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Operator struggles to expand into edge lead to cloud capitulations

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. Additionally, they, generally speaking, have limited…

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