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Telco cloud investment shifts eastwards as Asian operators forge ahead

Western telcos, notably the big US operators, have increasingly been backing away from trying to be major players in the cloud market. Rather than building their own cloud data centers to support enterprise or consumer services, they are tending to form strategic partnerships with the companies that have real data center scale, such as Amazon AWS and Microsoft Azure. Some, like AT&T, are even moving towards the public cloud for their own internal applications and functions. Their hope is to be able to acquire a high value position in that commercial relationship by playing to strengths the cloud giants do not have, such as high quality connectivity and network-integrated security or device management. As the cloud becomes dispersed to the…

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