CTP Capex and AI Spending Update

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 Edge: AI's Next Frontier

The network edge is taking the spotlight as reasoning becomes key to AI applications and agents emerge.

CTP Update July 25

Hyperscalers are substantially increasing their capex spending, while enterprises move cautiously into AI. Will supply match up with demand?

CTP Update1 Q2025 v5 Read Only

Hyperscalers continue to pour capex into AI infrastructure, though next year could see a big change. Meanwhile, enterprises turn to inferencing on Ethernet networks

CTP Update Q4 2024

As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending

CTP Q2 Update: AI Flows Toward the Mainstream

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

Cloud Tracker Pro Q1 2024 Market Update

• 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

Telcos Turn to GenAI

* 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

Cloud Tracker Pro Q2 2023: Clouds Prep for AI Onslaught

• 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

Edge Wars: Telcos and Hyperscalers Shift Outward

In this Futuriom Cloud Tracker Pro Quarterly we look at key trends in edge cloud infrastructure buildout.

CTP Q4 2022: 5G Use Cases and Acceleration

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

5G Edge Cloud Tracker Q2 2022

Futuriom unpacks edge trends, analyzing telcos’ capital spending and investment in 5G, along with hyperscalers’ spending patterns over the past year.

Futuriom 5G Edge Cloud Tracker - December 2021

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.