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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.
AI applications will require low-latency, local compute for rapid inferencing and large scale data collection, triage, and engineering. Edge compute will therefore play a key role in AI app delivery. However it’s not just about infrastructure – commercial scale for edge AI will depend on effective ecosystem collaboration models.
Since 2015 STL Partners has helped telecoms operators to develop their edge computing strategies. We summarise our learnings from those engagements as a manifesto for how the industry can address the edge computing opportunity.
Consumer use cases offer a variety of opportunities for telcos and other stakeholders in the area of distributed edge. This report explores seven such use cases and the implications for telcos.
Telcos are investing in edge to grow revenues and monetise their networks. Edge orchestration will be a key tool for these telcos to manage their infrastructure easily and cost-effectively, whilst ensuring that they can meet the strict performance requirements of dynamic edge applications.
Our report forecasts $445bn in global demand for edge computing services in 2030. We explore the global demand for on-prem, network, and regional edge represented by 20 use cases and 16 verticals. The forecast helps telcos and other edge providers to identify which areas of the market and the value chain are most suitable for them to capture.