Networks Under Siege – AI Security, Infrastructure Threats, and the Battle to Protect Carrier Networks
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Networks Under Siege – AI Security, Infrastructure Threats, and the Battle to Protect Carrier Networks
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Episode Summary
In this episode of Carrier 2.0, host Steve Saunders examines how AI is reshaping security for carriers and widening the threat surface. Cisco’s Tom Gillis and Martin Lund explain why nation-states are increasingly targeting network infrastructure and how security is being embedded into the network fabric itself.
Hawaiian Telcom’s Jason Thune highlights how regional carriers can out-execute hyperscalers, and Brightspeed’s Michel Combes discusses how BEAD funding is accelerating fiber build-outs to hundreds of thousands of new premises. Steve also tackles the question on everyone’s mind: is AI in a bubble, or just early?
Key Talking Points
AI Security at the Edge (02:27) – Cisco’s Tom Gillis explains how AI dissolves traditional firewalls into the network fabric, with security embedded everywhere. This shift requires AI-driven orchestration at massive scale.
Infrastructure Under Attack (04:15) – Nation-states are increasingly targeting routers, switches, and firewalls. Tom highlights Cisco’s “Live Protect,” which applies compensating controls without reboots to protect legacy infrastructure.
Local Advantage Over Hyperscalers (06:16) – Hawaiian Telcom’s Jason Thune shares how deep local knowledge lets regional carriers outpace hyperscalers on deployments. Permitting, shoreline rules, and community engagement become strategic differentiators.
The AI Bubble Debate (09:07) – Steve asks whether AI is heading for a crash or just a timing correction. His take: demand is real, valuations are inflated, and carriers should set their own AI strategy—not follow vendor hype.
BEAD Funding Unlocks Growth (12:11) – Brightspeed’s Michel Combes announces $560M in provisional BEAD awards, unlocking nearly 300k new premises across 18 states. Combined programs now support up to 600k previously unserved homes.
Unified Security Architecture for AI (13:52) – Cisco’s Martin Lund describes a converged IP/Ethernet architecture spanning data centers to edge with security integrated throughout. Agentic AI drives synchronous traffic demands that carriers must prepare for.
Links
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Credits
This show is brought to you by FNTV, supported by Cisco.