This report analyses the edge computing strategies of the ‘big three’ cloud providers – Amazon Web Services (AWS), Google Cloud and Microsoft Azure. We assess how successful they have been at developing solutions across the edge continuum, including on-premise, network and regional edge, and determine who leads this nascent market.

A deep-dive into the edge propositions from the big three hyperscale cloud providers

AWS, Microsoft Azure and Google Cloud accounted for 67% of the cloud infrastructure services market globally in Q2 2024. This substantial lead in market share has primed the big three to launch edge propositions. Indeed, a natural progression from developing extensive cloud fabrics is to distribute it to the edge to enable low-latency and data-sensitive applications.

As outlined by our network edge data centre forecast below, we expect hyperscalers to own a sizeable amount of network edge servers in the coming decade, reaching 30% in 2025.

Total network edge servers, by owner

The big three offer three edge deployment models

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Table of contents

• Executive summary
• Introduction
• Amazon Web Services (AWS)
• Google Cloud
• Microsoft Azure

Related research

• Hyperscalers in the telco vertical: Strategies and successes
• Converging edge, IoT and AI: A strategic guide to success in a growing market
• Vendor-hyperscaler partnerships: Building the multi-cloud native future?
• Telco network edge computing: Lessons from early movers

George Glanville

George Glanville

Research Analyst

George is an analyst at STL Partners, with experience working across a diverse range of topic areas, including 5G, open RAN, telco enablement and gaming. He specialises in consumer services and network innovation, contributing to reports, articles and tools within both of these practice areas. George joined STL Partners after obtaining a BSc in Economics from Bristol University.