Claudio Saes’ Post

Technological evolution like... #funfriday #technology #evolution

How do the U.S. Telcos make money? I have been researching the US market extensively and am concerned about the industry's future—the excellent income statement breakdown below has interesting findings. 🔸 Nearly all the big players have around 8% to 12% net income. 🔸 Most revenue comes from postpaid, followed by broadband. 🔸 Media/TV in the US still accounts for approximately 20% of revenues. 🔸 B2B revenues vary considerably by operator. AT&T and Vzn make nearly 20% of the revenue contribution, while T-Mo, Comcast, and Charter are around 5%+ 🔸 SG&A varies widely depending on the operator. Will the future call for industry M&As? #mergeandaquisition #telcos AT&T Verizon T-Mobile Comcast Charter Communications

Will data centers become sustainable? Data centers are becoming an integral part of a digital and energy ecosystem, collaborating across various sectors to drive innovation and progress. They are vital in providing resilience and flexibility to power grids, beyond their primary role in the digital world. 🔷 #Datacenters are developing more symbiotic relationships with #energygrids, offering services like balancing volatile generation with demand and providing reserve power. 🔷 Many data center workloads can be shifted to times when #sustainableenergy is more plentiful, helping to balance supply and demand. 🔷 Workloads can also be moved geographically between linked data centers to maximize the use of renewable energy and minimize transmission losses. 🔷 Data centers' uninterruptible power supply (UPS) systems can be integrated into wider energy grids to help smooth voltage peaks and prevent blackouts. 🔷 Backup power facilities in data centers, including generators and sustainable alternatives like hydrogen or long-term batteries, can contribute to reserve capacity for power grids. According to Amy Daniell, in the article below, the data center industry has helped create a stable market for sustainable energy through power-purchase agreements (PPAs), estimated to have contributed to 74 gigawatts of capacity.

The increasing use of #AI significantly boosts #GPU utilization in cloud and data centers, leading to a growing need for #liquidcooling infrastructure. While hyperscale facilities are currently well-equipped to support this shift, smaller enterprise data centers may also need to adopt liquid cooling systems.

This is an intriguing side effect…

I was on the road these last two weeks. Needless to say it is the most invaluable experience in consulting. Our industry is extremely complex, but getting to know the truth and the details under the hood is priceless. I’d like to thanks my great companion, Miguel Angel Masache Ojeda, Daniel Palka, and Leonardo N. Scheiner for their hard work, and dedication on this amazing project. You rock!!!! 💪🏻

Telcos need to define their own role in the AI value chain #Telcos have a significant opportunity to capitalize on the AI boom, but they need to stake out their claims in the AI value chain proactively. Here are some ideas on how telcos can define their role: - Use #AI internally and in customer-facing roles to achieve differentiation - Help enterprises adopt AI and become "AI enablers" for both large #enterprises and #SMBs -Provide the hybrid cloud infrastructure and networks required to support AI and machine learning. - Deploy AI in a secure and compliant way, leveraging expertise in data sovereignty, zero-trust security, and #SASE technology - Share learnings on using AI in internal and customer-facing systems, and help enterprises understand the advantages and pitfalls of AI platforms like Microsoft #Copilot and #ChatGPT. - Create "AI-ready" infrastructure-as-a-service bundles and their own AI centers to make AI more accessible, especially for smaller businesses. This is a stretch, given the limited and expensive capital telcos have today. However, partnership models could be explored here. To capitalize on these opportunities, telcos must demonstrate that they offer more than just "fool's gold" and prove their value as guides and partners in the AI frontier. Telcos can become major players in the AI boom by proactively defining their role.

Not everyday I get the chance to show at front page. Thanks to Valor Econômico S/A and to Ivone Santana for the great interview😃 Nokia Bell Labs #moon #flymetothemoon #industry4

How to measure productivity through this AI boom? I found this No Jitter article quite intriguing and disturbing - at same time. Imagine the scenario of an important C-Level decision-making meeting, where your digital twin would participate and potentially take a decision on your behalf. Would we allow for that to happen? PS: this post was NOT written by my digital twin 🤣 #ai #genai #automation

Is network slicing that hard? GlobalData Plc published a great assessment on this topic, and below are some key takeaways: - #5G #networkslicing faces several hurdles before it can be commercially offered, including technical immaturity, high costs, device support, and customer education. - Most mobile operators have only deployed non-standalone (#NSA) 5G so far, which still relies on a #4G core network, limiting the benefits of network slicing. - Achieving interoperability across diverse network components from different vendors is difficult due to the current landscape of proprietary solutions. - Network slicing introduces new security complexities around device authentication and unauthorized access that require advanced measures like encryption and access controls. - Effective dynamic resource allocation to different slices based on real-time demand is critical but still at an early stage of maturity. - The regulatory landscape for 5G and network slicing is still evolving, with unresolved issues around compatibility with net neutrality rules. - Most enterprises are unaware of or skeptical about network slicing due to a limited understanding of its benefits, requiring significant customer education. - A thriving ecosystem of partners is vital for developing end-to-end solutions tailored to specific industries. Overcoming these challenges through collaboration across the ecosystem and strategic investments in 5G standalone will be key for mobile operators to realize the promise of network slicing in providing customized, high-performance connectivity for advanced enterprise use cases.