The telecom industry is going through a period of material change in respect to the silicon it utilises. This report examines the key dynamics and considerations in the locations where processing demand is at its highest: the RAN and AI factories.
Welcome to this series analysing innovative B2B offerings by leading telcos worldwide. In this second edition, we turn our focus to a successful NaaS player in India.
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.
This report analyses the positioning of four hyperscalers – Amazon Web Services, Google Cloud, Oracle Cloud Infrastructure and Huawei Cloud – in the telco vertical. We evaluate how successful they have been at convincing telcos to migrate their workloads (from IT to the network) to the hyperscalers’ respective cloud platforms and we ultimately consider what the future role of hyperscalers in telecom will look like.
Appropriately beginning in a cinema room at Pathé Palace in Paris, Orange Insights 2025 set the stage for blockbuster discussions, led by the enterprise arm of an operator emblematic of an industry in the midst of profound change. In this report, we present four key themes from the event.
Welcome to this series analysing innovative B2B offerings by leading telcos worldwide.
In this first edition, we turn our focus to a successful software-as-a-service (SaaS) offering coming from Singapore.
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.