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This article is part of: Edge Insights
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Edge computing is a key enabling technology for AI and GenAI applications, providing the local processing power and low-latency connectivity needed for real-time decision-making and data processing. This report looks at the trends in investments in edge computing companies – from edge data centres to platforms and applications – and the market outlook for 2025.
Where is the edge computing market heading in 2025?
In this report, we explore how the boom in interest in AI and generative AI (GenAI) applications has created a pivotal moment for edge computing infrastructure. It examines the technical reasons why edge computing is a critical component of the compute architecture required to support AI.
The report features a comprehensive review of 2024 deal activity (as seen is the figure below), highlighting the most significant transactions of the year and providing in-depth analyses of key acquisitions and regional trends.
2024 has been the biggest year for edge computing investments ever
The report also identifies potential acquirers, investors and customers for edge computing technologies, exploring their investment rationale and likely targets in 2025 across key sectors:
Technology companies
- Industrial automation companies
- Cloud services and data companies
- Telecom operators
- Hardware vendors
Vertical industries
- Retail and restaurants
- Manufacturing
- Automotive
- Energy and utilities
We also take a deep dive into the major trends anticipated in the edge computing space for 2025, including detailed discussions on sustainable edge data centres, edge AI and edge platforms.
Key takeaways:
- Investments in and revenues from edge AI applications will grow faster than other parts of the edge value chain
- Vertical giants across retail, manufacturing, automotive will look to invest in or acquire edge computing companies
- Public funding for edge computing companies will mobilise private investment
- 5G standalone (SA) deployments will accelerate network edge deployments by telcos
- Utility companies will increasingly look to enter the edge data centre space to monetise renewable power at source
- Consolidation of edge data centre players will continue.
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Table of contents
- What is edge computing and where is the market heading in 2025?
- Review of 2024 deals
- Potential acquirers, investors or customers for edge computing technologies in 2025
- Edge computing investment trends
Related research
- Network edge data centre forecast: Building the base
- Industry survey: Understanding network edge demand
- AWS, Azure and Google Cloud: Who’s got the edge?
- Converging edge, IoT and AI: A strategic guide to success in a growing market
