I’ve never held a view that private 5G would be an enormous opportunity for vendors, cloud providers, or operators, and I still don’t. I do believe, though, that private 5G may be extremely important to all these groups, and to unlocking additional IT and network spending and investment. Enterprises are seeing the issue more clearly now, and that gives me more ammunition to support this position, and more clarity on the issues we face in realizing both private 5G and what it could lead to.
