Hyperscalers in the telco vertical: The future is hybrid
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This report analyses the positioning of four hyperscalers – Amazon Web Services, Google Cloud, Oracle Cloud Infrastructure and Huawei Cloud – in the telco vertical. We evaluate how successful they have been at convincing telcos to migrate their workloads (from IT to the network) to the hyperscalers’ respective cloud platforms and we ultimately consider what the future role of hyperscalers in telecom will look like.
Description
Format: PDF filePages: 49Author: George GlanvillePublication date: September 2025
With the burgeoning AI deployments, hyperscalers are growing in prominence as key partners to telcos that seek AI leadership. In this research, based on our analysis of more than 300 partnerships, we assess the positioning of four major cloud providers in the telco vertical and explore how this dynamic is likely to evolve with the dawn of 6G and AI mass adoption.
Table of contents
- Preface
- Executive summary
- Introduction
- Amazon Web Services (AWS)
- Google Cloud
- Huawei Cloud
- Oracle Cloud Infrastructure (OCI)
Technologies and industry terms referenced include: AI, Amazon Web Services, AWS, Azure, BSS, Cloud, core, data, DNA Finland, edge, Enterprise applications, Enterprise IT, EU, google, Google Cloud, Huawei, Huawei Cloud, Hyperscalers, Microsoft Azure, NTT DOCOMO, O2 Telefonica, OCI, Omantel, oracle, Orange, OSS, public cloud, RAN, sovereign cloud, Vodafone
