical, which operates just under 200 clinics, offers patients a subscription-based telehealth service, which dovetails with Amazon’s own Prime model. Continue reading “Amazon Goes All-in on Healthcare with $3.9 Billion One Medical Acquisition”→
• While 5G is positioned as a “near-term” game-changer, both pundits and telecom vendors debate network characteristics, performance expectations, and use cases that will be enabled by next-generation wireless technology: 6G.
• Compelling enterprise use cases in early trials, or are only hinted at today, will allegedly be widely available in the 2030s.
Analysts are busily digesting evolving information on the capabilities of 5G as they aim to come up with answers to burning questions such as:
Internet of Things (IoT) mobile virtual network operators (MVNOs) had to overcome reliance on connectivity-led portfolios as they court global enterprises while competing with mobile operators focusing on IoT as a growth area.
Those MVNOs that remain and thrive have re-vamped offerings to stay relevant, drawing customers with application enablement, vertical solutions, management platforms, and professional and managed services.
IoT MVNOs expand the reach of enterprises looking to connect IoT devices on a global basis, primarily via cellular technologies. They can expand mobile or fixed operators’ footprints as a partner or sell directly to OEMs and enterprises that need widespread, easy-to-use connectivity. They can also offer seamless connectivity in regions where a single carrier cannot provide service.