TBR projects CSP spend on edge compute infrastructure will grow at a 46.1% CAGR from 2020 to 2025 and reach $100B

Key Insights

The Big Nine hyperscalers will collectively outspend the combined outlays of telcos and cablecos on edge compute infrastructure before the middle of this decade.  

All Big Nine hyperscalers are investing in the edge in some way. Amazon, Microsoft and Google have global ambitions for edge, though and the hyperscalers intend to partner with and/or compete against telcos and cablecos in the edge space.

Delays in chipset availability — due to the COVID-19 pandemic, geopolitical factors and technological complexity — will slow the pace at which the vendor ecosystem can meet demand for edge compute infrastructure through at least 1H22.

TBR projects CSP spend on edge compute infrastructure will grow at a 46.1% CAGR from 2020 to 2025 and reach $100B

TBR’s Telecom Edge Compute Market Forecast, which is global in scope, details edge compute spending trends among communication service providers, which include telecom operators, cable operators and hyperscalers. This research includes current-year market sizing and a five-year forecast by multiple edge compute market segments and geographies. TBR’s Telecom Edge Compute Market Landscape, also global in scope, deep dives into the edge compute-related initiatives of stakeholders in the telecom market, including telecom operators, cable operators, hyperscalers and vendors that supply the telecom market.

TBR releases exclusive webinar content from September 2021

Technology Business Research, Inc. (TBR) announces on-demand availability of its September 2021 webinars. September webinars featured best practices developing in the cloud space and how and why webscales are disrupting the telecom industry.

How ecosystems turn cloud technology into solutions

Principal Analyst Allan Krans and Senior Analyst Evan Woollacott discuss the evolving ecosystem among cloud platforms, independent software vendors (ISVs) and professional services firms as well as the role ISVs have in platform programs and how these programs are encouraging partner buy-in.

Webscales encroach on telecom sector to realize value of digital economy

Principal Analyst Chris Antlitz sheds light on the overarching growth strategy of webscales as well as why webscales need to disrupt the telecom industry and what this means for incumbent operators and vendors in the telecom sector.

TBR webinars are typically held Wednesdays at 1 p.m. EST and include a 15-minute Q&A following the main presentation. To find out what we are discussing next month, check out the Webinars page of our website.

Interested in a one-on-one discussion with one of the above subject-matter experts or a private webinar with one or more of our teams?

Contact us today for more information on our free 60-day trial