It didn’t take long after the widespread introduction of AI into the business environment for a carrier to claim it is using AI better than the competition. Masha Abarinova wrote an article in Fierce Networks that quotes Comcast as saying it is using AI more effectively than its fiber competitors.

The article covers a discussion with Elad Nafshi, the chief network officer for Comcast, who brags on the ways Comcast is already using AI more effectively than fiber-based ISPs. She quotes Nashi as claiming that Comcast has embedded AI that is “literally feet away from a customer” with real-time pattern detection capabilities that give Comcast the ability to pinpoint interference in the network.

I can already anticipate the fiber ISP retort to this claim, with fiber ISPs saying they don’t need a last-foot AI capability because fiber doesn’t have any interference since it has the same quality of service from end-to-end in the network.

I’ve been waiting for this first shot across the bow and suspect that Comcast’s claim will set off a chain of industry players claiming their flavor of AI is better than the competition. These claims are mostly hype and are aimed at Wall Street analysts and not at the general public. The biggest companies in the industry never miss a chance to claim they have an advantage. It’s easy at this early stage of AI to make this kind of claim since nobody can tell how much of such a claim is hype versus reality. Throw around enough buzzwords, and nobody can challenge such a claim.

A more interesting observation in the article quotes Nafshi as saying that general AI use among customers has not resulted in increased network traffic. He noted that while customers are using ChatGPT and OpenAI, the interactions between customers and the clouds are mostly passing text, which is not data intensive.

This differs a lot from what other industry players have been claiming about the future of AI. The article cites AT&T’s prediction that its network traffic will double by 2028 due to AI. Zayo cited an expected huge growth in network traffic as the justification to buy the fiber networks from Crown Castle.

I’ve been scratching my head for several months trying to figure out how AI might create the predicted explosive growth. I’ve yet to see anybody describe the specific AI traffic or functions that could double the traffic for a company like AT&T.

Network traffic is growing for other reasons. Ericsson recently predicted a 16% annual growth in cellular traffic. Numerous predictions for home and business broadband have predicted growth rates of 10-12% annually. Something drastic and new would be needed to double overall traffic on AT&T by 2028.