Leading cloud service providers collectively pledge ~$700B in capital expenditure for 2026, but capex is pressuring cash flows and profits; investors are starting to notice.
The network edge is taking the spotlight as reasoning becomes key to AI applications and agents emerge.
Hyperscalers are substantially increasing their capex spending, while enterprises move cautiously into AI. Will supply match up with demand?
Hyperscalers continue to pour capex into AI infrastructure, though next year could see a big change. Meanwhile, enterprises turn to inferencing on Ethernet networks
As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending
Our Q2 CTP update highlights growth in the AI infrastructure and edge infrastructure markets
Sponsored by Cisco, Juniper Networks, HPE, NVIDIA, Microsoft, Broadcom, AMD, Meta, Arista Networks
• Telcos continue to lose business and bandwidth share to hyperscalers
• Enterprise capex appears to be slowing, ex-AI
• The GenAI boom has saved the market, for now
• The impact of AI on telco and hyperscaler capex
* How telcos worldwide are using AI
* Top apps for gen AI at telcos
* Challenges facing CSPs' expanded use of generative AI
* Potential impact on capital spending
• Generative AI: effects on telcos and cloud providers
• How capital spending trends for global telcos and cloud providers will be affected
• Tracking the top use cases from more than 150 5G services and how those are incorporating AI
In this Futuriom Cloud Tracker Pro Quarterly we look at key trends in edge cloud infrastructure buildout.
This latest Edge Cloud Tracker analyzes the latest global 5G and wireless deployment trends, capital spending trends for global telcos and cloud providers. It also tracks the top use cases of 5G and private wireless for cloud hyperscalers and telcos
Futuriom unpacks edge trends, analyzing telcos’ capital spending and investment in 5G, along with hyperscalers’ spending patterns over the past year.
Futuriom's 5G Edge Cloud Tracker from December 2021 analyzes the latest telco 5G capital spending trends, the state of B2B applications at the edge, and introduces our new top applications heat index.
Leading cloud providers reported ever growing capex and revenue numbers, but investors are taking a closer look at infrastructure strategies
Networking and security are converging more than ever. Are big changes ahead?
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