July has been a watershed month for AT&T as it enters into two major “cloud deals”, one with Microsoft and another with the newly merged IBM and Red Hat. At first glance, the two deals seem oddly contradictory – a collision of proprietary Microsoft cloud (although about half of Azure workloads run on top of Linux) with open source cloud from the combined IBM and Red Hat. But why two cloud deals? What makes them different? What does it mean for the companies involved?
neXt Curve principal, Akshay Sharma, attended 5G Americas held in Dallas, Texas. 5G Americas is an industry trade organization headquarters in Bellevue, Washington, composed of leading telecommunications service providers and manufacturers with a mission to advocate for the advancement of LTE wireless technologies and their evolution to 5G. Attendees included the leadership of mobile carriers in the Americas, executives from the network equipment vendors, and leading analysts from the global analyst community.
AT&T may have just been approved to acquire their “killer app”. Of course, it’s still early days but the AT&T merger with Time Warner could usher in a new era of carrier-driven digital innovation and competitiveness that has eluded the telecommunication industry for more than a decade.