A few months ago, I reported on the broader market of which telecommunications infrastructure is a part. I mentioned data centers, cloud computing and data analytics (big data). All together, we can perhaps best call this digital infrastructure. While the importance of this merged set of infrastructures will benefit all economies and societies, I recently focused on regional developments as basically every region and every mid-size town will need to have a digital hub for local computing workloads and storage. more
As the world becomes more and more reliant on electronics, it's worth a periodic reminder that a large solar flare could knock out much of the electronics on earth. Such an event would be devastating to the Internet, satellite broadband, and the many electronics we use in daily life. A solar flare is the result of periodic ejections of matter from the sun into space. Scientists still aren't entirely sure what causes solar flares, but they know that it's somehow related to shifts in the sun's magnetic field. more
When valuing a stock, analysts and shareholders evaluate always revenue and profit. Big tech COFs are sitting on assets worth tens of millions of dollars of annual profit (not just revenue, but true profit) in the form of unallocated IPv4 addresses. By not selling or leasing these out, they are incurring expenses to hold them and missing out on tremendous profits. At a 20X multiple (for context, Cisco is trading at nearly 18X earnings, Google at just over 33X earnings, Shopify at well over 700X earnings), big tech CFOs are actively preventing over $250 billion in market capitalization for their shareholders. more
Dear Chief Financial Officers of tech giants, the internet is in crisis, and you can lead your organization to help solve the problem. You'll be well compensated, and you'll enjoy massive public relations benefits. I fear that if you don't, global governments will force your hand. There is a shortage of available IPv4 addresses but we are years away (possibly a decade or more) from IPv6 viability and adoption in North America. more
Happy New Year! There is no scarcity of Machine Learning Operations products being introduced to the industry. Since June of 2020, over 84 new ML toolsets incorporating but not confined to All-in-One, data-pipeline, and model training applications were born. In this list of almost 300 MLOps tools, there are 180 startups. Out of these 180 startups, more than 60 raised capital in 2020, and about two-thirds are fixated on data-pipelines and modeling-training. more
Data analytics isn't just for large organizations anymore. As businesses and community collectives increasingly move their operations into digital spaces, the vast amounts of data being collected pose an opportunity for them to get to know their stakeholders better. While the security implications of this migration are hard to be taken lightly, the potential for game-changing insights is likewise enormous. more
We are all aware of the pollution caused by burning coal and combusting oil. The results are obvious: exhaust spewing from vehicles, factories, and power plants. Many of us don't realize we are actively contributing to the unnecessary burning of energy (natural gas and coal in the US) to power the Internet. We wag our fingers at Internet Service Providers (ISPs) and data centers, but the fact is that our own organizations are wasting electricity every single hour out of ignorance or apathy. more
We are suffering an epidemic of cyberattacks while in a viral pandemic. This post is for those who have responsibility for assuring that the IT-based services offered by their enterprise can quickly recover in the case of successful cyber-attack or other disaster. University of Vermont Medical Center (UVMMC) is an excellent hospital. I owe my life to treatment there and am grateful for both the skill and the kindness of UVMMC staff. They have been devastated by a cyber-attack. more
As the final project of my UC Berkeley School of Information course in Artificial Intelligence strategies, we had to submit an AI strategy canvas. Today, I will attempt to share important aspects of the canvas, so you and your team may have a template to work from and consider. Let's begin. We will look at both a strategy and operations perspective both internally and externally. Part one will include Internal and Operational Strategies, while Part II will examine external processes, threats, and procedures. more
I recently followed a webinar session organized by the University of Queensland on the factory of the future. Smart or not, the future will still need factories to make the stuff we humans use every day. One of the discussed questions included: "how will existing production models cope with the staggering and ongoing rate of digital disruption and advanced capabilities?" more
KPIs are industry-specific and should be aligned carefully with your AI strategy. My course at UC Berkeley drills down heavily on how to define success when implementing your AI strategy, and measurement, like anything else, is the top priority. One technique that can potentially be used in your organization as you embark on your AI strategy is to use the SMART method for KPIs. SMART stands for Specific, Measurable, Attainable, Relevant, and Time-Sensitive. more
Many organizations and individuals are socially committed and voluntarily help the weak, the poor, and the sick. Others consider how they can contribute. Supporting organizations and individuals by starting an aid project, donating money, or providing human resources, can make a crucial difference. The corona crisis is a challenge for many, if not all. Scientists around the world are experimenting with cures and vaccines, and they need help. However, you don't have to be a virologist to help science fight COVID-19. more
Amazon has already received a retail windfall, but their infrastructure will be more critical in the long run. My final exam this term will include a take-home question: How will COVID-19 affect the fortunes one of the major Internet companies - Apple, Google, Facebook, or Microsoft? I didn't include Amazon because they are an obvious winner. On December 30, 2019 Amazon stock was selling for $1,847.84 per share and on May 1, 2020 it was $2,286.04, a 23.7 percent increase. more
The March 19, 2020, guidance from the U.S. Department of Homeland Security's Cybersecurity and Infrastructure Security Agency (CISA) declared what global citizens appreciate more each day as the COVID-19 pandemic crisis unfolds: "Functioning critical infrastructure is imperative during the response to the COVID-19 emergency for both public health and safety as well as community well-being." more
A few weeks, I attended a one-day conference at the Queensland University of Technology (QUT) at the occasion of the launch of their new $7.5 million Centre for Data Science. This laboratory is also the lead node of a new Australian Data Science Network, bringing together data science organizations from across the country. The new center aims to support data-led decisions across key areas like health, environment, business, government and society -- in short, data for the good. more
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