The Internet was replaced by a dual system created in 2014: a fiber optic network called "Net2Cash". It has a speed of one hundred Petabits per second (equivalent to 100 million Gigabits per second or 100,000 million Megabits per second). We no longer talk about Megabytes or Gigabytes because that is old school. Nowadays a couple of Exabites store the content of all written by man, from books and newspapers to Sumerian clay tablets; from Inca quipus and Egyptian hieroglyphs to all homework made by kids registered in elementary school. more
When talking about the problems of attracting infrastructure funds to the telecoms industry, I would make one exception; that is backbone infrastructure... We increasingly describes mobile networks as fibre networks with a wireless access component. This clearly indicates the need for fixed backbone network capacity, eventually all the way to the street. more
Peering has come back in the news with the FCC mentioning it in its set of reviews of the telecommunications market in the USA, following its Network Neutrality decision. The peering and interconnect issues are going to the heart of the telecoms matter in relation to competition, innovation and the Open Network. You don't need Network Neutrality rules, if you have a well functioning, transparent, interoperable and competitive infrastructure environment. more
It is interesting that when governments and financial investors, such as superannuation funds, talk about infrastructure investments and infrastructure investment funds they rarely include telecommunications in their deliberations... Most politicians and infrastructure investors have problems seeing telecoms infrastructure in that context. From a visionary and strategic aspect one could argue that, at a political level at least, telecoms should be seen as, and included in any policies on, national infrastructure. more
Carlos Slim of Telmex tells me the world is about to change. "Two billion more people will connect to the Internet when smartphones cost $50. The phone makers are promising me a $50 phone in 2014." If Spreadtrum and Firefox deliver a $25 smartphone, as promised, that could accelerate takeover. ~310,000,000 Africans will be connected to the Internet in 2017, Arielle Sumits of Cisco predicts... It's inevitable that the U.S. will be dwarfed by the rest of the world. more
Facebook has announced more details on how its Connectivity Lab is working to connect the world from the sky with drones, satellites and lasers. more
While there are plenty of articles continuously updating us on the incredible social and economic developments that are taking place in China it is still sometimes good to stand still and have a look at some of these developments. It was 15 years ago that the Chinese Government - in its 5-year plan - stated that it wanted to connect all of its half million villages to the telecommunications network. At that point the plan simply called for narrowband telephone connections. more
Last month, I talked about keeping the Winter Olympics from clogging up your networks as employees raced to stream live events during the workday. Well, in the U.S., we are in the middle of NCAA Men's Basketball Tournament, the annual "madness" repeats itself all over again. And let's be honest, most of us want to sneak a peek at the scores and witness some of the thrilling upsets that happen every year. more
For many years I have been saying that in order to generate business cases that will support the developments of national broadband networks it is necessary to take into account the social and economic benefits of such investments. The reality is that these benefits do not show up on the balance sheets of the traditional telecoms infrastructure companies and this is a key reason they are reluctant to make such investments. more
We're just back from Mobile World Congress in Barcelona, Spain, where more than 85,000 attendees from over 200 countries gathered to discover what the 1,800 companies present had to showcase. As expected, some of the show's biggest themes focused on the Internet of Things, the mobile cloud, Big Data, 4G LTE and wearable devices... After speaking to a cross-section of service providers, it became clear that many operators are already starting to leverage their investment in existing 4G LTE infrastructure... more
Sun, surf, and ... service operators? It's a match made in heaven! The Caribbean cable and telecommunications industry may not be large, but it is an important and fast-growing region. The recent Caribbean Cable & Telecommunications Association (CCTA) Annual Meeting in Puerto Rico threw the spotlight on this slice of paradise and I was there to catch up on some of the trends emerging for the year ahead. more
Comcast has reached an agreement to acquire Time Warner Cable, according to a tweet from CNBC reporter, Dave Faber. The new company, based on the $44 billion purchase, will be by far the largest cable provider in the U.S. with over 33 million subscribers, and is assumed to face tough review from the Federal Communications Commission. more
BGP. Border Gateway Protocol. The de-facto standard routing protocol of the Internet. The nervous system of the Internet. I don't think I can overstate the importance, the criticality of BGP to the operation of the modern Internet. BGP is the glue that holds the Internet together at its core. And like so many integral pieces of the Internet, it, too, is designed and built on the principle of trust... The folks who operate the individual networks that make up the Internet are generally interested in keeping the Internet operating, in keeping the packets flowing. And they do a great job, for the most part. more
The recent decision regarding the end of Network Neutrality (NN) in the USA is based on a totally flawed telecoms policy. Once the foundation of a telecoms 'house' is fundamentally wrong, whatever is built on top of that will basically collapse at a certain point. The market fundamentals in the USA are so wrong that any initiative to improve broadband access, fibre roll-outs, infrastructure competition or telecoms and transactor innovation, will either fail or have a minimal impact. more
Some interesting but disturbing messages are emanating from Europe and America. With countries slowly coming out of the economic crisis and employment picking up again, it has become clear that the new jobs becoming available are driven by companies operating in the digital economy; very few of the 'old jobs' will become available. Many people in western countries are unprepared for this change and many new skills that are required are simply not available in sufficient numbers to counter the downfall in employment that has occurred over the last five years. more