Logically, the debate and activity about Huawei being excluded from providing services and hardware is that you cannot trust your Telcos.
Huawei as a company has a direct conflict of interest since Chinese law requires companies and citizens to co-operate with intelligence agencies on request.I would also highlight that any other intelligence agency has plenty of tools to subvert employees to act on their behalf.
Whatever I think, the days of trusting a third party to handle your data-in-motion securely are behind us. If you have a private WAN and assume that it is secure, what is the basis for this assumption ? Can you prove that your telco’s MPLS backbone is secure ? Are the employees vetted and monitored on a regular basis to a sufficient standard ?
If you have access to the telco hardware, especially physical access, then its possible to compromise the network in multiple ways.
Why did we trust telco networks until now ? Because we had no other choice. We can’t audit or verify their operations. We have to accept their commitments at face value, rely on legal protections and contracts to keep them honest.
But really, you cannot assume that telco’s are secure. If you can’t prove security, it isn’t secure.