I think the train on Huawei has already left the station. The most likely scenario is a U.S. maybe a few states highly dependent on U.S. security assurances vis

I think the train on Huawei has already left the station. The most likely scenario is a U.S. maybe a few states highly dependent on U.S. security assurances vis-a-vis China toeing the line and everybody else using some combination of Huawei and Nokia/Ericsson in various combinations within their infrastructure based on how close they align with the U.S. or China. This whole thing looks just like AIIB a couple years ago where the U.S. made a huge stink about not joining the club and in the end everybody but Japan and Taiwan signed up.