Hyperscaler Capex Market Forecast

Webscales are increasing their investments in ICT infrastructure to support the rapid build out of their digital ecosystems. ICT-related capex is shifting from central cloud buildouts to edge compute buildouts, as well as network infrastructure and AI/ML platforms. Webscales’ ICT capex amounted to over $50 billion globally in 2020 and is expected to grow at a double-digit rate through at least the middle of this decade. Vendors are keen to understand this rapidly growing market opportunity so that they can capture a portion of this business.

TBR’s Hyperscaler Capex Market Forecast provides detailed data breakouts and corresponding analysis of webscale capex spend by each of the Big 9 global webscale companies. Capex data and analysis is provided across key ICT infrastructure domains, such as cloud infrastructure and network infrastructure, as well as the non-ICT domain. With webscale capex spend set to collectively increase at a double-digit pace through at least the middle of this decade, understanding these companies’ key investment initiatives will enable stakeholders in the ICT ecosystem to make more informed decisions about how to capitalize on this infrastructure opportunity as well as prepare to better compete against or partner with these companies. All data is projected out five years and historical annual figures are also provided.

Includes

Excel Workbook featuring current and historical data

Cadence

Annual (publishes in July)

Segments

  • Cloud Infrastructure
  • Network Infrastructure
  • Non-ICT Capex
  • Other ICT Capex

Operators

  • Alibaba
  • Alphabet
  • Amazon
  • Apple
  • Baidu
  • Facebook
  • Meta
  • Microsoft
  • Rakuten
  • Tencent

Geography

  • Global

Recent Publications

 

Hyperscalers are poised to disrupt the private cellular networks market over the next few years

Hyperscalers are poised to disrupt the private cellular networks market through their ecosystems, platforms and marketplaces Hyperscalers (especially Amazon, Google and Microsoft) intend to standardize, modularize and verticalize private cellular networks (PCN)-related solutions inside their ecosystems, platforms and marketplaces, especially as it pertains to 5G and edge computing. Hyperscalers are focused on hiding the complexity […]

 

Hyperscalers are poised to disrupt the private cellular networks market over the next few years

Key insights Hyperscalers (especially Amazon, Google and Microsoft) intend to standardize, modularize and verticalize [private cellular networks (PCN)-related solutions inside their ecosystems, platforms and marketplaces, especially as it pertains to 5G and edge computing. Enterprise and government consumption of networking resources will ultimately come to resemble how IT resources are consumed via the cloud, and […]

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