Network edge data centre forecast: The rise of the non-telco

£4,000.00 excl VAT

There is much debate in the industry on the topic of edge computing, but little clarity for vendors and potential customers on how much capacity will be available. STL Partners’ Network Edge Data Centre Forecast estimates the number of network edge data centres and their capacity from 2021-2027. We also breakdown who will operate these sites: telcos, hyperscalers or other third parties.

Note: The Excel dataset is not included with this product. To purchase access to this dataset get in touch at


Format: PDF filePages: 41 pagesCharts: 29Author: Dalia AdibPublication Date: November 2023

Table of Contents

  • Executive Summary
  • Introduction to the forecast
  • Evolution of network edge
  • State of the market
  • Regional deep-dives
  • Conclusions
  • Appendix: Methodology

Table of Figures

  • Figure 1: Forecast scope in terms of edge locations and workload types
  • Figure 2: Scenarios for building the network edge
  • Figure 3: Types of servers assumed in the model
  • Figure 4: Key factors determining network edge build
  • Figure 5: 2023 survey respondents broken down
  • Figure 6: Types of edges and network edge broken down
  • Figure 7: Common mobile network architecture for edge computing
  • Figure 8: Scenarios for building the network edge
  • Figure 9: Real examples in the US mapped to scenarios
  • Figure 10: Year of network edge launches and number of sites in launch year (as of September 2023)
  • Figure 11: Global network edge data centre forecast, 2023-2027 (number of data centres and servers)
  • Figure 12: Network edge data centres – 2022 forecast vs. 2023 forecast
  • Figure 13: Forecasts for telecoms operators in large markets have been scaled back
  • Figure 14: Verizon’s network edge build, 2020-2023
  • Figure 15: Network edge business models
  • Figure 16: Cox Edge has two freemium models
  • Figure 17: Most customers are not paying for network edge
  • Figure 18: Video analytics and media applications are most prominent in network edge data centres
  • Figure 19: Demand for network edge computing is being driven from the industrial sectors and the media industry
  • Figure 20: Customers are going wide before they go deep
  • Figure 21: Enterprises and platforms are the main customer/tenants of network edge data centres
  • Figure 22: Number of edge sites by region, 2023-2027
  • Figure 23: Network edge capacity by region, 2023 and 2027
  • Figure 24: Network edge capacity in North America, 2023-2027
  • Figure 25: Vapor IO’s network edge footprint and data centres
  • Figure 26: American Tower’s regional and network edge data centres
  • Figure 27: Timeline of American Tower’s activities to build its edge data centre business
  • Figure 28: Network edge capacity in Europe & Central Asia, 2023-2027
  • Figure 29: AtlasEdge’s data centre footprint is focused on Aggregation Hubs (regional edge data centres)


Technologies and industry terms referenced include: AT&T, AWS, Azure, China Mobile, Cox, data centre, edge, edge deployment, edge market, edge servers, Equinix, Hyperscalers, Liberty Global, Lumen, MEC, network edge, Strategy, Verizon