This report presents the main findings of our latest quantitative research on global demand for edge computing services through to 2030. In this forecast, we analyse demand for on-premises, network and regional edge infrastructure across 21 use cases and 16 industry verticals. This edition also examines key adoption trends emerging from real-world deployments and highlights pricing dynamics observed across the vendor ecosystem.
As telcos move beyond connectivity, platform strategies are becoming a key route to growth. This report looks at how operators are approaching the shift, and the underlying capabilities and organisational traits that are shaping success across the industry.
The Edge Computing Ecosystem Tool helps organisations navigate and expand their network of partners, customers and suppliers in the edge computing market.
Discover the best edge monetisation opportunities, understand the key partners, and inform your go-to-market strategy through our edge computing use case directory.
AI was again at the centre of MWC. But now telcos are focused on what they can practically achieve with AI rather than on boosting investor perception. Satellites, 5G standalone, sovereignty, security and quantum are other themes we noted in Barcelona.
Our telco AI data centre forecast examines the rise of AI factories alongside the evolution of network edge infrastructure, showing how AI-driven demand is accelerating growth in telco compute capacity. How will data sovereignty requirements and new industrial AI applications reshape the telco compute capacity landscape?
STL Partners takes stock of the development of the edge computing ecosystem over the past five years, how AI has now reshaped the landscape and proposes its view on the future outlook of the market: including the likely winners and losers.
A surge in AI adoption is reviving interest in leveraging mobile base stations as an alternative avenue for deploying AI workloads. This report outlines the commercial rationale, key customer segments and potential investment strategies for telcos exploring this opportunity.
2025 has seen renewed industry enthusiasm towards edge computing. Our latest industry survey examines these evolving perspectives, capturing insights from stakeholders across the ecosystem on a range of pressing topics.
Taken in isolation, investment in 5G has thus far failed to deliver on its promises – both technically and commercially. In this combined market forecast for edge computing, private networks and telecom APIs until 2030, we identify how telcos can leverage all their assets to help deliver on the original ambitions of 5G.
This report outlines the main findings of our latest quantitative research on the global demand for edge computing services towards 2030. We identify the total revenue across the value chain and explore the growing demand for network, regional and on-premises edge across 20 use cases and 16 verticals globally.
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.
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.
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?
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 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.
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.