Telecoms AI cloud infrastructure: worldwide forecast 2024–2030

This report provides forecasts for communications service provider (CSP) spending on cloud infrastructure for AI workloads and related services for 2024–2030. The report also provides recommendations for vendors and CSPs.

This forecast report and the accompanying data annex provide:

• a detailed, 6-year worldwide forecast for spending in the AI cloud infrastructure market, split into:
  • two AI use cases: internal operations and B2B/B2C services
  • two delivery types: product-related and professional services
  • four infrastructure components: compute, storage, networking and cloud infrastructure software
  • eight geographical regions: Central and Eastern Europe (CEE), developed Asia–Pacific (DVAP), emerging Asia–Pacific (EMAP), Latin America (LATAM), the Middle East and North Africa (MENA), North America (NA), Sub-Saharan Africa (SSA) and Western Europe (WE)
• an examination of the market drivers and how they will affect spending during the forecast period
• analysis of the business environment and regional dynamics that will influence the AI cloud infrastructure market
• a detailed market definition
• recommendations for CSPs and vendors.