Enterprises Require Tools That Explain AI Findings

R. Bhattacharyya

Summary Bullets:

  • Only slightly more than half of the respondents to GlobalData’s recent survey on emerging technologies felt that they fully understood artificial intelligence.
  • Before decision-makers act on the insights revealed by artificial intelligence, they need to have confidence in its findings, which requires an understanding of how they are obtained.

There is a widely accepted belief that artificial intelligence (AI) holds the potential to significantly alter the way organizations operate, vastly improving business outcomes. Businesses conceptually grasp that the technology’s benefits range from increasing efficiency and productivity to enhancing the customer experience. Yet, AI is still often viewed as a mysterious black box that yields little insight into how its findings are obtained. Without understanding what is happening under the covers, line-of-business leaders can be reluctant to act on the findings. Continue reading “Enterprises Require Tools That Explain AI Findings”

Virtual Desktops Still Don’t Cut It for Most Organizations

S. Schuchart

Summary Bullets:

  • VDI is getting attention again with work from home here to stay.
  • VDI is great on paper, but in reality is only practical in certain niche use cases.

One of the joys of technology is the sheer inventiveness.  New concepts, new technology, even old technology used in new ways; every time something new appears, the industry speculates endlessly about possible applications.  But sometimes good ideas end up not being the world-changing solutions that their inventors and cheerleaders had thought.  Usually this doesn’t mean the technology goes away, just that it is most suited for niche applications.  But the bigger the initial hype, the longer it takes.  The best example of that is virtual desktop infrastructure (VDI).  It’s a concept that’s been around for decades now.  While this is an over-simplification, VDI allows companies to host desktop operating systems (primarily Microsoft Windows) in their own data center and project them virtually to an endpoint, which is a piece of software installed locally on another computer.  To the end user, once they’ve started a VDI session, they see a standard corporate desktop, regardless of what they have installed locally.  This can also be done with individual software instead of the entire desktop. Continue reading “Virtual Desktops Still Don’t Cut It for Most Organizations”

Cisco’s Acquisition of Acacia in Jeopardy

S. Schuchart

Summary Bullets:

  • Optical technologies are vitally important for networking; copper has reached its physical limitations.
  • If the deal cannot be consummated, it will be a huge blow to Cisco’s optical technology ambitions.

In July 2019, Cisco announced its intent to acquire high-speed optical interconnect supplier Acacia for approximately USD 2.6 billion. (GlobalData subscribers can read Emir Halilovic’s take and my take on the proposed acquisition in 2019). On Friday, January 8, 2021, Acacia announced it was terminating the agreement, claiming that Cisco had failed to obtain the necessary approval from the Chinese government. In response, Cisco has filed suit against Acacia in Delaware to block the termination of the agreement, claiming it has met all the conditions required to close the deal. Continue reading “Cisco’s Acquisition of Acacia in Jeopardy”

Haven’s Heathcare Ambitions Come to a Fast End

• Haven was founded to address the problem of escalating healthcare costs

• From the beginning, critics questioned exactly how Haven would tackle that issue

Because of both the collective power of its backers and Amazon’s gift for commercializing services and revolutionizing delivery models, hopes were high that Haven could tackle arguably the thorniest problem in healthcare: out of control costs. Continue reading “Haven’s Heathcare Ambitions Come to a Fast End”

5G Updates in ASEAN – Q4 2020: More Countries to Launch 5G This Year, Steady Growth Expected in the Next Five Years

A. Amir

Summary Bullets:

• Indonesia and Vietnam have joined the 5G bandwagon in ASEAN with commercial deployments expected later this year.

• The forecast remains stable with 5G subscribers expected to grow from 600,000 in 2020 to 125 million and account for 16% of the total mobile subscribers in 2025.

Key Announcements

October 2020 – Singtel Launches 5G Standalone (SA) Trial Network For Enterprises: Following the launch of its 5G non-standalone (NSA) trial network to the mass market in September, Singtel offers 5G SA network on 3.5GHz frequency band for enterprises to develop and trial 5G solutions. The telco also partners with Ericsson on dual-mode 5G core network solutions and mmWave to enable new enterprise applications and empower the country’s smart-nation initiatives. These initiatives are crucial for Singtel to gain a first-mover advantage as competitors (e.g., Starhub and M1) are expected to launch their 5G SA networks soon. Continue reading “5G Updates in ASEAN – Q4 2020: More Countries to Launch 5G This Year, Steady Growth Expected in the Next Five Years”

Blockchain Won’t be a Global Solution for COVID-19 Vaccination Plans Anytime Soon

C. Drake

Summary Bullets:

• There a growing interest in how blockchain, a distributed ledger technology (DLT), can help governments and health authorities address the challenges associated with COVID-19 vaccine distribution.

• However, several hurdles and barriers mean that specific blockchain-based initiatives are likely to be slow to materialize and may never be fully realizable on a global scale.

With some countries, including Russia and the United Kingdom, having already started vaccinating populations against COVID-19, and with others expected to follow suit in the coming weeks, there is a growing interest in how blockchain could help governments and health authorities address some of the many challenges associated with vaccine distribution and dissemination. Continue reading “Blockchain Won’t be a Global Solution for COVID-19 Vaccination Plans Anytime Soon”

Telco SD-WAN in ASEAN: Significant Development, but What’s Next?

A. Amir

Summary Bullets:

  • The SD-WAN market landscape in ASEAN has evolved. Many telcos have added SD-WAN as part of their enterprise ICT portfolio.
  • The ASEAN telcos could consider multi-vendor offerings and overlay-underlay integration as the next steps.

There are two types of telcos. The first type is telcos that are aware of the increase in SD-WAN demand and leverage the technology to drive their network services. This type often comes from a consumer heritage and is looking to expand into an adjacent market. In most cases, they are alternative providers. These telcos have accepted the fact that the MPLS market is on a downtrend and will continue to decline. They position SD-WAN as a value-add to complement their existing connectivity services. There are also cellular telcos with small/no revenue from the fixed-line services which see SD-WAN as a new market opportunity. These telcos have been aggressive in driving the market and leveraging their brand and connectivity advantages to differentiate against non-telco competitors. The second type is telcos that are also aware of the growing SD-WAN demand, but see it as a threat to their connectivity business. These are often the incumbent telcos with a large portion of revenue from legacy connectivity services. Most of them still believe that the declining MPLS revenue is because of competition, not due to lower market demand. These telcos also often do not have any SDN/NFV capabilities. Some of them offer the service quietly/selectively with a below-the-line marketing strategy. Continue reading “Telco SD-WAN in ASEAN: Significant Development, but What’s Next?”

TM ONE Leap Summit 2020: Accelerating Digital Transformation in Malaysia Through Expanded Capabilities

A. Amir

Summary Bullets:

  • TM ONE has expanded its ICT portfolio and strengthened its professional service capabilities.
  • However, there is still a gap in its partner ecosystem compared to other providers.

TM ONE held its third LEAP Summit virtually in November 2020.  At the event, the provider shared various initiatives not only in enhancing the country network infrastructure in line with the government’s plan, but also in expanding its portfolio and capabilities as a digital transformation partner to Malaysian enterprises.  Its focus is on the future of work (e.g., robotics, automation AI), digital competency or skillset, agile working, and Industrial Revolution 4.0 (IR4.0).  The provider also shared several actual use cases and showcased its portfolio and capabilities in cloud, cybersecurity, 5G and IoT, and data analytics.  This post discusses TM ONE strengths and gaps in the market as well as recommendations for the provider and buyers in the country. Continue reading “TM ONE Leap Summit 2020: Accelerating Digital Transformation in Malaysia Through Expanded Capabilities”

Fireside Chat: What Are the Practical Opportunities for 5G and Edge Cloud?

D. Kehoe

Summary Bullets:

  • Edge redefines cloud by functionality, not location, as the old model of consumption economics moves from a centralized to a distributed model.
  • Telco exchanges, central offices, and street-side cabinets are prime edge/cloud locations and will create a special role for operators.

GlobalData, together with Infosys, HPE, and Spark New Zealand, hosted a global webinar recently to discuss 5G and edge compute.  This session attracted a cross-section of delegates, especially telecom providers across different regions.  The webinar included a presentation, a fireside chat, and direct questions from the audience to the panelists.  Continue reading “Fireside Chat: What Are the Practical Opportunities for 5G and Edge Cloud?”

COVID-19 Isn’t Over and It’s Still Tactical Time

S. Schuchart

Summary Bullets:            

  • COVID-19 is not over, despite promising news of vaccines.
  • Tactical thinking is the way through for vendors and customers in 2021.

There are a number of very promising COVID-19 vaccines in the works, and that’s good news for everyone.  But this good news isn’t a signal that suddenly all is well.  COVID-19 is still a reality, and the logistics of manufacturing and distributing enough vaccine for everyone is decidedly non-trivial.  The temptation is to point to an event or date and say that things will just return to normal on that day.  There is also a mistaken impression that once the majority of people are vaccinated, the world will snap back – figuratively – to January 2020 with the same expectations, plans, and motivations.  The announcements of promising vaccines, the turning of the year, the swearing in of a new American president, a January Brexit, none of these things are oft-wished-for, decisive breakpoints, just more challenges.  The reality is that the COVID-19 pandemic has changed everyone’s course, and there is no going back.  Instead, we need to deal with the reality of the world in front of us, changed greatly by the pandemic. Continue reading “COVID-19 Isn’t Over and It’s Still Tactical Time”