Telecom

Hyperscaler Capex

Market forecasts provide analysis of market opportunity and contain current market sizing and five-year forecasts, including analysis on growth drivers, top trends and leading market players. TBR provides market forecast data in Excel pivot tables.

TBR’s Hyperscaler Capex Market Forecast provides detailed data breakouts and corresponding analysis of hyperscaler capex spend by each of the five largest global hyperscaler companies. Capex data and analysis is provided across key ICT infrastructure domains, such as data center infrastructure and network infrastructure, as well as the non-ICT domain. With hyperscaler capex spend set to collectively increase at a double-digit CAGR 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.

The five largest hyperscalers (Alphabet, Amazon, Apple, Meta Platforms and Microsoft — collectively referred to as MAMAA) 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 build-outs to edge cloud build-outs as well as network infrastructure and AI and machine learning platforms. Collectively, the five largest hyperscalers’ ICT capex totaled nearly $70 billion in 2021, presenting a significant opportunity for vendors.

In this market forecast, TBR examines capex spend by the world’s five largest hyperscalers and capex spend by segment (Data Center Infrastructure, Network Infrastructure, Software Platforms, Other ICT Capex and Other Capex).

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

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