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.
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.
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 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.
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.
In this report we outline the extent to which XR applications will leverage the network edge. As XR matures within enterprise and begins to enter the consumer market, the telecoms industry is eager to discover whether it will leverage the network edge.
STL Partners’ Research team present their observations from and analysis of the biggest mobile industry event of the year. There was a lot of buzz around AI and API but behind the tech jargon, we saw evidence that our industry continues to morph to become more open and customer-focused.
Edge computing presents unique challenges and limitations when compared to traditional data centres. This report provides practical guidance for edge operators aiming to achieve sustainability goals.
Drawing from the experience of Lumen, SK Telecom, Telefónica, Verizon and Vodafone, this report identifies the steps, partnerships and expectations of a successful telco edge strategy.
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.
There is much debate in the industry on the topic of edge computing, but little clarity for vendors and potential customers on how much capacity will be available. STL Partners’ Network Edge Data Centre Forecast estimates the number of network edge data centres and their capacity from 2021-2027. We also breakdown who will operate these sites: telcos, hyperscalers or other third parties.