External pressures shaping the edge AI landscape
In light of the fast-evolving climate surrounding edge AI, we take stock of the upside and the downside risks that may move the needle on our recent Edge AI market forecast.
Tag Archives: AI
Edge AI market forecast: The USD157 billion opportunity
The huge wave of AI has accelerated demand for cloud, but it has also triggered questions on whether deploying in centralised environments is always suitable, or if enterprises should instead consider the edge. Our edge AI forecast identifies the value of this opportunity, pointing to the use cases and the verticals that are driving growth, and determining the extent to which AI will stimulate more revenue at the edge.
The telecom techco: The role of network cloud, automation and AI
Telcos are pursuing a telecom techco vision to renew business models. This report explores how network cloud, automation and AI accelerate this transformation, with insights on scaling these technologies, impactful AI/automation use cases and the advantages of open source.
Finding value from AI, analytics and automation in the telco: Part 2
In this report, we update our model of the financial value of adding AI, analytics and automation (A3) into a telco’s processes. This report focuses on the impact A3 can have in the BSS, channels, marketing and sales, and has a particular focus on the impact of new GenAI capabilities in these areas.
A guide to edge computing for investors
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.
Productising NaaS: A case study from India’s most disruptive player
Enterprises want on-demand, highly performant connectivity services – and service providers are embracing NaaS delivery and commercial models to meet these expectations. This report provides a case study of disruption in the Indian market by NaaS provider Lightstorm.
Real-time automation: The future of transport & logistics
Real-time automation is transforming the transport and logistics sector – and growth in demand for enabling technologies such as edge, AI and IoT is expected to be faster than in any other vertical. In this report, we outline strategies geared towards enabling ecosystem players to capitalise on the opportunity by addressing critical challenges and opportunities.
Network edge data centre forecast: Building the base
Our latest iteration of the Network edge data centre forecast shows that deployments are gradually bringing this market to life, despite the first early exits happening in 2024. What impact will 5G SA, data regulation and AI have on development of the network edge landscape?
Industry survey: Understanding network edge demand
There is much debate in the industry on the topic of telco edge computing, but little clarity for players within the telecom industry and potential customers on how much capacity will be available.
In this report, we provide insights from our annual industry survey on the state of network edge, including the key triggers for deployments.
The path to telco growth: STL Partners’ manifesto
Telecom operators want to become techcos, but they need to keep being telcos too. Telecom techcos will be best positioned to find growth in the Coordination Age, but the path is not easy…
Achieving next-level network autonomy
Implementing autonomous networks offers an average CSP cost savings and annual revenue uplift of around US$794 million. However, challenges impede progress to realise this financial potential. This report addresses five of the main obstacles faced by CSPs and provides recommendations to help overcome them.
Real-time automation for manufacturers: How providers can scale the market
The manufacturing vertical is expected to be the largest customer group for real-time automation solutions. This report outlines how ecosystem players, such as systems integrators and independent software vendors, can work together to leverage their strengths and better serve the sector.
AWS, Azure and Google Cloud: Who’s got the edge?
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.
The state of telco AI and what operators should do next
Major advancements in artificial intelligence are increasing telco stakeholder expectations. This report assesses where telcos are on their AI adoption journeys and provides recommendations for how they can accelerate their progress.
Hyperscalers in the telco vertical: Strategies and successes
This report analyses the positioning of each of the three hyperscalers – AWS, Google Cloud and Microsoft Azure – in the telco vertical (outside of China). We assess how successful they have been at convincing telcos to migrate their business to the public cloud.
Organisational foundations for responsible AI
Telcos must take steps internally to become companies underpinned by AI. We look at implications for the organisation, its people and AI governance processes and tools to responsibly root this transition.
Lessons from telco transformations – Five case studies
Case studies of telcos adopting infraco, servco, or telecom techco models, how they achieved this, and what lessons can be learnt.