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.
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.
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 report forecasts $462bn 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.
Despite the hype around edge computing, telcos have been slow to commit investments amid competing priorities for networks teams. How can they work with partners to get the right balance between cost, speed of deployment and developer needs in a fast moving competitive market?
Both telcos and hyperscalers want to capture the value at the edge, but they need to work together to deliver of edge computing solutions and generate demand among customers. How can operators collaborate with hyperscalers while strengthening their role beyond connectivity?