The race to provide efficient and secure access to cloud apps continues. Google has approved Global Capacity as a Google Cloud Interconnect provider, expanding the number of operators that provide direct access to Google's cloud platform, which enables direct access to Google's infrastructure and apps. 

By directly connecting to Google's cloud network, service providers and businesses can get higher availability and lower latency connections to applications. Google's cloud platform includes applications such as Google Compute Engine, Google Cloud Storage, Google BigQuery, and others. Google hopes enterprises will extend their private networks into these apps using Carrier Interconnect and VPN tunnels between the networks. 

This entry was posted on Tuesday, March 17, 2015 at 13:58 pm and is filed under Infrastructure & SDN.
Keywords: Cloud Services, Google, Global Capacity, Carrier Interconnect

This week the Federal Reserve Bank of the United States met on interest-rate policy and decided it will be very careful about raising rates. You may ask what this has to do with what the Rayno Report covers -- big tech trends in networking and communications. The answer is that it's all connected. 

A growing theme in the global economy is how technology is affecting jobs. This is what I call the #robotmeme, the idea that technology is contributing to deflationary forces. This comes in two parts: 1) Better networking and connectivity throughout the world enables labor arbitrage (outsourcing); and 2) Automation decreases the total number of jobs.

Real wages have declined since the financial crisis of 2008-2009.

This entry was posted on Friday, January 30, 2015 at 17:36 pm and is filed under Investing.
Keywords: Automation, Google, #robotmeme, The Fed, Jobs

Washington D.C. -- Guess what: One of the pioneers and inventors of Ethernet technology, Bob Metcalfe, believes that Net Neutrality and the regulation of the Internet is a colossal mistake.

"Right now the FCC [Federal Communications Commission] is being asked by the White House to invade this party we are having here," said Metcalfe, speaking here at the Metro Ethernet Forum's (MEF) GEN14 conference. "They are playing with fire. They are inviting the government to come in and regulate the Internet."

Metcalfe likened the federal government's efforts, as well as those by Net Neutrality supporters such as Google and Yahoo, as a decision that that the Internet was "done."

This entry was posted on Tuesday, November 18, 2014 at 14:38 pm and is filed under .
Keywords: Net Neutrality, Google, Bob Metcalfe, FCC

Hunter Newby, the CEO of fiber company Allied Fiber, believes the policies of the Federal Reserve Bank of the United States are impeding investment in telecom infrastructure -- and it may be creating a crisis in the world of "dark fiber."

Dark fiber is the building block of networks. It's fiber cable that has been laid in the ground but not yet "lit" by being connected to networking equipment and services. Think of it as a digital Interstate system. Newby says that Fed's 0% rate policies have driven money into other asset classes and diverted money away from more challenging infrastructure projects, which have longer term benefits. He says we need a more aggressive national fiber infrastructure policy. 

His arguments make sense. Investment in infrastructure can have beneficial results. Recently the Rayno Report published research results showing that investment in gigabit broadband can boost GDP. I've also written here about the puzzle of the plummeting money velocity: Since the Fed has implemented 0% interest rates and injected $4 trillion into the banking system, money velocity has collapsed. See the chart below from the St. Louis Fed, for proof.

This entry was posted on Thursday, September 25, 2014 at 13:58 pm and is filed under Infrastructure & SDN.
Keywords: Dark Fiber, Google, The Fed, Hunter Newby, Allied Fiber

Amazon (AMZN) has announced it is buying Twitch, a live video platform for gamers, for a mere $1B in cash, beating out Google (GOOG) in a bid for the company. 

Twitch is a fascinating story in itself. Originally known as justin.tv, which was founded in 2007, it was part of a crop of video-sharing platforms carving out a niche after YouTube achieved the leadership position.Twitch emerged as the more popular site focused on gaming content and the company rebranded itself as Twitch, as the Justin.tv population was migrated there. Justin.tv was actually shut down on August 4th of this year. 

This entry was posted on Tuesday, August 26, 2014 at 14:49 pm and is filed under .
Keywords: Amazon, Google, Video, User-generated Content, M&A

Remember how Google was the company would make money without being evil? Google's WiFi snooping may well be the biggest black mark on Google's aspirations of non-evilness.

This week, the Supreme Court declined to throw out Google's appeal that it broke the law by snooping unsecured data from private WiFi networks as its cars crawled the streets snapping pictures of everybody's homes. A federal appeals court ruled in 2013 that the U.S. Wiretap Act protects the privacy of information on unencrypted in-home Wi-Fi networks. Google is facing class-action lawsuits on the matter.

This entry was posted on Tuesday, July 01, 2014 at 14:05 pm and is filed under .
Keywords: WiFi, Google, Evil, Supreme Court

Another locally driven gigabit (Gbit/s) broadband Ethernet installation shows the growing thirst for big bandwidth in business communities across America.

Service provider Comporium and equipment provider ADTRAN this week are the latest to announce that they are partnering to rollout a gigabit Ethernet service that will serve 300 businesses the community of Rock Hill, South Carolina. The town, like many in Middle America, is looking to drive high-quality jobs by creating a tech-savvy district known as Knowledge Park.

This entry was posted on Friday, May 30, 2014 at 18:34 pm and is filed under .
Keywords: Gigabit broadband, Google, AT&T, ADTRAN, Comporium, Fiber, PON

You may already know this, but Netflix (NFLX) and Google's YouTube are eating all the Internet bandwidth. That's the conclusion in the latest Global Internet Phenomena Report from Canadian networking technology company Sandvine.

"Real-Time Entertainment" -- or streaming video and music -- continues to be the largest traffic category on "virtually every network" that Sandvine examined. It continues to grow and become a largest portion of bandwidth, including mobile networks. Real-Time Entertainment is responsible for over 68% of downstream bytes during peak period, compared to 65% six months ago, according to the report. Another growing area is "home roaming," or WiFi offloading, with 20% of traffic on fixed broadband being generated by a smartphone or tablet. Rich Communications Services, such as WhatsApp, are yet another growth areas.

This entry was posted on Wednesday, May 14, 2014 at 13:10 pm and is filed under Infrastructure & SDN, Digital Media, Investing.
Keywords: Netflix, Google, YouTube, Broadband, Streaming, Sandvine, Internet

Today AT&T announced it is in "advanced discussions" with the North Carolina Next Generation Network (NCNGN) to bring gigabit-speed fiber connections to communities in that state, potentially accelerating the race to deliver gigabit fiber broadband services to residential communities. 

AT&T said the proposal would bring fiber deployments in the areas of Carrboro, Cary, Chapel Hill, Durham, Raleigh and Winston-Salem in North Carolina, delivering speeds of up to 1 gigabit per second, packaged with AT&T's U-verse integrated voice, video, and data service. 

The move shows that incumbent telecoms aren't going to shy away from competing with Google, which has rolled out gigabit fiber in several communities including Kansas City, Provo, Utah, and Austin, Texas. Silicon Valley. In February, Google announced plans to invite nine more U.S. cities to work with Google on expansion

This entry was posted on Thursday, April 10, 2014 at 21:52 pm and is filed under Infrastructure & SDN, Investing.
Keywords: Gigabit Fiber, AT&T, Google, Adtran, Calix

Most people are challenged by the math of Google's (GOOG) jettisoning Motorola Mobility to Lenovo for $2.9B (it bought it in 2012 $12B). There are lots of melodramatic reactions to the news, but the deal remains one of Google's great strategic moves -- it's not just about the raw math.

The deal was designed to boost Android adoption and acquire patents. I'm pretty sure Google planned to sell Motorola Mobility all along. And it doesn't care that it booked a loss of a few billion dollars.

Proof of this is that the market doesn't see it as a bad thing -- Google shares are up 3% this morning. And Google shares have tripled since Google bought Motorola Mobility in 2012. So why the headlines screaming "Google Takes Huge Loss on Motorola Deal" ?

Do you really think Google investors and executives are crying on their private jets?

This entry was posted on Thursday, January 30, 2014 at 15:05 pm and is filed under Mobile, Investing.
Keywords: Motorola Mobility, Google, Lenovo, Android