Saturday, April 30, 2022

Google Cloud Acquires MobiledgeX

MobiledgeX, which sought to become an operating system or orchestration layer for multi-access edge computing, now will be an open source framework owned by Google Cloud. 


Two possible avenues for development arguably exist. The former MobiledgeX assets could be used by ecosystem participants to support their own edge computing products and services, a horizontal approach. 


source: MobiledgeX 


Or, those assets might play more directly in connectivity provider efforts to build on cloud-native computing supporting their own internal operations. 


Even if some entities do both, the largest opportunity likely exists in the vertical plane, as a support to wider connectivity provider shifts of computing platform to cloud-native operations using public cloud resources. 


Google Cloud's Anthos has been used by a number of telcos globally as part of the building of their own internal cloud operations.  


Some indications could emerge as supporters of the original MobiledgeX effort further develop their edge strategies. Deutsche Telekom, Samsung, VMware, SK Telecom, Telefónica and Singtel are among the firms to watch.


As so often happens when telcos try and create new roles for themselves in ecosystem adjacencies, the efforts eventually fail. That has been true for app store, data center, device, cloud and premises computing initiatives. Some might add content ownership and operations to that list. 


What happens with the internet of things or private networks is not yet clear. Still, it has to be noted that telco efforts to diversify into adjacencies to connectivity have not generally worked well.


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