AvidThink 2026 February Recap

If you’re reading this online and confused by the featured image of the Makro warehouse store, so were we. Roy explains a little below, but for the full story, reach out to him. This months’s newsletter was delayed to accommodate Roy’s MWC 2026 takeaways along with MWC announcements. And it’s a little longer (apologies if it’s clipped in your mail reader) than usual. Because … MWC. Speaking of MWC, our MWC Barcelona 2026 site is up and new videos are being added every day as we finish processing them.

Here's what's in store for this month's newsletter:

Keep your eye on NextGenInfra.io for upcoming showcases — Data Center Networking for AI is next!

—The AvidThink Team

Roy's MWC 2026 Travelogue

Another year, another MWC Barcelona. Despite travel chaos that stranded attendees across the globe, ~100K people still made it to Fira Gran Via, a testament to how central this show remains. Hope everyone who got stuck found their way home safely.

The AI Deluge (Officially Complete)

I expected an "AI World Congress" and I got one. The booths said it all: more "AI" placards than "mobile" ones. Pick your flavor: agentic, AI-native, AI-powered, AI-optimized, AI-infused, AI-centric; vendors had them all. Plenty of AI-washing, but whether AI can improve operators’ ARPU/ARPA or only cut costs remains unanswered. Most of my analyst meetings centered on two themes: driving efficiency through agentic AI (cost reduction) and improving customer experience to reduce churn and create new revenue bundles. Necessary, but merely table stakes. The industry knows it needs to demonstrate P&L impact real soon now.

BTW, everyone keeps asking about AI’s impact on network traffic. I have yet to see any stats or proof that AI has or is causing major shifts in mobile (or other access network) data traffic. Erik Ekudden (Ericsson Group CTO) confirmed this in an analyst roundtable, and shared that the larger impact comes from media streaming and social media uploads (such as TikTok and its ilk). Though maybe if we all had Meta/Qwen glasses, we’d see that XR impact sooner than later (remember the Metaverse?).

The other star of the show was Physical AI (mostly robots at MWC). Plenty of talk about Physical AI and how the 5G/6G macro and private networks are critical to the evolution and expansion of robots. And there was the usual display of dancing robots, fighting robots, and HONOR’s Robot Phone (kind of like Wall-E in your pocket). Clearly still early and I didn’t spot those kinetic tokens that John Saw (T-Mobile) talked about.

OSS/BSS Gets an Agentic Makeover

Every OSS/BSS vendor showed up with a "middle layer" — an ontology, a knowledge graph, an intent engine, call it what you will. The underlying deterministic stacks they've spent years building are now being wrapped in agentic interfaces. Most incorporate a graph that maps relationships across network elements, and validation typically runs through a digital twin. The implementations vary wildly in depth and sophistication, but the pattern is consistent. Amdocs aOS repackaging and refreshed solution architecture (it’s still aMazing inside) is one such example. Blue Planet, Netcracker, and Totogi also have similar efforts, each with distinct flavors and approaches. AWS is pushing its AgentCore to let telcos build or enhance their own versions of this middle layer. Meanwhile, Google Cloud's "Agentic Telco" pushed its orchestration capabilities, leveraging Google’s assets and technologies to enable autonomous networks and improve customer experience. Worth watching over time, which vendors have genuine depth vs. a fresh coat of AI paint.

6G: Mostly Behind the Scenes

The conspicuous absence of 6G on the show floor was no surprise. Vendors (even Huawei) are understandably reluctant to raise an awkward topic with telcos still navigating the 4G→5G or 5G NSA→5G SA transitions, and still searching for 5G ROI. That said, the Qualcomm booth and a few others flew the 6G flag. The industry recognizes it needs to move, and the requisite announcements on performance, efficiency, and new capabilities came through.

Behind the scenes, Qualcomm used the event to showcase the breadth of its 6G ecosystem work, highlighting roughly 60 collaborations worldwide and a 2029 commercialization horizon. And Ericsson was quick to point out Apple in its booth in its first public MWC appearance (along with MediaTek) for a 6G-related demo.

Interestingly, I was hearing more pitches about extracting advanced capabilities from existing 5G networks with selective upgrades. ISAC (Integrated Sensing and Communication) for drone detection? Possibly available as an incremental on 5G. The “we can work with 5G" framing is probably more honest about the near-term trajectory of 5G/5G-Advanced than most 6G roadmaps.

OCUDU: The New OpenRAN? It’s more like the new SONiC or Magma in the RAN.

Arpit Joshipura at the Linux Foundation flagged OCUDU to me a few weeks before the show as “one to watch,” and MWC confirmed that instinct. Travel chaos kept him away, but the (newly rebranded) U.S. Department of War’s FutureG Office still managed to land one of the more consequential RAN announcements.

OCUDU — Open Centralized Unit/Distributed Unit, pronounced “Oh-Koo-Doo” — is an open-source 5G/6G RAN software stack being launched with the Linux Foundation, DeepSig, and Software Radio Systems in the mix. OCUDU is not like Open RAN (as the popular press is hinting): where Open RAN focused on hardware disaggregation and interfaces, OCUDU wants to crack open the baseband software itself and make it friendlier for developers and edge applications. Tom Rondeau described the ambition as “a Linux moment for the RAN,” which feels directionally right (think SONiC or Magma).

The founding cast includes Ericsson, Nokia, Nvidia, SoftBank, BT, Deutsche Telekom, SK Telecom, and T-Mobile, all under the banner of “winning the 6G race” in Washington’s playbook. We’ve seen open RAN and core projects in the past (Aether, Magma, Evenstar, Free5GC, Open5GS), with very mixed outcomes, so it’s far too early to declare victory. And no, I did not see any mention of OCUDURU anywhere; no, the RU didn't feel left out; and no, the OCUDURU is not related to the kangaroo.

AI-RAN: Real, But Check Your Definition

AI-RAN is real — but definitions matter. ML algorithms optimizing networks? SON (remember the self-organizing network) had those, and in the new "son of SON" era, they continue to multiply. AIOps for RAN? Absolutely, and accelerating. Non-RAN AI workloads running on RAN infrastructure? Piloted at a few operators, with the economics still unclear. Side-by-side compute workloads are conceptually akin to telco edge, which has its own history of promise vs. delivery (MEC, anyone?).

Nokia used its pre-MWC session with CEO Justin Hotard and CTO Pallavi Mahajan to put firmer bookends around its AI-RAN roadmap: trials starting late 2026, first commercial phase in 2027. NVIDIA along with Elisa, Indosat, and T-Mobile shared the stage to provide support for Nokia’s efforts. Hotard, interestingly, was at pains to say “GPU everywhere” is not the religion; the message was more about keeping options open across silicon and ecosystems. Meanwhile, Ericsson is leaning into a slightly different story: RAN plus adjacent AI workloads running side-by-side, very much in the spirit of “MEC done properly this time.”

The silicon crowd I spoke with is currently unconvinced that GPUs win the RAN TCO battle at scale versus tuned ASICs and purpose-built accelerators. Samsung, for its part, doubled down on a CPU-centric vRAN with optional acceleration for massive MIMO, while quietly keeping a GPU plan in the lab so it doesn’t get boxed in if the economics shift.

O-RAN: Not Dead, Just Evolving

O-RAN is not dead — long live O-RAN. It may not have generated the ecosystem biodiversity originally envisioned, but the FHI (Fronthaul Interface) has delivered on mix-and-match RUs, and while the big three remain dominant, Samsung is chomping at their heels in select markets, and other players like Airspan are growing. This was clear from the O-RAN panel I moderated for Rakuten, featuring Rakuten Mobile, 1Finity (Fujitsu), Airspan, Samsung, and Qualcomm. The narrative has shifted from hardware disaggregation to network agility — a maturation of the concept, far from an obituary.

Space, Satellites, and NTN, Oh My

Satellites were impossible to miss this year. Between GSMA Foundry and ESA lining up up to €100 million in Member State funding and a steady stream of D2D demos, NTN felt less like a science project and more like something operators can actually price into offers. Starlink Mobile (V2) is still setting the tone, but it is no longer the only show in town.

My breakfast with Skylo confirmed that operator interest has shifted from “is this real?” to “where do we plug this into our coverage and roaming story?” Amazon’s LEO plans were more whispered than demoed, but they are clearly in the wings. Expect NTN to show up as coverage insurance, rural backhaul, and “plan B” capacity before anyone gets too adventurous on revenue sharing. For the HAPS fans: we went looking and saw no real signal at this MWC; maybe it’s waiting for 2027 (or maybe we didn’t look hard enough).

Telco Cloud and Edge: Back, With Purpose

Telco cloud is re-emerging from my conversations with SUSE, Red Hat, and DT, as is the telco edge — but with a different rationale than the last cycle. Two forces are driving renewed attention: sovereignty requirements and the big presumption that AI inference workloads will become increasingly important at the edge. Hyperscalers continue their expansion into telco operations, methodically overcoming each objection and positioning themselves as the natural partners for agentic initiatives (as AWS’s continued penetration at NTT DoCoMo and O2 Telefonica demonstrates).

East-West, West-West Geopolitics - The New Architectural Constraint

Geopolitics has always been telco-native (deeply embedded in its DNA), but mostly whispered in backrooms. This year, it was part of the public discourse. In meeting after meeting, people were clearly interested in where telco gear is built, who can log into which management console, what’s the governance and management chain, and how to prove to regulators that data and control stay on the right side of the border.

Sovereignty is no longer just a policy slide; it is on the architecture diagrams. Every major cloud now has a “sovereign” flavor to pitch, and Jensen’s “everyone needs their own AI” line turns out to be an excellent conversation starter with operators. The European carriers I spoke with see a narrow window to pool effort around sovereign clouds, AI factories, and stacks before the gap with U.S. capex becomes structurally unbridgeable. Ajit Pai’s reminder that U.S. wireless invests roughly 2.5x the capital of Europe landed with more than a few winces.

One Surprise: Alibaba Qwen Glasses

As I shared on LinkedIn, I didn't expect Alibaba to launch smart glasses at MWC. Powered by the open-source Qwen model, and listed at $275, they are positioned as a cheaper alternative to Meta's $379 Ray-Bans (Gen2). For me, the privacy debate around continuously recording wearables remains unresolved, and society isn't sure what to make of this new class of wearables. Unfortunately, their outdoor booth was rained out on Thursday, so I missed my planned hands-on demo. Next time, maybe.

Up next for me: NVIDIA GTC (San Jose), OFC (LA), Upperside World Congress (Paris), Wi-Fi Now (Mountain View), FutureNet World (London), and so many more. See you at one of these!

P.S. For those of you reading on the web and wondering about that weird photo I took at Makro on Friday midnight pre-MWC, drop me a line, and I’ll tell you all about it. What’s Makro? It’s a wholesale warehouse store for restaurant operators (think Costco meets Smart & Final meets Home Depot) that sells lobster, ham hocks, gallon tubs of mayo, plates, cutlery, coffee warmers, sugar sachets, and anything you need to set up and run a restaurant. Made me want to start one just by being there!

– Roy for the AvidThink Team

Check out our most recent articles, including one on non-terrestrial networks, plus our series on the state of telco APIs.

We have our 2026 MWC Barcelona site up! It’s a work in progress as our media partner Jim completes the video processing, so be patient. But check out perspectives from Arrcus, Cisco, DriveNets, GSMA, HPE, Marvell, Nokia, and of course, NVIDIA at the show.

FCC Grants T-Mobile Experimental License for 6G Testing with Ericsson and MediaTek
The FCC awarded T-Mobile an experimental license in the 6425–6825 MHz band to test 6G prototype equipment from Ericsson and MediaTek near Bellevue, Washington, covering fixed and mobile deployments. Testing objectives include band segmentation and frequency sharing. This follows a similar T-Mobile trial a year ago using Nokia 6G equipment in the 7125–7525 MHz band.

Nvidia Partners with Ericsson, Nokia, SoftBank, and T-Mobile for AI-Native 6G
Announced at MWC 2026, Nvidia is collaborating with Ericsson, Nokia, SoftBank, and T-Mobile to build open, AI-native 6G platforms embedding intelligence across the RAN, edge, and core – a capability absent from 5G, whose standards predated the current AI expansion. The initiative targets support for billions of autonomous machines, vehicles, and sensors globally, with technical trials beginning as early as 2028 and commercial deployment around 2030.

Qualcomm Forms Broad Industry Coalition to Accelerate 6G Standards and Deployment
Qualcomm has assembled a global coalition – including Airtel, BT, NTT DOCOMO, SK Telecom, T-Mobile US, Amazon, Google, Meta, Microsoft, Samsung, Ericsson, and Nokia – to advance 6G standards, build specification-compliant prototypes, and target pre-commercial systems by 2028, with commercial deployments in 2029. Key technical pillars include intelligent radios with integrated sensing, cloud-native and virtualized RAN, energy-efficient compute, and AI-driven network autonomy.

SoftBank Targets 2029 for Initial 6G Launch on 7 GHz Spectrum
SoftBank expects to launch initial 6G services in 2029 using a 400 MHz slice of 7 GHz spectrum – more than double the 190 MHz maximum typical in 5G. The operator is deploying AI edge infrastructure with Ericsson and Nokia to support low-latency AI queries, and is promoting autonomous vehicles as a key 6G use case.

Indian Vendor Tejas Argues 6G Sensing Will Require More Base Stations than 5G
Tata Group-owned Tejas Networks contends that 6G sensing applications will require significantly more base stations than 5G, including new mini-base station designs – contradicting Mobile Experts research anticipating fewer stations due to AI, Giga-MIMO, and expanded satellite coverage. The divergence carries significant capex implications for operators who had hoped to limit infrastructure investment by reusing the 5G SA core. Tejas is a member of the Bharat 6G Alliance, with Ericsson, Nokia, and Qualcomm as affiliate members.

U.S. Department of War Launches OCUDU Open-Source RAN Initiative at MWC 2026
The U.S. Department of War’s FutureG Office unveiled OCUDU (Open Centralized Unit/Distributed Unit) at MWC 2026 – an open-source 5G/6G RAN software stack built with the Linux Foundation, DeepSig, and Software Radio Systems, aimed at breaking vendor lock-in and countering Chinese telecom dominance. Unlike Open RAN’s focus on hardware disaggregation via standardized interfaces, OCUDU targets a fully open-source software stack enabling a developer-friendly edge application ecosystem. Premier members of the OCUDU Ecosystem Foundation include Ericsson, Nokia, Nvidia, SoftBank, BT, Deutsche Telekom, SK Telecom, and T-Mobile.

5G

5G SA Availability Reaches 17.6% Globally, but Europe Lags by Wide Margins
A joint Ookla and Omdia report found global 5G SA availability reached 17.6% in Q4 2025, up from 16.2% a year earlier. Europe’s share more than doubled from 1.1% to 2.8%, driven by Austria, Spain, the UK, and France, yet still trails North America by 27 percentage points and emerging Asia by 30 percentage points.

Ericsson CEO: Standalone 5G Is a Prerequisite for the AI Era
Ericsson CEO Borje Ekholm told MWC 2026 attendees that migrating from NSA to SA 5G is essential to realizing a cloud-native, service-based architecture for next-generation AI applications. Singtel CEO Yuen Kuan Moon reinforced the case, citing live network slicing revenue in security, aviation, and industrial port sectors.

BT and Ericsson Launch Enterprise 5G SA Network Slicing with Programmable APIs
BT Group is deploying enterprise-grade 5G SA services using Ericsson’s dual-mode 5G core, enabling network slices customized by geography, load, and service priority – for example, isolating patient monitoring, ambulance comms, and guest Wi-Fi within a single hospital. BT is also exposing network capabilities via APIs so third-party developers can programmatically request specific QoS levels and device authentication on demand.

MasOrange Awards Ericsson $118M, Six-Year Contract to Consolidate 5G SA Core
MasOrange selected Ericsson – over Nokia, Huawei, ZTE, and Mavenir – to unify its core network following the 2024 Orange/MásMóvil merger. The $118M deal covers a unified 5G SA core and consolidation of four legacy IMS platforms onto a single Ericsson system, enabling network slicing, massive IoT, and ultra-low latency applications including AR and mission-critical industrial automation.

Telstra, Ericsson, and Qualcomm Set 5G Uplink Record of 682 Mbps in Australia
The three companies achieved 682 Mbps uplink on a commercial 5G network in Queensland using 3GPP Release 17, combining 50 MHz in the 2.6 GHz band (n7) and 100 MHz in the 3.5 GHz band (n78) with hybrid FDD/TDD multiplexing – a 32% improvement over the 516 Mbps record set in February 2025. The milestone reflects growing industry focus on uplink performance for live streaming, real-time collaboration, and AI workloads.

UK Operators Upgrade to 5G SA but Commercial Network Slicing Remains Elusive
BT’s EE, Virgin Media O2, and VodafoneThree are deploying 5G SA across the UK but none have commercially launched network slicing. BT’s SA network covers 69% of the population despite missing its end-of-2025 slicing commitment; VodafoneThree targets 99% 5G SA coverage by 2030, citing device readiness and customer alignment as prerequisites.

Ookla and Ericsson Develop Methodology to Validate 5G Network Slice Performance
Ookla and Ericsson have developed a 5G slice validation methodology integrating Speedtest directly into individual slices, enabling real-time SLA verification, KPI monitoring, and side-by-side slice benchmarking. The approach addresses a longstanding gap in measuring the performance of individual virtual network slices on shared physical infrastructure.

Private 5G

Firecell and Accelleran Merge to Target Mid-Market Private 5G Contracts
French startup Firecell and Belgian firm Accelleran are merging to compete for private 5G contracts valued at $1.18 million or less – a segment underserved by Nokia and Ericsson – and plan to raise $9.3 million in a new investment round. Firecell has deployed technology with over 90 clients across the U.S., Europe, and Japan, including Airbus, Stellantis, the U.S. Army, and the U.S. Department of Energy.

Airbus Expands Ericsson Private 5G Partnership to U.S., UK, and Spain Manufacturing Sites
Airbus extended its private 5G partnership with Ericsson from Germany and France to manufacturing sites in the U.S., UK, and Spain, creating a unified connectivity backbone for aircraft assembly. Key applications include advanced robotics, AR/3D simulation, real-time quality control, and predictive maintenance, with the Toulouse installation slated for completion by 2026.

Open RAN

Rakuten Mobile Selects Samsung for 5G Open RAN Expansion in Japan
Rakuten Mobile selected Samsung Electronics to supply 700 MHz, 1.7 GHz, and 3.8 GHz Massive MIMO radios for its ongoing 5G network expansion in Japan. Testing and validation are underway, with commercial deployment expected later this year.

Open RAN Evolves from Hardware Disaggregation to Software-Defined Virtualization
Despite critics citing the dissolution of the Open RAN Policy Coalition and Nordic vendor dominance as signs of decline, MWC 2026 technology leaders argue the movement has shifted from hardware disaggregation to network virtualization and software-driven architecture. AT&T Network CTO Yigal Elbaz called open RAN “alive and kicking,” comparing the current stage to the historical commoditization of routing and compute.

Orange Group Scales Open RAN Trials with Samsung vRAN on Intel Xeon 6 and Wind River
Following three years of successful trials, Orange Group is expanding its Samsung open RAN partnership with large-scale European field deployments in 2026. The next phase deploys Samsung’s AI-powered vRAN on Intel Xeon 6 processors, Dell COTS servers, and a Wind River cloud platform, targeting reduced infrastructure footprint and lower power consumption.

NTN / Satellite

SpaceX Rebrands Direct-to-Cell as Starlink Mobile, Announces V2 Satellites and Deutsche Telekom Partnership
At MWC 2026, SpaceX President Gwynne Shotwell and Starlink SVP Michael Nicolls announced the rebranding of its direct-to-cell service as Starlink Mobile, currently operating via 650 LEO satellites within a constellation of nearly 10,000, with 10 million monthly active users and a target of 25 million by end of 2026. Deutsche Telekom signed as a carrier partner, planning to launch service across 10 countries in 2028 using their V2 satellites, which up to 100 Gbit/s downlink, 50 Gbit/s uplink, and per-user speeds up to 150 Mbps. SpaceX is positioning Starlink Mobile as complementary to terrestrial carrier networks.

GSMA Foundry and ESA Announce €100M Funding for AI, NTN, D2D, and 6G Innovation
GSMA Foundry and the European Space Agency announced up to €100 million in ESA Member State funding to accelerate convergence between satellite and terrestrial mobile networks, building on a partnership established in 2024. The funding targets four pillars: AI-driven multi-orbit NTN spectrum and traffic orchestration, standards-based Direct-to-Device (D2D) connectivity for smartphones and IoT, 5G/6G collaborative testbed hubs, and early-stage 6G innovation focused on satellite-terrestrial edge intelligence.

AI

Ericsson Launches AI-Ready Radios with On-Device Neural Network Accelerators
Ahead of MWC 2026, Ericsson unveiled ten new radios, five antennas, and specialized RAN software featuring proprietary silicon with embedded neural network accelerators for on-device AI inference and real-time optimization within massive MIMO units. CTO Erik Ekudden noted the company is transitioning from generative AI to physical and agentic AI faster than anticipated, and that operators need not wait for 6G to capitalize on AI network capabilities.

SoftBank Transforms Telco AI Cloud into Distributed AI Infrastructure Platform
SoftBank is evolving its “Telco AI Cloud” into a distributed AI infrastructure layer spanning large-scale data centers and distributed GPU resources across Japan, using the Infrinia AI Cloud OS and Aitras AI-RAN orchestrator to manage compute from gigawatt data centers down to prefecture-level clusters. The platform is designed to support centralized AI model training and low-latency edge inference, repositioning SoftBank as a scalable AI infrastructure provider.

Nokia and Nvidia Advance GPU-Accelerated AI-RAN, Target Commercial Launch in 2027
Nokia and Nvidia are accelerating GPU-accelerated AI-RAN development, with trials at Nokia’s AI-RAN Innovation Center pairing AirScale Massive MIMO with the Nvidia Grace Hopper 200 platform alongside T-Mobile US. The trials validated simultaneous handling of video streaming, generative AI, and automated captioning workloads, with first commercial trials expected later this year and full commercial release in 2027.

Google Cloud Targets Telco Level 4/5 Automation with Evolved Spanner Graph and Vertex AI
Google Cloud announced MWC initiatives to help telcos reach Level 4 and Level 5 network automation, working with MasOrange, Vodafone, Deutsche Telekom, One New Zealand, and Nokia’s network-as-code platform. Enhancements to Cloud Spanner Graph and Vertex AI address telcos' dual need for real-time alarm correlation and deep historical pattern detection.

GSMA Launches Open Telco AI Initiative with AT&T and AMD as Founding Partners
The GSMA launched Open Telco AI to accelerate telco-grade AI development through open collaboration across operators, vendors, AI developers, and academia, citing underperformance of current AI models on network data interpretation, standards documentation, and network automation tasks. Founding partners AT&T and AMD are joined by Huawei, KDDI, Nvidia, Orange, Ooredoo, SK Telecom, SoftBank, Swisscom, and Turkcell.

Ericsson and Mistral AI Partner to Automate Legacy Code and Accelerate 6G Research
Ericsson is partnering with French AI firm Mistral AI to integrate large language models into its R&D and network operations, focusing on automated legacy code translation, AI-assisted 6G research, and custom AI agents built for Ericsson’s proprietary data and engineering environments.

Ericsson Executive: “AI for Networks and Networks for AI” Are Inseparable Priorities
At MWC 2026, Ericsson’s Ibrahim Eldeftar described a dual AI strategy: deploying AI across radio, core, and network management layers to achieve autonomous fault detection and resolution, while simultaneously engineering networks to support AI-driven application demands. Eldeftar cited live customer deployments and characterized 6G as AI-native by design, with AI functions embedded directly into the network architecture rather than hosted in external systems.

AT&T Expands AWS and Microsoft Partnerships to Deliver AI-Ready Enterprise Connectivity
At MWC 2026, AT&T introduced AWS Interconnect – last mile, providing enterprises direct high-capacity access to AWS via AT&T’s fiber and 5G FWA networks, with an early preview in Q2 2026. AT&T also launched Connected Spaces for Enterprise on Microsoft Azure for operational intelligence from on-premises sensors and cameras, and a Connected AI manufacturing platform integrating 5G and Azure OpenAI for natural-language querying of factory equipment.

CTIA: U.S. Wireless Investment Is 2.5x Europe’s, with Direct Implications for AI Leadership
CTIA President and CEO Ajit Pai stated at MWC 2026 that U.S. wireless companies invest 2.5 times more than European counterparts, attributing the gap to a regulatory environment in Europe that has underserved both operators and consumers. Pai argued that because AI and wireless are inseparable, under-investment in spectrum and infrastructure will translate directly into AI competitive disadvantage.

Cloud

Sovereign Cloud Spending to Hit $80B in 2026, Driven by Geopolitical Tensions
Gartner forecasts sovereign cloud infrastructure spending will reach $80 billion this year, up 35.6% year-over-year, with approximately 20% of infrastructure cloud workloads shifting from global to local providers – creating opportunities for non-U.S. telcos. China and North America lead projected spending at $47 billion and $16 billion respectively, each growing at roughly 20%.

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