“Google has started applying its artificial intelligence (AI) expertise to network operations and expects to make its tools available to companies building virtual networks on its global cloud platform.
That could be a troubling sign for network technology vendors such as Ericsson AB (Nasdaq: ERIC), Huawei Technologies Co. Ltd. and Nokia Corp. (NYSE: NOK), which now see AI in the network environment as a potential differentiator and growth opportunity…
Google already uses software-defined network (SDN) technology as the bedrock of this infrastructure and last week revealed details of an in-development “Google Assistant for Networking” tool, designed to further minimize human intervention in network processes.
That tool would feature various data models to handle tasks related to network topology, configuration, telemetry and policy. .”
Iain Morris here on Light Reading.
This is an interesting, but predictable, turn of events isn’t it? If (when?) automated network operations as a service (ANOaaS) is perfected, it has the ability to significantly change the OSS space doesn’t it?
Let’s have a look at this from a few scenarios (and I’m considering ANOaaS from the perspective of any of the massive cloud providers who are also already developing significant AI/ML resource pools, not just Google).
Large Enterprise, Utilities, etc with small networks (by comparison to telco networks), where the network and network operations are simply a cost of doing business rather than core business. Virtual networks and ANOaaS seem like an attractive model for these types of customer (ignoring data sovereignty concerns and the myriad other local contexts for now). Outsourcing this responsibility significantly reduces CAPEX and head-count to run what’s effectively non-core business. This appears to represent a big disruptive risk for the many OSS vendors who service the Enterprise / Utilities market (eg Solarwinds, CA, etc, etc).
T2/3 Telcos with relatively small networks that tend to run lean operations. In this scenario, the network is core business but having a team of ML/AI expects is hard to justify. Automations are much easier to build for homogeneous (consistent) infrastructure platforms (like those of the cloud providers) than for those carrying different technologies (like T2/T3 telcos perhaps?). Combine complexity, lack of scale and lack of large ML/AI resource pools and it becomes hard for T2/T3 telcos to deliver cost-effective ANOaaS either internally or externally to their customer base. Perhaps outsourcing the network (ie VNO) and ANOaaS allows these operators to focus more on sales?
T1 Telcos have large networks, heterogenous platforms and large workforces where the network is core business. The question becomes whether they can build network cloud at the scale and price-point of Amazon, Microsoft, Google, etc. This is partly dependent upon internal processes, but also on what vendors like Ericsson, Huawei and Nokia can deliver, as quoted as a risk above.
As you probably noticed, I just made up ANOaaS. Does a term already exist for this? How do you think it’s going to change the OSS and telco markets?