AI Inferencing Takes Center Stage at Red Hat Summit 2025
Red Hat Summit 2025 marked the company’s entry into AI inferencing with the productization of vLLM, the open-source project that has been shaping AI model execution over the past two years.
Michael Soper is a senior analyst in TBR’s Telecom Practice specializing in telecom vendor research. Michael leads TBR’s coverage of telecom vendors Cisco, Ericsson, Huawei and Nokia, among others, as well as private cellular networks, telecom edge compute and telecom infrastructure services markets. He leverages 15 years of analytical experience to contribute to the practice’s research agenda as well as to provide critical insight and analysis to subscription research and project work. An analyst with TBR since 2010, Michael holds a B.S. in corporate finance and accounting with a minor in law from Bentley University.
Red Hat Summit 2025 marked the company’s entry into AI inferencing with the productization of vLLM, the open-source project that has been shaping AI model execution over the past two years.
The deployment services market faces growing headwinds, including communication service provider (CSP) consolidation, open vRAN’s lower installation costs, and reduced demand for site location and construction (SL&C), offset somewhat by hyperscaler spend and 5G rollouts in select developing markets. Hyperscaler investments provide incremental volume to the market, and TBR notes these companies are increasing their investments in access technologies (e.g., Google Fiber).
Learn how the telecom industry intends to derive business outcomes from AI, how enterprises are progressing in their digital transformations and incorporating private networks, and where in the mobile ecosystem new value is being created and what telcos need to do to generate ROI from new opportunities.
Learn which verticals are leading and lagging in PCN adoption, which ecosystem players are positioned to capitalized on market trends, and key growth drivers and detractors expected through 2028
Automation, analytics, AI and machine learning will prove critical to helping vendors improve margins. Examples include portions of Nokia’s AVA (Analytics, Virtualization and Automation) portfolio and Ericsson’s Operations Engine. However, with a significant portion of revenue coming from deployment services, RAN-centric vendors will be unable to expand overall telecom infrastructure services margins significantly.
Nokia’s outsized and unique position in the broadband infrastructure ecosystem enables the company to play a key role in orchestrating partners and customers to achieve their objectives in the most optimal way possible. Fiber will remain the coveted access medium for high-speed broadband, but the world will also employ other broadband access mediums to a large extent.
TBR Insights Live On Demand: Find out how 5G deployments and digital transformation initiatives are driving investment and higher spend in the telecom infrastructure services market.
Learn how the telecom industry is embracing AI and other innovative technologies to achieve business objectives and outcomes. Join our exclusive deep dive into MWC24’s top takeaways.
Cisco’s plan to acquire Splunk reflects the need for deep-pocketed traditional IT vendors to shift their own business models to incorporate more subscription revenue streams.
Free webinar: Learn key growth drivers and detractors expected in the telecom infrastructure services (TIS) market through 2027 as well as how government spend and geopolitics will influence the TIS market and which vendors are positioned to capitalize on market trends
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