Cisco patched zero-day vulnerabilities in millions of devices; the White House backed US 5G plan; and IBM CTO called open source vital to edge success.

Nick Reed said a delay of up to five years could result if it has to replace Huawei equipment that is already installed across its European footprint.

The Trump administration has been talking about empowering U.S.-based companies to take the lead on 5G for about 18 months, but the market realities are unchanged.

Big Blue’s executive shake-up and $34B Red Hat acquisition show an interest in change, but can it follow through?

Telia Carrier taps a Cisco network first; Intel ditches Nervana for Habana; and IBM CTO predicts edge will implode without open source.

“The edge is accelerated by 5G and 5G brings advantages to the edge computing scenarios,” IBM's Rob High said.

The network uses Cisco’s NCS5500 series routers that were updated last year to support 400GbE capabilities.

This is significant because Alphabet has long ignored investors’ pleas to report Google Cloud earnings as a separate line item.

NSA ranked cloud security risks; Nuage CEO said SD-WAN is multi-faceted; and TPx tapped Cisco Meraki SD-WAN.

Arista Networks buys Big Switch; VMware loses $237M patent infringement lawsuit; and Nokia cuts 180 jobs with more to come.

SD-WAN's purpose is changing. It's no longer about just shifting traffic off of MPLS networks, said Nuage CEO Sunil Khandekar.

Big Blue CEO is out, and IBM's C-Suite has turned red; AWS sales hit $10B; and Orange tapped Ericsson and Nokia for 5G RAN.

Big Blue tapped Arvind Krishna, who led its Red Hat acquisition, to replace long-tenured CEO Ginni Rommety, and promoted Red Hat CEO Jim Whitehurst to president.

“We are rebalancing some areas of our business to align to our top growth priorities,” a VMware spokesperson said.

The propositions for private cellular networks in the enterprise environment are myriad, and specific business requirements will drive interest.

“By going SDN these very big network operations are becoming extremely efficient to run, and that means unfortunately jobs," analyst Roger Entner said.

However, modest 2020 growth expectations left investors feeling mixed.

Open cloud data warehouses are still data warehouses, and savvy enterprises are moving directly to architectures built around cloud data lakes, said Tomer Shiran.

Sprint’s debt got uglier; Cisco fused IT, OT with IoT security architecture; and Altiostar linked up with NEC to crack the 5G vRAN market.

Also, CMC, Neutrona combine their SD-WAN resources; and Criterion Networks launches an SD-WAN testbed for MSPs.

Sprint’s debt continues to worsen — it grew by almost by almost 3.9% in 2019, and the operator ended the year with a total debt of nearly $34.15 billion.

Looking ahead to 2020, “our top priority is becoming the unquestioned leader" in cloud-based network detection and response, CEO Arif Kareem said.

Microsoft exposes 250 million customer records; Ericsson stock slipped; and Intel's data center business boomed in Q4.

Intel's Data Center Group accounted for more than 50% of its Q4 revenues, said CEO Bob Swan on the company's quarterly earnings call.