Our Q2 CTP update highlights growth in the AI infrastructure and edge infrastructure markets
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• 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?
Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows
Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling
There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison
Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps
Axelera AI has scored $68 million in financing to continue developing an AI chip for edge inferencing, a hot and growing market
Nations can benefit economically from their own AI platforms, but explicit policies and collaborative agreements may be needed to ensure long-term success
Denser racks and AI clusters are giving off enough heat to warm small cities, but liquid cooling provides a cleaner and cooler alternative
CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?
Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?
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