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.
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.
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.
Telcos persist with their work to reap the future benefits of quantum technology, which continues to develop apace. This is the main finding from the latest update of ‘Q-Beat’, a tracker of quantum technology deployments across telcos by leading research and consulting company STL Partners.
Sustainability remains firmly on the operational agenda for telcos despite political and financial headwinds, finds STL’s latest research.
STL Partners’ latest Skywatch update reveals that five of 14 satellite announcements since October 2025 confirm upcoming direct-to-device (D2D) commercial launches, led by Starlink and AST SpaceMobile.
Significant hurdles remain to scaled migration of telco workloads to hyperscale cloud platforms, despite hyperscaler investment in AI and hybrid cloud capabilities.
Most large European telcos recognise that small and medium-sized businesses (SMBs) represent a growth opportunity – but they cannot agree on how to address these companies’ cybersecurity needs.
Two in three telco projects in generative AI (GenAI) are about building new solutions for customers, especially enterprises. This is one of the key findings from STL Partners’ ‘Telco generative AI adoption tracker’ quarterly update, with new data covering the period from June to August 2025.
Mobile private network (MPN) deployments in the first half of 2025 point to a return to growth following a dip in activity in the second half of 2024, according to new analysis from STL Partners.
Mobile network APIs could unlock global revenues of USD31 billion for the telecom industry by the end of the decade.
A new wave of partnerships between telcos and satellite/non-terrestrial network (NTN) players is reshaping the connectivity landscape, but the market remains far from mature, analyst house STL Partners finds.