Survey Data Hub – Voice of the Enterprise: Edge Infrastructure & Services, AI at the Edge 2024
Craig Matsumoto is a senior research analyst in the 451 Research technology research group within S&P Global Market Intelligence. He covers distributed edge infrastructure, networking and interconnection for the Datacenter Services and Infrastructure channel. In the networking sphere, Craig’s current research focuses on cloud-native networking services, including multicloud connectivity. He also covers distributed edge clouds, such as content delivery networks, and tracks issues related to distributed data and on-demand infrastructure management. Prior to this role, Craig spent more than 20 years in technology journalism. As a lead editor at Light Reading, SDxCentral and EE Times, he followed the evolution of software-defined networking and its relationship to the then-emerging worlds of cloud computing and containerization. His past coverage has also included semiconductors, including semiconductor manufacturing, and telecom optical networking. Craig holds a Bachelor of Science degree in engineering mathematics from the University of California, Berkeley.
The surge in enterprise AI usage is expected to generate demand for edge infrastructure and services. In the early stages, this appears to be playing out, muted somewhat by difficulty gaining access to GPU accelerators.
Edge AI inferencing is likely to bring additional attention and funding to enterprise edge deployments, but a significant minority of enterprises think AI might consume budget originally planned for other edge projects, at least in the near term.
Its heightened global reach due to the integration of its acquisition of Masergy in 2021 and a strong foundation in secure networking gives Comcast Business the means to contend for large enterprise contracts, both within the US and internationally. It's an ongoing evolution from the company's roots serving smaller businesses.
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