Changes in computing nearly always have implications for communications and connectivity providers. In the mainframe era there was some need for lower-speed connections to connect remote locations to computing centers.
The client-server era created the need for local area networks, and arguably had some demand consequences for connecting computing centers with branch offices. But it was the shift to cloud computing which really drove the demand for connecting not just computing centers and branch offices, but consumer devices.
The coming era of edge computing should shift demand again, reducing demand for long haul connectivity but increasing demand for metro-area communicatiions.
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