Timing of that API-fueled edge revolution remains in question.

Verizon and T-Mobile US also initiated new connection goals that show continued consumer and enterprise growth expectations

Ericsson is riding some telecom momentum, while Nokia continues to struggle in that space and is looking at alternative verticals to drive future growth.

But analysts predict more than 100,000 VMware customers could exit Broadcom.

The odds are long, but that's just how EchoStar Chairman Charlie Ergen likes them.

Dell’Oro Group pegs full-year data center capex as growing 35% compared to 2023, hitting $400 billion in total segment revenues.

Though Cisco’s own efforts in that space could themselves cause some customer concern

AT&T claims that Broadcom is “threatening to withhold essential support services for previously purchased VMware perpetually licensed software."

Verizon’s expansion pursuit comes on the heels of rivals AT&T and T-Mobile US pushing deeper into the fiber networking game.

The successful trial comes as parent company EchoStar’s operations continue to cruise toward an impending financial waterfall.

GlobalData recommends operators focus more on the horizontal nature of their network resources instead of trying to delve deeper into verticals.

'Once you see the AI-Native, you can’t unsee it,' Juniper Networks' Jeff Aaron said of the vendor's artificial intelligence-powered networking product

CEO Chuck Robbins said the vendor will focus on cybersecurity, AI, and cloud

Growth in the use of AI for new applications and a focus on managing data center costs is driving the move.

Lumen’s investments are geared toward supporting a standing $5 billion in aggregate sales and an additional $7 billion in sales pipeline

Dell'Oro Group predicts an investment surge that could see $1 trillion in capex by 2028

“I think a lot of that opportunity might still be in front of us on the business side,” T-Mobile US CEO Mike Sievert told investors.

'The journey is not over, by any means, but it's very much to expectation moving to subscription,' Broadcom CEO Hock Tan said of the VMware changes

Spectrum and network technology will play a part.

“They’ve tried a bunch of things,” Nutanix CEO Rajiv Ramaswami said.

The carrier is adopting Cisco's latest 5G fixed-wireless access gateways.

The addition includes Cradlepoint routers, industrial-grade adapters and its NetCloud management layer.

“We see this in terms of stabilization as one leg of the stool,” Hughes COO Paul Gaske said.

Private 5G progress remains paced for the most successful, poor for others.