Webscale 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 Webscale 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.
Excel Workbook featuring current and historical data
Annual (publishes in July)