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.
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.
Co-operation with hyperscalers can reap rewards – but only if telcos complete the hard work of cloudification first.
We evaluate the role of disaggregation and cloud native infrastructure and key breakthrough opportunities for network operators.
More telcos are making deals to run their VNFs on the public cloud. Not much is live yet. But cloud hosting of network functions will support telcos in realising the benefits of cloud-native, and we believe telcos can safely go further and faster.