The key to the promise that 5G will be something very different from 4G lies in the convergence of cloud and networks – or of advanced data processing with advanced connectivity, to enable a host of new use cases and revenue streams. Some of these are focused on traditional consumers of mobile network services, including many focused on AR/VR, but the real socio-economic impact – and impact on operators’ balance sheets – will come in the enterprise. Here, operators have battled with several barriers: They are not global, whereas many of the early investors in cloud/5G applications are likely to be multinational, and not want to sign different contracts with operators in each country. They, generally speaking, have limited track…