309 | Breaking Analysis | Telcos’ last chance: Why the edge becomes hyperconverged

Our main thesis coming out of MWC 2026 is we believe telecom is staring at a once in a generation infrastructure reset. Carriers poured billions into 5G spectrum, fiber expansion and network modernization on the promise that faster networks would unlock new enterprise revenue. Bandwidth rose, margins didn’t. Connectivity got more reliable, but at the same time, it commoditized. Now, AI at the edge changes the economics of remote computing. A simple infrastructure refresh cycle won’t cut it. We’re talking about an architectural shift where the edge becomes more intelligent and goes beyond just moving packets around. We see the edge as the place where AI workloads run natively. This means security and policy are enforced, compute is managed, and systems are orchestrated at the edge, outside of the traditional data center.
Decision Intelligence Becomes the Control Layer for AI-Native Telecom

Decision intelligence is emerging as the control layer for AI-native telecom, enabling auditable automation, programmable networks, and outcome-driven operations.
Managing Open Source at Scale in Hybrid Enterprise Environments

How enterprises manage open source platforms like Cassandra and Kafka at scale across hybrid environments without sacrificing flexibility or control.
Special Breaking Analysis | Renen Hallak’s VAST Forward Keynote: A Vision of the AI Operating System

Renen Hallak opened VAST Forward – the company’s first global customer event – with a simple Hebrew phrase: “Know where you came from and where you are going.” While nostalgic, it was a deliberate attempt by Renen to communicate VAST’s next act – its “AI Operating System” ambition – in a decade-long sequence of architectural […]
Deterministic Modernization Becomes the Missing Layer in the AI Coding Era

Why deterministic, cross-repo modernization is critical as AI coding accelerates enterprise software complexity.
Special Breaking Analysis | VAST Forward and an OS for the “Thinking Machine”

In 1986, this author met Danny Hillis, a recent graduate from MIT who was building one of the world’s fastest computers. He was wearing a bright green T-shirt with all these cubes, connected in a network. When asked about the design of the shirt, Hillis said it was meant to represent a massively parallel architecture […]
Building the Retail Network as a Platform for AI, Security, and Outcomes

In a recent NetworkANGLE discussion, Lawrence Huang, SVP/GM of Network Platform and Wireless at Cisco, outlined how retail networking has evolved from basic connectivity to a platform-centric architecture designed to enable AI-driven use cases, operational resilience, and measurable business outcomes. Check out the full discussion below. The central theme is clear: The network is no […]
Beyond the Black Box: Building Transparent, Trustworthy Multi-Agent AI

Explore how to build trustworthy multi-agent AI systems. AI’s next frontier will not be defined by bigger models, but by trust. As enterprises push agentic AI into higher-stakes workflows, the question is no longer what AI can generate—it is whether its decisions can be justified and defended. With only 49% of enterprises reporting high trust in AI outcomes and just 29% having formal trust frameworks in place, the gap is clear. In this episode, Scott Hebner and Openstream.ai’s Magnus Revang explore why transparent, auditable multiagent systems—not black-box models—are the foundation for enterprise-grade AI.
Agentic AI Governance Becomes the Enterprise Differentiator

Why agentic AI governance, data quality, and API-first architecture determine enterprise success beyond experimentation.