As an aside the whole OpenRAN debacle to replcae 5G kit seems to have peterd out after the initial hype. This move also ignores economies of scale - if the rest of the planet is on HW kit lowerig cost even with razor thin margins.The opps Nokia/Ericsson would either have to get massive subsidies to make financial sense or have a worse cost/benefit ratio.
One thing that gets glossed over though , is that the end user speeds/stability arent the main driver for 5/6G advancement (even though thats where all the marketing hype went) of course mobile device connectivity is growing and most users interaction online is primarily mobile. The big draw use case is the industrial and automation applications, where HW has a signifiant lead - from autiomated ports that aut load/unload to automated 'dark factories' that run without human intervention.Thats where the 'real' application is. The other use case for end users most likely will be in the autonomus cars and humanoid robots once they take off to any significant degree.
The only other way to make up the requisite volume from such an endeavor is one that Brussels was floating about a month ago. The Global Gateway funds to assist developing countries will come with ano HW clause.Might just be the final nail in the coffin in EU efforts to retain friends and influence with the rest of the planet.Whose main concern is living a modern life with the infra not requiring you mortgage your childrens future.