CenturyLink’s discussion of edge computing opportunities illustrates the complexity of evaluating connectivity provider revenue opportunities in edge computing. Talking about customer wins related to edge computing, Shaun Andrews, CenturyLink CMO says the range fo use cases includes enabling private networks using Citizens Broadband Radio Service, private LTE networks or Wi-Fi 6 networks, generally related to connecting IoT devices on premises.
Some of us would say those are examples of traditional connectivity sales, not edge computing in a direct sense. Doubtless few would quibble about edge computing driving potentially higher access revenues, to support premises computing. At the same time, many would likely argue that Wi-Fi per se is not edge computing. Local area networks are not automatically edge computing.
It remains to be seen how big a role in the computing value chain connectivity providers will be able to capture.
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