You are Javier Treviño-Salgado, 46, CTO of Telcomex Norte, a regional telco serving Monterrey, Saltillo, and the Bajío industrial belt. The board approved a 5G-edge product unit nine months ago. It has produced one demo, three roadmap revisions, and zero customers.
The situation
Telcomex Norte runs MXN 7.8B (~€380M) of fixed-line and B2B internet revenue. The legacy network team — 340 engineers — keeps the 6,400 km of fibre healthy. The 5G-edge unit (18 people, sitting inside that team) is supposed to ship low-latency compute for the Monterrey automotive cluster: Stellantis, Kia, Ternium. Each plant signs a five-year contract or doesn't. By a consultancy estimate, the addressable market in the Bajío is MXN 480M/year — material on a 5% revenue base.
The legacy team is running a network-upgrade program — your largest capex in five years. It moves through quarterly gate reviews, a CIO-chaired roadmap board, and shared resourcing with everything else IT does. The 5G-edge unit moves through the same gates. Vivo in São Paulo spun their edge unit out as a subsidiary fourteen months ago and signed two anchor accounts in Q3. A Stellantis procurement memo leaked last week says "RFP for industrial-park edge connectivity" — 90-day evaluation window starts in November.