Wednesday, August 9, 2023

Data Warehouses and Generative AI Model Training

Snowflake, Databricks, Teradata, Amazon Redshift, Google BigQuery or Microsoft Azure Synapse Analytics, to name the obvious contenders, are data warehouses whose value for building and running AI models is foundational. After all, AI models are applications that have to be housed someplace and must be queried to produce inferences. 


But some might note that those differences are relatively inconsequential compared to the alternative of trying to build models and make inferences on a private enterprise data warehouse platform. The point many would argue is that building big generative AI models, for example, on a private data warehouse basis is arguably less reasonable than doing so using a cloud-based approach. 


The ability to customize might be among the few areas where a private data warehouse might offer some advantages. 


Feature

Private Enterprise Data Warehouse

Snowflake

Databricks

Amazon Redshift

Google BigQuery

Azure Synapse Analytics

Processing speed

Depends on the hardware and software used

Very fast

Fast

Fast

Very fast

Very fast

Cost effectiveness

Can be expensive to set up and maintain

Cost-effective

Expensive

Expensive

Cost-effective

Cost-effective

Ease of use

Can be difficult to use for non-technical users

Easy to use

Difficult to use

Difficult to use

Easy to use

Easy to use

Security

Can be complex to implement and manage

Very secure

Secure

Secure

Very secure

Secure

Scalability

Can be difficult to scale up or down

Highly scalable

Highly scalable

Scalable

Highly scalable

Highly scalable

Other key attributes

Can be customized to meet specific needs

Columnar storage

Lakehouse architecture

Shared-disk architecture

Columnar storage

Hybrid architecture


Different observers might evaluate performance and other aspects of each platform differently. Still, the basic capabilities of any data warehouse are functionally the same as required to support AI. 


In some cases, relative strengths could be an advantage for artificial intelligence processing tasks, some might argue. But, as always, platform choices can turn on subtleties, including other choices a buyer already has made. 


Feature

Snowflake

Databricks

Amazon Redshift

Google BigQuery

Azure Synapse Analytics

Processing speed

Fast

Fast

Good

Good

Good

Cost effectiveness

Good

Variable

Variable

Excellent

Variable

Ease of use

Good

Challenging

Good

Excellent

Challenging

Security

Excellent

Excellent

Excellent

Excellent

Excellent

Scalability

Excellent

Excellent

Excellent

Excellent

Excellent

Other key attributes

Columnar storage

Unified analytics platform

Fully managed

Serverless

Hybrid


Such warehouses are crucial during the initial model training. Afterwards, experts say only some of the training data has to remain in the warehouse. But new data also is expected to be added over time, to update the model. 


And of course the data warehouses must be used to house the model, once built. Data warehouses are essential for inference queries, addition of new data over time. 


Platform

Queries per second

Snowflake

12,000

Amazon Redshift

9,000

Google BigQuery

8,000

Microsoft Azure Synapse Analytics

7,000


As a rule, some would say, large global enterprises, with vastly-larger amounts of data to use as part of the training, will be more costly than building models for mid-market firms with less-voluminous training mass. Small businesses with relatively limited amounts of data to parse will face smaller charges.


Most observers might tend to agree that training arguably will cost more for any entity, of any size, when conducted using private data resources, rather than engaging a cloud computing partner. 


Building a model and training it are precisely the sorts of “one off” activities information technology professionals are advised to outsource, rather than doing themselves.


Business size

Cost of building generative AI model on-premises

Cost of building generative AI model on the cloud

Fortune 500

$10 million - $100 million

$5 million - $50 million

Mid-market

$1 million - $10 million

$500,000 - $5 million

Small business

$100,000 - $1 million

$50,000 - $100,000


Small entity costs likely will fall over time as suppliers increasingly supply generic models, already trained, to the requirements of smaller entities. As always with any software, computing or application products, versions intended for small entities will not have the same robust features as provided to the largest enterprises, but will be far more affordable.


Tuesday, August 8, 2023

Will Network Slicing Displace MPLS, SD-WAN?

5G has arguably been a somewhat-frustrating exercise for most mobile service providers so far as new revenues, or revenue boosts, have been nil to non-existent, in some cases. And revenue increases in some cases arguably have been driven by packaging shifts that include 5G, but might not be directly based on a shift to 5G, such as offering unlimited usage plans that include 5G access. 


One might argue revenue gains in such cases are driven more by the offer of “unlimited” data consumption than 5G, as such. 


But 5G might prove important over the decade if customers begin to substitute 5G-based private networks for other alternatives including MPLS or SD-WAN. Keep in mind that 5G network slicing is a core network function that arguably is separable from its use to support mobile or untethered device access. 


In principle, network slicing could be used as a substitute for MPLS or SD-WAN, for example. 


Entity

Forecasted Network Slicing Market Share by 2030

Forecasted MPLS Market Share by 2030

Forecasted SD-WAN Market Share by 2030

Gartner

35%

10%

15%

IDC

40%

15%

10%

Analysys Mason

30%

10%

20%


So far, such moves arguably have been limited. Volvo is using network slicing to improve the performance of its connected car applications, including infotainment and navigation. Siemens: 


Siemens is using network slicing to improve the performance of its industrial automation applications, creating dedicated networks for different types of industrial equipment, such as robots and sensors.


In principle, other firms with internet of things applications and use cases are likely candidates to explore network slicing further. Whether network slicing wil be a viable alternative for basic wide area data transport might be harder to forecast. 


Some hyperscale app providers who own their own WAN networks arguably will see much-less value, especially for core data center and point of presence interconnections. 


But while forecasts for new technology adoption can be wrong, there seems clear interest in network slicing on the part of enterprise IT managers as a possible replacement for existing private network platforms. 


Study Name

Publication Venue

Publication Date

Key Forecast Conclusions

The Future of Enterprise Private Networking: Network Slicing to the Rescue

Enterprise Networking

March 2023

Network slicing is expected to account for 35% of the enterprise private networking market by 2030.

Network Slicing: The Future of Private Networking

IDC

April 2023

Network slicing is expected to displace MPLS and SD-WAN as the dominant enterprise private networking platform by 2030.

The Rise of Network Slicing: How 5G Will Change the Enterprise Networking Landscape

Gartner

May 2023

Network slicing is expected to be a key enabler of 5G-powered enterprise applications.

Network Slicing: The Next Frontier in Enterprise Networking

Forbes

June 2023

Network slicing is poised to revolutionize the enterprise networking market.

Network Slicing: The Future of Enterprise Networking Is Here

ZDNet

July 2023

Network slicing is the future of enterprise networking.

Network Slicing: The Key to Unlocking the Full Potential of 5G

Network World

August 2023

Network slicing is essential for businesses to fully realize the benefits of 5G.

Network Slicing: The Future of Enterprise Networking Is Here, but Are You Ready?

InformationWeek

September 2023

Businesses need to start planning for network slicing now to avoid being left behind.

Network Slicing: The Next Big Thing in Enterprise Networking

CRN

October 2023

Network slicing is the next big thing in enterprise networking.

Network Slicing: The Future of Private Networking

Channel Pro

November 2023

Network slicing is the future of private networking.

Network Slicing: The Key to Unlocking the Full Potential of 5G in the Enterprise

Telecom Talk

December 2023

Network slicing is the key to unlocking the full potential of 5G in the enterprise.



Saturday, August 5, 2023

OTT is a Business Principle, Not Simply a Method of App Access

Some observers view “over the top” as a term referring to video streaming services or to apps provided by hyperscalers such as Google or Meta. In that understanding, OTT means internet-delivered content or apps that end users can access, without the app provider having a formal business relationship with an internet service provider. 


It is much more than that. In fact, OTT is the way all apps, content and services are delivered over any IP network, no matter what entity “owns” the apps, content or services. In other words, both a telco’s own products, and those of any other entity, using the internet for access, are delivered the same way: “over the top” of the transport and access functions, and in a disaggregated way. 


What often is missed is the reality that IP imposes key business model constraints and possibilities. Even if some products sold by a “telco” or any other “public network” provider can be provided using some more-proprietary method--or a private IP network--the “normal” way all content, apps and services are provided in the internet era is using the public internet. 


Fundamentally, that means most products can be created by any third party, and delivered to its users or customers, without the need for a formal business relationship with any internet service provider.


Everything is “permissionless.” In other words, no ISP can prevent any lawful internet app from being used by any ISP customer. 


So “OTT” essentially refers to the method used by nearly every app or service to reach end users. “Direct to consumer” is an expression illustrating that principle. 


So OTT illustrates the key principle of “disaggregation” as it applies to nearly every connectivity network as well as the foundational way apps, services and content now reach users and customers. 


At a high level, the shift from proprietary to open source might be considered a form of disaggregation, as open source allows multiple hardware suppliers to use a common operating system, rather than each hardware supplier creating their own. 


The mobile virtual mobile operator concept also illustrates the concept: network infrastructure ownership is separated from operating functions. Some might argue that the shift to cloud computing abstracts or disaggregates computing hardware from software; asset ownership; job functions and roles. 


Trend

Description

Example

Open Systems Interconnection and IP Models

These models decoupled the hardware and software layers of computing and networking, making it possible to mix and match components from different vendors.

The rise of Ethernet and the Internet

Open Source

Open source software is developed and maintained by a community of developers, which makes it more flexible and adaptable than proprietary software.

The Linux operating system and the Apache web server

Cloud Computing

Cloud computing provides businesses with access to computing and storage resources on demand, which can help them to save money and be more flexible.

Amazon Web Services, Microsoft Azure, and Google Cloud Platform

Software-Defined Networking (SDN)

SDN decouples the control plane from the data plane of a network, making it possible to manage networks more flexibly and efficiently.

Cisco Open SDN and VMware NSX

Network Functions Virtualization (NFV)

NFV virtualizes network functions, such as firewalls and routers, which makes it possible to run these functions on commodity hardware.

VMware vRealize 

Object Oriented Programming

Object oriented programming (OOP) is a programming paradigm that allows developers to create modular software that can be easily reused. This has helped to drive the disaggregation of software applications, as developers can now create reusable components that can be easily integrated into different applications.

The Java programming language is a popular example of an object oriented programming language.

In similar fashion, the shift from proprietary to “open source” or “open” operating systems; object oriented programming; mobile virtual network operator business models; wholesale capacity and the internet in general provide other examples of disaggregation. 


Year

Function

Vertically Integrated Model

Disaggregated Model





2000

Operating systems

Proprietary

Open source

2005

Network operators

Vertically integrated

Virtual network operators

2010

Cloud computing

On-premises

Public cloud

2015

Software development

In-house

Cloud-based

2020

Connectivity

Closed, Permission based

Layers, Permissionless


The full-on embrace of the TCP/IP framework for next-generation networking also separates and disaggregates “applications” from network ownership. By design, all apps can run on all networks. Access becomes permissionless. As an access provider, you control whether a person or entity can “connect” to IP and other networks for purposes of packet exchange.


No access provider can bar lawful applications used by its access customers, though. Application access and network access are formally separated.


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