Telcos used to sell connectivity. Now they’re becoming embedded infrastructure inside someone else’s platform. The AT&T-AWS deal isn’t just a cloud migration. It’s a glimpse of what enterprise infrastructure looks like when the lines between network, cloud, and AI disappear entirely. “AT&T landed its first major data center deal, agreeing to provide high-capacity fiber connectivity to AWS data centers under a broader agreement covering cloud migration and satellite connectivity.” – Fierce Network The real battle isn’t over bandwidth. It’s over who controls the APIs, the automation, and the customer relationship when everything becomes “integrated.”
