In the last three months, Microsoft has been on a tear building out its portfolio of 5G core and virtualized network service management technologies having acquired Affirmed Networks, and most recently, Metaswitch. The acquisition of these telecom tech companies by the leading enterprise IT technology company and cloud service provider may seem curious at first, but these transactions highlight the acceleration of a transformative trend that we at neXt Curve dubbed Under-the-Bottom (UTB) in our 2019 technology horizon study for Ofcom, the United Kingdom’s communications and media sector regulator.
It’s official, IBM will now become the biggest Cloud broker play in the ICT universe with its acquisition of Red Hat for a whopping $34 billion in cash. It seems only yesterday that neXt Curve sat down with IBM to discuss the future of cloud and the future is the hybrid cloud. The cloud landscape is poised to change as cloud brokerage models are poised inject transparency (economic and service quality) and portability of workloads into enterprise cloud strategies. Are the walled public cloud gardens about to come down?