Cloud and AI Infrastructure
Overview
This programme helps communications service providers (CSPs) and vendors to understand the impact of the transformation of the networks into programmable, AI-driven digital platforms. It tracks the adoption of the cloud-native networks (5G core, vRAN/Open RAN, public/hybrid cloud) and AI networking and compute infrastructure, their underpinnings (Kubernetes/CaaS and GitOps), bare metal and related acceleration technologies, and the disruption that they cause in the value chain.
Themes
- Cloud-native network transformation. Analysing the architectural vision and adoption of cloud-native mobile networks.
- 5G cloud-native network automation. Exploring the emerging declarative and model-driven automation approaches, vendor landscape and operator strategies.
- AI infrastructure. Exploring new networking and compute technologies and requirements for supporting AI workloads.
Questions answered
- Cloud-native network transformation. What is the industry progress in adopting cloud-native technologies across mobile core and RAN (vRAN/Open RAN)? What is the market size and forecast for cloud-native networks?
- Cloud-native network transformation. What is the traction of different network cloud deployment models (vertically-integrated, DIY and public cloud stacks) and what is their impact on the network cloud value chain?
- AI infrastructure. What are the CSP strategies for building an AI-native, heterogenous infrastructure? What is the market opportunity for vendors?
- 5G cloud-native network automation. How is network cloud automation evolving with Kubernetes and open-source based technologies? Which strategies should incumbent vendors and new entrants adopt to maximise their opportunities?
- 5G cloud-native network automation. What is the new network operation model and the role of AI in this model?
