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Two competitors deciding to stop fighting and build together always raises one question: what changes for the customers the next morning. We start with the BT and Verizon International joint venture and dig into what a shared global network footprint could mean across SD-WAN, MPLS, Ethernet and cloud connectivity, including the uncomfortable parts like orchestration changes, duplicated POPs and the possibility of forced migrations. If you run global sites, this is the kind of deal that can quietly reshape your WAN roadmap.

Then we shift to the money and physics behind the cloud: Virginia’s new per kilowatt-hour data center electricity tax. It sounds small until you apply it to hyperscale consumption, and the inclusion of self-generated power closes an obvious workaround. We talk through why Northern Virginia’s data center corridor matters, how policy spreads state to state, and why the “they’ll just pass the cost on” argument is less theory than a pricing strategy you eventually see in your cloud bill.

From there, it’s security and governance: the White House post-quantum cryptography executive order and the accelerating reality of quantum risk, including “harvest now, decrypt later.” We connect PQC deadlines to refresh cycles, vendor readiness, and the practical work of migrating both infrastructure and applications. We also hit identity head-on with Cisco’s plan to bring identity lifecycle security into Splunk’s agentic SOC, because non-human identities and AI agents are changing what least privilege even means.

We close with the growing pattern of government intervention in frontier AI models and what it does to businesses building on specific model capabilities. If you found this useful, subscribe, share the show with a friend and leave a review so more people can find it.

Check out the Monthly Cloud Networking News
https://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/

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