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.
The bad news just keeps coming for Intel. September will be a pivotal month as CEO Pat Gelsinger and the board meet to discuss its future. Will cost cutting be enough?
Cisco's latest announcements target AI, observability, and security -- areas where the company faces market growth and internal challenges
Will 2024 be a down financial year for telecom and cloud services? We look at some indicators
Cisco will acquire Isovalent, a startup that brought eBPF technology for cloud-native networking into the enterprise mainstream
AWS issued 25 press releases as part of its annual re:Invent customer event, revealing details about how AWS is actually executing its strategies
Enterprises seem intent on adopting GenAI models and tools from their cloud providers; many are testing use cases based on past work with machine learning
The recent OpenAI debacle highlighted the gamble cloud providers are making on key AI startups -- and how dependent they are on those companies
Futuriom's growing Hybrid Cloud Index reveals the strengths and weaknesses customers perceive in their public cloud services
Communications service providers have traditionally been slow on the uptake when it comes to new technologies. But they are prepping for generative AI
Network slicing was supposed to be one of the hottest capabilities of 5G. As trials ensue, issues and opportunities are surfacing around the technology
Cloud Tracker Pro investigates the vendors and VCs that are funding the top AI startups
Get incisive independent analysis of networking and cloud technology directly to your inbox every two weeks.