Verizon Edge: 10 2020, 50 2021, ?1,000

Cowen, after a discussion with Verizon management, confirmed that its much touted Edge platform would be insignificant until 2022. Contrary to earlier reports, Verizon’s Edge may not be very close to customers but rather several hops from towers and fiber connections at 50 signaling access points. The speed will normally be 10-20 ms to the … Read moreVerizon Edge: 10 2020, 50 2021, ?1,000

Amazon: We want the Edge, with or without telco help

Mike Dano has a revealing interview with Glenn Gore of Amazon. The title is my inference based on Gore’s comments below, not Mike’s opinion. Mike is the finest telecom reporter in the US these days, with insight comparable to the very best analysts.

From Dano’s interview with Gore:

If you want to deliver on this promise of ultra-low latency to these new use cases, you have to be in that telco’s network. …

Now, the other way to look at this is: It’s a global market. And for a developer who might be thinking about a particular use case that’s at the convergence of 5G and ultra-low latency, they want to deploy this globally. They want to deploy this in as many locations as they can. But the implementation details, particularly on the transport layer or the network, is completely different country-to-country, company-to-company. It’s incredibly complex. And that’s where the telcos add a lot of value.

And so you can see how you can bring these two aspects together: The simplicity of building applications and managing services at scale – which is what AWS does – combined with the simplicity of managing complex networks in multiple locations and taking away the guesswork of, where is the best place to maybe deploy that application? …

[That’s a warning to any telco who holds back the web giants. Few potential Edge customers will want to deal separately with a dozen telcos. It will be much easier to use Amazon or Google. Dave]

What are the latency requirements for the workloads? Some customers will say, for some of their use cases, they need sub-10 milliseconds latency. So you could see that every city is going to need multiple locations to have that type of latency response.

I think the reality is that, there are not that many applications that require such a low latency. But I think that’s the fun thing: We don’t know exactly what customers are going to build on top of this infrastructure.

Read moreAmazon: We want the Edge, with or without telco help