Is it too early to start talking about 6G? STL believes “no” – this is exactly the right time to define goals, priorities and directions – and also to debunk some emerging myths before they start.
Private 5G is enabling innovation across key verticals and transforming the relationship between mobile operators and enterprises. What proportion of telco edge capacity will be built with hyperscalers (AWS, Microsoft, Google)?.What are the drivers that dictate when telcos will launch their edge data centres and their strategy?.
How many telco edge data centres will there be in the next 5 years?.number of servers, for all non-RAN workloads. In 2021, we published a forecast that sought to estimate the number of telco edge data centres and their capacity, i.e. However, there have also been indicators that have caused confusion in the market, such as the acquisition of MobiledgeX by Google.įor the edge computing market to grow, STL Partners maintains its view that we need to see more edge data centre capacity to seed the industry and encourage enterprises and developers to build applications that will scale. Sometimes this is tied to a hyperscaler partnership, as seen with Verizon, Bell and Vodafone with AWS other times the telecoms operator is building its offering organically, as seen with Cox Communications. In 2022, we have seen a significant increase in investments by telecoms operators to launch edge computing services from their network edge data centres.