Hyperscalers Continue to Discreetly Build Out Their Global Networks


 

What Will Hyperscaler-owned and -operated Networks Mean for the Telecom Industry?

Though AI dominates hyperscalers’ mindshare and investments currently, network connectivity remains a critical need and investment area for hyperscalers’ longer-term growth ambitions, and they continue to discreetly build out their global networks. These hyperscaler-owned networks portend significant disruption for the telecom industry.

 

In this TBR Insights Live session, Principal Analyst Chris Antlitz shares an exclusive review of TBR’s Hyperscaler Digital Ecosystem Market Landscape, which tracks how and why the world’s largest hyperscalers are disrupting industries to unlock economic value in the digital era, with specific focus on the disruption of the telecom industry. The report focuses on Alphabet (Google), Amazon, Apple, Meta Platforms (Facebook), and Microsoft.
 

In The Above TBR Insights Live Session on Hyperscalers’ Activities You’ll Learn:

  • How hyperscalers are building out their own networks
  • Why hyperscalers are building out their own networks
  • What hyperscaler-owned and -operated networks could mean for the telecom industry


 

Excerpt From Hyperscalers Continue to Discreetly Build Out Their Global Networks: What This Means for Telecom

ICT convergence — trillions of dollars in new value is up for grabs

  • Hyperscalers view distributed computing and intelligent connectivity as tightly integrated concepts, and they want to control the entire stack.
  • Hyperscalers aim to exploit the value created from the nexus of distributed computing and intelligent connectivity enhanced by AI.
  • To enable this end-to-end digital ecosystem and thereby maximize monetization, MAMAA needs to own and/or control most or all of the underlying enabling infrastructure, including physical infrastructure, digital infrastructure platforms and endpoint devices.

Excerpt from TBR Insights Live session Hyperscalers Continue to Discreetly Build Out Their Global Networks: What This Means for Telecom
 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.