Having worked with telco companies, 99% of it is "Yeah, but this stuff still works just fine;) And if a government compels us to change our equipment for reasons other than national security, we're going to pitch a fit and demand financial incentives beyond reason." A lot of the pressure to boot Huawei from tech stacks globally ran straight into that wall and flopped. Even with national security at its back.

Considering most of those same telcos are donors and employers of large numbers of people across many constituencies of almost every nation, usually no politician has or is willing to spend political capital to shoot themselves in the foot like that. And no nation with a national telco company runs it well enough to ever even dream of spending money for something like IP addresses, they typically barely keep the lights on.