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AI inferencing to drive demand for edge computing to reach USD274 billion by 2030

The total addressable market for edge computing is forecast to grow from USD74 billion in 2025 to USD274 billion by 2030. This represents a compound annual growth rate of 22%, according to the latest market forecast from STL Partners, a leading telecoms research and consulting company.

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Liquid cooling retrofits can cost roughly 80% less than new AI-ready data centre builds

New STL Partners report, kindly supported by Airedale, warns that liquid cooling retrofit is becoming strategically important where greenfield capacity cannot keep pace – but should only be pursued when demand, power constraints and site readiness align.

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Telcos to deliver over 3.5GW of AI factory and edge capacity by 2030 

Telco-operated AI factories and network edge sites will account for over 3.5GW of IT load capacity globally by 2030, according to telecom advisory firm STL Partners.

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STL in the Media

MWC26: Private 5G Networks – Druid Software discuss the future of the market

Mobile europe

Druid Software and STL Partners discuss private 5G growth, ecosystems, and vendor scaling success factors.

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MWC26: From Automation to Agentic Cloud – How Cloud Operations Are Evolving

Mobile europe

Amdocs and STL Partners explore Agentic AI to manage cloud complexity with human oversight. in cloud ops

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MWC26: From AI vision to Agentic Reality: Amdocs’ Vision for the Future of Telecom

Mobile europe

At MWC 2026, Amdocs and STL Partners highlight agentic AI driving telco productivity and CX gains.

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