Enterprises are rapidly adopting AI-driven solutions, but network limitations can hinder performance. At MWC 2025, Kishan Ramaswamy, Head of Product Management at Broadcom, highlighted how VeloSky enables enterprises to leverage GenAI through converged networking. With 5G investments growing, telecom providers are seeking ways to extend beyond mobile services and drive enterprise adoption.
With AI deployments surging from 20% to 60% in just a year, networks must support the increasing demands of agentic AI frameworks. VeloSky ensures seamless communication between AI agents, recognizing and prioritizing their traffic for optimal performance. By providing enterprises with intelligent, application-aware networking, VeloSky not only enhances efficiency but can also unlock new revenue opportunities for service providers.
Diana Goovaerts:
Kishan, it's so great to be here with you. So the investments around 5G and fixed wireless access were driven in part by a desire to better serve enterprise customers and ultimately create new revenue streams for operators. But so far CSPs haven't been able to capitalize on them. So what are you seeing in the market regarding enterprise behavior and do you see this opportunity entering the realm of possibility for the near future?
Kishan Ramaswamy:
Yeah, absolutely. A lot of investments have gone in by a lot of our telecom and providers bringing up all the 5G's environments. They targeted for mobile devices and now they're looking at ways to increase consumption. And so they started going down the path of deploying fixed wireless access. It works great, and I would in fact say if you literally look at the total market, there are about 100 million endpoints that are out there like seed and growth up to 300 million in the next couple of years.
But a lot of these are still consumer market. When you start looking at enterprise market, there are additional requirements that enterprises want. They want a capability that mimics their wired line and experience in terms of latency and availability and ban and so forth. So this is where I think technology that we bring in from and helping these customers achieve that level of parity with wired line will make a big difference. So I do expect a lot of the 5G providers using the VeloCloud technology to improve user experience, improve customer satisfaction, and also have available revenue and monetization streams that they can add on.
Diana Goovaerts:
Okay. So let's talk about VeloCloud for a quick second. Why does it matter if there is a single vendor solution?
Kishan Ramaswamy:
It's a great question. If you think about it, there are cases where a dual vendor strategy might make sense. Let's say a stack for networking, a stack for security. But when it comes to networking in this example, and we're talking about access medium, then a single vendor is, it allows the technology that the vendor offers to be able to deploy end-to-end and actually deliver that benefit, right? So you're looking at an environment where whether it is the CPE, whether it's the 5G access and everything in between, connecting that user to the application that this vendor can basically provide seamlessly. So being able to recognize applications, being able to prioritize business critical applications is all possible when you have a single vendor that does this.
Diana Goovaerts:
Excellent. And so how will a product like VeloSky change the way enterprises leverage technologies like AI?
Kishan Ramaswamy:
And in the world that we are in right now, AI is becoming more and more prevalent. We're looking at just data for customers that were connected to our service. A year ago you'd say about 20% of your customers were deploying some form of AI. Today that number has grown to 60% and we only expect more and more customers to basically adopt AI.
Further, the way the environment itself is set up, you have a lot of agents that are going to be communicating to each other. So you're going to have a full agentic AI framework. And so the network becomes even more critical in order to serve these agentic AI requests. So with VeloSky, again, we want to make sure that we are able to provide that level of access. We are able to have recognition of agentic traffic, prioritization of agentic traffic, and be able to use that technology to deliver a better service.
Diana Goovaerts:
Excellent. Thank you so much.
Kishan Ramaswamy:
Thank you so much for having me.