The EU's Huawei Ban Isn't a Procurement Decision. It's a Dependency Inventory Problem.

The EU Huawei ban is entering its most consequential phase yet. On May 4, 2026, the European Commission reissued a recommendation it first made in 2020: keep Huawei and ZTE out of critical telecom infrastructure. Nothing about that repetition was accidental. It was the public-facing half of a much harder structural shift — a January 2026 revision...